LFCM
TLYS icon

Long Focus Capital Management’s Tilly's TLYS Stock Holding History

Long Focus 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 		– Sell
-1,680,658
Closed -$3.34M – 111
2025
Q4 		$3.34M Sell
1,680,658
-31,472
-2% -$51.6K 0.17% 80
2025
Q3 		$3.53M Sell
1,712,130
-469,801
-22% -$814K 0.2% 80
2025
Q2 		$3.01M Hold
2,181,931
– – 0.19% 80
2025
Q1 		$4.8M Hold
2,181,931
– – 0.33% 73
2024
Q4 		$9.27M Buy
2,181,931
+30,000
+1% +$122K 0.71% 56
2024
Q3 		$11M Hold
2,151,931
– – 0.97% 41
2024
Q2 		$13M Buy
2,151,931
+320,000
+17% +$1.85M 1.34% 36
2024
Q1 		$12.5M Hold
1,831,931
– – 1.44% 34
2023
Q4 		$13.8M Hold
1,831,931
– – 1.78% 27
2023
Q3 		$14.9M Hold
1,831,931
– – 2.13% 23
2023
Q2 		$12.8M Buy
1,831,931
+392,552
+27% +$2.88M 1.95% 23
2023
Q1 		$11.1M Buy
1,439,379
+258,720
+22% +$2.16M 1.79% 29
2022
Q4 		$10.7M Buy
1,180,659
+559
+0% +$4.91K 1.76% 25
2022
Q3 		$8.17M Buy
1,180,100
+435,100
+58% +$3.3M 1.78% 24
2022
Q2 		$5.23M Buy
745,000
+565,000
+314% +$4.72M 1.05% 41
2022
Q1 		$1.69M Buy
180,000
+160,000
+800% +$1.97M 0.36% 67
2021
Q4 		$322K Buy
+20,000
New +$301K 0.09% 92

Other funds holding TLYS

F1I
Fund 1 Investments Rincon, Puerto Rico $768M AUM 50.95% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $155M AUM 129.82% 1-Year Est. Return
SC
Shay Capital New York $704M 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 $60.6B 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 $121B 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 $12B AUM 34.44% 1-Year Est. Return