Woodson Capital Management, LP 13F Holdings Analysis

Stock	Portfolio %	Prev Q %	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
REDDIT INC CL ARDDT	9.3%	9.36%	$55.5M	320,000	$59.6M	442,287	-122,287-27.65%	Reduce
BLOCK INCXYZ	8.52%	5.48%	$50.9M	670,000	$34.9M	579,109	+90,891+15.69%	Add
SSWEETGREEN INCSG	7.82%	5.47%	$46.7M	5.3M	$34.8M	6.7M	-1.4M-20.90%	Reduce
AMER SPORTS INC COM SHSAS	7.65%	9.45%	$45.7M	1.4M	$60.1M	1.8M	-475,000-26.03%	Reduce
THE REALREAL INCREAL	6.51%	3.81%	$38.9M	3.3M	$24.2M	2.7M	+630,580+23.62%	Add
QQXO INCQXO	5.5%	4.34%	$32.8M	1.9M	$27.6M	1.4M	+480,000+33.80%	Add
TAPESTRY INCTPR	5.49%	5.99%	$32.8M	224,000	$38.1M	270,000	-46,000-17.04%	Reduce
AMAZON COM INCAMZN	4.99%	7.43%	$29.8M	125,000	$47.3M	227,000	-102,000-44.93%	Reduce
LLUXEXPERIENCE BVLUXE	4.29%	4.7%	$25.6M	3.5M	$29.9M	3.7M	-290,000-7.75%	Reduce
WWOLFSPEED INCWOLF	4.04%	2.41%	$24.1M	500,000	$15.3M	940,000	-440,000-46.81%	Reduce
GGARMIN LTD SHSGRMN	3.98%	2.39%	$23.8M	100,000	$15.2M	65,500	+34,500+52.67%	Add
EESTABLISHMENT LABS HLDGS INCESTA	3.95%	3.12%	$23.6M	275,000	$19.9M	350,000	-75,000-21.43%	Reduce
DDECKERS OUTDOOR CORPDECK	3.32%	—	$19.9M	200,000	$0	0	+200,000	New Buy
LENNAR CORPLEN	3.3%	2.59%	$19.7M	220,000	$16.5M	200,000	+20,000+10.00%	Add
DELTA AIR LINES INCDAL	2.95%	3%	$17.6M	188,000	$19.1M	287,000	-99,000-34.49%	Reduce
EEBAY INC. COMEBAY	2.81%	—	$16.8M	150,000	$0	0	+150,000	New Buy
SSHOALS TECHNOLOGIES GROUP INSHLS	2.65%	2.07%	$15.8M	1.6M	$13.2M	2.0M	-400,000-20.00%	Reduce
COINBASE GLOBALCOIN	2.45%	—	$14.6M	100,002	$0	0	+100,002	New Buy
AERCAP HOLDINGS NV SHSAER	2.44%	2.59%	$14.6M	100,000	$16.5M	120,000	-20,000-16.67%	Reduce
FORESTAR GROUP INCFOR	1.91%	1.67%	$11.4M	360,000	$10.6M	435,000	-75,000-17.24%	Reduce
TTHREDUP INCTDUP	1.79%	0.87%	$10.7M	1.6M	$5.6M	1.7M	-136,194-8.04%	Reduce
VV F CORPVFC	1.68%	2.03%	$10.0M	600,000	$12.9M	759,420	-159,420-20.99%	Reduce
SSTUBHUB HLDGS INCSTUB	1.08%	—	$6.4M	500,000	$0	0	+500,000	New Buy
TTHE REAL BROKERAGE INC COM NEWREAX	1.01%	0.2%	$6.0M	3.3M	$1.3M	500,000	+2.8M+560.00%	Add
SYMBOTIC INC CLASS A COMSYM	0.53%	0.23%	$3.1M	70,000	$1.4M	26,942	+43,058+159.82%	Add
CROCS INCCROX	0.09%	—	$515,012	4,269	$0	0	+4,269	New Buy

Woodson Capital Management, LP

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