Woodson Capital Management, LP

Q2 2026 13F-HR Holdings

Location
Greenwich, CT
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$597,407
Net value change ($000)
-38,649 (-6.1%)
New positions
5
Sold out positions
7
Turnover %
28.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DECK 19,858 NEW
EBAY 16,763 NEW
XYZ 16,069 46.1%
REAL 14,669 60.5%
COIN 14,619 NEW
SG 11,920 34.3%
WOLF 8,784 57.3%
GARMIN LTD 8,557 56.3%
STUB 6,435 NEW
QXO 5,256 19.1%
Top Reduces (Value $000, Stocks/ETFs)
TSLA -25,807 -100.0%
COCO -21,080 -100.0%
SAM -20,736 -100.0%
AMZN -17,484 -37.0%
GPI -14,548 -100.0%
AS -14,395 -24.0%
ZG -13,862 -100.0%
DOCU -10,667 -100.0%
LULU -7,723 -100.0%
TPR -5,311 -13.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type