Institutional Fund
Woodson Capital Management, LP
Greenwich, CTCIK 16978485 filings on record
Portfolio Value
$618.15M
Q1 2026
Holdings
28
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-4.5%
from $647.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amer Sports Inc9.7%
- Reddit Inc9.6%
- Amazon Com Inc7.6%
- Tapestry Inc6.2%
- Block Inc5.6%
- Sweetgreen Inc5.6%
- Other55.6%
Portfolio Holdings
28 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amer Sports Inc | 1.82M | $60.08M | 9.7% | +325.0K | Added |
| 2 | Reddit Inc | 442.3K | $59.55M | 9.6% | +244.3K | Added |
| 3 | Amazon Com Inc | 227.0K | $47.28M | 7.6% | +52.0K | Added |
| 4 | Tapestry Inc | 270.0K | $38.10M | 6.2% | −95.0K | Reduced |
| 5 | Block Inc | 579.1K | $34.85M | 5.6% | −110.9K | Reduced |
| 6 | Sweetgreen Inc | 6.70M | $34.77M | 5.6% | +700.0K | Added |
| 7 | Luxexperience Bv | 3.74M | $29.92M | 4.8% | +140.0K | Added |
| 8 | Qxo Inc | 1.42M | $27.58M | 4.5% | +570.0K | Added |
| 9 | Tesla Inc | 69.4K | $25.81M | 4.2% | 0 | Held |
| 10 | The Realreal Inc | 2.67M | $24.24M | 3.9% | +169.4K | Added |
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