Woodson Capital Management, Lp Top Holdings and 13F Report (2026) About Woodson Capital Management, LpInvestment ActivityWoodson Capital Management, Lp has $597.41 million in total holdings as of June 30, 2026.Woodson Capital Management, Lp owns shares of 26 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 16.38% of the portfolio was purchased this quarter.About 44.35% of the portfolio was sold this quarter.This quarter, Woodson Capital Management, Lp has purchased 29 new stocks and bought additional shares in 7 stocks.Woodson Capital Management, Lp sold shares of 14 stocks and completely divested from 8 stocks this quarter.Largest Holdings REDDIT INC $55,545,600BLOCK INC $50,920,000Sweetgreen $46,693,000AMER SPORTS INC $45,684,000RealReal $38,907,000 Largest New Holdings this Quarter 243537107 - Deckers Outdoor $19,858,000 Holding278642103 - eBay $16,762,500 Holding19260Q107 - Coinbase Global $14,619,292 Holding86384P109 - STUBHUB HLDGS INC $6,435,000 Holding227046109 - Crocs $515,012 Holding Largest Purchases this Quarter Deckers Outdoor 200,000 shares (about $19.86M)eBay 150,000 shares (about $16.76M)Coinbase Global 100,002 shares (about $14.62M)QXO INC 480,000 shares (about $8.29M)Garmin 34,500 shares (about $8.20M) Largest Sales this Quarter Amazon.com 102,000 shares (about $24.31M)WOLFSPEED INC 440,000 shares (about $21.23M)REDDIT INC 122,287 shares (about $21.23M)AMER SPORTS INC 475,000 shares (about $16.07M)Sweetgreen 1,400,000 shares (about $12.33M) 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 PortfolioSectorREDDIT INC$55,545,600$21,226,577 â–¼-27.6%320,0009.3%CL ABLOCK INC$50,920,000$6,907,716 â–²15.7%670,0008.5%CL ASGSweetgreen$46,693,000$12,334,000 â–¼-20.9%5,300,0007.8%Consumer DiscretionaryAMER SPORTS INC$45,684,000$16,074,000 â–¼-26.0%1,350,0007.6%COM SHSREALRealReal$38,907,000$7,434,538 â–²23.6%3,300,0006.5%Consumer DiscretionaryQXO INC$32,832,000$8,294,400 â–²33.8%1,900,0005.5%COM NEWTPRTapestry$32,789,120$6,733,480 â–¼-17.0%224,0005.5%Consumer DiscretionaryAMZNAmazon.com$29,792,500$24,310,680 â–¼-44.9%125,0005.0%Consumer DiscretionaryMYTEMYT Netherlands Parent B.V.$25,633,500$2,154,700 â–¼-7.8%3,450,0004.3%Consumer DiscretionaryWOLFSPEED INC$24,125,000$21,230,000 â–¼-46.8%500,0004.0%COMMON STOCKGRMNGarmin$23,754,000$8,195,130 â–²52.7%100,0004.0%Consumer DiscretionaryESTAEstablishment Labs$23,597,750$6,435,750 â–¼-21.4%275,0004.0%HealthcareDECKDeckers Outdoor$19,858,000$19,858,000 â–²New Holding200,0003.3%Consumer DiscretionaryBLDRBuilders FirstSource$19,685,600$1,789,600 â–²10.0%220,0003.3%IndustrialsDALDelta Air Lines$17,608,080$9,272,340 â–¼-34.5%188,0002.9%IndustrialsEBAYeBay$16,762,500$16,762,500 â–²New Holding150,0002.8%Consumer DiscretionarySHLSShoals Technologies Group$15,840,000$3,960,000 â–¼-20.0%1,600,0002.7%IndustrialsCOINCoinbase Global$14,619,292$14,619,292 â–²New Holding100,0022.4%FinanceAERAercap$14,578,000$2,915,600 â–¼-16.7%100,0002.4%IndustrialsFORForestar Group$11,394,000$2,373,750 â–¼-17.2%360,0001.9%Real EstateTDUPThredUp$10,677,821$932,929 â–¼-8.0%1,558,8061.8%Consumer DiscretionaryVFCV.F.$10,008,000$2,659,126 â–¼-21.0%600,0001.7%Consumer DiscretionarySTUBHUB HLDGS INC$6,435,000$6,435,000 â–²New Holding500,0001.1%CL AREAXReal Brokerage$6,006,000$5,096,000 â–²560.0%3,300,0001.0%Real EstateSYMSymbotic$3,146,500$1,935,457 â–²159.8%70,0000.5%IndustrialsCROXCrocs$515,012$515,012 â–²New Holding4,2690.1%Consumer DiscretionaryTSLATesla$0$32,089,460 â–¼-100.0%00.0%Consumer DiscretionaryCOCOVita Coco$0$23,475,900 â–¼-100.0%00.0%Consumer StaplesSAMBoston Beer$0$20,736,000 â–¼-100.0%00.0%Consumer StaplesGPIGroup 1 Automotive$0$14,547,720 â–¼-100.0%00.0%Consumer DiscretionaryZZillow Group$0$13,862,300 â–¼-100.0%00.0%Communication ServicesDOCUDocusign$0$10,667,250 â–¼-100.0%00.0%TechnologySIRIUSXM HOLDINGS INC$0$9,232,000 â–¼-100.0%00.0%COMMON STOCKLULUlululemon athletica$0$7,722,670 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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