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Woodson Capital Management, LP: DAL position timeline

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

Woodson Capital Management, LP held 188,000 DAL 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 188,000 shares
    Change vs previous 13F -99,000 shares

    2.95% of the 13F portfolio, value $17,608,080.

    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 287,000 shares
    Change vs previous 13F +287,000 shares

    3.09% of the 13F portfolio, value $19,079,760.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -120,000 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F 120,000 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $7,260,000.

    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).