SCHEDULE 13D/A Filed 2026-09-11 Event 2026-09-11 SEC 0001193125-26-389423 →

CHS US Investments LLC → Rent the Runway, Inc. RENT

Stake: 59.20% Shares: 19,983,656 CUSIP: 76010Y202 Class: Class A Common Stock, $0.001 par value per share

Composite Decision Signal · AVOID (DILUTION / EXIT TRAP) Conviction Score: 25/100

Disqualifiers: ACTIVE_DILUTION_SHELF: Active 424B5 / S-3 shelf takedown within ±30d

Active Schedule 13D filer baseline
High conviction ownership stake (59.2%)
Material 8-K governance/transaction event (Item 5.02 / 1.01 / 2.01) within ±30d
Elevated short days-to-cover (12.8 DTC)

Item 4 — Purpose of Transaction

Item 4 of the Schedule 13D is hereby amended and supplemented as follows: The information set forth in Item 6 of this Schedule 13D is incorporated by reference into this Item 4.

Cross-References

Insider Activity (last 365d)

3 transactions

0 buys · 1 sales · 0 awards/exercises

Issuer Cluster

8 13D/G filings on this issuer

7 other filings besides this one

Filer Track Record

4 filings by this filer

3 other filings in the data moat

Short Interest · settle 2026-10-15

DTC 12.85

1,760,663 shares short · +7.3% vs prior

Form 4 Insider Transactions · last 365d

Date	Insider	Role	Type	Shares	Price	Value
2026-07-24	Fonseca Dhiren R.	director	Sale	34,516	$2.99	$103K
2026-07-23	Fonseca Dhiren R.	director	C	134,648	—	—
2026-07-23	Fonseca Dhiren R.	director	C	134,648	—	—

Other 13D/G Filings on Rent the Runway, Inc.

Filed	Form	Filer	Stake	Shares
2026-10-23	SCHEDULE 13D/A	CHS US Investments LLC	60.40%	22,937,292	view →
2026-10-23	SCHEDULE 13D/A	STORY3 Capital Partners, LLC	12.90%	4,907,316	view →
2026-10-23	SCHEDULE 13D/A	Nexus Capital Management LP	12.90%	4,907,316	view →
2026-10-16	SCHEDULE 13D/A	CHS US Investments LLC	62.00%	22,479,047	view →
2026-09-11	SCHEDULE 13D/A	STORY3 Capital Partners, LLC	12.70%	4,274,394	view →
2026-09-11	SCHEDULE 13D/A	Nexus Capital Management LP	12.70%	4,274,394	view →
2026-05-13	SCHEDULE 13D/A	CHS US Investments LLC	—	19,983,656	view →

Other Filings by CHS US Investments LLC

Filed	Form	Issuer	Stake	Shares
2026-10-23	SCHEDULE 13D/A	Rent the Runway, Inc.	60.40%	22,937,292	view →
2026-10-16	SCHEDULE 13D/A	Rent the Runway, Inc.	62.00%	22,479,047	view →
2026-05-13	SCHEDULE 13D/A	Rent the Runway, Inc. RENT	—	19,983,656	view →

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