REALTHE REALREAL INC

CUSIP: 88339P101

Guru Owners

$2.8M

Total Value Held

175,088

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Polen Capital	Polen Capital Management	175088	$2.8M	0.01%	$15.78	Q4 2025

Polen Capital

$2.8M

0.01%

📊 Fundamentals

Market Cap$1.3B

Forward P/E53.1x

P/FCF52.0x

EPS (TTM)$-0.70

Revenue (TTM)$692.8M

Profit Margin-6.03%

Beta2.75

52-Week Range

$4.61

$17.39

Current: $10.87

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $2.8M

REDUCEDPolen Capital$2.8M

SOLDLee Ainslie

Q3 '252 owners · $10.7M

INCREASEDLee Ainslie$9.9M

NEWPolen Capital$766K

Q2 '251 owners · $2.2M

NEWLee Ainslie$2.2M

SOLDMichael Burry

Q3 '241 owners · $1.6M

INCREASEDMichael Burry$1.6M

Q2 '241 owners · $3.2M

REDUCEDMichael Burry$3.2M

Q1 '241 owners · $5.5M

REDUCEDMichael Burry$5.5M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

10%analyst est. 10.2%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

3.6%current: 3.6%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data