SEC 13F Intelligence

Woodson Capital Management, LP / REAL

Woodson Capital Management, LP’s The Realreal Inc Position

Does Woodson Capital Management, LP own The Realreal Inc (REAL)? Yes2.67M shares worth $24M (+3.81% of its 13F portfolio) as of Q1 2026, up from 2.50M shares the prior filed quarter.

Position Value
$24M
Q1 2026
Shares
2.67M
% of Portfolio
+3.81%
Quarters Held
20
currently held

Position History REAL

Reported value by quarter
Q1 ’20: $15MQ1 ’20Q2 ’20: $74MQ3 ’20: $81MQ4 ’20: $109MQ4 ’20Q1 ’21: $34MQ2 ’21: $13MQ4 ’22: $3MQ4 ’22Q1 ’23: $5MQ2 ’23: $11MQ3 ’23: $11MQ3 ’23Q4 ’23: $10MQ1 ’24: $20MQ2 ’24: $17MQ2 ’24Q3 ’24: $17MQ4 ’24: $37MQ1 ’25: $29MQ1 ’25Q2 ’25: $31MQ3 ’25: $37MQ4 ’25: $39MQ4 ’25Q1 ’26: $24Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.67M$24M+3.81%
Q4 20252.50M$39M+5.47%
Q3 20253.50M$37M+6.69%
Q2 20256.40M$31M+5.11%
Q1 20255.30M$29M+4.96%
Q4 20243.35M$37M+5.89%
Q3 20245.40M$17M+3.31%
Q2 20245.25M$17M+2.90%
Q1 20245.00M$20M+3.12%
Q4 20235.00M$10M+2.06%
Q3 20235.00M$11M+2.06%
Q2 20234.90M$11M+1.64%
Q1 20233.80M$5M+0.74%
Q4 20222.50M$3M+0.51%
Q2 2021670.0K$13M+0.85%
Q1 20211.49M$34M+2.52%
Q4 20205.57M$109M+7.07%
Q3 20205.60M$81M+4.63%
Q2 20205.75M$74M+5.66%
Q1 20202.10M$15M+2.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Woodson Capital Management, LP’s full portfolio or all institutional holders of REAL.