SEC 13F Intelligence

Woodson Capital Management, LP / GOOGL

Woodson Capital Management, LP’s Alphabet Inc Position

Does Woodson Capital Management, LP own Alphabet Inc (GOOGL)? Not currently — the last reported position was 80.0K shares worth $25M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$25M
Q4 2025
Shares
80.0K
% of Portfolio
+3.47%
Quarters Held
23
position exited

Position History GOOGL

Reported value by quarter
Q4 ’18: $25MQ4 ’18Q1 ’19: $32MQ2 ’19: $37MQ3 ’19: $37MQ3 ’19Q4 ’19: $39MQ1 ’20: $12MQ4 ’20: $21MQ4 ’20Q1 ’21: $37MQ2 ’21: $32MQ3 ’21: $21MQ3 ’21Q1 ’22: $40MQ2 ’22: $31MQ3 ’22: $39MQ3 ’22Q4 ’22: $41MQ1 ’23: $23MQ2 ’23: $31MQ2 ’23Q3 ’23: $34MQ4 ’23: $45MQ1 ’24: $35MQ1 ’24Q2 ’24: $34MQ3 ’24: $21MQ4 ’24: $20MQ4 ’24Q4 ’25: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202580.0K$25M+3.47%
Q4 2024108.0K$20M+3.29%
Q3 2024128.0K$21M+4.15%
Q2 2024188.5K$34M+5.95%
Q1 2024232.5K$35M+5.60%
Q4 2023320.0K$45M+9.18%
Q3 2023263.0K$34M+6.70%
Q2 2023260.0K$31M+4.70%
Q1 2023217.0K$23M+3.48%
Q4 2022462.0K$41M+6.69%
Q3 2022410.0K$39M+6.27%
Q2 202214.0K$31M+4.22%
Q1 202214.5K$40M+4.82%
Q3 20218.0K$21M+1.48%
Q2 202113.0K$32M+2.04%
Q1 202118.0K$37M+2.78%
Q4 202012.0K$21M+1.37%
Q1 202010.0K$12M+1.65%
Q4 201929.0K$39M+5.90%
Q3 201930.0K$37M+5.69%
Q2 201934.0K$37M+6.29%
Q1 201927.0K$32M+6.58%
Q4 201823.4K$25M+6.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Woodson Capital Management, LP’s full portfolio or all institutional holders of GOOGL.