Position in TLYS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,667,062
+$1,158,347 QoQ
Shares Held
873,110
+41.0% QoQ
Ownership
2.86%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#7
of 60 holders
Holding Since
Mar 2026
2 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, 2026Simcoe Capital LLC holds $4,708,522 across 2 Apparel Retail names. TLYS ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TLYS |
Tilly's, Inc.
This page
|
873,110 | $3,667,062 | |
| 2 | AEO |
American Eagle Outfitters Inc
|
60,550 | $1,041,460 |
All Filings in TLYS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,667,062 | 873,110 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,508,715 | 619,436 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||