13F Insight
DOSSIER · 13F-HR · Q2 2026

Woodson Capital Management, LP

$597M in tracked AUM across 26 positions as of Q2 2026.

WC
CIK 0001697848 · last filed Jun 30, 2026
Total AUM
$597M
as of Q2 2026
Holdings
26
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Woodson Capital Management, LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
RDDT
REDDIT INC
$56M320K9.3%02
XYZ
BLOCK INC
$51M670K8.5%03
SG
SWEETGREEN INC
$47M5.3M7.8%04
G0260P102
AMER SPORTS INC
$46M1.4M7.6%05
REAL
THE REALREAL INC
$39M3.3M6.5%06
QXO
QXO INC
$33M1.9M5.5%07
TPR
TAPESTRY INC
$33M224K5.5%08
AMZN
AMAZON COM INC
$30M125K5.0%09
LUXE
LUXEXPERIENCE BV
$26M3.5M4.3%10
WOLF
WOLFSPEED INC
$24M500K4.0%

Filing history

2026Q2Jun 30
$597M▼ 6.1%
26 positionsView →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 positionsLocked
Showing 12 of 37