StockDriftsStockDriftsTop 26 Woodson Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RDDT | REDDIT INC | 9.3% | 320.0K | $55.5M | -27.65%(-122.29K) | $165.73(-4.59%) | 2026-06-30 | |
| XYZ | BLOCK INC | 8.52% | 670.0K | $50.9M | +15.69%(+90.89K) | $67.56(+22.99%) | 2026-06-30 | |
| SG | SWEETGREEN INC | 7.82% | 5.30M | $46.7M | -20.90%(-1.40M) | $9.43(-35.75%) | 2026-06-30 | |
| AS | AMER SPORTS INC | 7.65% | 1.35M | $45.7M | -26.03%(-475.00K) | $27.11(+22.17%) | 2026-06-30 | |
| REAL | THE REALREAL INC | 6.51% | 3.30M | $38.9M | +23.62%(+630.58K) | $5.73(+95.44%) | 2026-06-30 | |
| QXO | QXO INC | 5.5% | 1.90M | $32.8M | +33.80%(+480.00K) | $18.87(-21.08%) | 2026-06-30 | |
| TPR | TAPESTRY INC | 5.49% | 224.0K | $32.8M | -17.04%(-46.00K) | $47.21(+171.96%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.99% | 125.0K | $29.8M | -44.93%(-102.00K) | $193.77(+36.83%) | 2026-06-30 | |
| LUXE | LUXEXPERIENCE BV | 4.29% | 3.45M | $25.6M | -7.75%(-290.00K) | $6.73(+12.62%) | 2026-06-30 | |
| WOLF | WOLFSPEED INC | 4.04% | 500.0K | $24.1M | -46.81%(-440.00K) | $16.86(+86.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.29% | +101.43% | +6.81% | +39.01% |
| Top 20 Holdings Unweighted | +23.18% | +86.92% | +8.45% | +50.02% |
Woodson Capital Management LP reports $597.41M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are RDDT (9.3%), XYZ (8.5%) and SG (7.8%). The top 20 holdings account for 93.87% of reported assets. Its disclosed equity book has returned +101.43% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Woodson Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1697848). View Woodson Capital Management LP’s 13F filings on SEC