Woodson Capital Management’s The RealReal REAL Stock Holding History

Woodson Capital Management’s Portfolio REAL Stock Details REAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.2M	Buy	2,669,420 +169,420	+7%	+$2.14M	3.92%	10
2025 Q4	$39.5M	Sell	2,500,000 -1,000,000	-29%	-$13.1M	6.09%	7
2025 Q3	$37.2M	Sell	3,500,000 -2,900,000	-45%	-$21.5M	7.16%	3
2025 Q2	$30.7M	Buy	6,400,000 +1,097,172	+21%	+$6.04M	5.5%	7
2025 Q1	$28.6M	Buy	5,302,828 +1,952,828	+58%	+$14.8M	6.53%	6
2024 Q4	$36.6M	Sell	3,350,000 -2,050,000	-38%	-$10.9M	6.94%	2
2024 Q3	$17M	Buy	5,400,000 +150,000	+3%	+$451K	3.69%	14
2024 Q2	$16.7M	Buy	5,250,000 +249,998	+5%	+$922K	3.28%	12
2024 Q1	$19.6M	Buy	5,000,002 +1	+0%	+$2	3.57%	9
2023 Q4	$10.1M	Buy	5,000,001 +1	+0%	+$2	2.34%	16
2023 Q3	$10.6M	Buy	5,000,000 +100,000	+2%	+$244K	2.28%	19
2023 Q2	$10.9M	Buy	4,900,000 +1,100,000	+29%	+$1.51M	1.81%	22
2023 Q1	$4.79M	Buy	3,800,000 +1,300,000	+52%	+$1.89M	0.84%	37
2022 Q4	$3.13M	Buy	+2,500,000	New	+$3.59M	0.61%	30
2021 Q3	–	Sell	-670,000	Closed	-$13.2M	–	47
2021 Q2	$13.2M	Sell	670,000 -815,000	-55%	-$16.7M	1.09%	28
2021 Q1	$33.6M	Sell	1,485,000 -4,086,428	-73%	-$101M	3.22%	15
2020 Q4	$109M	Sell	5,571,428 -28,572	-0.5%	-$441K	8.47%	3
2020 Q3	$81M	Sell	5,600,000 -150,000	-3%	-$2.29M	6.56%	8
2020 Q2	$73.5M	Buy	5,750,000 +3,650,000	+174%	+$43.4M	7.98%	4
2020 Q1	$14.7M	Buy	+2,100,000	New	+$28.6M	2.15%	18

Other funds holding REAL

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Divisadero Street Capital Management Miami, Florida $2.14B AUM 134.55% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return