Stock Taper

WOODSON CAPITAL MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Sweetgreen, Inc.SG5.3M$46.69M
The RealReal, Inc.REAL3.3M$38.91M
The Real Brokerage Inc.REAX3.3M$6.01M
QXO, Inc.QXO1.9M$32.83M
Shoals Technologies Group, Inc.SHLS1.6M$15.84M
Amer Sports, Inc.AS1.35M$45.68M
Block, Inc.XYZ670K$50.92M
V.F. CorporationVFC600K$10.01M
Wolfspeed Inc.WOLF500K$24.13M
Forestar Group Inc.FOR360K$11.39M
Reddit, Inc.RDDT320K$55.55M
Establishment Labs Holdings Inc.ESTA275K$23.6M
Tapestry, Inc.TPR224K$32.79M
Builders FirstSource, Inc.BLDR220K$19.69M
Deckers Outdoor CorporationDECK200K$19.86M
Delta Air Lines, Inc.DAL188K$17.61M
eBay Inc.EBAY150K$16.76M
Amazon.com, Inc.AMZN125K$29.79M
Coinbase Global, Inc.COIN100K$14.62M
AerCap Holdings N.V.AER100K$14.58M