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
2023 Q2	–	Sell	-40,700	Closed	-$1.81M	–	48
2023 Q1	$1.81M	Hold	40,700	–	–	0.28%	40
2022 Q4	$1.31M	Buy	40,700 +900	+2%	+$29.8K	0.22%	33
2022 Q3	$1.14M	Hold	39,800	–	–	0.18%	40
2022 Q2	$1.26M	Sell	39,800 -460,200	-92%	-$18.5M	0.18%	43
2022 Q1	$24.6M	Hold	500,000	–	–	2.95%	10
2021 Q4	$31.9M	Buy	+500,000	New	+$36M	3.24%	12

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. 490 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.
490 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.