Woodson Capital Management, LP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Woodson Capital Management, LP held in its portfolio 29 assets valued at $721,561,225 (i.e. $721.56M).
The most valuable assets in the portfolio included: TAPESTRY INC ($65.80M), TESLA INC ($59.42M), and AMER SPORTS INC ($56.03M).
The chart below shows the top 10 valuable assets, and the table below shows the top 29 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Woodson Capital Management, LP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| TAPESTRY INC | 515000 | 65801550 | COM |
| TESLA INC | 132120 | 59417006 | COM |
| AMER SPORTS INC | 1500000 | 56025000 | COM SHS |
| REDDIT INC | 198000 | 45514260 | CL A |
| BLOCK INC | 690000 | 44912100 | CL A |
| SWEETGREEN INC | 6000000 | 40560000 | COM CL A |
| AMAZON COM INC | 175000 | 40393500 | COM |
| THE REALREAL INC | 2500000 | 39450000 | COM |
| VITA COCO CO INC | 610000 | 32336100 | COM |
| LUXEXPERIENCE BV | 3600000 | 30060000 | SPONSORED ADS |
| ESTABLISHMENT LABS HLDGS INC | 375000 | 27330000 | COM |
| ALPHABET INC | 80000 | 25040000 | CAP STK CL A |
| GROUP 1 AUTOMOTIVE INC | 61500 | 24187950 | COM |
| SIRIUSXM HOLDINGS INC | 1200000 | 23994000 | COMMON STOCK |
| AERCAP HOLDINGS NV | 155000 | 22282800 | SHS |
| BOSTON BEER INC | 100000 | 19513000 | CL A |
| QXO INC | 850000 | 16396500 | COM NEW |
| UNITY SOFTWARE INC | 360000 | 15901200 | COM |
| BUILDERS FIRSTSOURCE INC | 142000 | 14610380 | COM |
| COMPOSECURE INC | 740000 | 14267200 | COM CL A |
| THREDUP INC | 1800000 | 11502000 | CL A |
| WOLVERINE WORLD WIDE INC | 600000 | 10890000 | COM |
| FORESTAR GROUP INC | 430000 | 10590900 | COM |
| AFFIRM HLDGS INC | 130000 | 9675900 | COM CL A |
| LULULEMON ATHLETICA INC | 43500 | 9039735 | COM |
| CLEAR SECURE INC | 129031 | 4526407 | COM CL A |
| FLUTTER ENTMT PLC | 20000 | 4300800 | SHS |
| THE REAL BROKERAGE INC | 500000 | 1825000 | COM NEW |
| RESOLUTE HLDGS MGMT INC | 5900 | 1217937 | COM |
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