Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Woodson Capital Management, LP (CIK 1697848) reported $636.1M across 25 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AS ($60.1M, 9.45%), RDDT ($59.6M, 9.36%), AMZN ($47.3M, 7.43%), TPR ($38.1M, 5.99%), SQ ($34.9M, 5.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AS | AMER SPORTS INC | $60.1M | 9.45% | 1.8M | Added |
| 2 | RDDT | REDDIT INC | $59.6M | 9.36% | 442,287 | Added |
| 3 | AMZN | AMAZON COM INC | $47.3M | 7.43% | 227,000 | Added |
| 4 | TPR | TAPESTRY INC | $38.1M | 5.99% | 270,000 | Trimmed |
| 5 | SQ | BLOCK INC | $34.9M | 5.48% | 579,109 | Trimmed |
| 6 | SG | SWEETGREEN INC | $34.8M | 5.47% | 6.7M | Added |
| 7 | TSLA | TESLA INC | $32.1M | 5.05% | 86,320 | Trimmed |
| 8 | LUXE | LUXEXPERIENCE BV | $29.9M | 4.70% | 3.7M | Added |
| 9 | QXO | QXO INC | $27.6M | 4.34% | 1.4M | Added |
| 10 | REAL | THE REALREAL INC | $24.2M | 3.81% | 2.7M | Added |
| 11 | COCO | VITA COCO CO INC | $23.5M | 3.69% | 490,000 | Trimmed |
| 12 | SAM | BOSTON BEER INC | $20.7M | 3.26% | 90,000 | Trimmed |
| 13 | ESTA | ESTABLISHMENT LABS HLDGS INC | $19.9M | 3.12% | 350,000 | Trimmed |
| 14 | DAL | DELTA AIR LINES INC | $19.1M | 3.00% | 287,000 | New |
| 15 | BLDR | BUILDERS FIRSTSOURCE INC | $16.5M | 2.59% | 200,000 | Added |
| 16 | AER | AERCAP HOLDINGS NV | $16.5M | 2.59% | 120,000 | Trimmed |
| 17 | WOLFSPEED INC | $15.3M | 2.41% | 940,000 | New | |
| 18 | GRMN | GARMIN LTD | $15.2M | 2.39% | 65,500 | New |
| 19 | GPI | GROUP 1 AUTOMOTIVE INC | $14.5M | 2.29% | 44,000 | Trimmed |
| 20 | Z | ZILLOW GROUP INC | $13.9M | 2.18% | 335,000 | New |
| 21 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $13.2M | 2.07% | 2.0M | New |
| 22 | VFC | V F CORP | $12.9M | 2.03% | 759,420 | New |
| 23 | DOCU | DOCUSIGN INC | $10.7M | 1.68% | 225,000 | New |
| 24 | FOR | FORESTAR GROUP INC | $10.6M | 1.67% | 435,000 | Added |
| 25 | SIRI | SIRIUSXM HOLDINGS INC | $9.2M | 1.45% | 400,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31