Position in REAL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$40,581,670
-$2,318,327 QoQ
Shares Held
4,469,347
+64.4% QoQ
Ownership
3.71%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in REAL Over Time
Shares Held
Position Value (USD)
Derivatives in REAL
reported options exposure · as of Dec 31, 2021CallValue
$424,926
CallShares
36,600
PutValue
$241,488
PutShares
20,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Luxury Goods
Consumer Cyclical · as of Mar 31, 2026TWO SIGMA INVESTMENTS, LP holds $126,513,831 across 7 Luxury Goods names. REAL ranks #2 (32.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPR |
Tapestry, Inc.
|
587,779 | $82,941,494 | |
| 2 | REAL |
TheRealReal, Inc.
This page
|
4,469,347 | $40,581,670 | |
| 3 | MOV |
Movado Group Inc
|
68,603 | $1,675,285 | |
| 4 | SIG |
Signet Jewelers Ltd
|
5,700 | $482,448 | |
| 5 | CPRI |
Capri Holdings Ltd
|
23,150 | $407,903 | |
| 6 | ELA |
Envela Corp
|
16,845 | $280,637 | |
| 7 | BRLT |
Brilliant Earth Group, Inc.
|
108,567 | $144,394 |
All Filings in REAL
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35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,581,670 | 4,469,347 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $42,899,997 | 2,718,631 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $27,943,825 | 2,628,770 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,811,977 | 2,465,966 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,028,895 | 2,231,706 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,930,732 | 2,189,454 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,441,711 | 1,733,029 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,665,808 | 2,089,595 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,792,147 | 2,248,631 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,394,093 | 2,186,116 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,838,282 | 1,819,091 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,502,615 | 676,854 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $67,410 | 53,500 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $140,028 | 93,352 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,312,510 | 1,731,932 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,503,984 | 1,860,053 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,181,818 | 618,589 | Shares | Sole | 2022-02-14 | |
| 2021-12-31 | $241,488 | 20,800 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $424,926 | 36,600 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $511,384 | 38,800 | Put | Sole | 2021-11-15 | |
| 2021-09-30 | $437,576 | 33,200 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $11,261,914 | 854,470 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $256,880 | 13,000 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $5,288,151 | 267,619 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $312,208 | 15,800 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $12,131,037 | 536,060 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $1,434,742 | 63,400 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $1,314,803 | 58,100 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $4,470,888 | 228,807 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $353,674 | 18,100 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $302,870 | 15,500 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $347,280 | 24,000 | Call | Sole | 2020-11-16 | |
| 2020-09-30 | $923,186 | 63,800 | Put | Sole | 2020-11-16 | |
| 2020-06-30 | $2,486,989 | 194,448 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,799,656 | 256,727 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||