Woodson Capital Management’s Zillow Z Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.9M	Buy	+335,000	New	+$17.8M	2.18%	20
2022 Q4	–	Sell	-500,000	Closed	-$16.6M	–	45
2022 Q3	$14.3M	Sell	500,000 -150,000	-23%	-$5.21M	2.29%	15
2022 Q2	$20.6M	Buy	650,000 +320,000	+97%	+$12.9M	2.86%	10
2022 Q1	$16.3M	Sell	330,000 -85,000	-20%	-$4.57M	1.95%	18
2021 Q4	$26.5M	Buy	415,000 +54,949	+15%	+$3.96M	2.69%	15
2021 Q3	$31.7M	Buy	360,051 +186,651	+108%	+$18.9M	2.19%	15
2021 Q2	$21.2M	Buy	173,400 +43,400	+33%	+$5.28M	1.36%	22
2021 Q1	$16.9M	Buy	+130,000	New	+$19.3M	1.26%	23
2019 Q3	–	Sell	-250,000	Closed	-$11.6M	–	35
2019 Q2	$11.6M	Buy	+250,000	New	+$9.96M	1.98%	22

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

IFP

Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Woodson Capital Management opened a new position in Zillow (Z) in Q1 2026: 335,000 shares worth $13.9M. The stake represents 2.18% of the portfolio and ranks #20 among its holdings. This is a return to the name: Woodson Capital Management previously reported a position in Z as recently as Q3 2022.

Woodson Capital Management first reported a position in Z in Q2 2019 and has held it in 9 quarters since. The position peaked at $31.7M in Q3 2021. 489 funds tracked by Wall St. Rank hold Z as of Q1 2026.

Woodson Capital Management held 335,000 shares of Zillow worth $13.9M as of Q1 2026.
Zillow was a new Woodson Capital Management position in Q1 2026.
Zillow made up 2.18% of Woodson Capital Management's portfolio in Q1 2026, its #20 holding.
Woodson Capital Management first reported a position in Zillow in Q2 2019 and has held it in 9 quarters since.
Woodson Capital Management's Zillow position peaked at $31.7M in Q3 2021.
489 funds tracked by Wall St. Rank held Zillow as of Q1 2026.

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