1y return+32.6%S&P 500 +20.9%
3y return+83.6%S&P 500 +68.5%
5y return+31.5%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2016: $506 against $334 in the S&P 500.2
Woodson Capital Management, LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| RDDTReddit Inc | $55.5M | 9.3% | −27.6% |
| XYZBlock Inc | $50.9M | 8.5% | +15.7% |
| SGSweetgreen Inc | $46.7M | 7.8% | −20.9% |
| Amer Sports IncCUSIP G0260P102 | $45.7M | 7.6% | −26.0% |
| REALThe Realreal Inc | $38.9M | 6.5% | +23.6% |
| QXOQxo Inc | $32.8M | 5.5% | +33.8% |
| TPRTapestry Inc | $32.8M | 5.5% | −17.0% |
| AMZNAmazon Com Inc | $29.8M | 5.0% | −44.9% |
| LUXELuxexperience Bv | $25.6M | 4.3% | −7.8% |
| WOLFWolfspeed Inc | $24.1M | 4.0% | −46.8% |
| Garmin LtdCUSIP H2906T109 | $23.8M | 4.0% | +52.7% |
| Establishment Labs Hldgs IncCUSIP G31249108 | $23.6M | 4.0% | −21.4% |
| DECKDeckers Outdoor Corp | $19.9M | 3.3% | New |
| BLDRBuilders Firstsource Inc | $19.7M | 3.3% | +10.0% |
| DALDelta Air Lines Inc | $17.6M | 2.9% | −34.5% |
| EBAYEbay Inc. | $16.8M | 2.8% | New |
| SHLSShoals Technologies Group In | $15.8M | 2.7% | −20.0% |
| COINCoinbase Global Inc | $14.6M | 2.4% | New |
| Aercap Holdings NvCUSIP N00985106 | $14.6M | 2.4% | −16.7% |
| FORForestar Group Inc | $11.4M | 1.9% | −17.2% |
| TDUPThredup Inc | $10.7M | 1.8% | −8.0% |
| VFCV F Corp | $10.0M | 1.7% | −21.0% |
| STUBStubhub Hldgs Inc | $6.4M | 1.1% | New |
| The Real Brokerage IncCUSIP 75585H206 | $6.0M | 1.0% | +560.0% |
| SYMSymbotic Inc | $3.1M | 0.5% | +159.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TPRTapestry Inc | September 30, 2023 | +409.1% | $32.8M |
| WOLFWolfspeed Inc | March 31, 2026 | +195.6% | $24.1M |
| RDDTReddit Inc | September 30, 2024 | +163.3% | $55.5M |
| Amer Sports IncCUSIP G0260P102 | September 30, 2024 | +112.2% | $45.7M |
| BLDRBuilders Firstsource Inc | June 30, 2021 | +109.8% | $19.7M |
| Establishment Labs Hldgs IncCUSIP G31249108 | June 30, 2025 | +100.9% | $23.6M |
| Aercap Holdings NvCUSIP N00985106 | June 30, 2024 | +56.4% | $14.6M |
| SHLSShoals Technologies Group In | March 31, 2026 | +50.5% | $15.8M |
| DALDelta Air Lines Inc | March 31, 2026 | +40.9% | $17.6M |
| AMZNAmazon Com Inc | September 30, 2024 | +27.9% | $29.8M |
Sold off last quarter
- TSLATesla Inc was $25.8M
- COCOVita Coco Co Inc was $21.1M
- SAMBoston Beer Inc was $20.7M
- GPIGroup 1 Automotive Inc was $14.5M
- ZZillow Group Inc was $13.9M
- DOCUDocusign Inc was $10.7M
- LULULululemon Athletica Inc was $7.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +20.6% | +14.8% |
| March 31, 2026 | −15.4% | −4.6% |
| December 31, 2025 | +5.9% | +2.4% |
| September 30, 2025 | +22.7% | +7.8% |
| June 30, 2025 | +17.6% | +10.5% |
| March 31, 2025 | −17.2% | −4.6% |
| December 31, 2024 | +19.9% | +2.1% |
| September 30, 2024 | +4.4% | +5.4% |
| June 30, 2024 | −3.6% | +4.0% |
| March 31, 2024 | +11.9% | +10.0% |
| December 31, 2023 | +12.8% | +11.2% |
| September 30, 2023 | −6.6% | −3.6% |
| June 30, 2023 | +11.0% | +8.3% |
| March 31, 2023 | +9.9% | +7.0% |
| December 31, 2022 | +5.5% | +7.1% |
| September 30, 2022 | −1.9% | −5.3% |
| June 30, 2022 | −15.7% | −16.5% |
| March 31, 2022 | −15.8% | −4.9% |
| December 31, 2021 | −8.8% | +10.7% |
| September 30, 2021 | −12.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Woodson Capital Management, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1697848&type=13F-HR&dateb=&owner=include&count=40CIK 1697848
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1697848/000117266126003666/Filed August 14, 2026 · accession 0001172661-26-003666