Woodson Capital Management, LP

Greenwich, CT · CIK 1697848 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2016 · limited partnership

Assets managed$1.5bn
Staff10 · 5 in investment roles
Main clients (by assets)Private funds 100%
Private funds4 (2 hedge) · $1.5bn gross assets
Form ADV · 2026-03-30SEC adviser record

Legal entityWOODSON CAPITAL MANAGEMENT, LP (US)

Kindhedge funds, private equity, futures
Others nearbyGreenwich, CT, Hoboken, NJ, New York, NY

As an employer

Offices in1 country
Private fundshedge 2, private equity 2

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Greenwich, CT (main office)United States	United States	about 5
Hoboken, NJUnited States	United States
New York, NYUnited States	United States

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$597.4m reported value -3.4% vs Q1 2026

26positions

64.1%in top 10

5 new 7 added 14 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	REDDIT INC CL A RDDT	RDDT	320,000	$55.5m9.30%	9.30%	Reduced -122.3k	-122,287 -27.6%
2	BLOCK INC CL A XYZ	XYZ	670,000	$50.9m8.52%	8.52%	Added +90.9k	+90,891 15.7%
3	SWEETGREEN INC COM CL A SG	SG	5,300,000	$46.7m7.82%	7.82%	Reduced -1.4m	-1,400,000 -20.9%
4	AMER SPORTS INC COM SHS AS	AS	1,350,000	$45.7m7.65%	7.65%	Reduced -475.0k	-475,000 -26.0%
5	THE REALREAL INC COM REAL	REAL	3,300,000	$38.9m6.51%	6.51%	Added +630.6k	+630,580 23.6%
6	QXO INC COM NEW QXO	QXO	1,900,000	$32.8m5.50%	5.50%	Added +480.0k	+480,000 33.8%
7	TAPESTRY INC COM TPR	TPR	224,000	$32.8m5.49%	5.49%	Reduced -46.0k	-46,000 -17.0%
8	AMAZON COM INC COM AMZN	AMZN	125,000	$29.8m4.99%	4.99%	Reduced -102.0k	-102,000 -44.9%
9	LUXEXPERIENCE BV ADS LUXE	LUXE	3,450,000	$25.6m4.29%	4.29%	Reduced -290.0k	-290,000 -7.8%
10	WOLFSPEED INC COMMON STOCK WOLF	WOLF	500,000	$24.1m4.04%	4.04%	Reduced -440.0k	-440,000 -46.8%
11	GARMIN LTD SHS GRMN	GRMN	100,000	$23.8m3.98%	3.98%	Added +34.5k	+34,500 52.7%
12	ESTABLISHMENT LABS HLDGS INC COM ESTA	ESTA	275,000	$23.6m3.95%	3.95%	Reduced -75.0k	-75,000 -21.4%
13	DECKERS OUTDOOR CORP COM DECK	DECK	200,000	$19.9m3.32%	3.32%	New
14	BUILDERS FIRSTSOURCE INC COM BLDR	BLDR	220,000	$19.7m3.30%	3.30%	Added +20.0k	+20,000 10.0%
15	DELTA AIR LINES INC DEL COM NEW DAL	DAL	188,000	$17.6m2.95%	2.95%	Reduced -99.0k	-99,000 -34.5%
16	EBAY INC. COM EBAY	EBAY	150,000	$16.8m2.81%	2.81%	New
17	SHOALS TECHNOLOGIES GROUP IN CL A SHLS	SHLS	1,600,000	$15.8m2.65%	2.65%	Reduced -400.0k	-400,000 -20.0%
18	COINBASE GLOBAL INC COM CL A COIN	COIN	100,002	$14.6m2.45%	2.45%	New
19	AERCAP HOLDINGS NV SHS AER	AER	100,000	$14.6m2.44%	2.44%	Reduced -20.0k	-20,000 -16.7%
20	FORESTAR GROUP INC COM FOR	FOR	360,000	$11.4m1.91%	1.91%	Reduced -75.0k	-75,000 -17.2%
21	THREDUP INC CL A TDUP	TDUP	1,558,806	$10.7m1.79%	1.79%	Reduced -136.2k	-136,194 -8.0%
22	V F CORP COM VFC	VFC	600,000	$10.0m1.68%	1.68%	Reduced -159.4k	-159,420 -21.0%
23	STUBHUB HLDGS INC CL A STUB	STUB	500,000	$6.4m1.08%	1.08%	New
24	THE REAL BROKERAGE INC COM NEW COM NEW		3,300,000	$6.0m1.01%	1.01%	Added +2.8m	+2,800,000 560.0%
25	SYMBOTIC INC CLASS A COM SYM	SYM	70,000	$3.1m0.53%	0.53%	Added +43.1k	+43,058 159.8%
26	CROCS INC COM CROX	CROX	4,269	$515.0k0.09%	0.09%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TESLA INC TSLA	TSLA	69,420	$25.8m69.4k shares
VITA COCO CO INC COCO	COCO	440,000	$21.1m440.0k shares
BOSTON BEER INC SAM	SAM	90,000	$20.7m90.0k shares
GROUP 1 AUTOMOTIVE INC GPI	GPI	44,000	$14.5m44.0k shares
ZILLOW GROUP INC Z	Z	335,000	$13.9m335.0k shares
DOCUSIGN INC DOCU	DOCU	225,000	$10.7m225.0k shares
LULULEMON ATHLETICA INC LULU	LULU	50,442	$7.7m50.4k shares