Filed: 5/15/2026ACC: 0001172661-26-002086
📋 What this filing means
WOODSON CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $636.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$636.06M
Total AUM (reported)
26.97M
Total Shares
Allocation by class
COM$257.99M40.6%
CL A$133.86M21.0%
COM SHS$60.08M9.4%
COM NEW$47.91M7.5%
COM CL A$34.77M5.5%
SHS$31.66M5.0%
SPONSORED ADS$29.92M4.7%
Portfolio Concentration
Top 3$166.91M26.2%
4–10$221.55M34.8%
11–25$231.63M36.4%
Rest$15.97M2.5%
Top 3 weight
26.2%
Top 10 weight
61.1%
Voting Authority Distribution
Total shares with voting rights: 26.97M
Sole
Full voting authority
26.97M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
AMER SPORTS INC
SOLEShares1.82M
TypeSH
Market value$60.08M
9.45%
Sole
1.82M
Shared
0.00
None
0.00
REDDIT INC
SOLEShares442.29K
TypeSH
Market value$59.55M
9.36%
Sole
442.29K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares227K
TypeSH
Market value$47.28M
7.43%
Sole
227K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares270K
TypeSH
Market value$38.10M
5.99%
Sole
270K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares579.11K
TypeSH
Market value$34.85M
5.48%
Sole
579.11K
Shared
0.00
None
0.00
SWEETGREEN INC
SOLEShares6.70M
TypeSH
Market value$34.77M
5.47%
Sole
6.70M
Shared
0.00
None
0.00
TESLA INC
SOLEShares86.32K
TypeSH
Market value$32.09M
5.05%
Sole
86.32K
Shared
0.00
None
0.00
LUXEXPERIENCE BV
SOLEShares3.74M
TypeSH
Market value$29.92M
4.70%
Sole
3.74M
Shared
0.00
None
0.00
QXO INC
SOLEShares1.42M
TypeSH
Market value$27.58M
4.34%
Sole
1.42M
Shared
0.00
None
0.00
THE REALREAL INC
SOLEShares2.67M
TypeSH
Market value$24.24M
3.81%
Sole
2.67M
Shared
0.00
None
0.00
VITA COCO CO INC
SOLEShares490K
TypeSH
Market value$23.48M
3.69%
Sole
490K
Shared
0.00
None
0.00
BOSTON BEER INC
SOLEShares90K
TypeSH
Market value$20.74M
3.26%
Sole
90K
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares350K
TypeSH
Market value$19.87M
3.12%
Sole
350K
Shared
0.00
None
0.00
DELTA AIR LINES INC
SOLEShares287K
TypeSH
Market value$19.08M
3.00%
Sole
287K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares200K
TypeSH
Market value$16.47M
2.59%
Sole
200K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares120K
TypeSH
Market value$16.46M
2.59%
Sole
120K
Shared
0.00
None
0.00
WOLFSPEED INC
SOLEShares940K
TypeSH
Market value$15.34M
2.41%
Sole
940K
Shared
0.00
None
0.00
GARMIN LTD
SOLEShares65.50K
TypeSH
Market value$15.20M
2.39%
Sole
65.50K
Shared
0.00
None
0.00
GROUP 1 AUTOMOTIVE INC
SOLEShares44K
TypeSH
Market value$14.55M
2.29%
Sole
44K
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares335K
TypeSH
Market value$13.86M
2.18%
Sole
335K
Shared
0.00
None
0.00
SHOALS TECHNOLOGIES GROUP IN
SOLEShares2M
TypeSH
Market value$13.16M
2.07%
Sole
2M
Shared
0.00
None
0.00
V F CORP
SOLEShares759.42K
TypeSH
Market value$12.90M
2.03%
Sole
759.42K
Shared
0.00
None
0.00
DOCUSIGN INC
SOLEShares225K
TypeSH
Market value$10.67M
1.68%
Sole
225K
Shared
0.00
None
0.00
FORESTAR GROUP INC
SOLEShares435K
TypeSH
Market value$10.63M
1.67%
Sole
435K
Shared
0.00
None
0.00
SIRIUSXM HOLDINGS INC
SOLEShares400K
TypeSH
Market value$9.23M
1.45%
Sole
400K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMER SPORTS INCSOLE | COM SHS | 1.82M | SH | $60.08M 9.45% | 1.82M | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 442.29K | SH | $59.55M 9.36% | 442.29K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 227K | SH | $47.28M 7.43% | 227K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 270K | SH | $38.10M 5.99% | 270K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 579.11K | SH | $34.85M 5.48% | 579.11K | 0.00 | 0.00 |
SWEETGREEN INCSOLE | COM CL A | 6.70M | SH | $34.77M 5.47% | 6.70M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 86.32K | SH | $32.09M 5.05% | 86.32K | 0.00 | 0.00 |
LUXEXPERIENCE BVSOLE | SPONSORED ADS | 3.74M | SH | $29.92M 4.70% | 3.74M | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 1.42M | SH | $27.58M 4.34% | 1.42M | 0.00 | 0.00 |
THE REALREAL INCSOLE | COM | 2.67M | SH | $24.24M 3.81% | 2.67M | 0.00 | 0.00 |
VITA COCO CO INCSOLE | COM | 490K | SH | $23.48M 3.69% | 490K | 0.00 | 0.00 |
BOSTON BEER INCSOLE | CL A | 90K | SH | $20.74M 3.26% | 90K | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 350K | SH | $19.87M 3.12% | 350K | 0.00 | 0.00 |
DELTA AIR LINES INCSOLE | COM NEW | 287K | SH | $19.08M 3.00% | 287K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 200K | SH | $16.47M 2.59% | 200K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 120K | SH | $16.46M 2.59% | 120K | 0.00 | 0.00 |
WOLFSPEED INCSOLE | COMMON STOCK | 940K | SH | $15.34M 2.41% | 940K | 0.00 | 0.00 |
GARMIN LTDSOLE | SHS | 65.50K | SH | $15.20M 2.39% | 65.50K | 0.00 | 0.00 |
GROUP 1 AUTOMOTIVE INCSOLE | COM | 44K | SH | $14.55M 2.29% | 44K | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 335K | SH | $13.86M 2.18% | 335K | 0.00 | 0.00 |
SHOALS TECHNOLOGIES GROUP INSOLE | CL A | 2M | SH | $13.16M 2.07% | 2M | 0.00 | 0.00 |
V F CORPSOLE | COM | 759.42K | SH | $12.90M 2.03% | 759.42K | 0.00 | 0.00 |
DOCUSIGN INCSOLE | COM | 225K | SH | $10.67M 1.68% | 225K | 0.00 | 0.00 |
FORESTAR GROUP INCSOLE | COM | 435K | SH | $10.63M 1.67% | 435K | 0.00 | 0.00 |
SIRIUSXM HOLDINGS INCSOLE | COMMON STOCK | 400K | SH | $9.23M 1.45% | 400K | 0.00 | 0.00 |
Page 1 of 2