Aristides Capital’s Tilly's TLYS Stock Holding History

Aristides Capital’s Portfolio TLYS Stock Details TLYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$655K	Sell	155,878 -45,995	-23%	-$208K	0.13%	119
2026 Q1	$818K	Buy	201,873 +41,500	+26%	+$83.8K	0.18%	90
2025 Q4	$319K	Buy	160,373 +100,170	+166%	+$164K	0.06%	118
2025 Q3	$124K	Hold	60,203	–	–	0.02%	228
2025 Q2	$83.1K	Hold	60,203	–	–	0.02%	213
2025 Q1	$132K	Hold	60,203	–	–	0.04%	203
2024 Q4	$256K	Buy	60,203 +400	+0.7%	+$1.63K	0.05%	203
2024 Q3	$305K	Hold	59,803	–	–	0.09%	127
2024 Q2	$361K	Hold	59,803	–	–	0.1%	135
2024 Q1	$407K	Hold	59,803	–	–	0.15%	112
2023 Q4	$451K	Hold	59,803	–	–	0.16%	97
2023 Q3	$486K	Hold	59,803	–	–	0.21%	79
2023 Q2	$419K	Hold	59,803	–	–	0.17%	94
2023 Q1	$461K	Hold	59,803	–	–	0.25%	82
2022 Q4	$541K	Hold	59,803	–	–	0.28%	76
2022 Q3	$414K	Hold	59,803	–	–	0.31%	81
2022 Q2	$420K	Hold	59,803	–	–	0.29%	88
2022 Q1	$560K	Buy	59,803 +10,000	+20%	+$123K	0.34%	84
2021 Q4	$802K	Hold	49,803	–	–	0.37%	75
2021 Q3	$698K	Hold	49,803	–	–	0.26%	76
2021 Q2	$796K	Sell	49,803 -12,000	-19%	-$162K	0.19%	67
2021 Q1	$700K	Buy	61,803 +20,000	+48%	+$214K	0.28%	63
2020 Q4	$341K	Sell	41,803 -55,000	-57%	-$416K	0.12%	88
2020 Q3	$584K	Sell	96,803 -25,500	-21%	-$160K	0.41%	48
2020 Q2	$693K	Buy	+122,303	New	+$630K	0.52%	44

Other funds holding TLYS

F1I

Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return

BCM

BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return

Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Aristides Capital's TLYS Position: Q2 2026 in Review

Aristides Capital reduced its Tilly's (TLYS) stake by 23% in Q2 2026, selling an estimated $208K and leaving 155,878 shares worth $655K. The position accounts for 0.13% of the portfolio, ranked #119.

Aristides Capital first reported a position in TLYS in Q2 2020 and has held it in 25 quarters since. The position peaked at $818K in Q1 2026. 60 funds tracked by Wall St. Rank hold TLYS as of Q2 2026.

Aristides Capital held 155,878 shares of Tilly's worth $655K as of Q2 2026.
Aristides Capital sold 45,995 Tilly's shares in Q2 2026, an estimated $208K.
Tilly's made up 0.13% of Aristides Capital's portfolio in Q2 2026, its #119 holding.
Aristides Capital first reported a position in Tilly's in Q2 2020 and has held it in 25 quarters since.
Aristides Capital's Tilly's position peaked at $818K in Q1 2026.
60 funds tracked by Wall St. Rank held Tilly's as of Q2 2026.

Based on Aristides Capital's 13F filing for Q2 2026, filed 13 Aug 2026.