BCM
TLYS icon

BML Capital Management’s Tilly's TLYS Stock Holding History

BML Capital Management’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 		$9.03M Hold
2,150,000
– – 5.13% 7
2026
Q1 		$8.71M Buy
+2,150,000
New +$4.34M 5.59% 4
2023
Q3 		– Sell
-190,518
Closed -$1.34M – 31
2023
Q2 		$1.34M Sell
190,518
-964,326
-84% -$7.07M 1.2% 18
2023
Q1 		$8.9M Hold
1,154,844
– – 7.7% 3
2022
Q4 		$10.5M Buy
+1,154,844
New +$10.1M 9.98% 3

Other funds holding TLYS

F1I
Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return
SC
Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SC
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return

BML Capital Management's TLYS Position: Q2 2026 in Review

BML Capital Management held its Tilly's (TLYS) position steady in Q2 2026 at 2,150,000 shares worth $9.03M. The position accounts for 5.13% of the portfolio, ranked #7.

BML Capital Management first reported a position in TLYS in Q4 2022 and has held it in 5 quarters since. The position peaked at $10.5M in Q4 2022. 60 funds tracked by Wall St. Rank hold TLYS as of Q2 2026.

  • BML Capital Management held 2,150,000 shares of Tilly's worth $9.03M as of Q2 2026.
  • BML Capital Management left its Tilly's share count unchanged in Q2 2026.
  • Tilly's made up 5.13% of BML Capital Management's portfolio in Q2 2026, its #7 holding.
  • BML Capital Management first reported a position in Tilly's in Q4 2022 and has held it in 5 quarters since.
  • BML Capital Management's Tilly's position peaked at $10.5M in Q4 2022.
  • 60 funds tracked by Wall St. Rank held Tilly's as of Q2 2026.

Based on BML Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.