Fund 1 Investments, LLC

Fund 1 Investments, LLC has filed 260 trades across nine companies, with a clear disposition bias. The fund’s total sales value reached $97.4 million, while purchases totaled $67.2 million, and no shares were acquired through open-market buys. All 24 recent transactions were coded as “S” (open-market sales), indicating a consistent pattern of reducing positions rather than building them. The most recent activity, dated September 8, 2026, shows two sales in Tilly’s, Inc. (TLYS) valued at $21,648.99 and $729,505.18. Earlier September 4 and September 3 sales in the same ticker ranged from $4,962.97 to $4,032,391.20, with multiple transactions on each date. This cluster suggests a deliberate liquidation of TLYS holdings over a five-day window. Prior to TLYS, the fund sold shares in CITREN (CTRN) on June 24, 2026, for $42,375,000, and in 1-800-FLOWERS.COM (FLWS) across April 20–22, 2026. The FLWS sales included 10 transactions, with individual values from $127,378.92 to $1,971,068.59, totaling roughly $6.2 million. The fund’s most recent filing, dated December 12, 2025, also shows a sale in TTSH valued at $3,131,439.17. The data reveals no open-market purchases in the recent period, and the fund’s overall buy-to-sell ratio is heavily skewed toward selling. The transaction sizes vary widely, from under $5,000 to over $42 million, but the direction is uniform. Fund 1 Investments appears to be exiting or trimming positions across its portfolio, with TLYS receiving the most concentrated selling pressure in the latest filings.