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Woodson Capital Management Lp

Portfolio Manager
Woodson Capital Management LP
Performance
-15.30% (2026 Q1)
AUM (13F)
$636.06M
# of Holdings
28
Performance Rank
Allocation (Top 20)
89.73%

Woodson Capital Management Lp Holdings Map

Top 28 Woodson Capital Management Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AS
AMER SPORTS INC
9.72%1.82M$60.1M
+21.67%(+325.00K)
2025-Q1: 983.1K shares2025-Q2: 842.1K shares2025-Q3: 800.0K shares2025-Q4: 1.50M shares2026-Q1: 1.82M shares
$27.11(+21.14%)
2026-03-31
RDDT
REDDIT INC
9.63%442.3K$59.6M
+123.38%(+244.29K)
2025-Q1: 324.4K shares2025-Q2: 333.0K shares2025-Q3: 120.0K shares2025-Q4: 198.0K shares2026-Q1: 442.3K shares
$165.73(-4.56%)
2026-03-31
AMZN
AMAZON COM INC
7.65%227.0K$47.3M
+29.71%(+52.00K)
2025-Q1: 200.5K shares2025-Q2: 169.0K shares2025-Q3: 130.0K shares2025-Q4: 175.0K shares2026-Q1: 227.0K shares
$193.77(+36.32%)
2026-03-31
TPR
TAPESTRY INC
6.16%270.0K$38.1M
-26.03%(-95.00K)
2025-Q1: 895.0K shares2025-Q2: 690.0K shares2025-Q3: 360.0K shares2025-Q4: 365.0K shares2026-Q1: 270.0K shares
$47.21(+173.93%)
2026-03-31
XYZ
BLOCK INC
5.64%579.1K$34.9M
-16.07%(-110.89K)
2025-Q1: 350.0K shares2025-Q2: 390.0K shares2025-Q3: 450.0K shares2025-Q4: 690.0K shares2026-Q1: 579.1K shares
$67.72(+3.90%)
2026-03-31
SG
SWEETGREEN INC
5.63%6.70M$34.8M
+11.67%(+700.00K)
2025-Q1: 0 shares2025-Q2: 817.9K shares2025-Q3: 1.88M shares2025-Q4: 6.00M shares2026-Q1: 6.70M shares
$9.43(-14.23%)
2026-03-31
LUXE
LUXEXPERIENCE BV
4.84%3.74M$29.9M
+3.89%(+140.00K)
2025-Q1: 2.50M shares2025-Q2: 2.97M shares2025-Q3: 3.38M shares2025-Q4: 3.60M shares2026-Q1: 3.74M shares
$6.73(+12.77%)
2026-03-31
QXO
QXO INC
4.46%1.42M$27.6M
+67.06%(+570.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 850.0K shares2026-Q1: 1.42M shares
$19.25(-15.16%)
2026-03-31
TSLA
TESLA INC
4.17%69.4K$25.8M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 69.4K shares2026-Q1: 69.4K shares
$447.22(-5.59%)
2026-03-31
REAL
THE REALREAL INC
3.92%2.67M$24.2M
+6.78%(+169.42K)
2025-Q1: 5.30M shares2025-Q2: 6.40M shares2025-Q3: 3.50M shares2025-Q4: 2.50M shares2026-Q1: 2.67M shares
$4.73(+91.56%)
2026-03-31

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