Woodson Capital Management, Lp Top Holdings and 13F Report (2026) About Woodson Capital Management, LpInvestment ActivityWoodson Capital Management, Lp has $636.06 million in total holdings as of March 31, 2026.Woodson Capital Management, Lp owns shares of 29 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 28.20% of the portfolio was purchased this quarter.About 28.76% of the portfolio was sold this quarter.This quarter, Woodson Capital Management, Lp has purchased 29 new stocks and bought additional shares in 10 stocks.Woodson Capital Management, Lp sold shares of 10 stocks and completely divested from 8 stocks this quarter.Largest Holdings AMER SPORTS INC $60,079,000REDDIT INC $59,553,945Amazon.com $47,277,290Tapestry $38,099,700BLOCK INC $34,850,780 Largest New Holdings this Quarter 247361702 - Delta Air Lines $19,079,760 Holding97785W106 - WOLFSPEED INC $15,340,800 HoldingH2906T109 - Garmin $15,196,655 Holding98954M200 - Zillow Group $13,862,300 Holding82489W107 - Shoals Technologies Group $13,160,000 Holding Largest Purchases this Quarter REDDIT INC 244,287 shares (about $32.89M)Delta Air Lines 287,000 shares (about $19.08M)WOLFSPEED INC 940,000 shares (about $15.34M)Garmin 65,500 shares (about $15.20M)Zillow Group 335,000 shares (about $13.86M) Largest Sales this Quarter Tapestry 245,000 shares (about $34.57M)SIRIUSXM HOLDINGS INC 800,000 shares (about $18.46M)Tesla 45,800 shares (about $17.03M)BLOCK INC 110,891 shares (about $6.67M)Group 1 Automotive 17,500 shares (about $5.79M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWoodson Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMER SPORTS INC$60,079,000$10,699,000 â–²21.7%1,825,0009.4%COM SHSREDDIT INC$59,553,945$32,893,245 â–²123.4%442,2879.4%CL AAMZNAmazon.com$47,277,290$10,830,040 â–²29.7%227,0007.4%Retail/WholesaleTPRTapestry$38,099,700$34,571,950 â–¼-47.6%270,0006.0%Retail/WholesaleBLOCK INC$34,850,780$6,673,420 â–¼-16.1%579,1095.5%CL ASGSweetgreen$34,773,000$3,633,000 â–²11.7%6,700,0005.5%Retail/WholesaleTSLATesla$32,089,460$17,026,150 â–¼-34.7%86,3205.0%Auto/Tires/TrucksMYTEMYT Netherlands Parent B.V.$29,920,000$1,120,000 â–²3.9%3,740,0004.7%Retail/WholesaleQXO INC$27,576,400$11,069,400 â–²67.1%1,420,0004.3%COM NEWREALRealReal$24,238,334$1,538,334 â–²6.8%2,669,4203.8%Consumer DiscretionaryCOCOVita Coco$23,475,900$5,749,200 â–¼-19.7%490,0003.7%Consumer StaplesSAMBoston Beer$20,736,000$2,304,000 â–¼-10.0%90,0003.3%Consumer StaplesESTAEstablishment Labs$19,873,000$1,419,500 â–¼-6.7%350,0003.1%MedicalDALDelta Air Lines$19,079,760$19,079,760 â–²New Holding287,0003.0%TransportationBLDRBuilders FirstSource$16,466,000$4,775,140 â–²40.8%200,0002.6%Retail/WholesaleAERAercap$16,461,600$4,801,300 â–¼-22.6%120,0002.6%TransportationWOLFSPEED INC$15,340,800$15,340,800 â–²New Holding940,0002.4%COMMON STOCKGRMNGarmin$15,196,655$15,196,655 â–²New Holding65,5002.4%Computer and TechnologyGPIGroup 1 Automotive$14,547,720$5,786,025 â–¼-28.5%44,0002.3%Retail/WholesaleZZillow Group$13,862,300$13,862,300 â–²New Holding335,0002.2%Computer and TechnologySHLSShoals Technologies Group$13,160,000$13,160,000 â–²New Holding2,000,0002.1%EnergyVFCV.F.$12,902,546$12,902,546 â–²New Holding759,4202.0%Consumer DiscretionaryDOCUDocusign$10,667,250$10,667,250 â–²New Holding225,0001.7%Computer and TechnologyFORForestar Group$10,631,400$122,200 â–²1.2%435,0001.7%FinanceSIRIUSXM HOLDINGS INC$9,232,000$18,464,000 â–¼-66.7%400,0001.5%COMMON STOCKLULUlululemon athletica$7,722,670$1,062,820 â–²16.0%50,4421.2%Consumer DiscretionaryTDUPThredUp$5,559,600$344,400 â–¼-5.8%1,695,0000.9%Consumer StaplesSYMSymbotic$1,433,314$1,433,314 â–²New Holding26,9420.2%Business ServicesREAXReal Brokerage$1,250,0000.0%500,0000.2%Business ServicesGOOGLAlphabet$0$25,040,000 â–¼-100.0%00.0%Computer and TechnologyUUnity Software$0$15,901,200 â–¼-100.0%00.0%Computer and TechnologyCMPOCompoSecure$0$14,267,200 â–¼-100.0%00.0%Business ServicesWWWWolverine World Wide$0$10,890,000 â–¼-100.0%00.0%Consumer DiscretionaryAFRMAffirm$0$9,675,900 â–¼-100.0%00.0%Computer and TechnologyYOUCLEAR Secure$0$4,526,407 â–¼-100.0%00.0%Computer and TechnologyFLUTTER ENTMT PLC$0$4,300,800 â–¼-100.0%00.0%SHSRESOLUTE HLDGS MGMT INC$0$1,217,937 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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