Woodson Capital Management, LP
13F filer · CIK 1697848 · Greenwich, CT
Summary
Woodson Capital Management, LP reported $597.41M across 26 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are RDDT (9.3%), XYZ (8.5%), SG (7.8%). Versus 2026 Q1, leaving options aside, it opened 5 new positions, added to 7, trimmed 14 and sold out of 7.
Reported value$597.41M
Positions26
Report period2026 Q2
FiledAug 14, 2026
New positions5
Added7
Trimmed14
Sold out7
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 9.3%Value $55.55MPrice $145.36Shares 320K -27.65%Since Jun 30 -16.26%
Weight 8.5%Value $50.92MPrice $74.05Shares 670K +15.69%Since Jun 30 -2.57%
Weight 7.8%Value $46.69MPrice $8.74Shares 5.30M -20.90%Since Jun 30 -0.79%
Weight 7.6%Value $45.68MPrice $27.24Shares 1.35M -26.03%Since Jun 30 -19.50%
Weight 6.5%Value $38.91MPrice $8.79Shares 3.30M +23.62%Since Jun 30 -25.45%
Weight 5.5%Value $32.83MPrice $11.62Shares 1.90M +33.80%Since Jun 30 -32.75%
Weight 5.5%Value $32.79MPrice $114.12Shares 224K -17.04%Since Jun 30 -22.04%
Weight 5.0%Value $29.79MPrice $246.67Shares 125K -44.93%Since Jun 30 +3.50%
Weight 4.3%Value $25.63MPrice $9.61Shares 3.45M -7.75%Since Jun 30 +29.34%
Weight 4.0%Value $24.13MPrice $28.13Shares 500K -46.81%Since Jun 30 -41.70%
Weight 4.0%Value $23.75MPrice $290.23Shares 100K +52.67%Since Jun 30 +22.18%
Weight 4.0%Value $23.60MPrice $63.70Shares 275K -21.43%Since Jun 30 -25.77%
Weight 3.3%Value $19.86MPrice $77.68Shares 200KSince Jun 30 -21.76%
Weight 3.3%Value $19.69MPrice $57.53Shares 220K +10.00%Since Jun 30 -35.71%
Weight 2.9%Value $17.61MPrice $84.87Shares 188K -34.49%Since Jun 30 -9.39%
Weight 2.8%Value $16.76MPrice $105.21Shares 150KSince Jun 30 -5.85%
Weight 2.7%Value $15.84MPrice $7.77Shares 1.60M -20.00%Since Jun 30 -21.52%
Weight 2.4%Value $14.62MPrice $190.02Shares 100KSince Jun 30 +29.98%
Weight 2.4%Value $14.58MPrice $145.10Shares 100K -16.67%Since Jun 30 -0.47%
Weight 1.9%Value $11.39MPrice $26.06Shares 360K -17.24%Since Jun 30 -17.66%
Weight 1.8%Value $10.68MPrice $2.19Shares 1.56M -8.04%Since Jun 30 -68.03%
Weight 1.7%Value $10.01MPrice $14.50Shares 600K -20.99%Since Jun 30 -13.07%
Weight 1.1%Value $6.43MPrice $5.31Shares 500KSince Jun 30 -58.74%
Weight 1.0%Value $6.01MPrice $16.42Shares 3.30M +560.00%Since Jun 30 +802.20%
Weight 0.5%Value $3.15MPrice $41.51Shares 70K +159.82%Since Jun 30 -7.65%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 9.3% | $55.55M | -16.26% | -27.65% | Trim | |
| 8.5% | $50.92M | -2.57% | +15.69% | Add | |
| 7.8% | $46.69M | -0.79% | -20.90% | Trim | |
| 7.6% | $45.68M | -19.50% | -26.03% | Trim | |
| 6.5% | $38.91M | -25.45% | +23.62% | Add | |
| 5.5% | $32.83M | -32.75% | +33.80% | Add | |
| 5.5% | $32.79M | -22.04% | -17.04% | Trim | |
| 5.0% | $29.79M | +3.50% | -44.93% | Trim | |
| 4.3% | $25.63M | +29.34% | -7.75% | Trim | |
| 4.0% | $24.13M | -41.70% | -46.81% | Trim | |
| 4.0% | $23.75M | +22.18% | +52.67% | Add | |
| 4.0% | $23.60M | -25.77% | -21.43% | Trim | |
| 3.3% | $19.86M | -21.76% | — | New | |
| 3.3% | $19.69M | -35.71% | +10.00% | Add | |
| 2.9% | $17.61M | -9.39% | -34.49% | Trim | |
| 2.8% | $16.76M | -5.85% | — | New | |
| 2.7% | $15.84M | -21.52% | -20.00% | Trim | |
| 2.4% | $14.62M | +29.98% | — | New | |
| 2.4% | $14.58M | -0.47% | -16.67% | Trim | |
| 1.9% | $11.39M | -17.66% | -17.24% | Trim | |
| 1.8% | $10.68M | -68.03% | -8.04% | Trim | |
| 1.7% | $10.01M | -13.07% | -20.99% | Trim | |
| 1.1% | $6.43M | -58.74% | — | New | |
| 1.0% | $6.01M | +802.20% | +560.00% | Add | |
| 0.5% | $3.15M | -7.65% | +159.82% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.