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Equibles

Fund 1 Investments, LLC

Position in SFIX — Stitch Fix, Inc.

CIK 1959730 RINCON, PR
Back to SFIX Full portfolio

Position in SFIX

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$6,520,700
-$1,049,233 QoQ
Shares Held
1,970,000
+36.6% QoQ
Ownership
1.48%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SFIX Over Time

Shares Held

Position Value (USD)

Derivatives in SFIX

reported options exposure · as of Mar 31, 2025
CallValue
$3,250,000
CallShares
1,000,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Apparel Retail

Consumer Cyclical · as of Jun 30, 2026

Fund 1 Investments, LLC holds $203,276,842 across 6 Apparel Retail names.

# Ticker Company Shares Value (USD) Open
1 CTRN
Citi Trends Inc
 1,823,486 $105,470,430
2 TLYS
Tilly's, Inc.
 8,058,268 $33,844,725
3 JILL
J.Jill, Inc.
 1,328,949 $21,090,420
4 GCO
Genesco Inc
 609,963 $20,598,450
5 CURV
Torrid Holdings Inc.
 9,847,478 $18,414,783
6 DXLG
Destination XL Group, Inc.
 5,758,261 $3,858,034

All Filings in SFIX

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,520,700 1,970,000
2025-12-31 $7,569,933 1,441,892
2025-09-30 $27,881,381 6,409,513
2025-06-30 $36,792,137 9,943,821
2025-03-31 $3,250,000 1,000,000
2025-03-31 $19,106,490 5,878,920
2024-12-31 $4,474,430 1,038,151
2024-12-31 $2,155,000 500,000
2024-09-30 $2,447,669 867,968
2024-06-30 $7,834,515 1,887,835
2024-03-31 $264,000 100,000
2023-12-31 $731,707 204,960
2023-09-30 $153,028 44,356