Woodson Capital Management, LP
Net seller this quarter
$597M
26
-$148M
64.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 RDDT | $55.5M | 9.30% | Not reported | -27.7% | Q3 2024 |
 XYZ | $50.9M | 8.52% | Not reported | +15.7% | Q2 2022 |
 SG | $46.7M | 7.82% | 5.52% | -20.9% | Q4 2021 |
 AS | $45.7M | 7.65% | 0.24% | -26.0% | Q3 2024 |
 REAL | $38.9M | 6.51% | 2.71% | +23.6% | Q1 2020 |
 QXO | $32.8M | 5.50% | 0.26% | +33.8% | Q4 2025 |
 TPR | $32.8M | 5.49% | 0.11% | -17.0% | Q4 2017 |
 AMZN | $29.8M | 4.99% | 0.00% | -44.9% | Q4 2016 |
 LUXE | $25.6M | 4.29% | 2.47% | -7.8% | Q4 2024 |
 WOLF | $24.1M | 4.04% | 0.96% | -46.8% | Q1 2026 |
 GRMN | $23.8M | 3.98% | 0.05% | +52.7% | Q2 2018 |
 ESTA | $23.6M | 3.95% | 0.92% | -21.4% | Q2 2025 |
 DECK | $19.9M | 3.32% | 0.15% | Not reported | Q4 2019 |
 BLDR | $19.7M | 3.30% | 0.20% | +10.0% | Q2 2021 |
 DAL | $17.6M | 2.95% | 0.03% | -34.5% | Q4 2016 |
 EBAY | $16.8M | 2.81% | 0.03% | New | Q2 2026 |
 SHLS | $15.8M | 2.65% | Not reported | -20.0% | Q1 2026 |
 COIN | $14.6M | 2.45% | 0.04% | New | Q2 2026 |
 AER | $14.6M | 2.44% | 0.06% | -16.7% | Q2 2024 |
 FOR | $11.4M | 1.91% | 0.71% | -17.2% | Q1 2024 |
 TDUP | $10.7M | 1.79% | 1.19% | -8.0% | Q4 2025 |
 VFC | $10M | 1.68% | 0.15% | -21.0% | Q3 2024 |
 STUB | $6.44M | 1.08% | Not reported | New | Q2 2026 |
 REAX | $6.01M | 1.01% | 1.57% | +560.0% | Q4 2025 |
 SYM | $3.15M | 0.53% | 0.01% | +159.8% | Q1 2026 |
 CROX | $515K | 0.09% | 0.01% | Not reported | Q4 2017 |
| Q1 2026 | |||||
| AS | $60.1M | 9.45% | 0.33% | +21.7% | Q3 2024 |
| RDDT | $59.6M | 9.36% | Not reported | +123.4% | Q3 2024 |
| AMZN | $47.3M | 7.43% | 0.00% | +29.7% | Q4 2016 |
| TPR | $38.1M | 5.99% | 0.13% | -26.0% | Q4 2017 |
| XYZ | $34.9M | 5.48% | Not reported | -16.1% | Q2 2022 |
| SG | $34.8M | 5.47% | 6.97% | +11.7% | Q4 2021 |
| LUXE | $29.9M | 4.70% | 2.72% | +3.9% | Q4 2024 |
| QXO | $27.6M | 4.34% | 0.20% | +67.1% | Q4 2025 |
 TSLA | $25.8M | 4.06% | 0.00% | Not reported | Q4 2025 |
| REAL | $24.2M | 3.81% | 2.22% | +6.8% | Q1 2020 |
 COCO | $21.1M | 3.31% | 0.77% | -21.4% | Q3 2024 |
 SAM | $20.7M | 3.26% | Not reported | -10.0% | Q2 2023 |
| ESTA | $19.9M | 3.12% | 1.19% | -6.7% | Q2 2025 |
| DAL | $19.1M | 3.00% | 0.04% | Not reported | Q4 2016 |
| BLDR | $16.5M | 2.59% | 0.19% | +40.9% | Q2 2021 |
| AER | $16.5M | 2.59% | 0.07% | -22.6% | Q2 2024 |
| WOLF | $15.3M | 2.41% | 1.94% | New | Q1 2026 |
| GRMN | $15.2M | 2.39% | 0.03% | Not reported | Q2 2018 |
 GPI | $14.5M | 2.29% | 0.37% | -28.5% | Q3 2023 |
 Z | $13.9M | 2.18% | Not reported | Not reported | Q2 2019 |
| SHLS | $13.2M | 2.07% | Not reported | New | Q1 2026 |
| VFC | $12.9M | 2.03% | 0.19% | Not reported | Q3 2024 |
 DOCU | $10.7M | 1.68% | 0.12% | New | Q1 2026 |
| FOR | $10.6M | 1.67% | 0.85% | +1.2% | Q1 2024 |
 LULU | $7.72M | 1.21% | 0.05% | +16.0% | Q4 2025 |
| TDUP | $5.56M | 0.87% | 1.31% | -5.8% | Q4 2025 |
| SYM | $1.43M | 0.23% | 0.00% | New | Q1 2026 |
| REAX | $1.25M | 0.20% | 0.24% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| AS | $56M | 7.76% | 0.27% | +87.5% | Q3 2024 |
| TPR | $46.6M | 6.46% | 0.18% | +1.4% | Q4 2017 |
| RDDT | $45.5M | 6.31% | Not reported | +65.0% | Q3 2024 |
| XYZ | $44.9M | 6.22% | Not reported | +53.3% | Q2 2022 |
| SG | $40.6M | 5.62% | 6.25% | +220.0% | Q4 2021 |
| AMZN | $40.4M | 5.60% | 0.00% | +34.6% | Q4 2016 |
| REAL | $39.5M | 5.47% | 2.11% | -28.6% | Q1 2020 |
| TSLA | $31.2M | 4.33% | 0.00% | New | Q4 2025 |
| LUXE | $30.1M | 4.17% | 2.62% | +6.4% | Q4 2024 |
| COCO | $29.7M | 4.11% | 0.98% | -36.4% | Q3 2024 |
| ESTA | $27.3M | 3.79% | 1.28% | -21.9% | Q2 2025 |
 GOOGL | $25M | 3.47% | 0.00% | Not reported | Q4 2016 |
| GPI | $24.2M | 3.35% | 0.49% | +2.5% | Q3 2023 |
| AER | $22.3M | 3.09% | 0.09% | +9.1% | Q2 2024 |
| SAM | $19.5M | 2.70% | Not reported | Not reported | Q2 2023 |
| QXO | $16.4M | 2.27% | 0.13% | New | Q4 2025 |
 U | $15.9M | 2.20% | 0.08% | -37.4% | Q1 2025 |
| BLDR | $14.6M | 2.02% | 0.13% | +2.2% | Q2 2021 |
 GPGI | $14.3M | 1.98% | 0.59% | -50.7% | Q3 2024 |
| TDUP | $11.5M | 1.59% | 1.42% | New | Q4 2025 |
 WWW | $10.9M | 1.51% | 0.73% | -26.8% | Q2 2025 |
| FOR | $10.6M | 1.47% | 0.85% | -31.2% | Q1 2024 |
 AFRM | $9.68M | 1.34% | 0.22% | New | Q4 2025 |
| LULU | $9.04M | 1.25% | 0.04% | New | Q4 2025 |
 YOU | $4.53M | 0.63% | 0.15% | New | Q4 2025 |
 FLUT | $4.3M | 0.60% | 0.01% | New | Q4 2025 |
| REAX | $1.83M | 0.25% | 0.24% | New | Q4 2025 |
 RHLD | $1.22M | 0.17% | 0.07% | -82.1% | Q1 2025 |
| Q3 2025 | |||||
| TPR | $40.8M | 7.33% | 0.18% | -47.8% | Q4 2017 |
| COCO | $37.4M | 6.72% | 1.55% | -5.1% | Q3 2024 |
| REAL | $37.2M | 6.69% | 3.00% | -45.3% | Q1 2020 |
| XYZ | $32.5M | 5.85% | Not reported | +15.4% | Q2 2022 |
| GPGI | $31.2M | 5.61% | 1.47% | -25.0% | Q3 2024 |
| LUXE | $28.8M | 5.17% | 2.47% | +14.1% | Q4 2024 |
| AMZN | $28.5M | 5.13% | 0.00% | -23.1% | Q4 2016 |
| AS | $27.8M | 5.00% | 0.14% | -5.0% | Q3 2024 |
| RDDT | $27.6M | 4.96% | Not reported | -64.0% | Q3 2024 |
| GPI | $26.3M | 4.72% | 0.46% | +3.5% | Q3 2023 |
| GRMN | $24.6M | 4.43% | 0.05% | +75.4% | Q2 2018 |
| U | $23M | 4.14% | 0.13% | -42.5% | Q1 2025 |
| WWW | $22.5M | 4.04% | 1.01% | -29.9% | Q2 2025 |
| ESTA | $19.7M | 3.54% | 1.65% | +113.3% | Q2 2025 |
| AER | $17.2M | 3.09% | 0.08% | -15.9% | Q2 2024 |
| BLDR | $16.9M | 3.03% | 0.13% | -30.5% | Q2 2021 |
| FOR | $16.6M | 2.99% | 1.23% | -13.2% | Q1 2024 |
 SBUX | $15.2M | 2.74% | 0.02% | +140.0% | Q2 2017 |
| SG | $15M | 2.69% | 1.95% | +129.2% | Q4 2021 |
 URBN | $14.3M | 2.57% | 0.22% | -46.7% | Q1 2019 |
 FOXF | $10.2M | 1.83% | 1.00% | -6.7% | Q2 2025 |
 DMRC | $2.44M | 0.44% | Not reported | -26.5% | Q1 2024 |
| RHLD | $2.38M | 0.43% | 0.39% | -60.2% | Q1 2025 |
 SOUN | $1.9M | 0.34% | 0.06% | -71.4% | Q4 2024 |