WOODSON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SG | 6.70M | $34.77M |
 | REAL | 2.67M | $24.24M |
 | SHLS | 2.00M | $13.16M |
 | AS | 1.82M | $60.08M |
 | TDUP | 1.70M | $5.56M |
 | QXO | 1.42M | $27.58M |
 | WOLF | 940K | $15.34M |
 | VFC | 759K | $12.90M |
 | XYZ | 579K | $34.85M |
 | REAX | 500K | $1.25M |
 | RDDT | 442K | $59.55M |
 | COCO | 440K | $21.08M |
 | FOR | 435K | $10.63M |
 | ESTA | 350K | $19.87M |
 | Z | 335K | $13.86M |
 | DAL | 287K | $19.08M |
 | TPR | 270K | $38.10M |
 | AMZN | 227K | $47.28M |
 | DOCU | 225K | $10.67M |
 | BLDR | 200K | $16.47M |
Sweetgreen, Inc.
SG
Shares Held
6.70M
Value
$34.77M
The RealReal, Inc.
REAL
Shares Held
2.67M
Value
$24.24M
Shoals Technologies Group, Inc.
SHLS
Shares Held
2.00M
Value
$13.16M
Amer Sports, Inc.
AS
Shares Held
1.82M
Value
$60.08M
ThredUp Inc.
TDUP
Shares Held
1.70M
Value
$5.56M
QXO, Inc.
QXO
Shares Held
1.42M
Value
$27.58M
Wolfspeed Inc.
WOLF
Shares Held
940K
Value
$15.34M
V.F. Corporation
VFC
Shares Held
759K
Value
$12.90M
Block, Inc.
XYZ
Shares Held
579K
Value
$34.85M
The Real Brokerage Inc.
REAX
Shares Held
500K
Value
$1.25M
Reddit, Inc.
RDDT
Shares Held
442K
Value
$59.55M
The Vita Coco Company, Inc.
COCO
Shares Held
440K
Value
$21.08M
Forestar Group Inc.
FOR
Shares Held
435K
Value
$10.63M
Establishment Labs Holdings Inc.
ESTA
Shares Held
350K
Value
$19.87M
Zillow Group, Inc. Class C
Z
Shares Held
335K
Value
$13.86M
Delta Air Lines, Inc.
DAL
Shares Held
287K
Value
$19.08M
Tapestry, Inc.
TPR
Shares Held
270K
Value
$38.10M
Amazon.com, Inc.
AMZN
Shares Held
227K
Value
$47.28M
DocuSign, Inc.
DOCU
Shares Held
225K
Value
$10.67M
Builders FirstSource, Inc.
BLDR
Shares Held
200K
Value
$16.47M