Institutional Manager · CIK 0001697848
Woodson Capital Management, LP
Greenwich, CT · File #028-17810
Latest AUM
$721.6M
Positions
32
Top-10 Concentration
56.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202532 pos · $721.6M
- 13F HOLDINGS REPORTQ/E Sep 202527 pos · $556.3M
- 13F HOLDINGS REPORTQ/E Jun 202527 pos · $599.5M
- 13F HOLDINGS REPORTQ/E Mar 202528 pos · $576.8M
- 13F HOLDINGS REPORTQ/E Dec 202434 pos · $621.3M
- 13F HOLDINGS REPORTQ/E Sep 202436 pos · $511.9M
- 13F HOLDINGS REPORTQ/E Jun 202438 pos · $576.9M
- 13F HOLDINGS REPORTQ/E Mar 202441 pos · $626.3M
- 13F HOLDINGS REPORTQ/E Dec 202339 pos · $513.4M
- 13F HOLDINGS REPORTQ/E Sep 202343 pos · $661.9M
- 13F HOLDINGS REPORTQ/E Jun 202341 pos · $646.0M
- 13F HOLDINGS REPORTQ/E Mar 202334 pos · $609.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |