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	–	106
2025 Q4	$3.34M	Sell	1,680,658 -31,472	-2%	-$51.6K	0.09%	80
2025 Q3	$3.53M	Sell	1,712,130 -469,801	-22%	-$814K	0.12%	80
2025 Q2	$3.01M	Hold	2,181,931	–	–	0.11%	80
2025 Q1	$4.8M	Hold	2,181,931	–	–	0.16%	73
2024 Q4	$9.27M	Buy	2,181,931 +30,000	+1%	+$122K	0.3%	56
2024 Q3	$11M	Hold	2,151,931	–	–	0.38%	41
2024 Q2	$13M	Buy	2,151,931 +320,000	+17%	+$1.85M	0.5%	36
2024 Q1	$12.5M	Hold	1,831,931	–	–	0.64%	34
2023 Q4	$13.8M	Hold	1,831,931	–	–	0.46%	27
2023 Q3	$14.9M	Hold	1,831,931	–	–	0.53%	23
2023 Q2	$12.8M	Buy	1,831,931 +392,552	+27%	+$2.88M	0.59%	23
2023 Q1	$11.1M	Buy	1,439,379 +258,720	+22%	+$2.16M	0.63%	29
2022 Q4	$10.7M	Buy	1,180,659 +559	+0%	+$4.91K	0.74%	25
2022 Q3	$8.17M	Buy	1,180,100 +435,100	+58%	+$3.3M	0.8%	24
2022 Q2	$5.23M	Buy	745,000 +565,000	+314%	+$4.72M	0.55%	41
2022 Q1	$1.69M	Buy	180,000 +160,000	+800%	+$1.97M	0.22%	67
2021 Q4	$322K	Buy	+20,000	New	+$301K	0.04%	92

Other funds holding TLYS

F1I

Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return

BCM

BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return

Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

Long Focus Capital Management's TLYS Position: Q1 2026 in Review

Long Focus Capital Management sold out of Tilly's (TLYS) in Q1 2026, closing a stake of 1,680,658 shares — an estimated $3.34M sold.

Long Focus Capital Management first reported a position in TLYS in Q4 2021 and held it in 17 quarters. The position peaked at $14.9M in Q3 2023. 65 funds tracked by Wall St. Rank hold TLYS as of Q1 2026.

Long Focus Capital Management reported no remaining Tilly's position as of Q1 2026 after selling out during the quarter.
Long Focus Capital Management sold 1,680,658 Tilly's shares in Q1 2026, an estimated $3.34M.
Long Focus Capital Management first reported a position in Tilly's in Q4 2021 and held it in 17 quarters.
Long Focus Capital Management's Tilly's position peaked at $14.9M in Q3 2023.
65 funds tracked by Wall St. Rank held Tilly's as of Q1 2026.

Based on Long Focus Capital Management's 13F filing for Q1 2026, filed 15 May 2026.