Woodson Capital Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DELTA AIR LINES INC(DAL) | 0 | 287,000 | +287,000 | 0 | 19,079,760 | 3.09% | +19,079,760 |
| WOLFSPEED INC(WOLF) | 0 | 940,000 | +940,000 | 0 | 15,340,800 | 2.48% | +15,340,800 |
| GARMIN LTD(GRMN) | 0 | 65,500 | +65,500 | 0 | 15,196,655 | 2.46% | +15,196,655 |
| REDDIT INC(RDDT) | 198,000 | 442,287 | +244,287 | 45,514,260 | 59,553,945 | 9.63% | +14,039,685 |
| ZILLOW GROUP INC(Z) | 0 | 335,000 | +335,000 | 0 | 13,862,300 | 2.24% | +13,862,300 |
| SHOALS TECHNOLOGIES GROUP IN(SHLS) | 0 | 2,000,000 | +2,000,000 | 0 | 13,160,000 | 2.13% | +13,160,000 |
| V F CORP(VFC) | 0 | 759,420 | +759,420 | 0 | 12,902,546 | 2.09% | +12,902,546 |
| QXO INC(QXO) | 850,000 | 1,420,000 | +570,000 | 16,396,500 | 27,576,400 | 4.46% | +11,179,900 |
| DOCUSIGN INC(DOCU) | 0 | 225,000 | +225,000 | 0 | 10,667,250 | 1.73% | +10,667,250 |
| AMAZON COM INC(AMZN) | 175,000 | 227,000 | +52,000 | 40,393,500 | 47,277,290 | 7.65% | +6,883,790 |
| AMER SPORTS INC(AS) | 1,500,000 | 1,825,000 | +325,000 | 56,025,000 | 60,079,000 | 9.72% | +4,054,000 |
| BUILDERS FIRSTSOURCE INC(BLDR) | 142,000 | 200,000 | +58,000 | 14,610,380 | 16,466,000 | 2.66% | +1,855,620 |
| SYMBOTIC INC(SYM) | 0 | 26,942 | +26,942 | 0 | 1,433,314 | 0.23% | +1,433,314 |
| BOSTON BEER INC(SAM) | 100,000 | 90,000 | -10,000 | 19,513,000 | 20,736,000 | 3.35% | +1,223,000 |
| FORESTAR GROUP INC(FOR) | 430,000 | 435,000 | +5,000 | 10,590,900 | 10,631,400 | 1.72% | +40,500 |
| LUXEXPERIENCE BV(LUXE) | 3,600,000 | 3,740,000 | +140,000 | 30,060,000 | 29,920,000 | 4.84% | -140,000 |
| VITA COCO CO INC(COCO)(Call) | 50,000 | 50,000 | 0 | 2,650,500 | 2,395,500 | — | -255,000 |
| THE REAL BROKERAGE INC | 500,000 | 500,000 | 0 | 1,825,000 | 1,250,000 | 0.20% | -575,000 |
| RESOLUTE HLDGS MGMT INC(RHLD) | 5,900 | 0 | -5,900 | 1,217,937 | 0 | — | -1,217,937 |
| LULULEMON ATHLETICA INC(LULU) | 43,500 | 50,442 | +6,942 | 9,039,735 | 7,722,670 | 1.25% | -1,317,065 |
| FLUTTER ENTMT PLC(FLUT) | 20,000 | 0 | -20,000 | 4,300,800 | 0 | — | -4,300,800 |
| CLEAR SECURE INC(YOU) | 129,031 | 0 | -129,031 | 4,526,407 | 0 | — | -4,526,407 |
| TESLA INC(TSLA) | 69,420 | 69,420 | 0 | 31,219,562 | 25,806,885 | 4.17% | -5,412,677 |
| SWEETGREEN INC | 6,000,000 | 6,700,000 | +700,000 | 40,560,000 | 34,773,000 | 5.63% | -5,787,000 |
| AERCAP HOLDINGS NV(AER) | 155,000 | 120,000 | -35,000 | 22,282,800 | 16,461,600 | 2.66% | -5,821,200 |
| THREDUP INC | 1,800,000 | 1,695,000 | -105,000 | 11,502,000 | 5,559,600 | 0.90% | -5,942,400 |
| ESTABLISHMENT LABS HLDGS INC(ESTA) | 375,000 | 350,000 | -25,000 | 27,330,000 | 19,873,000 | 3.21% | -7,457,000 |
| TAPESTRY INC(TPR) | 365,000 | 270,000 | -95,000 | 46,636,050 | 38,099,700 | 6.16% | -8,536,350 |
| VITA COCO CO INC(COCO) | 560,000 | 440,000 | -120,000 | 29,685,600 | 21,080,400 | 3.41% | -8,605,200 |
| GROUP 1 AUTOMOTIVE INC(GPI) | 61,500 | 44,000 | -17,500 | 24,187,950 | 14,547,720 | 2.35% | -9,640,230 |
| AFFIRM HLDGS INC(AFRM) | 130,000 | 0 | -130,000 | 9,675,900 | 0 | — | -9,675,900 |
| BLOCK INC(XYZ) | 690,000 | 579,109 | -110,891 | 44,912,100 | 34,850,780 | 5.64% | -10,061,320 |
| WOLVERINE WORLD WIDE INC(WWW) | 600,000 | 0 | -600,000 | 10,890,000 | 0 | — | -10,890,000 |
| COMPOSECURE INC(GPGI) | 740,000 | 0 | -740,000 | 14,267,200 | 0 | — | -14,267,200 |
| SIRIUSXM HOLDINGS INC(SIRI)(Put) | 1,200,000 | 400,000 | -800,000 | 23,994,000 | 9,232,000 | — | -14,762,000 |
| THE REALREAL INC(REAL) | 2,500,000 | 2,669,420 | +169,420 | 39,450,000 | 24,238,334 | 3.92% | -15,211,666 |
| UNITY SOFTWARE INC(U) | 360,000 | 0 | -360,000 | 15,901,200 | 0 | — | -15,901,200 |
| TAPESTRY INC(TPR)(Call) | 150,000 | 0 | -150,000 | 19,165,500 | 0 | — | -19,165,500 |
| TESLA INC(TSLA)(Call) | 62,700 | 16,900 | -45,800 | 28,197,444 | 6,282,575 | — | -21,914,869 |
| ALPHABET INC(GOOG) | 80,000 | 0 | -80,000 | 25,040,000 | 0 | — | -25,040,000 |