Woodson Capital Management, LP - Q12026 Holdings

Woodson Capital Management, LP holds 29 stocks with a total portfolio value of $ 636.06M as of Q12026. In Q12026, Woodson Capital Management, LP added 8 new positions, increased stakes in 10 stocks, reduced 10 holdings, and fully exited 8 positions. The largest holding is Amer Sports Inc (AS), representing 9.45% of the total portfolio.