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Woodson Capital Management, LP

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13F filer, CIK 1697848, Greenwich, CT

Woodson Capital Management, LP reported $597,407,275 across 26 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 64.1% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-003666

Period
2026-06-30
Reported value
$597M
Holdings
26
Top 10 weight
64.1%
New
5
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DECKnew+200,000$19.9M
EBAYnew+150,000$16.8M
COINnew+100,002$14.6M
QXOadded+480,000$8.29M
GRMNadded+34,500$8.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TSLAexited-69,420-$25.8M
AMZNreduced-102,000-$24.3M
WOLFreduced-440,000-$21.2M
RDDTreduced-122,287-$21.2M
COCOexited-440,000-$21.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-003666, largest first. % of portfolio is the value over $597,407,275, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 284,980 shares; 2024Q4: 210,000 shares; 2025Q1: 324,384 shares; 2025Q2: 333,000 shares; 2025Q3: 120,000 shares; 2025Q4: 198,000 shares; 2026Q1: 442,287 shares; 2026Q2: 320,000 shares 320,000$55.5M9.3%-122,287Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406,007 shares; 2024Q4: 300,000 shares; 2025Q1: 350,000 shares; 2025Q2: 390,000 shares; 2025Q3: 450,000 shares; 2025Q4: 690,000 shares; 2026Q1: 579,109 shares; 2026Q2: 670,000 shares 670,000$50.9M8.52%+90,891Timeline
SGSWEETGREEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 817,942 shares; 2025Q3: 1,875,000 shares; 2025Q4: 6,000,000 shares; 2026Q1: 6,700,000 shares; 2026Q2: 5,300,000 shares 5,300,000$46.7M7.82%-1,400,000Timeline
ASAMER SPORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809,200 shares; 2024Q4: 1,050,000 shares; 2025Q1: 983,058 shares; 2025Q2: 842,100 shares; 2025Q3: 800,000 shares; 2025Q4: 1,500,000 shares; 2026Q1: 1,825,000 shares; 2026Q2: 1,350,000 shares 1,350,000$45.7M7.65%-475,000Timeline
REALTHE REALREAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400,000 shares; 2024Q4: 3,350,000 shares; 2025Q1: 5,302,828 shares; 2025Q2: 6,400,000 shares; 2025Q3: 3,500,000 shares; 2025Q4: 2,500,000 shares; 2026Q1: 2,669,420 shares; 2026Q2: 3,300,000 shares 3,300,000$38.9M6.51%+630,580Timeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 850,000 shares; 2026Q1: 1,420,000 shares; 2026Q2: 1,900,000 shares 1,900,000$32.8M5.5%+480,000Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 670,800 shares; 2024Q4: 780,000 shares; 2025Q1: 895,000 shares; 2025Q2: 690,000 shares; 2025Q3: 360,000 shares; 2025Q4: 365,000 shares; 2026Q1: 270,000 shares; 2026Q2: 224,000 shares 224,000$32.8M5.49%-46,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,420 shares; 2024Q4: 140,000 shares; 2025Q1: 200,500 shares; 2025Q2: 169,000 shares; 2025Q3: 130,000 shares; 2025Q4: 175,000 shares; 2026Q1: 227,000 shares; 2026Q2: 125,000 shares 125,000$29.8M4.99%-102,000Timeline
LUXELUXEXPERIENCE BVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,676,878 shares; 2025Q1: 2,500,000 shares; 2025Q2: 2,965,964 shares; 2025Q3: 3,385,000 shares; 2025Q4: 3,600,000 shares; 2026Q1: 3,740,000 shares; 2026Q2: 3,450,000 shares 3,450,000$25.6M4.29%-290,000Timeline
WOLFWOLFSPEED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 940,000 shares; 2026Q2: 500,000 shares 500,000$24.1M4.04%-440,000Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,000 shares; 2025Q3: 100,000 shares; 2025Q4: not reported; 2026Q1: 65,500 shares; 2026Q2: 100,000 shares 100,000$23.8M3.98%+34,500Timeline
ESTAESTABLISHMENT LABS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225,000 shares; 2025Q3: 480,000 shares; 2025Q4: 375,000 shares; 2026Q1: 350,000 shares; 2026Q2: 275,000 shares 275,000$23.6M3.95%-75,000Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,000 shares; 2024Q4: 15,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200,000 shares 200,000$19.9M3.32%newTimeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,058 shares; 2024Q4: 90,000 shares; 2025Q1: 150,000 shares; 2025Q2: 200,000 shares; 2025Q3: 139,000 shares; 2025Q4: 142,000 shares; 2026Q1: 200,000 shares; 2026Q2: 220,000 shares 220,000$19.7M3.3%+20,000Timeline
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 120,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 287,000 shares; 2026Q2: 188,000 shares 188,000$17.6M2.95%-99,000Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 150,000 shares 150,000$16.8M2.81%newTimeline
SHLSSHOALS TECHNOLOGIES GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000,000 shares; 2026Q2: 1,600,000 shares 1,600,000$15.8M2.65%-400,000Timeline
COINCOINBASE GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,002 shares 100,002$14.6M2.45%newTimeline
AERAERCAP HOLDINGS NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,849 shares; 2024Q4: 188,000 shares; 2025Q1: 179,731 shares; 2025Q2: 169,000 shares; 2025Q3: 142,069 shares; 2025Q4: 155,000 shares; 2026Q1: 120,000 shares; 2026Q2: 100,000 shares 100,000$14.6M2.44%-20,000Timeline
FORFORESTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560,000 shares; 2024Q4: 500,000 shares; 2025Q1: 629,000 shares; 2025Q2: 720,000 shares; 2025Q3: 625,000 shares; 2025Q4: 430,000 shares; 2026Q1: 435,000 shares; 2026Q2: 360,000 shares 360,000$11.4M1.91%-75,000Timeline
TDUPTHREDUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800,000 shares; 2026Q1: 1,695,000 shares; 2026Q2: 1,558,806 shares 1,558,806$10.7M1.79%-136,194Timeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 334,031 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 759,420 shares; 2026Q2: 600,000 shares 600,000$10M1.68%-159,420Timeline
STUBSTUBHUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500,000 shares 500,000$6.43M1.08%newTimeline
REAXTHE REAL BROKERAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,000 shares; 2026Q1: 500,000 shares; 2026Q2: 3,300,000 shares 3,300,000$6.01M1.01%+2,800,000Timeline
SYMSYMBOTIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,942 shares; 2026Q2: 70,000 shares 70,000$3.15M0.53%+43,058Timeline
CROXCROCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,269 shares 4,269$515K0.09%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TSLATESLA INC69,420$25.8Mshares
COCOVITA COCO CO INC440,000$21.1Mshares
SAMBOSTON BEER INC90,000$20.7Mshares
GPIGROUP 1 AUTOMOTIVE INC44,000$14.5Mshares
ZZILLOW GROUP INC335,000$13.9Mshares
DOCUDOCUSIGN INC225,000$10.7Mshares
SIRISIRIUSXM HOLDINGS INC400,000$9.23Mput
LULULULULEMON ATHLETICA INC50,442$7.72Mshares
TSLATESLA INC16,900$6.28Mcall
COCOVITA COCO CO INC50,000$2.4Mcall

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-003666 base2026-08-14acceptance time not in the bulk data set