Holders — by stockHoldings — by fund
Woodson Capital Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001697848
$597.4M
disclosed book value
26
positions
9.3%
largest position share
Positions, as of 2026-06-30
top 26 of 26 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | RDDTREDDIT INC | 320,000 | $55.5M | 9.3% |
| 2 | XYZBLOCK INC | 670,000 | $50.9M | 8.5% |
| 3 | SGSWEETGREEN INC | 5.3M | $46.7M | 7.8% |
| 4 | AMER SPORTS INC | 1.4M | $45.7M | 7.6% |
| 5 | REALTHE REALREAL INC | 3.3M | $38.9M | 6.5% |
| 6 | QXOQXO INC | 1.9M | $32.8M | 5.5% |
| 7 | TPRTAPESTRY INC | 224,000 | $32.8M | 5.5% |
| 8 | AMZNAMAZON COM INC | 125,000 | $29.8M | 5% |
| 9 | LUXELUXEXPERIENCE BV | 3.5M | $25.6M | 4.3% |
| 10 | WOLFWOLFSPEED INC | 500,000 | $24.1M | 4% |
| 11 | GARMIN LTD | 100,000 | $23.8M | 4% |
| 12 | ESTABLISHMENT LABS HLDGS INC | 275,000 | $23.6M | 4% |
| 13 | DECKDECKERS OUTDOOR CORP | 200,000 | $19.9M | 3.3% |
| 14 | BLDRBUILDERS FIRSTSOURCE INC | 220,000 | $19.7M | 3.3% |
| 15 | DALDELTA AIR LINES INC | 188,000 | $17.6M | 2.9% |
| 16 | EBAYEBAY INC. | 150,000 | $16.8M | 2.8% |
| 17 | SHLSSHOALS TECHNOLOGIES GROUP IN | 1.6M | $15.8M | 2.7% |
| 18 | COINCOINBASE GLOBAL INC | 100,002 | $14.6M | 2.4% |
| 19 | AERCAP HOLDINGS NV | 100,000 | $14.6M | 2.4% |
| 20 | FORFORESTAR GROUP INC | 360,000 | $11.4M | 1.9% |
| 21 | TDUPTHREDUP INC | 1.6M | $10.7M | 1.8% |
| 22 | VFCV F CORP | 600,000 | $10.0M | 1.7% |
| 23 | STUBSTUBHUB HLDGS INC | 500,000 | $6.4M | 1.1% |
| 24 | REAXTHE REAL BROKERAGE INC | 3.3M | $6.0M | 1% |
| 25 | SYMSYMBOTIC INC | 70,000 | $3.1M | 0.5% |
| 26 | CROXCROCS INC | 4,269 | $515,012 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.