Universe · entity
Woodson Capital Management, LP
Institutional manager (13F) · CIK 1697848
13F holdings · as of 2026-03-31 · top 28 · reported portfolio $618M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMER SPORTS INC | $60M | 1,825,000 |
| 2 | REDDIT INC | $60M | 442,287 |
| 3 | AMAZON COM INC | $47M | 227,000 |
| 4 | TAPESTRY INC | $38M | 270,000 |
| 5 | BLOCK INC | $35M | 579,109 |
| 6 | SWEETGREEN INC | $35M | 6,700,000 |
| 7 | LUXEXPERIENCE BV | $30M | 3,740,000 |
| 8 | QXO INC | $28M | 1,420,000 |
| 9 | TESLA INC | $26M | 69,420 |
| 10 | THE REALREAL INC | $24M | 2,669,420 |
| 11 | VITA COCO CO INC | $21M | 440,000 |
| 12 | BOSTON BEER INC | $21M | 90,000 |
| 13 | ESTABLISHMENT LABS HLDGS INC | $20M | 350,000 |
| 14 | DELTA AIR LINES INC | $19M | 287,000 |
| 15 | BUILDERS FIRSTSOURCE INC | $16M | 200,000 |
| 16 | AERCAP HOLDINGS NV | $16M | 120,000 |
| 17 | WOLFSPEED INC | $15M | 940,000 |
| 18 | GARMIN LTD | $15M | 65,500 |
| 19 | GROUP 1 AUTOMOTIVE INC | $15M | 44,000 |
| 20 | ZILLOW GROUP INC | $14M | 335,000 |
| 21 | SHOALS TECHNOLOGIES GROUP IN | $13M | 2,000,000 |
| 22 | V F CORP | $13M | 759,420 |
| 23 | DOCUSIGN INC | $11M | 225,000 |
| 24 | FORESTAR GROUP INC | $11M | 435,000 |
| 25 | LULULEMON ATHLETICA INC | $8M | 50,442 |
| 26 | THREDUP INC | $6M | 1,695,000 |
| 27 | SYMBOTIC INC | $1M | 26,942 |
| 28 | THE REAL BROKERAGE INC | $1M | 500,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.