SC
TLYS icon

Simcoe Capital’s Tilly's TLYS Stock Holding History

Simcoe Capital’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
Q2 		$3.67M Buy
873,110
+253,674
+41% +$1.15M 2.24% 19
2026
Q1 		$2.51M Buy
+619,436
New +$1.25M 2.3% 26

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
SC
Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Two Sigma Investments
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $9.53B AUM 52.96% 1-Year Est. Return

Simcoe Capital's TLYS Position: Q2 2026 in Review

Simcoe Capital increased its Tilly's (TLYS) stake by 41% in Q2 2026, buying an estimated $1.15M and bringing the position to 873,110 shares worth $3.67M. The position accounts for 2.24% of the portfolio, ranked #19.

Simcoe Capital first reported a position in TLYS in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold TLYS as of Q2 2026.

  • Simcoe Capital held 873,110 shares of Tilly's worth $3.67M as of Q2 2026.
  • Simcoe Capital bought 253,674 Tilly's shares in Q2 2026, an estimated $1.15M.
  • Tilly's made up 2.24% of Simcoe Capital's portfolio in Q2 2026, its #19 holding.
  • Simcoe Capital first reported a position in Tilly's in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held Tilly's as of Q2 2026.

Based on Simcoe Capital's 13F filing for Q2 2026, filed 6 Aug 2026.