Jeff Yass’s Tilly's TLYS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $65.2K | Sell |
15,524
-45,304
| -74% | -$205K | ﹤0.01% | 12729 |
|
|
2026
Q1 | $246K | Buy |
60,828
+33,425
| +122% | +$67.5K | ﹤0.01% | 11292 |
|
|
2025
Q4 | $54.5K | Sell |
27,403
-4,990
| -15% | -$8.17K | ﹤0.01% | 11723 |
|
|
2025
Q3 | $66.7K | Sell |
32,393
-117,490
| -78% | -$204K | ﹤0.01% | 11760 |
|
|
2025
Q2 | $207K | Buy |
149,883
+80,623
| +116% | +$111K | ﹤0.01% | 11143 |
|
|
2025
Q1 | $152K | Buy |
69,260
+27,542
| +66% | +$101K | ﹤0.01% | 11219 |
|
|
2024
Q4 | $177K | Buy |
41,718
+366
| +0.9% | +$1.49K | ﹤0.01% | 10858 |
|
|
2024
Q3 | $211K | Sell |
41,352
-5,858
| -12% | -$30.5K | ﹤0.01% | 10365 |
|
|
2024
Q2 | $285K | Buy |
+47,210
| New | +$273K | ﹤0.01% | 9574 |
|
|
2023
Q3 | – | Sell |
-11,094
| Closed | -$91.2K | – | 12982 |
|
|
2023
Q2 | $77.8K | Sell |
11,094
-4,077
| -27% | -$29.9K | ﹤0.01% | 11123 |
|
|
2023
Q1 | $117K | Buy |
+15,171
| New | +$127K | ﹤0.01% | 11153 |
|
|
2022
Q4 | – | Sell |
-23,170
| Closed | -$203K | – | 13670 |
|
|
2022
Q3 | $160K | Buy |
+23,170
| New | +$176K | ﹤0.01% | 11150 |
|
|
2022
Q2 | – | Sell |
-18,714
| Closed | -$156K | – | 13940 |
|
|
2022
Q1 | $175K | Buy |
+18,714
| New | +$231K | ﹤0.01% | 11402 |
|
|
2020
Q4 | – | Sell |
-23,234
| Closed | -$176K | – | 11738 |
|
|
2020
Q3 | $140K | Buy |
+23,234
| New | +$146K | ﹤0.01% | 9729 |
|
|
2019
Q4 | – | Sell |
-13,538
| Closed | -$143K | – | 10641 |
|
|
2019
Q3 | $128K | Sell |
13,538
-20,991
| -61% | -$185K | ﹤0.01% | 9424 |
|
|
2019
Q2 | $263K | Buy |
+34,529
| New | +$349K | ﹤0.01% | 8580 |
|
|
2018
Q1 | – | Sell |
-39,846
| Closed | -$537K | – | 10182 |
|
|
2017
Q4 | $588K | Buy |
39,846
+2,388
| +6% | +$32K | ﹤0.01% | 6336 |
|
|
2017
Q3 | $449K | Sell |
37,458
-3,000
| -7% | -$31.3K | ﹤0.01% | 6698 |
|
|
2017
Q2 | $411K | Buy |
40,458
+19,058
| +89% | +$181K | ﹤0.01% | 6998 |
|
|
2017
Q1 | $193K | Buy |
21,400
+1,191
| +6% | +$13.5K | ﹤0.01% | 8028 |
|
|
2016
Q4 | $267K | Buy |
+20,209
| New | +$225K | ﹤0.01% | 8182 |
|
|
2016
Q1 | – | Sell |
-14,105
| Closed | -$94K | – | 9670 |
|
|
2015
Q4 | $94K | Sell |
14,105
-25,300
| -64% | -$171K | ﹤0.01% | 8907 |
|
|
2015
Q3 | $290K | Hold |
39,405
| – | – | ﹤0.01% | 8087 |
|
|
2015
Q2 | $381K | Buy |
+39,405
| New | +$502K | ﹤0.01% | 8120 |
|
|
2014
Q1 | – | Sell |
-19,288
| Closed | -$221K | – | 9441 |
|
|
2013
Q4 | $221K | Buy |
+19,288
| New | +$262K | ﹤0.01% | 8090 |
|
Other funds holding TLYS
F1I
BCM
SC
SC
PRCP
Jeff Yass's TLYS Position: Q2 2026 in Review
Jeff Yass reduced its Tilly's (TLYS) stake by 74% in Q2 2026, selling an estimated $205K and leaving 15,524 shares worth $65.2K. The position accounts for ﹤0.01% of the portfolio, ranked #12729.
Jeff Yass first reported a position in TLYS in Q4 2013 and has held it in 25 quarters since. The position peaked at $588K in Q4 2017. 60 funds tracked by Wall St. Rank hold TLYS as of Q2 2026.
- Jeff Yass held 15,524 shares of Tilly's worth $65.2K as of Q2 2026.
- Jeff Yass sold 45,304 Tilly's shares in Q2 2026, an estimated $205K.
- Tilly's made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #12729 holding.
- Jeff Yass first reported a position in Tilly's in Q4 2013 and has held it in 25 quarters since.
- Jeff Yass's Tilly's position peaked at $588K in Q4 2017.
- 60 funds tracked by Wall St. Rank held Tilly's as of Q2 2026.
Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.