2026 Q2 Portfolio Activity
In 2026 Q2, Woodson Capital Management, LP maintained a portfolio of 36 distinct positions. The most significant new addition was DECKERS OUTDOOR CORP, now representing 3.32% of the total fund value. They heavily accumulated shares in BLOCK INC, increasing the position by 15.7%. Conversely, Woodson Capital Management, LP completely exited their position in TESLA INC.
Position History
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Total Positions
36
Quarter
2026 Q2
Top Holding
RDDT (9.3%)
Top 10 Concentration
64.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-36 of 36
Woodson Capital Management, LP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
RDDT
REDDIT INC
|
Communication Services | 9.30% | 9.36% |
#1
1
Prev: #2
|
5.7 |
—
|
-122,287 | -27.6% |
P
S
|
320,000 | $55,545,600 |
$113.53
+39.0%
|
2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
XYZ
BLOCK INC
|
Technology | 8.52% | 5.48% |
#2
3
Prev: #5
|
6.9 |
—
|
90,891 | 15.7% |
P
S
|
670,000 | $50,920,000 | 2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SG
SWEETGREEN INC
|
Consumer Cyclical | 7.82% | 5.47% |
#3
3
Prev: #6
|
4.1 |
—
|
-1,400,000 | -20.9% |
P
S
|
5,300,000 | $46,693,000 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AS
AMER SPORTS INC
|
Consumer Cyclical | 7.65% | 9.45% |
#4
3
Prev: #1
|
3.6 |
—
|
-475,000 | -26.0% |
P
S
|
1,350,000 | $45,684,000 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
REAL
THE REALREAL IN...
|
Consumer Cyclical | 6.51% | 3.81% |
#5
5
Prev: #10
|
5.6 |
—
|
630,580 | 23.6% |
P
S
|
3,300,000 | $38,907,000 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QXO
QXO INC
|
Industrials | 5.50% | 4.34% |
#6
2
Prev: #8
|
4.7 |
—
|
480,000 | 33.8% |
P
S
|
1,900,000 | $32,832,000 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TPR
TAPESTRY INC
|
Consumer Cyclical | 5.49% | 5.99% |
#7
3
Prev: #4
|
2.7 |
—
|
-46,000 | -17.0% |
P
S
|
224,000 | $32,789,120 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.99% | 7.43% |
#8
5
Prev: #3
|
2.0 |
—
|
-102,000 | -44.9% |
P
S
|
125,000 | $29,792,500 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LUXE
LUXEXPERIENCE B...
|
ETF | 4.29% | 4.70% |
#9
2
Prev: #7
|
2.2 |
—
|
-290,000 | -7.8% |
P
S
|
3,450,000 | $25,633,500 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WOLF
WOLFSPEED INC
|
Technology | 4.04% | 2.41% |
#10
7
Prev: #17
|
1.6 |
—
|
-440,000 | -46.8% |
P
S
|
500,000 | $24,125,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GRMN
GARMIN LTD
|
Technology | 3.98% | 2.39% |
#11
7
Prev: #18
|
4.6 |
—
|
34,500 | 52.7% |
P
S
|
100,000 | $23,754,000 | 2018 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ESTA
ESTABLISHMENT L...
|
Healthcare | 3.95% | 3.12% |
#12
1
Prev: #13
|
1.6 |
—
|
-75,000 | -21.4% |
P
S
|
275,000 | $23,597,750 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DECK
DECKERS OUTDOOR...
|
Consumer Cyclical | 3.32% | — |
#13
Prev: #—
|
4.8 |
—
|
200,000 | — |
NEW
|
200,000 | $19,858,000 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BLDR
BUILDERS FIRSTS...
|
Industrials | 3.30% | 2.59% |
#14
1
Prev: #15
|
3.3 |
—
|
20,000 | 10.0% |
P
S
|
220,000 | $19,685,600 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DAL
DELTA AIR LINES...
|
Industrials | 2.95% | 3.00% |
#15
1
Prev: #14
|
1.2 |
—
|
-99,000 | -34.5% |
P
S
|
188,000 | $17,608,080 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EBAY
EBAY INC.
|
Consumer Cyclical | 2.81% | — |
#16
Prev: #—
|
4.6 |
—
|
150,000 | — |
NEW
|
150,000 | $16,762,500 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SHLS
SHOALS TECHNOLO...
|
Technology | 2.65% | 2.07% |
#17
4
Prev: #21
|
1.1 |
—
|
-400,000 | -20.0% |
P
S
|
1,600,000 | $15,840,000 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COIN
COINBASE GLOBAL...
|
Financial Services | 2.45% | — |
#18
Prev: #—
|
4.5 |
—
|
100,002 | — |
NEW
|
100,002 | $14,619,292 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AER
AERCAP HOLDINGS...
|
Industrials | 2.44% | 2.59% |
#19
3
Prev: #16
|
1.5 |
—
|
-20,000 | -16.7% |
P
S
|
100,000 | $14,578,000 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FOR
FORESTAR GROUP ...
|
Real Estate | 1.91% | 1.67% |
#20
4
Prev: #24
|
1.3 |
—
|
-75,000 | -17.2% |
P
S
|
360,000 | $11,394,000 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TDUP
THREDUP INC
|
Consumer Cyclical | 1.79% | 0.87% |
#21
7
Prev: #28
|
1.2 |
—
|
-136,194 | -8.0% |
P
S
|
1,558,806 | $10,677,821 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VFC
V F CORP
|
Consumer Cyclical | 1.68% | 2.03% |
#22
Prev: #22
|
0.7 |
—
|
-159,420 | -21.0% |
P
S
|
600,000 | $10,008,000 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
STUB
STUBHUB HLDGS I...
|
Communication Services | 1.08% | — |
#23
Prev: #—
|
3.9 |
—
|
500,000 | — |
NEW
|
500,000 | $6,435,000 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
REAX
THE REAL BROKER...
|
Real Estate | 1.01% | 0.20% |
#24
7
Prev: #31
|
3.4 |
—
|
2,800,000 | 560.0% |
P
S
|
3,300,000 | $6,006,000 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SYM
SYMBOTIC INC
|
Industrials | 0.53% | 0.23% |
#25
5
Prev: #30
|
3.2 |
—
|
43,058 | 159.8% |
P
S
|
70,000 | $3,146,500 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CROX
CROCS INC
|
Consumer Cyclical | 0.09% | — |
#26
Prev: #—
|
3.5 |
—
|
4,269 | — |
NEW
|
4,269 | $515,012 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COCO
CALL
VITA COCO CO IN...
|
CALL Option | 0.00% | 0.38% |
Sold All 😨
(Was: #29) |
0.0 |
—
|
-50,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSLA
CALL
TESLA INC
|
CALL Option | 0.00% | 0.99% |
Sold All 😨
(Was: #27) |
0.0 |
—
|
-16,900 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LULU
LULULEMON ATHLE...
|
Consumer Cyclical | 0.00% | 1.21% |
Sold All 😨
(Was: #26) |
0.0 |
—
|
-50,442 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SIRI
PUT
SIRIUSXM HOLDIN...
|
PUT Option | 0.00% | 1.45% |
Sold All 😨
(Was: #25) |
0.0 |
—
|
-400,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DOCU
DOCUSIGN INC
|
Technology | 0.00% | 1.68% |
Sold All 😨
(Was: #23) |
0.0 |
—
|
-225,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
Z
ZILLOW GROUP IN...
|
Communication Services | 0.00% | 2.18% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-335,000 | -100.0% |
CLOSED
|
— | $— | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GPI
GROUP 1 AUTOMOT...
|
Consumer Cyclical | 0.00% | 2.29% |
Sold All 😨
(Was: #19) |
0.0 |
—
|
-44,000 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SAM
BOSTON BEER INC
|
Consumer Defensive | 0.00% | 3.26% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-90,000 | -100.0% |
CLOSED
|
— | $— | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COCO
VITA COCO CO IN...
|
Consumer Defensive | 0.00% | 3.31% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-440,000 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.00% | 4.06% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-69,420 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-36 of 36 holdings