Woodson Capital Management’s Amer Sports AS Stock Holding History

Woodson Capital Management’s Portfolio AS Stock Details AS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.7M	Sell	1,350,000 -475,000	-26%	-$16.6M	7.65%	4
2026 Q1	$60.1M	Buy	1,825,000 +325,000	+22%	+$11.9M	9.45%	1
2025 Q4	$56M	Buy	1,500,000 +700,000	+88%	+$24M	7.76%	1
2025 Q3	$27.8M	Sell	800,000 -42,100	-5%	-$1.59M	5%	8
2025 Q2	$32.6M	Sell	842,100 -140,958	-14%	-$4.34M	5.44%	6
2025 Q1	$26.3M	Sell	983,058 -66,942	-6%	-$1.98M	4.56%	7
2024 Q4	$29.4M	Buy	1,050,000 +240,800	+30%	+$5.31M	4.73%	7
2024 Q3	$12.9M	Buy	+809,200	New	+$10.3M	2.52%	19

Other funds holding AS

FCCPG

FountainVest China Capital Partners GP3 Grand Cayman, Cayman Islands $1.25B AUM 18.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Woodson Capital Management's AS Position: Q2 2026 in Review

Woodson Capital Management reduced its Amer Sports (AS) stake by 26% in Q2 2026, selling an estimated $16.6M and leaving 1,350,000 shares worth $45.7M. The position accounts for 7.65% of the portfolio, ranked #4.

Woodson Capital Management first reported a position in AS in Q3 2024 and has held it in 8 quarters since. The position peaked at $60.1M in Q1 2026. 351 funds tracked by Wall St. Rank hold AS as of Q2 2026.

Woodson Capital Management held 1,350,000 shares of Amer Sports worth $45.7M as of Q2 2026.
Woodson Capital Management sold 475,000 Amer Sports shares in Q2 2026, an estimated $16.6M.
Amer Sports made up 7.65% of Woodson Capital Management's portfolio in Q2 2026, its #4 holding.
Woodson Capital Management first reported a position in Amer Sports in Q3 2024 and has held it in 8 quarters since.
Woodson Capital Management's Amer Sports position peaked at $60.1M in Q1 2026.
351 funds tracked by Wall St. Rank held Amer Sports as of Q2 2026.

Based on Woodson Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.