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 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 $1.88B AUM 115.74% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

SPCM

Stoic Point Capital Management Palo Alto, California $103M AUM

Nixon Capital Austin, Texas $293M AUM 19.56% 1-Year Est. Return

PLC

Pillsbury Lake Capital San Francisco, California $221M AUM

CFM

Capricorn Fund Managers London, United Kingdom $641M AUM 61.79% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AGAM

Avalon Global Asset Management San Francisco, California $724M AUM 52.97% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

DJE Kapital 82049 Pullach, Germany $4.51B AUM 49.55% 1-Year Est. Return

Woodson Capital Management's LUXE Position: Q1 2026 in Review

Woodson Capital Management increased its LuxExperience B.V. (LUXE) stake by 3.9% in Q1 2026, buying an estimated $1.2M and bringing the position to 3,740,000 shares worth $29.9M. The position accounts for 4.7% of the portfolio, ranked #7.

Woodson Capital Management first reported a position in LUXE in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.1M in Q4 2025. 53 funds tracked by Wall St. Rank hold LUXE as of Q1 2026.

Woodson Capital Management held 3,740,000 shares of LuxExperience B.V. worth $29.9M as of Q1 2026.
Woodson Capital Management bought 140,000 LuxExperience B.V. shares in Q1 2026, an estimated $1.2M.
LuxExperience B.V. made up 4.7% of Woodson Capital Management's portfolio in Q1 2026, its #7 holding.
Woodson Capital Management first reported a position in LuxExperience B.V. in Q4 2024 and has held it in 6 quarters since.
Woodson Capital Management's LuxExperience B.V. position peaked at $30.1M in Q4 2025.
53 funds tracked by Wall St. Rank held LuxExperience B.V. as of Q1 2026.

Based on Woodson Capital Management's 13F filing for Q1 2026, filed 15 May 2026.