Woodson Capital Management, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $722M in reported equity holdings across 29 positions. The largest holdings are TPR (9.1%), TSLA (8.2%), AS (7.8%), RDDT (6.3%), XYZ (6.2%). The portfolio is concentrated in Other (76.8%), Communication Services (13.0%), Consumer Cyclical (5.5%). Data sourced from SEC EDGAR 13F filings (CIK 1697848).