Woodson Capital Management, LP
CIK 1697848
13F filing for Q2 2026・No. 3,522
- Holdings
- US$597.41M
- Quarter change
- −US$38.65M
- Entries
- 26
- Net bought (estimate)
- −US$126.52M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 7
- Cut 13
- Added 8
- Corporate actions 0
- Unchanged 0
Largest holdings
26 stocks worth US$597.41M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RDDTREDDIT INCCL A | Cut | 320,000 | US$55.55M | 9.30% |
| XYZBLOCK INCCL A | Added | 670,000 | US$50.92M | 8.52% |
| SGSWEETGREEN INCCOM CL A | Cut | 5,300,000 | US$46.69M | 7.82% |
| ASAMER SPORTS INCCOM SHS | Cut | 1,350,000 | US$45.68M | 7.65% |
| REALTHE REALREAL INCCOM | Added | 3,300,000 | US$38.91M | 6.51% |
| QXOQXO INCCOM NEW | Added | 1,900,000 | US$32.83M | 5.50% |
| TPRTAPESTRY INCCOM | Cut | 224,000 | US$32.79M | 5.49% |
| AMZNAmazonCOM | Cut | 125,000 | US$29.79M | 4.99% |
| LUXEXPERIENCE BVSPONSORED ADS | Cut | 3,450,000 | US$25.63M | 4.29% |
| WOLFWOLFSPEED INCCOMMON STOCK | AddedSplit 1:2 | 500,000 | US$24.13M | 4.04% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.