Woodson Capital Management, LP
Greenwich, CT
$597m in 26 US stocks at the end of 30 June 2026. The top 10 are 64.1% of the money. It changed about 25.6% of the portfolio this quarter.
Value
$597m
Stocks
26
Top 10 share
64.1%
Turnover
25.6%
What changed this quarter
New
Bought for the first time this quarter.
- Deckers OutdoorDECK3.3% of the fund
- eBayEBAY2.8% of the fund
- Coinbase GlobalCOIN2.4% of the fund
- StubHub HoldingsSTUB1.1% of the fund
- CrocsCROX<0.1% of the fund
Added
Bought more of a stock they already held.
- BlockXYZ8.5% of the fund+16%
- TheRealRealREAL6.5% of the fund+24%
- QXOQXO5.5% of the fund+34%
- GarminGRMN4.0% of the fund+53%
- Builders FirstSourceBLDR3.3% of the fund+10%
- the Real Brokerage1.0% of the fund+560%
- SymboticSYM0.5% of the fund+160%
Cut
Sold some of their stake.
- RedditRDDT9.3% of the fund-28%
- SweetgreenSG7.8% of the fund-21%
- Amer SportsAS7.6% of the fund-26%
- TapestryTPR5.5% of the fund-17%
- Amazon.comAMZN5.0% of the fund-45%
- Luxexperience BVLUXE4.3% of the fund-8%
- WolfspeedWOLF4.0% of the fund-47%
- Establishment Labs HoldingsESTA4.0% of the fund-21%
- Delta Air LinesDAL2.9% of the fund-34%
- Shoals Technologies GroupSHLS2.7% of the fund-20%
- AerCap HoldingsAER2.4% of the fund-17%
- Forestar GroupFOR1.9% of the fund-17%
- ThredUpTDUP1.8% of the fund-8%
- V FVFC1.7% of the fund-21%
Sold out
Sold their entire stake.
- TeslaTSLA-100%
- Vita Coco CompanyCOCO-100%
- Boston BeerSAM-100%
- Group 1 AutomotiveGPI-100%
- Zillow GroupZ-100%
- DocusignDOCU-100%
- lululemon athleticaLULU-100%
Holdings
- Luxexperience BVLUXE
- Share
- 4.3%
- Value
- $26m
- Shares
- 3,450,000
-8%
- the Real Brokerage
- Share
- 1.0%
- Value
- $6m
- Shares
- 3,300,000
+560%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| RedditRDDT | 9.3% | $56m | 320,000 | -28% |
| BlockXYZ | 8.5% | $51m | 670,000 | +16% |
| SweetgreenSG | 7.8% | $47m | 5,300,000 | -21% |
| Amer SportsAS | 7.6% | $46m | 1,350,000 | -26% |
| TheRealRealREAL | 6.5% | $39m | 3,300,000 | +24% |
| QXOQXO | 5.5% | $33m | 1,900,000 | +34% |
| TapestryTPR | 5.5% | $33m | 224,000 | -17% |
| Amazon.comAMZN | 5.0% | $30m | 125,000 | -45% |
| Luxexperience BVLUXE | 4.3% | $26m | 3,450,000 | -8% |
| WolfspeedWOLF | 4.0% | $24m | 500,000 | -47% |
| GarminGRMN | 4.0% | $24m | 100,000 | +53% |
| Establishment Labs HoldingsESTA | 4.0% | $24m | 275,000 | -21% |
| Deckers OutdoorDECK | 3.3% | $20m | 200,000 | New |
| Builders FirstSourceBLDR | 3.3% | $20m | 220,000 | +10% |
| Delta Air LinesDAL | 2.9% | $18m | 188,000 | -34% |
| eBayEBAY | 2.8% | $17m | 150,000 | New |
| Shoals Technologies GroupSHLS | 2.7% | $16m | 1,600,000 | -20% |
| Coinbase GlobalCOIN | 2.4% | $15m | 100,002 | New |
| AerCap HoldingsAER | 2.4% | $15m | 100,000 | -17% |
| Forestar GroupFOR | 1.9% | $11m | 360,000 | -17% |
| ThredUpTDUP | 1.8% | $11m | 1,558,806 | -8% |
| V FVFC | 1.7% | $10m | 600,000 | -21% |
| StubHub HoldingsSTUB | 1.1% | $6m | 500,000 | New |
| the Real Brokerage | 1.0% | $6m | 3,300,000 | +560% |
| SymboticSYM | 0.5% | $3m | 70,000 | +160% |
| CrocsCROX | <0.1% | $515,012 | 4,269 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 7.2% since 30 June 2025.
Where the money is
Retail & consumer50.5%
Financial services11.0%
Media & telecom9.3%
Technology9.1%
Industrials9.0%
Health care4.0%
Real estate1.9%
Other5.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.