Woodson Capital Management as of June 30, 2026
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 | 320k | 173.58 | |
| Block Cl A (XYZ) | 8.5 | $51M | 670k | 76.00 | |
| Sweetgreen Com Cl A (SG) | 7.8 | $47M | 5.3M | 8.81 | |
| Amer Sports Com Shs (AS) | 7.6 | $46M | 1.4M | 33.84 | |
| Realreal (REAL) | 6.5 | $39M | 3.3M | 11.79 | |
| Qxo Com New (QXO) | 5.5 | $33M | 1.9M | 17.28 | |
| Tapestry (TPR) | 5.5 | $33M | 224k | 146.38 | |
| Amazon (AMZN) | 5.0 | $30M | 125k | 238.34 | |
| Luxexperience Bv Sponsored Ads (LUXE) | 4.3 | $26M | 3.5M | 7.43 | |
| Wolfspeed Common Stock (WOLF) | 4.0 | $24M | 500k | 48.25 | |
| Garmin SHS (GRMN) | 4.0 | $24M | 100k | 237.54 | |
| Establishment Labs Holdings Ord (ESTA) | 4.0 | $24M | 275k | 85.81 | |
| Deckers Outdoor Corporation (DECK) | 3.3 | $20M | 200k | 99.29 | |
| Builders FirstSource (BLDR) | 3.3 | $20M | 220k | 89.48 | |
| Delta Air Lines Com New (DAL) | 2.9 | $18M | 188k | 93.66 | |
| eBay (EBAY) | 2.8 | $17M | 150k | 111.75 | |
| Shoals Technologies Group In Cl A (SHLS) | 2.7 | $16M | 1.6M | 9.90 | |
| Coinbase Global Com Cl A (COIN) | 2.4 | $15M | 100k | 146.19 | |
| Aercap Holdings Nv SHS (AER) | 2.4 | $15M | 100k | 145.78 | |
| Forestar Group (FOR) | 1.9 | $11M | 360k | 31.65 | |
| Thredup Cl A (TDUP) | 1.8 | $11M | 1.6M | 6.85 | |
| V.F. Corporation (VFC) | 1.7 | $10M | 600k | 16.68 | |
| Stubhub Hldgs Cl A (STUB) | 1.1 | $6.4M | 500k | 12.87 | |
| The Real Brokerage Com New (REAX) | 1.0 | $6.0M | 3.3M | 1.82 | |
| Symbotic Class A Com (SYM) | 0.5 | $3.1M | 70k | 44.95 | |
| Crocs (CROX) | 0.1 | $515k | 4.3k | 120.64 |
