Woodson Capital Management as of Dec. 31, 2025
Portfolio Holdings for Woodson Capital Management
Woodson Capital Management holds 29 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tapestry (TPR) | 9.1 | $66M | 515k | 127.77 | |
| Tesla Motors Call Option (TSLA) | 8.2 | $59M | 132k | 449.72 | |
| Amer Sports Com Shs (AS) | 7.8 | $56M | 1.5M | 37.35 | |
| Reddit Cl A (RDDT) | 6.3 | $46M | 198k | 229.87 | |
| Block Cl A (XYZ) | 6.2 | $45M | 690k | 65.09 | |
| Sweetgreen Com Cl A (SG) | 5.6 | $41M | 6.0M | 6.76 | |
| Amazon (AMZN) | 5.6 | $40M | 175k | 230.82 | |
| Realreal (REAL) | 5.5 | $40M | 2.5M | 15.78 | |
| Vita Coco Co Inc/the Call Option (COCO) | 4.5 | $32M | 610k | 53.01 | |
| Luxexperience Bv Sponsored Ads (LUXE) | 4.2 | $30M | 3.6M | 8.35 | |
| Establishment Labs Holdings Ord (ESTA) | 3.8 | $27M | 375k | 72.88 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $25M | 80k | 313.00 | |
| Group 1 Automotive (GPI) | 3.4 | $24M | 62k | 393.30 | |
| Siriusxm Holdings Common Stock Put Option (SIRI) | 3.3 | $24M | 1.2M | 20.00 | |
| Aercap Holdings Nv SHS (AER) | 3.1 | $22M | 155k | 143.76 | |
| Boston Beer Cl A (SAM) | 2.7 | $20M | 100k | 195.13 | |
| Qxo Com New (QXO) | 2.3 | $16M | 850k | 19.29 | |
| Unity Software (U) | 2.2 | $16M | 360k | 44.17 | |
| Builders FirstSource (BLDR) | 2.0 | $15M | 142k | 102.89 | |
| Composecure Com Cl A (GPGI) | 2.0 | $14M | 740k | 19.28 | |
| Thredup Cl A (TDUP) | 1.6 | $12M | 1.8M | 6.39 | |
| Wolverine World Wide (WWW) | 1.5 | $11M | 600k | 18.15 | |
| Forestar Group (FOR) | 1.5 | $11M | 430k | 24.63 | |
| Affirm Hldgs Com Cl A (AFRM) | 1.3 | $9.7M | 130k | 74.43 | |
| Lululemon Athletica (LULU) | 1.3 | $9.0M | 44k | 207.81 | |
| Clear Secure Com Cl A (YOU) | 0.6 | $4.5M | 129k | 35.08 | |
| Flutter Entmt SHS (FLUT) | 0.6 | $4.3M | 20k | 215.04 | |
| The Real Brokerage Com New (REAX) | 0.3 | $1.8M | 500k | 3.65 | |
| Resolute Hldgs Mgmt (RHLD) | 0.2 | $1.2M | 5.9k | 206.43 |
