Woodson Capital Management, LP

Position in REAL — TheRealReal, Inc.

CIK 1697848 Greenwich, CT

Position in REAL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$38,907,000

+$14,668,667 QoQ

Shares Held

3,300,000

+23.6% QoQ

Ownership

2.71%

of shares outstanding

% of Portfolio

6.58%

of 13F equity value

Holder Rank

of 249 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Woodson Capital Management, LP holds $97,329,620 across 3 Luxury Goods names. REAL ranks #1 (40.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	REAL	TheRealReal, Inc. This page	3,300,000	$38,907,000
2	TPR	Tapestry, Inc.	224,000	$32,789,120
3	LUXE	LuxExperience B.V.	3,450,000	$25,633,500

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,907,000	3,300,000	+23.6%	Shares	Sole	2026-08-14
2026-03-31	$24,238,333	2,669,420	+6.8%	Shares	Sole	2026-05-15
2025-12-31	$39,450,000	2,500,000	-28.6%	Shares	Sole	2026-02-17
2025-09-30	$37,205,000	3,500,000	-45.3%	Shares	Sole	2025-10-28
2025-09-10	$31,080,000	3,500,000	-43.1%	Shares	Sole	2025-10-10
2025-06-30	$30,656,000	6,400,000	+20.7%	Shares	Sole	2025-08-14
2025-05-27	$33,633,000	6,148,629	—	Shares	Sole	2025-05-29
2025-03-31	$28,582,242	5,302,828	+58.3%	Shares	Sole	2025-05-15
2024-12-31	$36,615,500	3,350,000	-38.0%	Shares	Sole	2025-02-14
2024-09-30	$16,956,000	5,400,000	+2.9%	Shares	Sole	2024-11-14
2024-06-30	$16,747,500	5,250,000	+5.0%	Shares	Sole	2024-08-14
2024-03-31	$19,550,007	5,000,002	+0.0%	Shares	Sole	2024-05-15
2023-12-31	$10,050,002	5,000,001	+0.0%	Shares	Sole	2024-02-14
2023-09-30	$10,550,000	5,000,000	+2.0%	Shares	Sole	2023-11-14
2023-06-30	$10,878,000	4,900,000	+28.9%	Shares	Sole	2023-08-14
2023-03-31	$4,788,000	3,800,000	+52.0%	Shares	Sole	2023-05-15
2022-12-31	$3,125,000	2,500,000	+273.1%	Shares	Sole	2023-02-14
2021-06-30	$13,239,200	670,000	-54.9%	Shares	Sole	2021-08-16
2021-03-31	$33,605,550	1,485,000	-73.3%	Shares	Sole	2021-05-17
2020-12-31	$108,865,703	5,571,428	-0.5%	Shares	Sole	2021-02-16
2020-09-30	$81,032,000	5,600,000	-2.6%	Shares	Sole	2020-11-16
2020-06-30	$73,542,500	5,750,000	+173.8%	Shares	Sole	2020-08-14
2020-03-31	$14,721,000	2,100,000	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.