Woodson Capital Management, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $597M in reported equity holdings across 26 positions. The largest holdings are RDDT (9.3%), XYZ (8.5%), SG (7.8%), AS (7.6%), REAL (6.5%). The portfolio is concentrated in Other (84.0%), Communication Services (8.5%), Consumer Cyclical (6.5%). Data sourced from SEC EDGAR 13F filings (CIK 1697848).