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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-13,700
| Closed | -$106K | – | 13137 |
|
|
2023
Q1 | $106K | Sell |
13,700
-7,300
| -35% | -$61K | ﹤0.01% | 11250 |
|
|
2022
Q4 | $190K | Sell |
21,000
-10,100
| -32% | -$88.7K | ﹤0.01% | 10207 |
|
|
2022
Q3 | $215K | Buy |
31,100
+16,000
| +106% | +$121K | ﹤0.01% | 10664 |
|
|
2022
Q2 | $106K | Sell |
15,100
-19,500
| -56% | -$163K | ﹤0.01% | 11426 |
|
|
2022
Q1 | $324K | Buy |
34,600
+6,300
| +22% | +$77.6K | ﹤0.01% | 10089 |
|
|
2021
Q4 | $456K | Buy |
28,300
+9,400
| +50% | +$142K | ﹤0.01% | 9449 |
|
|
2021
Q3 | $265K | Buy |
+18,900
| New | +$287K | ﹤0.01% | 10879 |
|
|
2021
Q1 | – | Sell |
-34,200
| Closed | -$279K | – | 12855 |
|
|
2020
Q4 | $279K | Sell |
34,200
-28,500
| -45% | -$216K | ﹤0.01% | 9406 |
|
|
2020
Q3 | $378K | Buy |
62,700
+33,600
| +115% | +$211K | ﹤0.01% | 8255 |
|
|
2020
Q2 | $165K | Buy |
29,100
+14,800
| +103% | +$76.3K | ﹤0.01% | 9194 |
|
|
2020
Q1 | $59K | Buy |
+14,300
| New | +$105K | ﹤0.01% | 9599 |
|
|
2019
Q3 | – | Sell |
-31,900
| Closed | -$243K | – | 10852 |
|
|
2019
Q2 | $243K | Sell |
31,900
-1,800
| -5% | -$18.2K | ﹤0.01% | 8740 |
|
|
2019
Q1 | $375K | Sell |
33,700
-11,700
| -26% | -$139K | ﹤0.01% | 6823 |
|
|
2018
Q4 | $493K | Sell |
45,400
-54,400
| -55% | -$807K | ﹤0.01% | 6059 |
|
|
2018
Q3 | $1.89M | Buy |
99,800
+67,100
| +205% | +$1.15M | ﹤0.01% | 4104 |
|
|
2018
Q2 | $495K | Buy |
32,700
+15,500
| +90% | +$197K | ﹤0.01% | 6805 |
|
|
2018
Q1 | $194K | Sell |
17,200
-1,700
| -9% | -$22.9K | ﹤0.01% | 8343 |
|
|
2017
Q4 | $279K | Buy |
18,900
+700
| +4% | +$9.39K | ﹤0.01% | 7712 |
|
|
2017
Q3 | $218K | Buy |
+18,200
| New | +$190K | ﹤0.01% | 7886 |
|
|
2016
Q4 | – | Sell |
-15,500
| Closed | -$146K | – | 10160 |
|
|
2016
Q3 | $146K | Hold |
15,500
| – | – | ﹤0.01% | 7786 |
|
|
2016
Q2 | $90K | Buy |
+15,500
| New | +$94.9K | ﹤0.01% | 8068 |
|
|
2015
Q3 | – | Sell |
-13,400
| Closed | -$130K | – | 10200 |
|
|
2015
Q2 | $130K | Buy |
13,400
+2,300
| +21% | +$29.3K | ﹤0.01% | 9563 |
|
|
2015
Q1 | $174K | Sell |
11,100
-9,200
| -45% | -$123K | ﹤0.01% | 8723 |
|
|
2014
Q4 | $197K | Buy |
20,300
+7,200
| +55% | +$55.6K | ﹤0.01% | 8838 |
|
|
2014
Q3 | $99K | Buy |
+13,100
| New | +$103K | ﹤0.01% | 9077 |
|
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.