13F Insight
DOSSIER · 13F-HR · Q1 2026

Woodson Capital Management, LP

$636M in tracked AUM across 31 positions as of Q1 2026.

WC
CIK 0001697848 · last filed Mar 31, 2026
Total AUM
$636M
as of Q1 2026
Holdings
31
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Woodson Capital Management, LP filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
G0260P102
AMER SPORTS INC
$60M1.8M9.4%02
RDDT
REDDIT INC
$60M442K9.4%03
AMZN
AMAZON COM INC
$47M227K7.4%04
TPR
TAPESTRY INC
$38M270K6.0%05
XYZ
BLOCK INC
$35M579K5.5%06
SG
SWEETGREEN INC
$35M6.7M5.5%07
TSLA
TESLA INC
$32M86K5.0%08
LUXE
LUXEXPERIENCE BV
$30M3.7M4.7%09
QXO
QXO INC
$28M1.4M4.3%10
REAL
THE REALREAL INC
$24M2.7M3.8%

Filing history

2026Q1Mar 31
$636M▼ 11.8%
31 positionsView →2025Q4Dec 31
$722M▲ 29.7%
32 positionsView →2025Q3Sep 30
$556M▼ 7.2%
27 positionsView →2025Q2Jun 30
$599M▲ 3.9%
27 positionsLocked2025Q1Mar 31
$577M▼ 7.2%
28 positionsLocked2024Q4Dec 31
$621M▲ 21.4%
34 positionsLocked2024Q3Sep 30
$512M▼ 11.3%
36 positionsLocked2024Q2Jun 30
$577M▼ 7.9%
38 positionsLocked2024Q1Mar 31
$626M▲ 28.7%
41 positionsLocked2023Q4Dec 31
$487M▼ 5.2%
38 positionsLocked2023Q3Sep 30
$513M▼ 22.4%
39 positionsLocked2023Q2Jun 30
$662M▲ 2.5%
43 positionsLocked
Showing 12 of 36