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The Analysis of Woodson Capital Management, LP's Holdings & P&L

Currently, Woodson Capital Management, LP holds 29 types of securities in its portfolio with a total value $618.1M. In the most recent quarter, they have increased their positions in AS (+1.8M shares, valued at $60.1M), RDDT (+442.3K shares, valued at $59.6M), AMZN (+227.0K shares, valued at $47.3M); decreased their positions in SG (-6.7M shares, valued at $45.7M); initiated new positions in AS (+1.8M shares, valued at $60.1M), RDDT (+442.3K shares, valued at $59.6M), AMZN (+227.0K shares, valued at $47.3M); completely sold out of SG (previously valued at $38.1M).

1M P&L

-60.1M-8.09%

3M P&L

-30.4M-4.26%

HY P&L

-67.1M-8.95%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Luxury Goods92.3M

14.9%

2Internet Content & Information73.4M

11.9%

3Leisure60.1M

9.7%

Top Industries by Stock Count

1Luxury Goods3 stocks

10.3%

2Internet Retail2 stocks

6.9%

3Software - Application2 stocks

6.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AS AMER SPORTS INC1.8M sharesnew addition2026-03-312026-05-15

RDDT REDDIT INC442.3K sharesnew addition2026-03-312026-05-15

AMZN AMAZON COM INC227.0K sharesnew addition2026-03-312026-05-15

TPR TAPESTRY INC270.0K sharesnew addition2026-03-312026-05-15

XYZ BLOCK INC579.1K sharesnew addition2026-03-312026-05-15

SG SWEETGREEN INC6.7M sharesnew addition2026-03-312026-05-15

LUXE LUXEXPERIENCE BV3.7M sharesnew addition2026-03-312026-05-15

QXO QXO INC1.4M sharesnew addition2026-03-312026-05-15

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TSLA TESLA INC69.4K sharesnew addition2026-03-312026-05-15

REAL THE REALREAL INC2.7M sharesnew addition2026-03-312026-05-15

COCO VITA COCO CO INC440.0K sharesnew addition2026-03-312026-05-15

SAM BOSTON BEER INC90.0K sharesnew addition2026-03-312026-05-15

ESTA ESTABLISHMENT LABS HLDGS INC350.0K sharesnew addition2026-03-312026-05-15

DAL DELTA AIR LINES INC287.0K sharesnew addition2026-03-312026-05-15

BLDR BUILDERS FIRSTSOURCE INC200.0K sharesnew addition2026-03-312026-05-15

AER AERCAP HOLDINGS NV120.0K sharesnew addition2026-03-312026-05-15

Sponsored

WOLF WOLFSPEED INC940.0K sharesnew addition2026-03-312026-05-15

GRMN GARMIN LTD65.5K sharesnew addition2026-03-312026-05-15

GPI GROUP 1 AUTOMOTIVE INC44.0K sharesnew addition2026-03-312026-05-15

Z ZILLOW GROUP INC335.0K sharesnew addition2026-03-312026-05-15

SHLS SHOALS TECHNOLOGIES GROUP IN2.0M sharesnew addition2026-03-312026-05-15

VFC V F CORP759.4K sharesnew addition2026-03-312026-05-15

DOCU DOCUSIGN INC225.0K sharesnew addition2026-03-312026-05-15

FOR FORESTAR GROUP INC435.0K sharesnew addition2026-03-312026-05-15

Sponsored

LULU LULULEMON ATHLETICA INC50.4K sharesnew addition2026-03-312026-05-15

TDUP THREDUP INC1.7M sharesnew addition2026-03-312026-05-15

SYM SYMBOTIC INC26.9K sharesnew addition2026-03-312026-05-15

REAX THE REAL BROKERAGE INC500.0K sharesnew addition2026-03-312026-05-15

SG N/A sharesSold all2026-04-302026-05-06

AMER SPORTS INC

New

Shares1.8M

Event2026-03-31

Filed2026-05-15

RDDT

REDDIT INC

New

Shares442.3K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

New

Shares227.0K

Event2026-03-31

Filed2026-05-15

TPR

TAPESTRY INC

New

Shares270.0K

Event2026-03-31

Filed2026-05-15

XYZ

BLOCK INC

New

Shares579.1K

Event2026-03-31

Filed2026-05-15

SWEETGREEN INC

New

Shares6.7M

Event2026-03-31

Filed2026-05-15

LUXE

LUXEXPERIENCE BV

New

Shares3.7M

Event2026-03-31

Filed2026-05-15

QXO

QXO INC

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

New

Shares69.4K

Event2026-03-31

Filed2026-05-15

REAL

THE REALREAL INC

New

Shares2.7M

Event2026-03-31

Filed2026-05-15

COCO

VITA COCO CO INC

New

Shares440.0K

Event2026-03-31

Filed2026-05-15

SAM

BOSTON BEER INC

New

Shares90.0K

Event2026-03-31

Filed2026-05-15

ESTA

ESTABLISHMENT LABS HLDGS INC

New

Shares350.0K

Event2026-03-31

Filed2026-05-15

DAL

DELTA AIR LINES INC

New

Shares287.0K

Event2026-03-31

Filed2026-05-15

BLDR

BUILDERS FIRSTSOURCE INC

New

Shares200.0K

Event2026-03-31

Filed2026-05-15

AER

AERCAP HOLDINGS NV

New

Shares120.0K

Event2026-03-31

Filed2026-05-15

WOLF

WOLFSPEED INC

New

Shares940.0K

Event2026-03-31

Filed2026-05-15

GRMN

GARMIN LTD

New

Shares65.5K

Event2026-03-31

Filed2026-05-15

GPI

GROUP 1 AUTOMOTIVE INC

New

Shares44.0K

Event2026-03-31

Filed2026-05-15

ZILLOW GROUP INC

New

Shares335.0K

Event2026-03-31

Filed2026-05-15

SHLS

SHOALS TECHNOLOGIES GROUP IN

New

Shares2.0M

Event2026-03-31

Filed2026-05-15

VFC

V F CORP

New

Shares759.4K

Event2026-03-31

Filed2026-05-15

DOCU

DOCUSIGN INC

New

Shares225.0K

Event2026-03-31

Filed2026-05-15

FOR

FORESTAR GROUP INC

New

Shares435.0K

Event2026-03-31

Filed2026-05-15

LULU

LULULEMON ATHLETICA INC

New

Shares50.4K

Event2026-03-31

Filed2026-05-15

TDUP

THREDUP INC

New

Shares1.7M

Event2026-03-31

Filed2026-05-15

SYM

SYMBOTIC INC

New

Shares26.9K

Event2026-03-31

Filed2026-05-15

REAX

THE REAL BROKERAGE INC

New

Shares500.0K

Event2026-03-31

Filed2026-05-15

Sold all

SharesN/A

Event2026-04-30

Filed2026-05-06

Call Option Holdings

TSLA Call CallTESLA INC16.9K sharesnew addition2026-03-312026-05-15

COCO Call CallVITA COCO CO INC50.0K sharesnew addition2026-03-312026-05-15

TSLA Call

TESLA INC

New

Shares16.9K

Event2026-03-31

Filed2026-05-15

COCO Call

VITA COCO CO INC

New

Shares50.0K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

SIRIUSXM HOLDINGS INC Put PutSIRIUSXM HOLDINGS INC400.0K sharesnew addition2026-03-312026-05-15

SIRIUSXM HOLDINGS INC Put

SIRIUSXM HOLDINGS INC

New

Shares400.0K

Event2026-03-31

Filed2026-05-15