Woodson Capital Management, LP — 13F holdings

Woodson Capital Management, LP reported 26 holdings worth $597M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. RDDT REDDIT INC — $55.5M (9.3%)
2. XYZ BLOCK INC — $50.9M (8.5%)
3. SG SWEETGREEN INC — $46.7M (7.8%)
4. AS AMER SPORTS INC — $45.7M (7.6%)
5. REAL THE REALREAL INC — $38.9M (6.5%)
6. QXO QXO INC — $32.8M (5.5%)
7. TPR TAPESTRY INC — $32.8M (5.5%)
8. AMZN AMAZON COM INC — $29.8M (5.0%)
9. LUXE LUXEXPERIENCE BV — $25.6M (4.3%)
10. WOLF WOLFSPEED INC — $24.1M (4.0%)