Woodson Capital Management, Lp Top Holdings and 13F Report (2026) About Woodson Capital Management, LpInvestment ActivityWoodson Capital Management, Lp has $721.56 million in total holdings as of December 31, 2025.Woodson Capital Management, Lp owns shares of 29 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 39.41% of the portfolio was purchased this quarter.About 22.54% of the portfolio was sold this quarter.This quarter, Woodson Capital Management, Lp has purchased 24 new stocks and bought additional shares in 9 stocks.Woodson Capital Management, Lp sold shares of 9 stocks and completely divested from 6 stocks this quarter.Largest Holdings Tapestry $65,801,550Tesla $59,417,006AMER SPORTS INC $56,025,000REDDIT INC $45,514,260BLOCK INC $44,912,100 Largest New Holdings this Quarter 88160R101 - Tesla $59,417,006 Holding02079K305 - Alphabet $25,040,000 Holding829933100 - SIRIUSXM HOLDINGS INC $23,994,000 Holding100557107 - Boston Beer $19,513,000 Holding82846H405 - QXO INC $16,396,500 Holding Largest Purchases this Quarter Tesla 132,120 shares (about $59.42M)AMER SPORTS INC 700,000 shares (about $26.15M)Alphabet 80,000 shares (about $25.04M)Sweetgreen 3,625,000 shares (about $24.51M)SIRIUSXM HOLDINGS INC 1,200,000 shares (about $23.99M) Largest Sales this Quarter Vita Coco 458,500 shares (about $24.31M)RealReal 1,000,000 shares (about $15.78M)CompoSecure 760,000 shares (about $14.65M)Unity Software 215,000 shares (about $9.50M)Tapestry 60,000 shares (about $7.67M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWoodson Capital Management, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTPRTapestry$65,801,550$7,666,200 ▼-10.4%515,0009.1%Retail/WholesaleTSLATesla$59,417,006$59,417,006 ▲New Holding132,1208.2%Auto/Tires/TrucksAMER SPORTS INC$56,025,000$26,145,000 ▲87.5%1,500,0007.8%COM SHSREDDIT INC$45,514,260$17,929,860 ▲65.0%198,0006.3%CL ABLOCK INC$44,912,100$15,621,600 ▲53.3%690,0006.2%CL ASGSweetgreen$40,560,000$24,505,000 ▲152.6%6,000,0005.6%Retail/WholesaleAMZNAmazon.com$40,393,500$10,386,900 ▲34.6%175,0005.6%Retail/WholesaleREALRealReal$39,450,000$15,780,000 ▼-28.6%2,500,0005.5%Consumer DiscretionaryCOCOVita Coco$32,336,100$24,305,085 ▼-42.9%610,0004.5%Consumer StaplesMYTEMYT Netherlands Parent B.V.$30,060,000$1,795,250 ▲6.4%3,600,0004.2%Retail/WholesaleESTAEstablishment Labs$27,330,000$7,652,400 ▼-21.9%375,0003.8%MedicalGOOGLAlphabet$25,040,000$25,040,000 ▲New Holding80,0003.5%Computer and TechnologyGPIGroup 1 Automotive$24,187,950$589,950 ▲2.5%61,5003.4%Retail/WholesaleSIRIUSXM HOLDINGS INC$23,994,000$23,994,000 ▲New Holding1,200,0003.3%COMMON STOCKAERAercap$22,282,800$1,858,961 ▲9.1%155,0003.1%TransportationSAMBoston Beer$19,513,000$19,513,000 ▲New Holding100,0002.7%Consumer StaplesQXO INC$16,396,500$16,396,500 ▲New Holding850,0002.3%COM NEWUUnity Software$15,901,200$9,496,550 ▼-37.4%360,0002.2%Computer and TechnologyBLDRBuilders FirstSource$14,610,380$308,670 ▲2.2%142,0002.0%Retail/WholesaleCMPOCompoSecure$14,267,200$14,652,800 ▼-50.7%740,0002.0%Business ServicesTDUPThredUp$11,502,000$11,502,000 ▲New Holding1,800,0001.6%Consumer StaplesWWWWolverine World Wide$10,890,000$3,993,000 ▼-26.8%600,0001.5%Consumer DiscretionaryFORForestar Group$10,590,900$4,802,850 ▼-31.2%430,0001.5%FinanceAFRMAffirm$9,675,900$9,675,900 ▲New Holding130,0001.3%Computer and TechnologyLULUlululemon athletica$9,039,735$9,039,735 ▲New Holding43,5001.3%Consumer DiscretionaryYOUCLEAR Secure$4,526,407$4,526,407 ▲New Holding129,0310.6%Computer and TechnologyFLUTTER ENTMT PLC$4,300,800$4,300,800 ▲New Holding20,0000.6%SHSREAXReal Brokerage$1,825,000$1,825,000 ▲New Holding500,0000.3%Business ServicesRESOLUTE HLDGS MGMT INC$1,217,937$5,594,253 ▼-82.1%5,9000.2%COMGRMNGarmin$0$24,622,000 ▼-100.0%00.0%Computer and TechnologySBUXStarbucks$0$15,228,000 ▼-100.0%00.0%Retail/WholesaleURBNUrban Outfitters$0$14,286,000 ▼-100.0%00.0%Retail/WholesaleFOXFFox Factory$0$10,201,800 ▼-100.0%00.0%Auto/Tires/TrucksDMRCDigimarc$0$2,442,500 ▼-100.0%00.0%IndustrialsSOUNSoundHound AI$0$1,900,109 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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