Holdings of Woodson Capital Management, LP
23 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 67.9 % of the equity sleeve
Sector breakdown
- Consumer discretionary 22.0 %
- Financials 6.9 %
- Industrials 3.8 %
- Unattributed 67.3 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 94.1 %
- NL 5.9 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 22 | 475.4M $ | 94.08 % |
| 2 | NL | 1 | 29.9M $ | 5.92 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Reddit Inc | 442,287 | 59.6M $ | |
| 2 | Amazon.com Inc | 227,000 | 47.3M $ | |
| 3 | Tapestry Inc | 270,000 | 38.1M $ | |
| 4 | Block Inc | 579,109 | 34.9M $ | |
| 5 | Sweetgreen Inc | 6,700,000 | 34.8M $ | |
| 6 | LuxExperience BV | 3,740,000 | 29.9M $ | |
| 7 | QXO Inc | 1,420,000 | 27.6M $ | |
| 8 | Tesla Inc | 69,420 | 25.8M $ | |
| 9 | RealReal Inc/The | 2,669,420 | 24.2M $ | |
| 10 | Vita Coco Co Inc/The | 440,000 | 21.1M $ | |
| 11 | Boston Beer Co Inc/The | 90,000 | 20.7M $ | |
| 12 | Delta Air Lines Inc | 287,000 | 19.1M $ | |
| 13 | Builders FirstSource Inc | 200,000 | 16.5M $ | |
| 14 | Wolfspeed Inc | 940,000 | 15.3M $ | |
| 15 | Group 1 Automotive Inc | 44,000 | 14.5M $ | |
| 16 | Zillow Group Inc | 335,000 | 13.9M $ | |
| 17 | Shoals Technologies Group Inc | 2,000,000 | 13.2M $ | |
| 18 | VF Corp | 759,420 | 12.9M $ | |
| 19 | Docusign Inc | 225,000 | 10.7M $ | |
| 20 | Forestar Group Inc | 435,000 | 10.6M $ | |
| 21 | Lululemon Athletica Inc | 50,442 | 7.7M $ | |
| 22 | ThredUp Inc | 1,695,000 | 5.6M $ | |
| 23 | Symbotic Inc | 26,942 | 1.4M $ |