Woodson Capital Management, LP Hedge Fund

Location: Greenwich, CT

CIK: 0001697848 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $722M (100.0% shares, 0.0% debt)

Holdings (32)

AS AMER SPORTS INC 7.8%

Value $56.02M Shares 1,500,000 Share Price $37.35 * Est. Cost/Share $23.96 Unrealized @ Report Date +43.2%

TPR TAPESTRY INC 6.5%

Value $46.64M Shares 365,000 Share Price $127.77 * Est. Cost/Share $46.55 Unrealized @ Report Date +144.9%

RDDT REDDIT INC 6.3%

Value $45.51M Shares 198,000 Share Price $229.87 * Est. Cost/Share $142.66 Unrealized @ Report Date +47.4%

XYZ BLOCK INC 6.2%

Value $44.91M Shares 690,000 Share Price $65.09 * Est. Cost/Share $67.37 Unrealized @ Report Date +2.4%

SG SWEETGREEN INC 5.6%

Value $40.56M Shares 6,000,000 Share Price $6.76 Est. Cost/Share $8.89 Unrealized @ Report Date -22.7%

AMZN AMAZON COM INC 5.6%

Value $40.39M Shares 175,000 Share Price $230.82 Est. Cost/Share $207.74 Unrealized @ Report Date +10.1%

REAL THE REALREAL INC 5.5%

Value $39.45M Shares 2,500,000 Share Price $15.78 * Est. Cost/Share $4.09 Unrealized @ Report Date +219.2%

TSLA TESLA INC 4.3%

Value $31.22M Shares 69,420 Share Price $449.72 Est. Cost/Share $443.29 Unrealized @ Report Date 0.0%

LUXE LUXEXPERIENCE BV 4.2%

Value $30.06M Shares 3,600,000 Share Price $8.35 Est. Cost/Share $7.55 Unrealized @ Report Date —

COCO VITA COCO CO INC 4.1%

Value $29.69M Shares 560,000 Share Price $53.01 * Est. Cost/Share $28.70 Unrealized @ Report Date +63.4%

TSLA TESLA INC 3.9%

Value $28.2M Shares 62,700 Share Price $449.72 Est. Cost/Share $443.29 Unrealized @ Report Date 0.0%

ESTA ESTABLISHMENT LABS HLDGS INC 3.8%

Value $27.33M Shares 375,000 Share Price $72.88 * Est. Cost/Share $38.05 Unrealized @ Report Date +58.7%

GOOGL ALPHABET INC 3.5%

Value $25.04M Shares 80,000 Share Price $313.00 * Est. Cost/Share $285.60 Unrealized @ Report Date 0.0%

GPI GROUP 1 AUTOMOTIVE INC 3.4%

Value $24.19M Shares 61,500 Share Price $393.30 * Est. Cost/Share $280.22 Unrealized @ Report Date +46.5%

SIRI SIRIUSXM HOLDINGS INC 3.3%

Value $23.99M Shares 1,200,000 Share Price $20.00 Est. Cost/Share — Unrealized @ Report Date —

AER AERCAP HOLDINGS NV 3.1%

Value $22.28M Shares 155,000 Share Price $143.76 * Est. Cost/Share $92.26 Unrealized @ Report Date +43.6%

SAM BOSTON BEER INC 2.7%

Value $19.51M Shares 100,000 Share Price $195.13 * Est. Cost/Share $206.20 Unrealized @ Report Date 0.0%

TPR TAPESTRY INC 2.7%

Value $19.17M Shares 150,000 Share Price $127.77 * Est. Cost/Share $46.55 Unrealized @ Report Date +144.9%

QXO QXO INC 2.3%

Value $16.4M Shares 850,000 Share Price $19.29 Est. Cost/Share $19.16 Unrealized @ Report Date 0.0%

U UNITY SOFTWARE INC 2.2%

Value $15.9M Shares 360,000 Share Price $44.17 * Est. Cost/Share $22.49 Unrealized @ Report Date +81.2%

BLDR BUILDERS FIRSTSOURCE INC 2.0%

Value $14.61M Shares 142,000 Share Price $102.89 * Est. Cost/Share $108.33 Unrealized @ Report Date +3.7%

GPGI COMPOSECURE INC 2.0%

Value $14.27M Shares 740,000 Share Price $19.28 * Est. Cost/Share $10.90 Unrealized @ Report Date +83.1%

TDUP THREDUP INC 1.6%

Value $11.5M Shares 1,800,000 Share Price $6.39 * Est. Cost/Share $8.09 Unrealized @ Report Date 0.0%

WWW WOLVERINE WORLD WIDE INC 1.5%

Value $10.89M Shares 600,000 Share Price $18.15 * Est. Cost/Share $15.01 Unrealized @ Report Date +33.9%

FOR FORESTAR GROUP INC 1.5%

Value $10.59M Shares 430,000 Share Price $24.63 * Est. Cost/Share $30.02 Unrealized @ Report Date -15.0%

AFRM AFFIRM HLDGS INC 1.3%

Value $9.676M Shares 130,000 Share Price $74.43 * Est. Cost/Share $71.97 Unrealized @ Report Date 0.0%

LULU LULULEMON ATHLETICA INC 1.3%

Value $9.04M Shares 43,500 Share Price $207.81 * Est. Cost/Share $181.15 Unrealized @ Report Date 0.0%

YOU CLEAR SECURE INC 0.6%

Value $4.526M Shares 129,031 Share Price $35.08 * Est. Cost/Share $33.96 Unrealized @ Report Date 0.0%

FLUT FLUTTER ENTMT PLC 0.6%

Value $4.301M Shares 20,000 Share Price $215.04 * Est. Cost/Share $224.90 Unrealized @ Report Date 0.0%

COCO VITA COCO CO INC 0.4%

Value $2.651M Shares 50,000 Share Price $53.01 * Est. Cost/Share $28.70 Unrealized @ Report Date +63.4%

REAX THE REAL BROKERAGE INC 0.3%

Value $1.825M Shares 500,000 Share Price $3.65 * Est. Cost/Share $3.87 Unrealized @ Report Date 0.0%

RHLD RESOLUTE HLDGS MGMT INC 0.2%

Value $1.218M Shares 5,900 Share Price $206.43 * Est. Cost/Share $36.06 Unrealized @ Report Date +310.3%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AS	AMER SPORTS INC	1,500,000	$56.02M	7.8%	$37.35 *	$23.96	+43.2%	COM SHS	G0260P102
TPR	TAPESTRY INC	365,000	$46.64M	6.5%	$127.77 *	$46.55	+144.9%	COM	876030107
RDDT	REDDIT INC	198,000	$45.51M	6.3%	$229.87 *	$142.66	+47.4%	CL A	75734B100
XYZ	BLOCK INC	690,000	$44.91M	6.2%	$65.09 *	$67.37	+2.4%	CL A	852234103
SG	SWEETGREEN INC	6,000,000	$40.56M	5.6%	$6.76	$8.89	-22.7%	COM CL A	87043Q108
AMZN	AMAZON COM INC	175,000	$40.39M	5.6%	$230.82	$207.74	+10.1%	COM	023135106
REAL	THE REALREAL INC	2,500,000	$39.45M	5.5%	$15.78 *	$4.09	+219.2%	COM	88339P101
TSLA	TESLA INC	69,420	$31.22M	4.3%	$449.72	$443.29	0.0%	COM	88160R101
LUXE	LUXEXPERIENCE BV	3,600,000	$30.06M	4.2%	$8.35	$7.55	—	SPONSORED ADS	55406W103
COCO	VITA COCO CO INC	560,000	$29.69M	4.1%	$53.01 *	$28.70	+63.4%	COM	92846Q107
TSLA	TESLA INC	62,700	$28.2M	3.9%	$449.72	$443.29	0.0%	Call	88160R101
ESTA	ESTABLISHMENT LABS HLDGS INC	375,000	$27.33M	3.8%	$72.88 *	$38.05	+58.7%	COM	G31249108
GOOGL	ALPHABET INC	80,000	$25.04M	3.5%	$313.00 *	$285.60	0.0%	CAP STK CL A	02079K305
GPI	GROUP 1 AUTOMOTIVE INC	61,500	$24.19M	3.4%	$393.30 *	$280.22	+46.5%	COM	398905109
SIRI	SIRIUSXM HOLDINGS INC	1,200,000	$23.99M	3.3%	$20.00	—	—	Put	829933100
AER	AERCAP HOLDINGS NV	155,000	$22.28M	3.1%	$143.76 *	$92.26	+43.6%	SHS	N00985106
SAM	BOSTON BEER INC	100,000	$19.51M	2.7%	$195.13 *	$206.20	0.0%	CL A	100557107
TPR	TAPESTRY INC	150,000	$19.17M	2.7%	$127.77 *	$46.55	+144.9%	Call	876030107
QXO	QXO INC	850,000	$16.4M	2.3%	$19.29	$19.16	0.0%	COM NEW	82846H405
U	UNITY SOFTWARE INC	360,000	$15.9M	2.2%	$44.17 *	$22.49	+81.2%	COM	91332U101
BLDR	BUILDERS FIRSTSOURCE INC	142,000	$14.61M	2.0%	$102.89 *	$108.33	+3.7%	COM	12008R107
GPGI	COMPOSECURE INC	740,000	$14.27M	2.0%	$19.28 *	$10.90	+83.1%	COM CL A	20459V105
TDUP	THREDUP INC	1,800,000	$11.5M	1.6%	$6.39 *	$8.09	0.0%	CL A	88556E102
WWW	WOLVERINE WORLD WIDE INC	600,000	$10.89M	1.5%	$18.15 *	$15.01	+33.9%	COM	978097103
FOR	FORESTAR GROUP INC	430,000	$10.59M	1.5%	$24.63 *	$30.02	-15.0%	COM	346232101
AFRM	AFFIRM HLDGS INC	130,000	$9.676M	1.3%	$74.43 *	$71.97	0.0%	COM CL A	00827B106
LULU	LULULEMON ATHLETICA INC	43,500	$9.04M	1.3%	$207.81 *	$181.15	0.0%	COM	550021109
YOU	CLEAR SECURE INC	129,031	$4.526M	0.6%	$35.08 *	$33.96	0.0%	COM CL A	18467V109
FLUT	FLUTTER ENTMT PLC	20,000	$4.301M	0.6%	$215.04 *	$224.90	0.0%	SHS	G3643J108
COCO	VITA COCO CO INC	50,000	$2.651M	0.4%	$53.01 *	$28.70	+63.4%	Call	92846Q107
REAX	THE REAL BROKERAGE INC	500,000	$1.825M	0.3%	$3.65 *	$3.87	0.0%	COM NEW	75585H206
RHLD	RESOLUTE HLDGS MGMT INC	5,900	$1.218M	0.2%	$206.43 *	$36.06	+310.3%	COM	76134H101