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Tilly's

TLYS on NYSE. Market value $15m.

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Should I look at this?

We have not checked this company yet

This is not advice.

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Who owns it

1 long-term investor we follow owns it, up from 0 last quarter. 60 funds in all.

Jun '25
Dec '25
Jun '26
Largest holders overall

From 13F filings for the quarter ended 30 June 2026.

Big holders and activists

7 investors own more than 5%.

From Schedule 13D and 13G filings: anyone owning more than 5% must file one.

What insiders did

In the last 12 months, 1 insider bought $20,100 of shares on the open market. 1 sold $59,288.

  • Henry Michael
    CFO
    Bought
    Date
    21 September 2026
    Shares
    5,000
    Price
    $4.02
    Value
    $20,100
  • Cingolani Michael Joseph
    Chief Merchandising Officer
    Sold
    Date
    11 June 2026
    Shares
    11,250
    Price
    $5.27
    Value
    $59,288

From Form 4 filings: insiders must report trades in their own company's shares within two days.

The deep dive

Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.

  • What the business is worth, as a range, and the margin of safety at today’s price
  • Prices to start buying, buy, and buy hard
  • The three things that would make this a mistake
  • Every number footnoted to the filing it came from
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What a finished deep dive looks like

Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.