Position in REAL
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,033,557
-$14,340,000 QoQ
Shares Held
2,206,339
+1.3% QoQ
Ownership
1.83%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2021CallValue
$371,520
CallShares
32,000
PutValue
$0
PutShares
0
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, 2026GOLDMAN SACHS GROUP INC holds $495,125,804 across 7 Luxury Goods names. REAL ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPR |
Tapestry, Inc.
|
2,712,128 | $382,708,380 | |
| 2 | SIG |
Signet Jewelers Ltd
|
458,713 | $38,825,467 | |
| 3 | CPRI |
Capri Holdings Ltd
|
1,701,491 | $29,980,270 | |
| 4 | MOV |
Movado Group Inc
|
914,981 | $22,343,834 | |
| 5 | REAL |
TheRealReal, Inc.
This page
|
2,206,339 | $20,033,557 | |
| 6 | ELA |
Envela Corp
|
71,549 | $1,192,005 | |
| 7 | BRLT |
Brilliant Earth Group, Inc.
|
31,798 | $42,291 |
All Filings in REAL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,033,557 | 2,206,339 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $34,373,557 | 2,178,299 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $34,018,869 | 3,200,270 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,784,235 | 3,295,248 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,749,341 | 2,179,841 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $14,071,641 | 1,287,433 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $1,280,720 | 407,873 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,445,901 | 453,261 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,244,921 | 2,108,676 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,069,161 | 531,921 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $179,416 | 85,032 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $2,384,387 | 1,074,049 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $3,479,566 | 2,761,562 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $3,258,448 | 2,606,759 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $5,677,274 | 3,784,850 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $8,840,525 | 3,550,412 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $8,240,368 | 1,135,037 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $371,520 | 32,000 | Call | Defined | 2022-02-17 | |
| 2021-12-31 | $14,247,663 | 1,227,189 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $16,684,864 | 1,265,923 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $14,747,974 | 746,355 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,960,020 | 219,179 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $10,356,942 | 530,038 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,806,224 | 193,934 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $866,727 | 67,766 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $1,094,119 | 156,080 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||