13F HOLDINGS REPORT
Woodson Capital Management, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-000918
Total Value
$721.6M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMER SPORTS INC | AS | 1,500,000 | $56.0M | 7.76% |
| 2 | TAPESTRY INC | TPR | 365,000 | $46.6M | 6.46% |
| 3 | REDDIT INC | RDDT | 198,000 | $45.5M | 6.31% |
| 4 | BLOCK INC | BSQKZ | 690,000 | $44.9M | 6.22% |
| 5 | SWEETGREEN INC | SG | 6,000,000 | $40.6M | 5.62% |
| 6 | AMAZON COM INC | AMZN | 175,000 | $40.4M | 5.60% |
| 7 | THE REALREAL INC | 88339P101 | 2,500,000 | $39.5M | 5.47% |
| 8 | TESLA INC | TSLA | 69,420 | $31.2M | 4.33% |
| 9 | LUXEXPERIENCE BV | 55406W103 | 3,600,000 | $30.1M | 4.17% |
| 10 | VITA COCO CO INC | COCO | 560,000 | $29.7M | 4.11% |
| 11 | TESLA INC | TSLA | 62,700 | $28.2M | 3.91% |
| 12 | ESTABLISHMENT LABS HLDGS INC | ESTA | 375,000 | $27.3M | 3.79% |
| 13 | ALPHABET INC | GOOG | 80,000 | $25.0M | 3.47% |
| 14 | GROUP 1 AUTOMOTIVE INC | GPI | 61,500 | $24.2M | 3.35% |
| 15 | SIRIUSXM HOLDINGS INC | 829933100 | 1,200,000 | $24.0M | 3.33% |
| 16 | AERCAP HOLDINGS NV | AER | 155,000 | $22.3M | 3.09% |
| 17 | BOSTON BEER INC | SAM | 100,000 | $19.5M | 2.70% |
| 18 | TAPESTRY INC | TPR | 150,000 | $19.2M | 2.66% |
| 19 | QXO INC | QXO-PB | 850,000 | $16.4M | 2.27% |
| 20 | UNITY SOFTWARE INC | U | 360,000 | $15.9M | 2.20% |
| 21 | BUILDERS FIRSTSOURCE INC | BLDR | 142,000 | $14.6M | 2.02% |
| 22 | COMPOSECURE INC | 20459V105 | 740,000 | $14.3M | 1.98% |
| 23 | THREDUP INC | TDUP | 1,800,000 | $11.5M | 1.59% |
| 24 | WOLVERINE WORLD WIDE INC | WWW | 600,000 | $10.9M | 1.51% |
| 25 | FORESTAR GROUP INC | FOR | 430,000 | $10.6M | 1.47% |
| 26 | AFFIRM HLDGS INC | AFRM | 130,000 | $9.7M | 1.34% |
| 27 | LULULEMON ATHLETICA INC | LULU | 43,500 | $9.0M | 1.25% |
| 28 | CLEAR SECURE INC | YOU | 129,031 | $4.5M | 0.63% |
| 29 | FLUTTER ENTMT PLC | G3643J108 | 20,000 | $4.3M | 0.60% |
| 30 | VITA COCO CO INC | COCO | 50,000 | $2.7M | 0.37% |
| 31 | THE REAL BROKERAGE INC | 75585H206 | 500,000 | $1.8M | 0.25% |
| 32 | RESOLUTE HLDGS MGMT INC | 76134H101 | 5,900 | $1.2M | 0.17% |