Woodson Capital Management, LP: 13F holdings
CIK 16978482026Q2
| Positions | 26 |
|---|
| Reported value | $597.4m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 26 (-3 vs prior quarter) |
|---|
| Reported value | $597.4m (-6.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| RDDT REDDIT INC | 320,000 | $55.5m | 9.3% |
| XYZ BLOCK INC | 670,000 | $50.9m | 8.5% |
| SG SWEETGREEN INC | 5,300,000 | $46.7m | 7.8% |
| AMER SPORTS INC | 1,350,000 | $45.7m | 7.6% |
| REAL THE REALREAL INC | 3,300,000 | $38.9m | 6.5% |
| QXO QXO INC | 1,900,000 | $32.8m | 5.5% |
| TPR TAPESTRY INC | 224,000 | $32.8m | 5.5% |
| AMZN AMAZON COM INC | 125,000 | $29.8m | 5.0% |
| LUXE LUXEXPERIENCE BV | 3,450,000 | $25.6m | 4.3% |
| WOLF WOLFSPEED INC | 500,000 | $24.1m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1697848")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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