Woodson Capital Management, LP
Annual return
—
SPY
—
Alpha
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Invested
$1.3B
Holdings
29
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$RDDT
REDDIT INC
Q4 2025: Exited (was 120.0k shares)
10.3%
02
$AMZN
AMAZON COM INC
Q4 2025: Exited (was 130.0k shares)
8.1%
03
$TPR
TAPESTRY INC
Q4 2025: Exited (was 430.0k shares)
6.6%
04
$XYZ
BLOCK INC
Q4 2025: Exited (was 450.0k shares)
6.0%
05
$SG
SWEETGREEN INC
Q4 2025: Exited (was 3.75M shares)
6.0%
06
$TSLA
TESLA INC
Held since at least Q1 2024
5.5%
07
$AS
AMER SPORTS INC
Q4 2025: Exited (was 800.0k shares)
5.2%
08
$LUXE
LUXEXPERIENCE BV
Q4 2025: Exited (was 3.39M shares)
5.2%
09
$QXO
QXO INC
Held since at least Q1 2024
4.8%
10
$REAL
THE REALREAL INC
Q4 2025: Exited (was 3.50M shares)
4.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 09:59 UTC.