Woodson Capital Management’s LuxExperience B.V. LUXE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.6M	Sell	3,450,000 -290,000	-8%	-$2.32M	4.29%	9
2026 Q1	$29.9M	Buy	3,740,000 +140,000	+4%	+$1.2M	4.7%	7
2025 Q4	$30.1M	Buy	3,600,000 +215,000	+6%	+$1.92M	4.17%	9
2025 Q3	$28.8M	Buy	3,385,000 +419,036	+14%	+$3.49M	5.17%	6
2025 Q2	$23.5M	Buy	2,965,964 +465,964	+19%	+$3.87M	3.93%	13
2025 Q1	$18.9M	Buy	2,500,000 +823,122	+49%	+$7.63M	3.28%	13
2024 Q4	$11.9M	Buy	+1,676,878	New	+$11.2M	1.92%	22

Other funds holding LUXE

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

SPCM

Stoic Point Capital Management Palo Alto, California $121M AUM

Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return

PLC

Pillsbury Lake Capital San Francisco, California $366M AUM

Nixon Capital Austin, Texas $318M AUM 22.58% 1-Year Est. Return

AGAM

Avalon Global Asset Management San Francisco, California $917M AUM 87.67% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

DJE Kapital 82049 Pullach, Germany $5.31B AUM 55.53% 1-Year Est. Return

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

Woodson Capital Management reduced its LuxExperience B.V. (LUXE) stake by 7.8% in Q2 2026, selling an estimated $2.32M and leaving 3,450,000 shares worth $25.6M. The position accounts for 4.29% of the portfolio, ranked #9.

Woodson Capital Management first reported a position in LUXE in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.1M in Q4 2025. 58 funds tracked by Wall St. Rank hold LUXE as of Q2 2026.

Woodson Capital Management held 3,450,000 shares of LuxExperience B.V. worth $25.6M as of Q2 2026.
Woodson Capital Management sold 290,000 LuxExperience B.V. shares in Q2 2026, an estimated $2.32M.
LuxExperience B.V. made up 4.29% of Woodson Capital Management's portfolio in Q2 2026, its #9 holding.
Woodson Capital Management first reported a position in LuxExperience B.V. in Q4 2024 and has held it in 7 quarters since.
Woodson Capital Management's LuxExperience B.V. position peaked at $30.1M in Q4 2025.
58 funds tracked by Wall St. Rank held LuxExperience B.V. as of Q2 2026.

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