Woodson Capital Management as of March 31, 2026
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 | 1.8M | 32.92 | |
| Reddit Cl A (RDDT) | 9.4 | $60M | 442k | 134.65 | |
| Amazon (AMZN) | 7.4 | $47M | 227k | 208.27 | |
| Tapestry (TPR) | 6.0 | $38M | 270k | 141.11 | |
| Block Cl A (XYZ) | 5.5 | $35M | 579k | 60.18 | |
| Sweetgreen Com Cl A (SG) | 5.5 | $35M | 6.7M | 5.19 | |
| Tesla Motors (TSLA) | 5.0 | $32M | 86k | 371.75 | |
| Luxexperience Bv Sponsored Ads (LUXE) | 4.7 | $30M | 3.7M | 8.00 | |
| Qxo Com New (QXO) | 4.3 | $28M | 1.4M | 19.42 | |
| Realreal (REAL) | 3.8 | $24M | 2.7M | 9.08 | |
| Vita Coco Co Inc/the (COCO) | 3.7 | $24M | 490k | 47.91 | |
| Boston Beer Cl A (SAM) | 3.3 | $21M | 90k | 230.40 | |
| Establishment Labs Holdings Ord (ESTA) | 3.1 | $20M | 350k | 56.78 | |
| Delta Air Lines Com New (DAL) | 3.0 | $19M | 287k | 66.48 | |
| Builders FirstSource (BLDR) | 2.6 | $17M | 200k | 82.33 | |
| Aercap Holdings Nv SHS (AER) | 2.6 | $17M | 120k | 137.18 | |
| Wolfspeed Common Stock (WOLF) | 2.4 | $15M | 940k | 16.32 | |
| Garmin SHS (GRMN) | 2.4 | $15M | 66k | 232.01 | |
| Group 1 Automotive (GPI) | 2.3 | $15M | 44k | 330.63 | |
| Zillow Group Cl C Cap Stk (Z) | 2.2 | $14M | 335k | 41.38 | |
| Shoals Technologies Group In Cl A (SHLS) | 2.1 | $13M | 2.0M | 6.58 | |
| V.F. Corporation (VFC) | 2.0 | $13M | 759k | 16.99 | |
| Docusign (DOCU) | 1.7 | $11M | 225k | 47.41 | |
| Forestar Group (FOR) | 1.7 | $11M | 435k | 24.44 | |
| Siriusxm Holdings Common Stock Put Option (SIRI) | 1.5 | $9.2M | 400k | 23.08 | |
| Lululemon Athletica (LULU) | 1.2 | $7.7M | 50k | 153.10 | |
| Thredup Cl A (TDUP) | 0.9 | $5.6M | 1.7M | 3.28 | |
| Symbotic Class A Com (SYM) | 0.2 | $1.4M | 27k | 53.20 | |
| The Real Brokerage Com New (REAX) | 0.2 | $1.3M | 500k | 2.50 |
