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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Woodson Capital Management reduced its Tapestry (TPR) stake by 17% in Q2 2026, selling an estimated $6.59M and leaving 224,000 shares worth $32.8M. The position accounts for 5.49% of the portfolio, ranked #7.

Woodson Capital Management first reported a position in TPR in Q4 2017 and has held it in 16 quarters since. The position peaked at $63M in Q1 2025. 1,100 funds tracked by Wall St. Rank hold TPR as of Q2 2026.

Woodson Capital Management held 224,000 shares of Tapestry worth $32.8M as of Q2 2026.
Woodson Capital Management sold 46,000 Tapestry shares in Q2 2026, an estimated $6.59M.
Tapestry made up 5.49% of Woodson Capital Management's portfolio in Q2 2026, its #7 holding.
Woodson Capital Management first reported a position in Tapestry in Q4 2017 and has held it in 16 quarters since.
Woodson Capital Management's Tapestry position peaked at $63M in Q1 2025.
1,100 funds tracked by Wall St. Rank held Tapestry as of Q2 2026.

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