Woodson Capital Management, LP
Woodson Capital Management, LP reported 26 positions worth $597.4M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: RDDT (9.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | RDDT | SH | $55.5M | 9.30% | 320,000 | — | — | |
| ▸ 2 | XYZ | SH | $50.9M | 8.52% | 670,000 | — | — | |
| ▸ 3 | SG | SH | $46.7M | 7.82% | 5,300,000 | — | — | |
| ▸ 4 | AS | SH | $45.7M | 7.65% | 1,350,000 | — | — | |
| ▸ 5 | REAL | SH | $38.9M | 6.51% | 3,300,000 | — | — | |
| ▸ 6 | QXO | SH | $32.8M | 5.50% | 1,900,000 | — | — | |
| ▸ 7 | TPR | SH | $32.8M | 5.49% | 224,000 | — | — | |
| ▸ 8 | AMZN | SH | $29.8M | 4.99% | 125,000 | — | — | |
| ▸ 9 | LUXE | SH | $25.6M | 4.29% | 3,450,000 | — | — | |
| ▸ 10 | WOLF | SH | $24.1M | 4.04% | 500,000 | — | — |
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Frequently Asked Questions
What stocks does Woodson Capital Management, LP hold as of Q2 2026?
Woodson Capital Management, LP reported 26 positions worth $597.4M in its Q2 2026 13F filing. Largest positions: RDDT (9.3%), XYZ (8.5%), SG (7.8%), AS (7.6%) and REAL (6.5%).
What did Woodson Capital Management, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Woodson Capital Management, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.