Woodson Capital Management

Latest statistics and disclosures from Woodson Capital Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are RDDT, XYZ, SG, AS, REAL, and represent 39.80% of Woodson Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: DECK (+$20M), EBAY (+$17M), COIN (+$15M), QXO (+$8.3M), GRMN (+$8.2M), REAL (+$7.4M), XYZ (+$6.9M), STUB (+$6.4M), REAX (+$5.1M), SYM.
  • Started 5 new stock positions in COIN, STUB, EBAY, CROX, DECK.
  • Reduced shares in these 10 stocks: , AMZN (-$24M), COCO (-$24M), WOLF (-$21M), RDDT (-$21M), SAM (-$21M), AS (-$16M), GPI (-$15M), Z (-$14M), SG (-$12M).
  • Sold out of its positions in SAM, DOCU, GPI, LULU, SIRI, TSLA, COCO, Z.
  • Woodson Capital Management was a net seller of stock by $-167M.
  • Woodson Capital Management has $597M in assets under management (AUM), dropping by -6.08%.
  • Central Index Key (CIK): 0001697848

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Portfolio Holdings for Woodson Capital Management

Woodson Capital Management holds 26 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Reddit Cl A (RDDT) 9.3 $56M -27% 320k 173.58
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Block Cl A (XYZ) 8.5 $51M +15% 670k 76.00
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Sweetgreen Com Cl A (SG) 7.8 $47M -20% 5.3M 8.81
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Amer Sports Com Shs (AS) 7.6 $46M -26% 1.4M 33.84
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Realreal (REAL) 6.5 $39M +23% 3.3M 11.79
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Qxo Com New (QXO) 5.5 $33M +33% 1.9M 17.28
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Tapestry (TPR) 5.5 $33M -17% 224k 146.38
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Amazon (AMZN) 5.0 $30M -44% 125k 238.34
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Luxexperience Bv Sponsored Ads (LUXE) 4.3 $26M -7% 3.5M 7.43
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Wolfspeed Common Stock (WOLF) 4.0 $24M -46% 500k 48.25
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Garmin SHS (GRMN) 4.0 $24M +52% 100k 237.54
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Establishment Labs Holdings Ord (ESTA) 4.0 $24M -21% 275k 85.81
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Deckers Outdoor Corporation (DECK) 3.3 $20M NEW 200k 99.29
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Builders FirstSource (BLDR) 3.3 $20M +10% 220k 89.48
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Delta Air Lines Com New (DAL) 2.9 $18M -34% 188k 93.66
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eBay (EBAY) 2.8 $17M NEW 150k 111.75
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Shoals Technologies Group In Cl A (SHLS) 2.7 $16M -20% 1.6M 9.90
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Coinbase Global Com Cl A (COIN) 2.4 $15M NEW 100k 146.19
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Aercap Holdings Nv SHS (AER) 2.4 $15M -16% 100k 145.78
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Forestar Group (FOR) 1.9 $11M -17% 360k 31.65
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Thredup Cl A (TDUP) 1.8 $11M -8% 1.6M 6.85
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V.F. Corporation (VFC) 1.7 $10M -20% 600k 16.68
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Stubhub Hldgs Cl A (STUB) 1.1 $6.4M NEW 500k 12.87
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The Real Brokerage Com New (REAX) 1.0 $6.0M +560% 3.3M 1.82
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Symbotic Class A Com (SYM) 0.5 $3.1M +159% 70k 44.95
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Crocs (CROX) 0.1 $515k NEW 4.3k 120.64
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Past Filings by Woodson Capital Management

SEC 13F filings are viewable for Woodson Capital Management going back to 2016

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