Woodson Capital Management, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $636M in reported equity holdings across 29 positions. The largest holdings are AS (9.4%), RDDT (9.4%), AMZN (7.4%), TPR (6.0%), XYZ (5.5%). The portfolio is concentrated in Other (85.4%), Communication Services (6.9%), Consumer Cyclical (3.8%). Data sourced from SEC EDGAR 13F filings (CIK 1697848).