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 | $386K | Buy |
+92,000
| New | +$416K | ﹤0.01% | 10497 |
|
|
2023
Q4 | – | Sell |
-154,400
| Closed | -$1.25M | – | 13301 |
|
|
2023
Q3 | $1.25M | Sell |
154,400
-162,400
| -51% | -$1.34M | ﹤0.01% | 6113 |
|
|
2023
Q2 | $2.22M | Buy |
316,800
+220,200
| +228% | +$1.61M | ﹤0.01% | 4937 |
|
|
2023
Q1 | $745K | Sell |
96,600
-23,000
| -19% | -$192K | ﹤0.01% | 7572 |
|
|
2022
Q4 | $1.08M | Buy |
+119,600
| New | +$1.05M | ﹤0.01% | 6011 |
|
|
2022
Q3 | – | Sell |
-63,700
| Closed | -$447K | – | 14126 |
|
|
2022
Q2 | $447K | Buy |
63,700
+52,600
| +474% | +$439K | ﹤0.01% | 8559 |
|
|
2022
Q1 | $104K | Sell |
11,100
-62,600
| -85% | -$771K | ﹤0.01% | 11879 |
|
|
2021
Q4 | $1.19M | Sell |
73,700
-41,700
| -36% | -$628K | ﹤0.01% | 6840 |
|
|
2021
Q3 | $1.62M | Buy |
115,400
+70,300
| +156% | +$1.07M | ﹤0.01% | 6295 |
|
|
2021
Q2 | $721K | Buy |
45,100
+18,600
| +70% | +$251K | ﹤0.01% | 8672 |
|
|
2021
Q1 | $300K | Buy |
26,500
+4,700
| +22% | +$50.3K | ﹤0.01% | 10604 |
|
|
2020
Q4 | $178K | Buy |
21,800
+4,700
| +27% | +$35.5K | ﹤0.01% | 10131 |
|
|
2020
Q3 | $103K | Sell |
17,100
-6,100
| -26% | -$38.4K | ﹤0.01% | 9903 |
|
|
2020
Q2 | $132K | Buy |
23,200
+12,000
| +107% | +$61.8K | ﹤0.01% | 9349 |
|
|
2020
Q1 | $46K | Sell |
11,200
-45,300
| -80% | -$333K | ﹤0.01% | 9717 |
|
|
2019
Q4 | $692K | Buy |
56,500
+44,900
| +387% | +$475K | ﹤0.01% | 6290 |
|
|
2019
Q3 | $110K | Sell |
11,600
-20,400
| -64% | -$180K | ﹤0.01% | 9513 |
|
|
2019
Q2 | $244K | Sell |
32,000
-72,600
| -69% | -$735K | ﹤0.01% | 8728 |
|
|
2019
Q1 | $1.16M | Buy |
104,600
+26,000
| +33% | +$308K | ﹤0.01% | 4744 |
|
|
2018
Q4 | $854K | Sell |
78,600
-64,400
| -45% | -$956K | ﹤0.01% | 4990 |
|
|
2018
Q3 | $2.71M | Buy |
143,000
+123,400
| +630% | +$2.12M | ﹤0.01% | 3508 |
|
|
2018
Q2 | $297K | Buy |
+19,600
| New | +$249K | ﹤0.01% | 7870 |
|
|
2018
Q1 | – | Sell |
-11,600
| Closed | -$171K | – | 10181 |
|
|
2017
Q4 | $171K | Hold |
11,600
| – | – | ﹤0.01% | 8405 |
|
|
2017
Q3 | $139K | Buy |
+11,600
| New | +$121K | ﹤0.01% | 8238 |
|
|
2017
Q2 | – | Sell |
-15,800
| Closed | -$143K | – | 9841 |
|
|
2017
Q1 | $143K | Buy |
15,800
+3,700
| +31% | +$42K | ﹤0.01% | 8230 |
|
|
2016
Q4 | $160K | Sell |
12,100
-1,400
| -10% | -$15.6K | ﹤0.01% | 8810 |
|
|
2016
Q3 | $127K | Buy |
+13,500
| New | +$99.2K | ﹤0.01% | 7847 |
|
|
2015
Q3 | – | Sell |
-10,100
| Closed | -$98K | – | 10199 |
|
|
2015
Q2 | $98K | Buy |
+10,100
| New | +$129K | ﹤0.01% | 9680 |
|
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.