Woodson Capital Management, LP In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Woodson Capital Management, LP reported 28 stock positions worth $618.1 million . Its top holding was Amer Sports (AS) at 9.7% of the portfolio, followed by Reddit Class A (RDDT, 9.6% ) and Amazon.com (AMZN, 7.6% ). Compared with Q4 2025, it opened 8 new positions, sold out of 8, added to 10 and reduced 8. The biggest buy was a new position in Delta Air Lines (DAL) and the biggest sale an exit from Alphabet Class A (GOOGL).
Location Greenwich, CT
CIK 0001697848
Portfolio Value $618.1M (Q1 2026) Holdings 28 stocks · $618.1M 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 Q4 2025 AS Amer Sports Inc. 1,825,000 $60.1M Add +21.7% RDDT Reddit Inc. Class A 442,287 $59.6M Add +123.4% AMZN Amazon.com Inc. 227,000 $47.3M Add +29.7% TPR Tapestry Inc. 270,000 $38.1M Reduce -26.0% XYZ Block Inc. 579,109 $34.9M Reduce -16.1% SG Sweetgreen Inc. Class A 6,700,000 $34.8M Add +11.7% LUXE Luxexperience BV 3,740,000 $29.9M Add +3.9% QXO Qxo Inc. 1,420,000 $27.6M Add +67.1% TSLA Tesla Inc. 69,420 $25.8M No change REAL The Realreal Inc. filed as THE REALREAL INC 2,669,420 $24.2M Add +6.8% COCO The Vita Coco Co. Inc. 440,000 $21.1M Reduce -21.4% SAM Boston Beer Company Inc. Class A 90,000 $20.7M Reduce -10.0% ESTA Establishment Labs Holdings 350,000 $19.9M Reduce -6.7% DAL Delta Air Lines Inc. 287,000 $19.1M New BLDR Builders Firstsource Inc. 200,000 $16.5M Add +40.9% AER Aercap Holdings NV 120,000 $16.5M Reduce -22.6% WOLF Wolfspeed Inc. 940,000 $15.3M New GRMN Garmin Ltd. 65,500 $15.2M New GPI Group 1 Automotive Inc. 44,000 $14.5M Reduce -28.5% Z Zillow Group Inc. Class C 335,000 $13.9M New SHLS Shoals Technologies Group -A 2,000,000 $13.2M New VFC VF Corp. 759,420 $12.9M New DOCU Docusign Inc. 225,000 $10.7M New FOR Forestar Group Inc. 435,000 $10.6M Add +1.2% LULU Lululemon Athletica Inc. 50,442 $7.7M Add +16.0% TDUP Thredup Inc. Class A 1,695,000 $5.6M Reduce -5.8% SYM Symbotic Inc. 26,942 $1.4M New REAL BROKERAGE INC/THE filed as THE REAL BROKERAGE INC 500,000 $1.3M No change
Options reported separately and not counted above: SIRI puts ($9.2M), TSLA calls ($6.3M), COCO calls ($2.4M).
Portfolio Sells Q4 2025 → Q1 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 Q4 2025 % Of Portfolio Change To Portfolio ▲ GOOGL Alphabet Inc. Class A Sold out 0.00% −3.87 U Unity Software Inc. Sold out 0.00% −2.46 GPGI Gpgi Inc. Sold out 0.00% −2.20 WWW Wolverine World Wide Inc. Sold out 0.00% −1.68 AFRM Affirm Holdings Inc. Sold out 0.00% −1.49 GPI Group 1 Automotive Inc. Reduce -28.5% 2.35% −1.38 XYZ Block Inc. Reduce -16.1% 5.64% −1.30 COCO The Vita Coco Co. Inc. Reduce -21.4% 3.41% −1.17 TPR Tapestry Inc. Reduce -26.0% 6.16% −1.04 ESTA Establishment Labs Holdings Reduce -6.7% 3.21% −1.01 TDUP Thredup Inc. Class A Reduce -5.8% 0.90% −0.88 AER Aercap Holdings NV Reduce -22.6% 2.66% −0.78 YOU Clear Secure Inc. Class A Sold out 0.00% −0.70 FLUT Flutter Entertainment PLC-Di Sold out 0.00% −0.66 RHLD Resolute Holdings Manag Sold out 0.00% −0.19 SAM Boston Beer Company Inc. Class A Reduce -10.0% 3.35% +0.34
Portfolio Buys Q4 2025 → Q1 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 Q4 2025 % Of Portfolio Change To Portfolio ▼ DAL Delta Air Lines Inc. New 3.09% +3.09 RDDT Reddit Inc. Class A Add +123.4% 9.63% +2.61 WOLF Wolfspeed Inc. New 2.48% +2.48 GRMN Garmin Ltd. New 2.46% +2.46 Z Zillow Group Inc. Class C New 2.24% +2.24 SHLS Shoals Technologies Group -A New 2.13% +2.13 VFC VF Corp. New 2.09% +2.09 QXO Qxo Inc. Add +67.1% 4.46% +1.93 DOCU Docusign Inc. New 1.73% +1.73 AMZN Amazon.com Inc. Add +29.7% 7.65% +1.41 AS Amer Sports Inc. Add +21.7% 9.72% +1.07 BLDR Builders Firstsource Inc. Add +40.9% 2.66% +0.41 SYM Symbotic Inc. New 0.23% +0.23 LUXE Luxexperience BV Add +3.9% 4.84% +0.20 FOR Forestar Group Inc. Add +1.2% 1.72% +0.08 LULU Lululemon Athletica Inc. Add +16.0% 1.25% −0.15 SG Sweetgreen Inc. Class A Add +11.7% 5.63% −0.64 REAL The Realreal Inc. Add +6.8% 3.92% −2.17
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ TPR Tapestry Inc. call Sold out 150,000 $19.2Mbefore exit SIRI Sirius XM Holdings Inc. put Reduce -66.7% 400,000 $9.2M TSLA Tesla Inc. call Reduce -73.0% 16,900 $6.3M
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