Filed: 8/14/2026ACC: 0001172661-26-003666
📋 What this filing means
WOODSON CAPITAL MANAGEMENT, LP filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $597.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$597.41M
Total AUM (reported)
26.47M
Total Shares
Allocation by class
COM$203.31M34.0%
CL A$139.42M23.3%
COM CL A$61.31M10.3%
COM NEW$56.45M9.4%
COM SHS$45.68M7.6%
SHS$38.33M6.4%
SPONSORED ADS$25.63M4.3%
Portfolio Concentration
Top 3$153.16M25.6%
4–10$229.76M38.5%
11–25$213.97M35.8%
Rest$515.0K0.1%
Top 3 weight
25.6%
Top 10 weight
64.1%
Voting Authority Distribution
Total shares with voting rights: 26.47M
Sole
Full voting authority
26.47M
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)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
REDDIT INC
SOLEShares320K
TypeSH
Market value$55.55M
9.30%
Sole
320K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares670K
TypeSH
Market value$50.92M
8.52%
Sole
670K
Shared
0.00
None
0.00
SWEETGREEN INC
SOLEShares5.30M
TypeSH
Market value$46.69M
7.82%
Sole
5.30M
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares1.35M
TypeSH
Market value$45.68M
7.65%
Sole
1.35M
Shared
0.00
None
0.00
THE REALREAL INC
SOLEShares3.30M
TypeSH
Market value$38.91M
6.51%
Sole
3.30M
Shared
0.00
None
0.00
QXO INC
SOLEShares1.90M
TypeSH
Market value$32.83M
5.50%
Sole
1.90M
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares224K
TypeSH
Market value$32.79M
5.49%
Sole
224K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares125K
TypeSH
Market value$29.79M
4.99%
Sole
125K
Shared
0.00
None
0.00
LUXEXPERIENCE BV
SOLEShares3.45M
TypeSH
Market value$25.63M
4.29%
Sole
3.45M
Shared
0.00
None
0.00
WOLFSPEED INC
SOLEShares500K
TypeSH
Market value$24.13M
4.04%
Sole
500K
Shared
0.00
None
0.00
GARMIN LTD
SOLEShares100K
TypeSH
Market value$23.75M
3.98%
Sole
100K
Shared
0.00
None
0.00
ESTABLISHMENT LABS HLDGS INC
SOLEShares275K
TypeSH
Market value$23.60M
3.95%
Sole
275K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares200K
TypeSH
Market value$19.86M
3.32%
Sole
200K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares220K
TypeSH
Market value$19.69M
3.30%
Sole
220K
Shared
0.00
None
0.00
DELTA AIR LINES INC
SOLEShares188K
TypeSH
Market value$17.61M
2.95%
Sole
188K
Shared
0.00
None
0.00
EBAY INC.
SOLEShares150K
TypeSH
Market value$16.76M
2.81%
Sole
150K
Shared
0.00
None
0.00
SHOALS TECHNOLOGIES GROUP IN
SOLEShares1.60M
TypeSH
Market value$15.84M
2.65%
Sole
1.60M
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares100K
TypeSH
Market value$14.62M
2.45%
Sole
100K
Shared
0.00
None
0.00
AERCAP HOLDINGS NV
SOLEShares100K
TypeSH
Market value$14.58M
2.44%
Sole
100K
Shared
0.00
None
0.00
FORESTAR GROUP INC
SOLEShares360K
TypeSH
Market value$11.39M
1.91%
Sole
360K
Shared
0.00
None
0.00
THREDUP INC
SOLEShares1.56M
TypeSH
Market value$10.68M
1.79%
Sole
1.56M
Shared
0.00
None
0.00
V F CORP
SOLEShares600K
TypeSH
Market value$10.01M
1.68%
Sole
600K
Shared
0.00
None
0.00
STUBHUB HLDGS INC
SOLEShares500K
TypeSH
Market value$6.43M
1.08%
Sole
500K
Shared
0.00
None
0.00
THE REAL BROKERAGE INC
SOLEShares3.30M
TypeSH
Market value$6.01M
1.01%
Sole
3.30M
Shared
0.00
None
0.00
SYMBOTIC INC
SOLEShares70K
TypeSH
Market value$3.15M
0.53%
Sole
70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
REDDIT INCSOLE | CL A | 320K | SH | $55.55M 9.30% | 320K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 670K | SH | $50.92M 8.52% | 670K | 0.00 | 0.00 |
SWEETGREEN INCSOLE | COM CL A | 5.30M | SH | $46.69M 7.82% | 5.30M | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 1.35M | SH | $45.68M 7.65% | 1.35M | 0.00 | 0.00 |
THE REALREAL INCSOLE | COM | 3.30M | SH | $38.91M 6.51% | 3.30M | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 1.90M | SH | $32.83M 5.50% | 1.90M | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 224K | SH | $32.79M 5.49% | 224K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 125K | SH | $29.79M 4.99% | 125K | 0.00 | 0.00 |
LUXEXPERIENCE BVSOLE | SPONSORED ADS | 3.45M | SH | $25.63M 4.29% | 3.45M | 0.00 | 0.00 |
WOLFSPEED INCSOLE | COMMON STOCK | 500K | SH | $24.13M 4.04% | 500K | 0.00 | 0.00 |
GARMIN LTDSOLE | SHS | 100K | SH | $23.75M 3.98% | 100K | 0.00 | 0.00 |
ESTABLISHMENT LABS HLDGS INCSOLE | COM | 275K | SH | $23.60M 3.95% | 275K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 200K | SH | $19.86M 3.32% | 200K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 220K | SH | $19.69M 3.30% | 220K | 0.00 | 0.00 |
DELTA AIR LINES INCSOLE | COM NEW | 188K | SH | $17.61M 2.95% | 188K | 0.00 | 0.00 |
EBAY INC.SOLE | COM | 150K | SH | $16.76M 2.81% | 150K | 0.00 | 0.00 |
SHOALS TECHNOLOGIES GROUP INSOLE | CL A | 1.60M | SH | $15.84M 2.65% | 1.60M | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 100K | SH | $14.62M 2.45% | 100K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 100K | SH | $14.58M 2.44% | 100K | 0.00 | 0.00 |
FORESTAR GROUP INCSOLE | COM | 360K | SH | $11.39M 1.91% | 360K | 0.00 | 0.00 |
THREDUP INCSOLE | CL A | 1.56M | SH | $10.68M 1.79% | 1.56M | 0.00 | 0.00 |
V F CORPSOLE | COM | 600K | SH | $10.01M 1.68% | 600K | 0.00 | 0.00 |
STUBHUB HLDGS INCSOLE | CL A | 500K | SH | $6.43M 1.08% | 500K | 0.00 | 0.00 |
THE REAL BROKERAGE INCSOLE | COM NEW | 3.30M | SH | $6.01M 1.01% | 3.30M | 0.00 | 0.00 |
SYMBOTIC INCSOLE | CLASS A COM | 70K | SH | $3.15M 0.53% | 70K | 0.00 | 0.00 |
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