Q2 2026 13F · SEC CIK 1697848
Woodson Capital Management, LP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $597.4M
- Reported positions
- 26
- Top holdings a year, 3 yrs
- +24.5%
- Assets under management
- $1.5B
Woodson Capital Management, LP is a hedge fund that reported 26 positions worth $597.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Reddit Inc (RDDT, 9.3%), Block Inc (SQ, 8.5%), Sweetgreen Inc (SG, 7.8%). A portfolio copying its top holdings returned 24.5% a year over the last 3 years, against 20.4% for the S&P 500.
Woodson Capital Management, LP holdings all 26 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| RDDTReddit Inc | 9.3% | -27.6% | $55.5M |
| SQBlock Inc | 8.5% | +15.7% | $50.9M |
| SGSweetgreen Inc | 7.8% | -20.9% | $46.7M |
| ASAmer Sports Inc | 7.6% | -26.0% | $45.7M |
| REALThe Realreal Inc | 6.5% | +23.6% | $38.9M |
| QXOQxo Inc | 5.5% | +33.8% | $32.8M |
| TPRTapestry Inc | 5.5% | -17.0% | $32.8M |
| AMZNAmazon Com Inc | 5.0% | -44.9% | $29.8M |
| MYTELuxexperience BV | 4.3% | -7.8% | $25.6M |
| WOLFWolfspeed Inc | 4.0% | -46.8% | $24.1M |
| GRMNGarmin Ltd | 4.0% | +52.7% | $23.8M |
| ESTAEstablishment Labs Hldgs Inc | 4.0% | -21.4% | $23.6M |
| DECKDeckers Outdoor Corp | 3.3% | — | $19.9M |
| BLDRBuilders Firstsource Inc | 3.3% | +10.0% | $19.7M |
| DALDelta Air Lines Inc | 2.9% | -34.5% | $17.6M |
| EBAYEbay Inc. | 2.8% | — | $16.8M |
| SHLSShoals Technologies Group Cl A Ord | 2.7% | -20.0% | $15.8M |
| COINCoinbase Global Inc | 2.4% | — | $14.6M |
| AERAercap Holdings NV | 2.4% | -16.7% | $14.6M |
| FORForestar Group Inc | 1.9% | -17.2% | $11.4M |
| TDUPThredup Inc | 1.8% | -8.0% | $10.7M |
| VFCV F Corp | 1.7% | -21.0% | $10.0M |
| STUBStubhub Hldgs Inc | 1.1% | — | $6.4M |
| REAXThe Real Brokerage Inc. | 1.0% | +560.0% | $6.0M |
| SYMSymbotic Inc | 0.5% | +159.8% | $3.1M |
| CROXCrocs Inc | 0.1% | — | $515K |
What Woodson Capital Management, LP bought and sold in Q2 2026, against Q1 2026.
New positions
- DECK Deckers Outdoor Corp3.3% of 13F
- EBAY Ebay Inc.2.8% of 13F
- COIN Coinbase Global Inc2.4% of 13F
- STUB Stubhub Hldgs Inc1.1% of 13F
- CROX Crocs Inc0.1% of 13F
Added to
- REAX The Real Brokerage Inc.+560.0% shares
- SYM Symbotic Inc+159.8% shares
- GRMN Garmin Ltd+52.7% shares
- QXO Qxo Inc+33.8% shares
- REAL The Realreal Inc+23.6% shares
- SQ Block Inc+15.7% shares
- BLDR Builders Firstsource Inc+10.0% shares
Reduced
- WOLF Wolfspeed Inc-46.8% shares
- AMZN Amazon Com Inc-44.9% shares
- DAL Delta Air Lines Inc-34.5% shares
- RDDT Reddit Inc-27.6% shares
- AS Amer Sports Inc-26.0% shares
- ESTA Establishment Labs Hldgs Inc-21.4% shares
- VFC V F Corp-21.0% shares
- SG Sweetgreen Inc-20.9% shares
Sold out
- TSLA Tesla Incwas 4.2%
- COCO Vita Coco Co Incwas 3.4%
- SAM Boston Beer Incwas 3.4%
- GPI Group 1 Automotive Incwas 2.4%
- Z Zillow Group Incwas 2.2%
- DOCU Docusign Incwas 1.7%
- LULU Lululemon Athletica Incwas 1.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +7.6% /yr
- S&P 500 +20.1%
- 3 years
- +24.5% /yr
- S&P 500 +20.4%
- 5 years
- +3.6% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $597.4M | 26 |
| Q1 2026 | $618.1M | 28 |
| Q4 2025 | $647.6M | 28 |
| Q3 2025 | $519.9M | 24 |
| Q2 2025 | $557.3M | 26 |
| Q1 2025 | $437.9M | 23 |
| Q4 2024 | $528.0M | 28 |
| Q3 2024 | $459.2M | 33 |
| Q2 2024 | $511.2M | 36 |
| Q1 2024 | $547.4M | 37 |
| Q4 2023 | $430.3M | 36 |
| Q3 2023 | $462.9M | 37 |
Questions about Woodson Capital Management, LP's portfolio
What stocks does Woodson Capital Management, LP own?
Woodson Capital Management, LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 26 positions worth $597.4M. The largest are Reddit Inc (RDDT) at 9.3%, Block Inc (SQ) at 8.5%, Sweetgreen Inc (SG) at 7.8%, Amer Sports Inc (AS) at 7.6% and The Realreal Inc (REAL) at 6.5%.
What did Woodson Capital Management, LP buy last quarter?
In Q2 2026, Woodson Capital Management, LP added a new position in Deckers Outdoor Corp (DECK), a new position in Ebay Inc. (EBAY), a new position in Coinbase Global Inc (COIN), a new position in Stubhub Hldgs Inc (STUB), a new position in Crocs Inc (CROX), The Real Brokerage Inc. (REAX) (+560.0% shares), Symbotic Inc (SYM) (+159.8% shares) and Garmin Ltd (GRMN) (+52.7% shares), compared with its Q1 2026 filing.
What did Woodson Capital Management, LP sell last quarter?
In Q2 2026, Woodson Capital Management, LP sold all of Tesla Inc (TSLA), sold all of Vita Coco Co Inc (COCO), sold all of Boston Beer Inc (SAM), sold all of Group 1 Automotive Inc (GPI), sold all of Zillow Group Inc (Z), Wolfspeed Inc (WOLF) (-46.8% shares), Amazon Com Inc (AMZN) (-44.9% shares) and Delta Air Lines Inc (DAL) (-34.5% shares), compared with its Q1 2026 filing.
How has Woodson Capital Management, LP's portfolio performed?
A portfolio copying Woodson Capital Management, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +24.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +7.6% against +20.1%. Over 5 years: +3.6% a year against +11.6%.
When is Woodson Capital Management, LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Woodson Capital Management, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Woodson Capital Management, LP manage?
Woodson Capital Management, LP reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $597.4M.