Woodson Capital Management

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

  • Top 5 stock holdings are AS, RDDT, AMZN, TPR, XYZ, and represent 37.71% of Woodson Capital Management's stock portfolio.
  • Added to shares of these 10 stocks: RDDT (+$33M), DAL (+$19M), WOLF (+$15M), GRMN (+$15M), Z (+$14M), SHLS (+$13M), VFC (+$13M), QXO (+$11M), AMZN (+$11M), AS (+$11M).
  • Started 8 new stock positions in WOLF, SYM, Z, VFC, SHLS, DAL, GRMN, DOCU.
  • Reduced shares in these 10 stocks: TPR (-$35M), GOOGL (-$25M), SIRI (-$19M), TSLA (-$17M), U (-$16M), GPGI (-$14M), WWW (-$11M), AFRM (-$9.7M), XYZ (-$6.7M), GPI (-$5.8M).
  • Sold out of its positions in AFRM, GOOGL, YOU, GPGI, RHLD, U, WWW, FLUT.
  • Woodson Capital Management was a net seller of stock by $-3.6M.
  • Woodson Capital Management has $636M in assets under management (AUM), dropping by -11.85%.
  • Central Index Key (CIK): 0001697848

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Portfolio Holdings for Woodson Capital Management

Woodson Capital Management holds 29 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amer Sports Com Shs (AS) 9.4 $60M +21% 1.8M 32.92
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Reddit Cl A (RDDT) 9.4 $60M +123% 442k 134.65
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Amazon (AMZN) 7.4 $47M +29% 227k 208.27
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Tapestry (TPR) 6.0 $38M -47% 270k 141.11
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Block Cl A (XYZ) 5.5 $35M -16% 579k 60.18
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Sweetgreen Com Cl A (SG) 5.5 $35M +11% 6.7M 5.19
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Tesla Motors (TSLA) 5.0 $32M -34% 86k 371.75
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Luxexperience Bv Sponsored Ads (LUXE) 4.7 $30M +3% 3.7M 8.00
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Qxo Com New (QXO) 4.3 $28M +67% 1.4M 19.42
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Realreal (REAL) 3.8 $24M +6% 2.7M 9.08
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Vita Coco Co Inc/the (COCO) 3.7 $24M -19% 490k 47.91
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Boston Beer Cl A (SAM) 3.3 $21M -10% 90k 230.40
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Establishment Labs Holdings Ord (ESTA) 3.1 $20M -6% 350k 56.78
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Delta Air Lines Com New (DAL) 3.0 $19M NEW 287k 66.48
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Builders FirstSource (BLDR) 2.6 $17M +40% 200k 82.33
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Aercap Holdings Nv SHS (AER) 2.6 $17M -22% 120k 137.18
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Wolfspeed Common Stock (WOLF) 2.4 $15M NEW 940k 16.32
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Garmin SHS (GRMN) 2.4 $15M NEW 66k 232.01
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Group 1 Automotive (GPI) 2.3 $15M -28% 44k 330.63
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Zillow Group Cl C Cap Stk (Z) 2.2 $14M NEW 335k 41.38
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Shoals Technologies Group In Cl A (SHLS) 2.1 $13M NEW 2.0M 6.58
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V.F. Corporation (VFC) 2.0 $13M NEW 759k 16.99
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Docusign (DOCU) 1.7 $11M NEW 225k 47.41
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Forestar Group (FOR) 1.7 $11M 435k 24.44
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Siriusxm Holdings Common Stock Put Option (SIRI) 1.5 $9.2M -66% 400k 23.08
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Lululemon Athletica (LULU) 1.2 $7.7M +15% 50k 153.10
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Thredup Cl A (TDUP) 0.9 $5.6M -5% 1.7M 3.28
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Symbotic Class A Com (SYM) 0.2 $1.4M NEW 27k 53.20
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The Real Brokerage Com New (REAX) 0.2 $1.3M 500k 2.50
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Past Filings by Woodson Capital Management

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

View all past filings