WOODSON CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SG | 6.00M | $40.56M |
 | REAL | 2.50M | $39.45M |
 | TDUP | 1.80M | $11.50M |
 | AS | 1.50M | $56.02M |
 | QXO | 850K | $16.40M |
 | CMPO | 740K | $14.27M |
 | XYZ | 690K | $44.91M |
 | WWW | 600K | $10.89M |
 | COCO | 560K | $29.69M |
 | REAX | 500K | $1.82M |
 | FOR | 430K | $10.59M |
 | ESTA | 375K | $27.33M |
 | TPR | 365K | $46.64M |
 | U | 360K | $15.90M |
 | RDDT | 198K | $45.51M |
 | AMZN | 175K | $40.39M |
 | AER | 155K | $22.28M |
 | BLDR | 142K | $14.61M |
 | AFRM | 130K | $9.68M |
 | YOU | 129K | $4.53M |
Sweetgreen, Inc.
SG
Shares Held
6.00M
Value
$40.56M
The RealReal, Inc.
REAL
Shares Held
2.50M
Value
$39.45M
ThredUp Inc.
TDUP
Shares Held
1.80M
Value
$11.50M
Amer Sports, Inc.
AS
Shares Held
1.50M
Value
$56.02M
QXO, Inc.
QXO
Shares Held
850K
Value
$16.40M
CompoSecure, Inc.
CMPO
Shares Held
740K
Value
$14.27M
Block, Inc.
XYZ
Shares Held
690K
Value
$44.91M
Wolverine World Wide, Inc.
WWW
Shares Held
600K
Value
$10.89M
The Vita Coco Company, Inc.
COCO
Shares Held
560K
Value
$29.69M
The Real Brokerage Inc.
REAX
Shares Held
500K
Value
$1.82M
Forestar Group Inc.
FOR
Shares Held
430K
Value
$10.59M
Establishment Labs Holdings Inc.
ESTA
Shares Held
375K
Value
$27.33M
Tapestry, Inc.
TPR
Shares Held
365K
Value
$46.64M
Unity Software Inc.
U
Shares Held
360K
Value
$15.90M
Reddit, Inc.
RDDT
Shares Held
198K
Value
$45.51M
Amazon.com, Inc.
AMZN
Shares Held
175K
Value
$40.39M
AerCap Holdings N.V.
AER
Shares Held
155K
Value
$22.28M
Builders FirstSource, Inc.
BLDR
Shares Held
142K
Value
$14.61M
Affirm Holdings, Inc.
AFRM
Shares Held
130K
Value
$9.68M
Clear Secure, Inc.
YOU
Shares Held
129K
Value
$4.53M