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Asset Manager ← All Institutions

Woodson Capital Management, LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
26
-6
New Purchases
0
Added To
0
Closed
26
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $0 0%
Large Cap 8 $0 0%
Mid Cap 8 $0 0%
Small Cap 7 $0 0%

Portfolio Analytics

Avg Market Cap
$358.7B
Median Market Cap
$5.2B
Avg P/E
50.2
Median P/E
31.5
Avg Dividend Yield
0.00%
Avg Beta
1.55
# Stocks
26
# ETFs / Funds
0

Top Holdings (26 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QXO —% -$16M -850,000 -100.0% SOLD
2 WWW —% -$11M -600,000 -100.0% SOLD
3 BLDR —% -$15M -142,000 -100.0% SOLD
4 RHLD —% -$1M -5,900 -100.0% SOLD
5 TPR —% -$47M -365,000 -100.0% SOLD
6 GPGI —% -$14M -740,000 -100.0% SOLD
7 YOU —% -$5M -129,031 -100.0% SOLD
8 GPI —% -$24M -61,500 -100.0% SOLD
9 FOR —% -$11M -430,000 -100.0% SOLD
10 AER —% -$22M -155,000 -100.0% SOLD
11 SAM —% -$20M -100,000 -100.0% SOLD
12 U —% -$16M -360,000 -100.0% SOLD
13 RDDT —% -$46M -198,000 -100.0% SOLD
14 AFRM —% -$10M -130,000 -100.0% SOLD
15 COCO —% -$30M -560,000 -100.0% SOLD
16 AMZN —% -$40M -175,000 -100.0% SOLD
17 LULU —% -$9M -43,500 -100.0% SOLD
18 ESTA —% -$27M -375,000 -100.0% SOLD
19 REAL —% -$39M -2,500,000 -100.0% SOLD
20 REAX —% -$2M -500,000 -100.0% SOLD
21 GOOGL —% -$25M -80,000 -100.0% SOLD
22 TDUP —% -$12M -1,800,000 -100.0% SOLD
23 TSLA —% -$31M -69,420 -100.0% SOLD
24 SG —% -$41M -6,000,000 -100.0% SOLD
25 SQ —% -$45M -690,000 -100.0% SOLD
26 MYTE —% -$30M -3,600,000 -100.0% SOLD

Options Breakdown

3 Calls $0 Call Value 1 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
TSLA $0 SOLD
COCO $0 SOLD
TPR $0 SOLD

Top Puts

SymbolSharesValueStatus
SIRI $0 SOLD

Sold Out Positions

SymbolValue% Port
QXO —%
WWW —%
BLDR —%
RHLD —%
TPR —%
GPGI —%
YOU —%
GPI —%
FOR —%
AER —%
SAM —%
U —%
RDDT —%
AFRM —%
COCO —%
View SEC EDGAR Filings for Woodson Capital Management, LP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms