Woodson Capital Management’s Tapestry TPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-150,000	Closed	-$19.2M	–	35
2025 Q4	$19.2M	Sell	150,000 -65,000	-30%	-$7.43M	2.66%	18
2025 Q3	$24.3M	Sell	215,000 -265,000	-55%	-$27.7M	4.38%	12
2025 Q2	$42.1M	Sell	480,000 -167,900	-26%	-$12.7M	7.03%	3
2025 Q1	$45.6M	Buy	647,900 +247,900	+62%	+$18.8M	7.91%	3
2024 Q4	$26.1M	Buy	400,000 +100,000	+33%	+$5.46M	4.21%	11
2024 Q3	$14.1M	Buy	300,000 +100,000	+50%	+$4.13M	2.75%	17
2024 Q2	$8.56M	Hold	200,000	–	–	1.48%	25
2024 Q1	$9.5M	Buy	+200,000	New	+$8.58M	1.52%	24

Other funds holding TPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Woodson Capital Management reduced its Tapestry (TPR) stake by 26% in Q1 2026, selling an estimated $13.5M and leaving 270,000 shares worth $38.1M. The position accounts for 5.99% of the portfolio, ranked #4.

Woodson Capital Management first reported a position in TPR in Q4 2017 and has held it in 15 quarters since. The position peaked at $63M in Q1 2025. 1,079 funds tracked by Wall St. Rank hold TPR as of Q1 2026.

Woodson Capital Management held 270,000 shares of Tapestry worth $38.1M as of Q1 2026.
Woodson Capital Management sold 95,000 Tapestry shares in Q1 2026, an estimated $13.5M.
Tapestry made up 5.99% of Woodson Capital Management's portfolio in Q1 2026, its #4 holding.
Woodson Capital Management first reported a position in Tapestry in Q4 2017 and has held it in 15 quarters since.
Woodson Capital Management's Tapestry position peaked at $63M in Q1 2025.
1,079 funds tracked by Wall St. Rank held Tapestry as of Q1 2026.

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