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User

Michael Burry

Scion Asset Management

Michael Burry TheRealReal Inc stake

total: 173

Scion Asset Management REAL trades

Total transactions:
8
New positions:
1
Sold out:
1
Added:
2
Reduced:
4
Held since:
2023 Q1
Held for:
7 quarters
Latest activity:
2024 Q4
According to 2025 Q3 report, Michael Burry doesn't hold any TheRealReal Inc (REAL) shares. To date, the estimated cost basis is nearly $2.5 for "buy" trades and estimated average "sell" price is $2.76. Scion Asset Management first purchased REAL in 2023 Q1, initially acquiring 684,442 shares. Since the initial investment in TheRealReal Inc (REAL), Scion Asset Management has made 7 more transactions.

When did Michael Burry sell TheRealReal Inc (REAL)?

Michael Burry sold off the entire TheRealReal Inc (REAL) position in 2024 Q4.

When did Michael Burry buy TheRealReal Inc (REAL)?

Michael Burry first invested in TheRealReal Inc (REAL) in 2023 Q1 at the reported quarter-end price of $1.26 per share.

What's the cost basis of Scion Asset Management's REAL stake?

The estimated cost basis for TheRealReal Inc (REAL) stake is around $2.50 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$2.50
Weighted AVG sell price:
$2.76

Michael Burry's historical trades in TheRealReal Inc

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q4
0.00%
0
$3.14
-100% (-500,000)
-1.89%
2024 Q3
1.89%
500,000
$3.14
$1,570,000
-50.00% (-500,000)
-2.99%
2024 Q2
6.08%
1,000,000
$3.19
$3,190,000
-29.21% (-412,692)
-1.27%
2024 Q1
5.34%
1,412,692
$3.91
$5,523,626
+115.74% (+757,886)
+2.86%
2023 Q4
1.39%
654,806
$2.01
$1,316,160
-12.69% (-95,194)
-0.44%
2023 Q3
3.60%
750,000
$2.11
$1,582,500
-50.00% (-750,000)
-1.42%
2023 Q2
2.99%
1,500,000
$2.22
$3,330,000
+119.16% (+815,558)
+1.63%
2023 Q1
0.81%
684,442
$1.26
$862,397
new
+0.81%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.