SCHEDULE: Woodson Capital Discloses 3.04% Stake in TheRealReal
Beneficial Ownership Report
Woodson Capital Management and affiliated entities have reported a 3.04% passive beneficial ownership stake in TheRealReal, Inc. Class A Common Stock.
Summary
- Woodson Capital Management, LP and its affiliated entities, including Woodson Capital Master Fund, LP, Woodson Capital General Partner, LLC, Woodson Capital GP, LLC, and James Woodson Davis, collectively beneficially own 3,500,000 shares of TheRealReal, Inc. Class A Common Stock.
- This ownership represents 3.04% of the Class A Common Stock.
- The reporting persons hold shared voting and shared dispositive power over all 3,500,000 shares.
- The filing is an Amendment No. 1 to a Schedule 13G, indicating an update to a previous beneficial ownership report.
- The securities were acquired and are held for investment purposes, without the intent to change or influence control of the issuer, consistent with a passive investment strategy.
Sentiment
Score: 6
Explanation: The disclosure of a significant, albeit passive, stake by an investment firm like Woodson Capital Management can be interpreted as a moderately positive signal for the company's investment attractiveness, even if it's an amendment and below 5%.
Positives
- A significant institutional investor, Woodson Capital Management, maintains a stake in TheRealReal, which can be viewed as a vote of confidence in the company's long-term prospects.
Negatives
- The filing itself does not contain any negative information regarding TheRealReal, Inc.'s operations or financial performance.
Risks
- The filing does not detail specific risks related to TheRealReal, Inc.'s business operations or financial health. It is a disclosure of beneficial ownership.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional investor's stake, potentially influencing market perception and confidence.
Key Dates
| Date | Description |
|---|---|
| 09/10/2025 | Date of event requiring the filing of this statement. |
| 10/10/2025 | Signature date for Woodson Capital Management, LP, Woodson Capital Master Fund, LP, Woodson Capital General Partner, LLC, and Woodson Capital GP, LLC. |
| 10/10/2025 | Signature date for James Woodson Davis. |
Keywords
TheRealReal, Woodson Capital Management, SEC filing, Schedule 13G, beneficial ownership, Class A Common Stock, investment, passive stake, TRRR
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