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 Est. Cost $26.50 Unrealized +44.1%
RDDT REDDIT INC 9.4%
Value $59.55M Shares 442,287 Est. Cost $168.61 Unrealized +12.5%
AMZN AMAZON COM INC 7.4%
Value $47.28M Shares 227,000 Est. Cost $212.11 Unrealized +6.9%
TPR TAPESTRY INC 6.0%
Value $38.1M Shares 270,000 Est. Cost $46.55 Unrealized +199.8%
XYZ BLOCK INC 5.5%
Value $34.85M Shares 579,109 Est. Cost $67.37 Unrealized -10.5%
SG SWEETGREEN INC 5.5%
Value $34.77M Shares 6,700,000 Est. Cost $8.64 Unrealized -24.8%
LUXE LUXEXPERIENCE BV 4.7%
Value $29.92M Shares 3,740,000 Est. Cost $7.57 Unrealized
QXO QXO INC 4.3%
Value $27.58M Shares 1,420,000 Est. Cost $21.16 Unrealized +14.1%
TSLA TESLA INC 4.1%
Value $25.81M Shares 69,420 Est. Cost $443.29 Unrealized -3.9%
REAL THE REALREAL INC 3.8%
Value $24.24M Shares 2,669,420 Est. Cost $4.74 Unrealized +200.6%
COCO VITA COCO CO INC 3.3%
Value $21.08M Shares 440,000 Est. Cost $28.70 Unrealized +90.7%
SAM BOSTON BEER INC 3.3%
Value $20.74M Shares 90,000 Est. Cost $206.20 Unrealized +7.9%
ESTA ESTABLISHMENT LABS HLDGS INC 3.1%
Value $19.87M Shares 350,000 Est. Cost $38.05 Unrealized +84.9%
DAL DELTA AIR LINES INC 3.0%
Value $19.08M Shares 287,000 Est. Cost $69.85 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC 2.6%
Value $16.47M Shares 200,000 Est. Cost $111.00 Unrealized +5.9%
AER AERCAP HOLDINGS NV 2.6%
Value $16.46M Shares 120,000 Est. Cost $92.26 Unrealized +58.0%
WOLF WOLFSPEED INC 2.4%
Value $15.34M Shares 940,000 Est. Cost $18.27 Unrealized 0.0%
GRMN GARMIN LTD 2.4%
Value $15.2M Shares 65,500 Est. Cost $214.52 Unrealized 0.0%
GPI GROUP 1 AUTOMOTIVE INC 2.3%
Value $14.55M Shares 44,000 Est. Cost $280.22 Unrealized +31.2%
Z ZILLOW GROUP INC 2.2%
Value $13.86M Shares 335,000 Est. Cost $58.75 Unrealized 0.0%
SHLS SHOALS TECHNOLOGIES GROUP IN 2.1%
Value $13.16M Shares 2,000,000 Est. Cost $9.41 Unrealized 0.0%
VFC V F CORP 2.0%
Value $12.9M Shares 759,420 Est. Cost $19.92 Unrealized 0.0%
DOCU DOCUSIGN INC 1.7%
Value $10.67M Shares 225,000 Est. Cost $53.49 Unrealized 0.0%
FOR FORESTAR GROUP INC 1.7%
Value $10.63M Shares 435,000 Est. Cost $29.99 Unrealized -8.5%
SIRI SIRIUSXM HOLDINGS INC 1.5%
Value $9.232M Shares 400,000 Est. Cost Unrealized
LULU LULULEMON ATHLETICA INC 1.2%
Value $7.723M Shares 50,442 Est. Cost $182.21 Unrealized +3.6%
TSLA TESLA INC 1.0%
Value $6.283M Shares 16,900 Est. Cost $443.29 Unrealized -3.9%
TDUP THREDUP INC 0.9%
Value $5.56M Shares 1,695,000 Est. Cost $8.09 Unrealized -35.2%
COCO VITA COCO CO INC 0.4%
Value $2.396M Shares 50,000 Est. Cost $28.70 Unrealized +90.7%
SYM SYMBOTIC INC 0.2%
Value $1.433M Shares 26,942 Est. Cost $60.69 Unrealized 0.0%
REAX THE REAL BROKERAGE INC 0.2%
Value $1.25M Shares 500,000 Est. Cost $3.87 Unrealized -13.3%