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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
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 $872M AUM 50.95% 1-Year Est. Return
SC
Shay Capital New York $1.2B AUM 37.47% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $109M AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return

BML Capital Management's TLYS Position: Q1 2026 in Review

BML Capital Management opened a new position in Tilly's (TLYS) in Q1 2026: 2,150,000 shares worth $8.71M. The stake represents 5.59% of the portfolio and ranks #4 among its holdings. This is a return to the name: BML Capital Management previously reported a position in TLYS as recently as Q2 2023.

BML Capital Management first reported a position in TLYS in Q4 2022 and has held it in 4 quarters since. The position peaked at $10.5M in Q4 2022. 65 funds tracked by Wall St. Rank hold TLYS as of Q1 2026.

  • BML Capital Management held 2,150,000 shares of Tilly's worth $8.71M as of Q1 2026.
  • Tilly's was a new BML Capital Management position in Q1 2026.
  • Tilly's made up 5.59% of BML Capital Management's portfolio in Q1 2026, its #4 holding.
  • BML Capital Management first reported a position in Tilly's in Q4 2022 and has held it in 4 quarters since.
  • BML Capital Management's Tilly's position peaked at $10.5M in Q4 2022.
  • 65 funds tracked by Wall St. Rank held Tilly's as of Q1 2026.

Based on BML Capital Management's 13F filing for Q1 2026, filed 6 May 2026.