Woodson Capital Management
$597M 13F equity value
33 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Woodson Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| RDDT | REDDIT INC | 320,000 | $56M | 9.3% |
| XYZ | BLOCK INC | 670,000 | $51M | 8.5% |
| SG | SWEETGREEN INC | 5,300,000 | $47M | 7.8% |
| AS | AMER SPORTS INC | 1,350,000 | $46M | 7.6% |
| REAL | THE REALREAL INC | 3,300,000 | $39M | 6.5% |
| QXO | QXO INC | 1,900,000 | $33M | 5.5% |
| TPR | TAPESTRY INC | 224,000 | $33M | 5.5% |
| AMZN | AMAZON COM INC | 125,000 | $30M | 5.0% |
| LUXE | LUXEXPERIENCE BV | 3,450,000 | $26M | 4.3% |
| WOLF | WOLFSPEED INC | 500,000 | $24M | 4.0% |
Track Woodson Capital Management's 13F portfolio: $597M in reported holdings, 33 positions. Top holdings and quarterly changes on SentiSense.
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