Woodson Capital Management, LP Hedge Fund

Location: Greenwich, CT

CIK: 0001697848 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $636M (100.0% shares, 0.0% debt)

Holdings (31)

AS AMER SPORTS INC 9.4%

Value $60.08M Shares 1,825,000 Share Price $32.92 * Est. Cost/Share $26.50 Unrealized @ Report Date +44.1%

RDDT REDDIT INC 9.4%

Value $59.55M Shares 442,287 Share Price $134.65 * Est. Cost/Share $168.61 Unrealized @ Report Date +12.5%

AMZN AMAZON COM INC 7.4%

Value $47.28M Shares 227,000 Share Price $208.27 * Est. Cost/Share $212.11 Unrealized @ Report Date +6.9%

TPR TAPESTRY INC 6.0%

Value $38.1M Shares 270,000 Share Price $141.11 Est. Cost/Share $46.55 Unrealized @ Report Date +199.8%

XYZ BLOCK INC 5.5%

Value $34.85M Shares 579,109 Share Price $60.18 Est. Cost/Share $67.37 Unrealized @ Report Date -10.5%

SG SWEETGREEN INC 5.5%

Value $34.77M Shares 6,700,000 Share Price $5.19 * Est. Cost/Share $8.64 Unrealized @ Report Date -24.8%

LUXE LUXEXPERIENCE BV 4.7%

Value $29.92M Shares 3,740,000 Share Price $8.00 Est. Cost/Share $7.57 Unrealized @ Report Date —

QXO QXO INC 4.3%

Value $27.58M Shares 1,420,000 Share Price $19.42 * Est. Cost/Share $21.16 Unrealized @ Report Date +14.1%

TSLA TESLA INC 4.1%

Value $25.81M Shares 69,420 Share Price $371.75 * Est. Cost/Share $443.29 Unrealized @ Report Date -3.9%

REAL THE REALREAL INC 3.8%

Value $24.24M Shares 2,669,420 Share Price $9.08 * Est. Cost/Share $4.74 Unrealized @ Report Date +200.6%

COCO VITA COCO CO INC 3.3%

Value $21.08M Shares 440,000 Share Price $47.91 * Est. Cost/Share $28.70 Unrealized @ Report Date +90.7%

SAM BOSTON BEER INC 3.3%

Value $20.74M Shares 90,000 Share Price $230.40 * Est. Cost/Share $206.20 Unrealized @ Report Date +7.9%

ESTA ESTABLISHMENT LABS HLDGS INC 3.1%

Value $19.87M Shares 350,000 Share Price $56.78 * Est. Cost/Share $38.05 Unrealized @ Report Date +84.9%

DAL DELTA AIR LINES INC 3.0%

Value $19.08M Shares 287,000 Share Price $66.48 * Est. Cost/Share $69.85 Unrealized @ Report Date 0.0%

BLDR BUILDERS FIRSTSOURCE INC 2.6%

Value $16.47M Shares 200,000 Share Price $82.33 * Est. Cost/Share $111.00 Unrealized @ Report Date +5.9%

AER AERCAP HOLDINGS NV 2.6%

Value $16.46M Shares 120,000 Share Price $137.18 * Est. Cost/Share $92.26 Unrealized @ Report Date +58.0%

WOLF WOLFSPEED INC 2.4%

Value $15.34M Shares 940,000 Share Price $16.32 * Est. Cost/Share $18.27 Unrealized @ Report Date 0.0%

GRMN GARMIN LTD 2.4%

Value $15.2M Shares 65,500 Share Price $232.01 * Est. Cost/Share $214.52 Unrealized @ Report Date 0.0%

GPI GROUP 1 AUTOMOTIVE INC 2.3%

Value $14.55M Shares 44,000 Share Price $330.63 * Est. Cost/Share $280.22 Unrealized @ Report Date +31.2%

Z ZILLOW GROUP INC 2.2%

Value $13.86M Shares 335,000 Share Price $41.38 * Est. Cost/Share $58.75 Unrealized @ Report Date 0.0%

SHLS SHOALS TECHNOLOGIES GROUP IN 2.1%

Value $13.16M Shares 2,000,000 Share Price $6.58 * Est. Cost/Share $9.41 Unrealized @ Report Date 0.0%

VFC V F CORP 2.0%

Value $12.9M Shares 759,420 Share Price $16.99 * Est. Cost/Share $19.92 Unrealized @ Report Date 0.0%

DOCU DOCUSIGN INC 1.7%

Value $10.67M Shares 225,000 Share Price $47.41 * Est. Cost/Share $53.49 Unrealized @ Report Date 0.0%

FOR FORESTAR GROUP INC 1.7%

Value $10.63M Shares 435,000 Share Price $24.44 * Est. Cost/Share $29.99 Unrealized @ Report Date -8.5%

SIRI SIRIUSXM HOLDINGS INC 1.5%

Value $9.232M Shares 400,000 Share Price $23.08 Est. Cost/Share — Unrealized @ Report Date —

LULU LULULEMON ATHLETICA INC 1.2%

Value $7.723M Shares 50,442 Share Price $153.10 * Est. Cost/Share $182.21 Unrealized @ Report Date +3.6%

TSLA TESLA INC 1.0%

Value $6.283M Shares 16,900 Share Price $371.75 * Est. Cost/Share $443.29 Unrealized @ Report Date -3.9%

TDUP THREDUP INC 0.9%

Value $5.56M Shares 1,695,000 Share Price $3.28 * Est. Cost/Share $8.09 Unrealized @ Report Date -35.2%

COCO VITA COCO CO INC 0.4%

Value $2.396M Shares 50,000 Share Price $47.91 * Est. Cost/Share $28.70 Unrealized @ Report Date +90.7%

SYM SYMBOTIC INC 0.2%

Value $1.433M Shares 26,942 Share Price $53.20 * Est. Cost/Share $60.69 Unrealized @ Report Date 0.0%

REAX THE REAL BROKERAGE INC 0.2%

Value $1.25M Shares 500,000 Share Price $2.50 * Est. Cost/Share $3.87 Unrealized @ Report Date -13.3%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
AS	AMER SPORTS INC	1,825,000	$60.08M	9.4%	$32.92 *	$26.50	+44.1%	COM SHS	G0260P102
RDDT	REDDIT INC	442,287	$59.55M	9.4%	$134.65 *	$168.61	+12.5%	CL A	75734B100
AMZN	AMAZON COM INC	227,000	$47.28M	7.4%	$208.27 *	$212.11	+6.9%	COM	023135106
TPR	TAPESTRY INC	270,000	$38.1M	6.0%	$141.11	$46.55	+199.8%	COM	876030107
XYZ	BLOCK INC	579,109	$34.85M	5.5%	$60.18	$67.37	-10.5%	CL A	852234103
SG	SWEETGREEN INC	6,700,000	$34.77M	5.5%	$5.19 *	$8.64	-24.8%	COM CL A	87043Q108
LUXE	LUXEXPERIENCE BV	3,740,000	$29.92M	4.7%	$8.00	$7.57	—	SPONSORED ADS	55406W103
QXO	QXO INC	1,420,000	$27.58M	4.3%	$19.42 *	$21.16	+14.1%	COM NEW	82846H405
TSLA	TESLA INC	69,420	$25.81M	4.1%	$371.75 *	$443.29	-3.9%	COM	88160R101
REAL	THE REALREAL INC	2,669,420	$24.24M	3.8%	$9.08 *	$4.74	+200.6%	COM	88339P101
COCO	VITA COCO CO INC	440,000	$21.08M	3.3%	$47.91 *	$28.70	+90.7%	COM	92846Q107
SAM	BOSTON BEER INC	90,000	$20.74M	3.3%	$230.40 *	$206.20	+7.9%	CL A	100557107
ESTA	ESTABLISHMENT LABS HLDGS INC	350,000	$19.87M	3.1%	$56.78 *	$38.05	+84.9%	COM	G31249108
DAL	DELTA AIR LINES INC	287,000	$19.08M	3.0%	$66.48 *	$69.85	0.0%	COM NEW	247361702
BLDR	BUILDERS FIRSTSOURCE INC	200,000	$16.47M	2.6%	$82.33 *	$111.00	+5.9%	COM	12008R107
AER	AERCAP HOLDINGS NV	120,000	$16.46M	2.6%	$137.18 *	$92.26	+58.0%	SHS	N00985106
WOLF	WOLFSPEED INC	940,000	$15.34M	2.4%	$16.32 *	$18.27	0.0%	COMMON STOCK	97785W106
GRMN	GARMIN LTD	65,500	$15.2M	2.4%	$232.01 *	$214.52	0.0%	SHS	H2906T109
GPI	GROUP 1 AUTOMOTIVE INC	44,000	$14.55M	2.3%	$330.63 *	$280.22	+31.2%	COM	398905109
Z	ZILLOW GROUP INC	335,000	$13.86M	2.2%	$41.38 *	$58.75	0.0%	CL C CAP STK	98954M200
SHLS	SHOALS TECHNOLOGIES GROUP IN	2,000,000	$13.16M	2.1%	$6.58 *	$9.41	0.0%	CL A	82489W107
VFC	V F CORP	759,420	$12.9M	2.0%	$16.99 *	$19.92	0.0%	COM	918204108
DOCU	DOCUSIGN INC	225,000	$10.67M	1.7%	$47.41 *	$53.49	0.0%	COM	256163106
FOR	FORESTAR GROUP INC	435,000	$10.63M	1.7%	$24.44 *	$29.99	-8.5%	COM	346232101
SIRI	SIRIUSXM HOLDINGS INC	400,000	$9.232M	1.5%	$23.08	—	—	Put	829933100
LULU	LULULEMON ATHLETICA INC	50,442	$7.723M	1.2%	$153.10 *	$182.21	+3.6%	COM	550021109
TSLA	TESLA INC	16,900	$6.283M	1.0%	$371.75 *	$443.29	-3.9%	Call	88160R101
TDUP	THREDUP INC	1,695,000	$5.56M	0.9%	$3.28 *	$8.09	-35.2%	CL A	88556E102
COCO	VITA COCO CO INC	50,000	$2.396M	0.4%	$47.91 *	$28.70	+90.7%	Call	92846Q107
SYM	SYMBOTIC INC	26,942	$1.433M	0.2%	$53.20 *	$60.69	0.0%	CLASS A COM	87151X101
REAX	THE REAL BROKERAGE INC	500,000	$1.25M	0.2%	$2.50 *	$3.87	-13.3%	COM NEW	75585H206