Position in TLYS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,844,725
+$1,208,740 QoQ
Shares Held
8,058,268
0.0% QoQ
Ownership
26.4%
of shares outstanding
% of Portfolio
5.95%
of 13F equity value
Holder Rank
#1
of 60 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TLYS Over Time
Shares Held
Position Value (USD)
Position in Apparel Retail
Consumer Cyclical · as of Jun 30, 2026Fund 1 Investments, LLC holds $203,276,842 across 6 Apparel Retail names. TLYS ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRN |
Citi Trends Inc
|
1,823,486 | $105,470,430 | |
| 2 | TLYS |
Tilly's, Inc.
This page
|
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 TLYS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,844,725 | 8,058,268 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $32,635,985 | 8,058,268 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $16,035,953 | 8,058,268 | Shares | Defined | 2026-02-17 | |
| 2025-10-03 | $16,035,953 | 8,058,268 | Shares | Sole | 2025-10-08 | |
| 2025-09-30 | $16,840,250 | 8,174,879 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,281,333 | 8,174,879 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,984,733 | 8,174,879 | Shares | Defined | 2025-05-15 | |
| 2025-03-14 | $19,946,704 | 8,174,879 | Shares | Sole | 2025-03-18 | |
| 2025-03-03 | $31,800,279 | 8,174,879 | Shares | Sole | 2025-03-04 | |
| 2025-02-14 | $31,636,781 | 8,174,879 | Shares | Sole | 2025-02-18 | |
| 2025-01-31 | $35,397,226 | 8,174,879 | Shares | Sole | 2025-02-03 | |
| 2025-01-10 | $34,743,235 | 8,174,879 | Shares | Sole | 2025-01-14 | |
| 2024-12-31 | $34,743,235 | 8,174,879 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $41,691,882 | 8,174,879 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $47,343,821 | 7,851,380 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $52,211,386 | 7,678,145 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $49,949,506 | 6,624,603 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $51,868,960 | 6,387,803 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $44,579,975 | 6,359,483 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $39,214,231 | 5,086,152 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $40,529,474 | 4,478,395 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||