Managers / Q2 2024 · view latest →
Woodson Capital Management, LP
CIK 0001697848 · 282 RAILROAD AVENUE, 2ND FLOOR, GREENWICH, CT, 06830 · 212-716-2624
Reported Value
$577M
Q2 2024
Positions
38
Filings on Record
30
2019–present window
Filed
Aug 14, 2024
original filing
Summary
Woodson Capital Management, Lp reported $577M in U.S.-listed holdings across 38 positions for Q2 2024.
Its largest position, GPI, represents 7.0% of the portfolio.
Compared with Q1 2024, the fund opened 6 new positions and exited 8.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $636M | 31 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $722M | 32 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $556M | 27 | Oct 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $599M | 27 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $577M | 28 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $621M | 34 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $512M | 36 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $577M | 38 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $626M | 41 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $487M | 38 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $513M | 39 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $662M | 43 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $646M | 41 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $609.0B | 34 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $626M | 41 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $722M | 44 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $836M | 35 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $986M | 33 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $1.4B | 43 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.6B | 35 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.3B | 27 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.5B | 27 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $1.8B | 29 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $1.3B | 31 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $704M | 30 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $659M | 28 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $643M | 29 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $585M | 26 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $483M | 24 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $374M | 28 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.