Woodson Capital Management
Woodson Capital Management reported 26 stocks worth $597M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RDDT (9.3%), XYZ (8.5%) and SG (7.8%). Compared with Q1 2026, the fund opened new positions in DECK, EBAY and COIN, added to XYZ, REAL and QXO, trimmed RDDT, SG and AS and sold out of TSLA, COCO and SAM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RDDT Reddit Inc | $55.5M | 9.3% | 320K | −122K (−28%) | 8 of 8 | |
| 2 |  XYZ Block Inc A | $50.9M | 8.5% | 670K | +91K (+16%) | 8 of 8 | |
| 3 |  SG Sweetgreen Inc | $46.7M | 7.8% | 5.3M | −1.4M (−21%) | 5 of 8 | |
| 4 |  AS Amer Sports | $45.7M | 7.7% | 1.4M | −475K (−26%) | 8 of 8 | |
| 5 |  REAL The Realreal Inc | $38.9M | 6.5% | 3.3M | +631K (+24%) | 8 of 8 | |
| 6 |  QXO Qxo Inc | $32.8M | 5.5% | 1.9M | +480K (+34%) | 3 of 8 | |
| 7 |  TPR Tapestry Inc | $32.8M | 5.5% | 224K | −46K (−17%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $29.8M | 5.0% | 125K | −102K (−45%) | 8 of 8 | |
| 9 |  LUXE Luxexperience BV | $25.6M | 4.3% | 3.5M | −290K (−8%) | 7 of 8 | |
| 10 |  WOLF Wolfspeed Inc | $24.1M | 4.0% | 500K | −440K (−47%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TSLA Tesla Inc | $25.8M | 69K |
 COCO Vita Coco Co Inc | $21.1M | 440K |
 SAM Boston Beer Inc | $20.7M | 90K |
 GPI Group 1 Automotive Inc | $14.5M | 44K |
 Z Zillow Group Inc | $13.9M | 335K |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Woodson Capital Management 13F FAQ
What does Woodson Capital Management own?
Woodson Capital Management reported 26 stocks worth $597M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RDDT (9.3%), XYZ (8.5%) and SG (7.8%). The table above lists every position in the filing (the top 10 without an account).
What did Woodson Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 7 added to, 14 trimmed and 7 sold out. New positions include DECK, EBAY and COIN. It sold all of TSLA, COCO and SAM.
When will Woodson Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Woodson Capital Management's portfolio worth?
The Q2 2026 filing reports $597M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.