Woodson Capital Management, LP In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Woodson Capital Management, LP reported 26 stock positions worth $597.4 million . Its top holding was Reddit Class A (RDDT) at 9.3% of the portfolio, followed by Block (XYZ, 8.5% ) and Sweetgreen Class A (SG, 7.8% ). Compared with Q1 2026, it opened 5 new positions, sold out of 7, added to 7 and reduced 14. The biggest buy was a new position in Deckers Outdoor (DECK) and the biggest sale an exit from Tesla (TSLA).
Location Greenwich, CT
CIK 0001697848
Portfolio Value $597.4M (Q2 2026) Holdings 26 stocks · $597.4M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 RDDT Reddit Inc. Class A 320,000 $55.5M Reduce -27.6% XYZ Block Inc. 670,000 $50.9M Add +15.7% SG Sweetgreen Inc. Class A 5,300,000 $46.7M Reduce -20.9% AS Amer Sports Inc. 1,350,000 $45.7M Reduce -26.0% REAL The Realreal Inc. filed as THE REALREAL INC 3,300,000 $38.9M Add +23.6% QXO Qxo Inc. 1,900,000 $32.8M Add +33.8% TPR Tapestry Inc. 224,000 $32.8M Reduce -17.0% AMZN Amazon.com Inc. 125,000 $29.8M Reduce -44.9% LUXE Luxexperience BV 3,450,000 $25.6M Reduce -7.8% WOLF Wolfspeed Inc. 500,000 $24.1M Reduce -46.8% GRMN Garmin Ltd. 100,000 $23.8M Add +52.7% ESTA Establishment Labs Holdings 275,000 $23.6M Reduce -21.4% DECK Deckers Outdoor Corp. 200,000 $19.9M New BLDR Builders Firstsource Inc. 220,000 $19.7M Add +10.0% DAL Delta Air Lines Inc. 188,000 $17.6M Reduce -34.5% EBAY eBay Inc. 150,000 $16.8M New SHLS Shoals Technologies Group -A 1,600,000 $15.8M Reduce -20.0% COIN Coinbase Global Inc. Class A 100,002 $14.6M New AER Aercap Holdings NV 100,000 $14.6M Reduce -16.7% FOR Forestar Group Inc. 360,000 $11.4M Reduce -17.2% TDUP Thredup Inc. Class A 1,558,806 $10.7M Reduce -8.0% VFC VF Corp. 600,000 $10.0M Reduce -21.0% STUB Stubhub Holdings Inc. Class A 500,000 $6.4M New REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC 3,300,000 $6.0M Add +560.0% SYM Symbotic Inc. 70,000 $3.1M Add +159.8% CROX Crocs Inc. 4,269 $515K New
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ TSLA Tesla Inc. Sold out 0.00% −4.17 COCO The Vita Coco Co. Inc. Sold out 0.00% −3.41 SAM Boston Beer Company Inc. Class A Sold out 0.00% −3.35 AMZN Amazon.com Inc. Reduce -44.9% 4.99% −2.66 GPI Group 1 Automotive Inc. Sold out 0.00% −2.35 Z Zillow Group Inc. Class C Sold out 0.00% −2.24 AS Amer Sports Inc. Reduce -26.0% 7.65% −2.07 DOCU Docusign Inc. Sold out 0.00% −1.73 LULU Lululemon Athletica Inc. Sold out 0.00% −1.25 TPR Tapestry Inc. Reduce -17.0% 5.49% −0.68 LUXE Luxexperience BV Reduce -7.8% 4.29% −0.55 VFC VF Corp. Reduce -21.0% 1.68% −0.41 RDDT Reddit Inc. Class A Reduce -27.6% 9.30% −0.34 AER Aercap Holdings NV Reduce -16.7% 2.44% −0.22 DAL Delta Air Lines Inc. Reduce -34.5% 2.95% −0.14 FOR Forestar Group Inc. Reduce -17.2% 1.91% +0.19 SHLS Shoals Technologies Group -A Reduce -20.0% 2.65% +0.52 ESTA Establishment Labs Holdings Reduce -21.4% 3.95% +0.74 TDUP Thredup Inc. Class A Reduce -8.0% 1.79% +0.89 WOLF Wolfspeed Inc. Reduce -46.8% 4.04% +1.56 SG Sweetgreen Inc. Class A Reduce -20.9% 7.82% +2.19
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ DECK Deckers Outdoor Corp. New 3.32% +3.32 XYZ Block Inc. Add +15.7% 8.52% +2.89 EBAY eBay Inc. New 2.81% +2.81 REAL The Realreal Inc. Add +23.6% 6.51% +2.59 COIN Coinbase Global Inc. Class A New 2.45% +2.45 GRMN Garmin Ltd. Add +52.7% 3.98% +1.52 STUB Stubhub Holdings Inc. Class A New 1.08% +1.08 QXO Qxo Inc. Add +33.8% 5.50% +1.03 REAL BROKERAGE INC/THE Add +560.0% 1.01% +0.80 BLDR Builders Firstsource Inc. Add +10.0% 3.30% +0.63 SYM Symbotic Inc. Add +159.8% 0.53% +0.29 CROX Crocs Inc. New 0.09% +0.09
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ SIRI Sirius XM Holdings Inc. put Sold out 400,000 $9.2Mbefore exit TSLA Tesla Inc. call Sold out 16,900 $6.3Mbefore exit COCO The Vita Coco Co. Inc. call Sold out 50,000 $2.4Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 26 $597.4M RDDT, XYZ, SG, AS, REAL Q1 2026 28 $618.1M AS, RDDT, AMZN, TPR, XYZ Q4 2025 28 $647.6M AS, TPR, RDDT, XYZ, SG Q3 2025 24 $519.9M TPR, COCO, REAL, XYZ, GPGI Q2 2025 26 $557.3M TPR, RDDT, AMZN, COCO, AS Q1 2025 23 $437.9M TPR, AMZN, RDDT, REAL, AS Q4 2024 28 $528.0M TPR, REAL, RDDT, URBN, AMZN Q3 2024 33 $459.2M TPR, GPI, URBN, XYZ, BLDR Q2 2024 36 $511.2M GPI, TPR, RYAAY, URBN, GOOGL Q1 2024 37 $547.4M RYAAY, GPI, TPR, GOOGL, URBN