Position in REAL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,179,720
+$347,752 QoQ
Shares Held
354,514
-16.0% QoQ
Ownership
0.291%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 251 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in REAL Over Time
Shares Held
Position Value (USD)
Derivatives in REAL
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$789,000
PutShares
50,000
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 Jun 30, 2026MILLENNIUM MANAGEMENT LLC holds $229,095,126 across 7 Luxury Goods names. REAL ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPR |
Tapestry, Inc.
|
1,423,542 | $208,378,077 | |
| 2 | SIG |
Signet Jewelers Ltd
|
104,431 | $9,001,952 | |
| 3 | CPRI |
Capri Holdings Ltd
|
244,167 | $4,534,181 | |
| 4 | REAL |
TheRealReal, Inc.
This page
|
354,514 | $4,179,720 | |
| 5 | MOV |
Movado Group Inc
|
40,168 | $1,579,004 | |
| 6 | ELA |
Envela Corp
|
34,061 | $983,681 | |
| 7 | LUXE |
LuxExperience B.V.
|
59,019 | $438,511 |
All Filings in REAL
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,179,720 | 354,514 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,831,968 | 422,023 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $789,000 | 50,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $16,341,941 | 1,035,611 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,585,650 | 525,461 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $837,895 | 174,926 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,763,089 | 883,690 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,482,365 | 867,554 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,047,203 | 970,447 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,439,037 | 2,018,507 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,790,401 | 3,015,448 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,205,732 | 1,594,892 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,944,234 | 2,343,239 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,707,661 | 3,021,469 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,928,914 | 2,324,535 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,627,072 | 2,901,658 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,957,226 | 1,971,484 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,864,316 | 3,158,360 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $26,126,249 | 3,598,657 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,686,645 | 1,178,867 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,977,000 | 150,000 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $24,016,820 | 1,822,217 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,940,000 | 250,000 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $27,968,679 | 1,415,419 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $61,196,362 | 2,704,214 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $46,693,780 | 2,389,651 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $28,674,446 | 1,981,648 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $10,697,197 | 836,372 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $658,098 | 93,880 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||