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Woodson Capital Management, LP: AS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Woodson Capital Management, LP on AS, newest first. How the timeline and the estimate are built.

Woodson Capital Management, LP held 1,350,000 AS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,350,000 shares
    Change vs previous 13F -475,000 shares

    7.65% of the 13F portfolio, value $45,684,000.

    13F-HR 0001172661-26-003666 filed by Woodson Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,825,000 shares
    Change vs previous 13F +325,000 shares

    9.72% of the 13F portfolio, value $60,079,000.

    13F-HR 0001172661-26-002086 filed by Woodson Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,500,000 shares
    Change vs previous 13F +700,000 shares

    8.65% of the 13F portfolio, value $56,025,000.

    13F-HR 0001172661-26-000918 filed by Woodson Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 800,000 shares
    Change vs previous 13F -42,100 shares

    5.35% of the 13F portfolio, value $27,800,000.

    13F-HR 0001172661-25-004450 filed by Woodson Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 842,100 shares
    Change vs previous 13F -140,958 shares

    5.86% of the 13F portfolio, value $32,639,796.

    13F-HR 0001172661-25-003354 filed by Woodson Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 983,058 shares
    Change vs previous 13F -66,942 shares

    6% of the 13F portfolio, value $26,277,140.

    13F-HR 0001172661-25-001943 filed by Woodson Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,050,000 shares
    Change vs previous 13F +240,800 shares

    5.56% of the 13F portfolio, value $29,358,000.

    13F-HR 0001172661-25-000918 filed by Woodson Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 809,200 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $12,906,740.

    13F-HR 0001172661-24-004794 filed by Woodson Capital Management, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).