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Shay Capital Llc

TLYS
10% OWNER · TILLY'S, INC. · CIK 0001723643
FILING MIX · LIFETIME89%/11%
BUYS
16
SELLS
2
TOTAL VALUE
$3.68M
COMPANIES
1
ACTIVE SINCE
May 2025
HOLDINGS NOW
2,315,000
AVG SELL PX
$2.57
TRADE KIND
SHOWING 18 / 18
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
18 backtested trades · 8 horizons · 28 pending
Forward-return performance of every backtestable P/S trade by Shay Capital Llc, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d18+50.00%+16.34%+0.69%+15.64%+11.48%—
14d18+50.00%+11.54%+1.20%+10.34%+12.69%—
30d18+72.22%+31.86%+3.54%+28.32%+31.90%—
60d18+88.89%+40.27%+5.98%+36.10%+29.77%—
90d18+72.22%+42.39%+8.65%+33.74%+27.68%—
180d18(2 pending)+68.75%+17.29%+11.78%+5.51%+7.61%—
1y18(8 pending)+100.00%+268.60%+22.64%+244.95%+209.45%—
2y18(18 pending)——————
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
TLYS · 2,315,000 shares · as of Mar 20, 2026
0840,0001,680,0002,520,0003,360,0002026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2025
2025
2025
2026
FLOW · 16 buys / 2 sellsCOVERAGE · 4 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
TLYS
TILLY'S, INC.
SALE
20,000$3.70$74.1K2,315,000Mar 20, 2026Mar 24, 2026 ↗View →
TLYS
TILLY'S, INC.
SALE
1,025,000$2.55$2.62M2,335,000Mar 12, 2026Mar 16, 2026 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
25,000$1.29$32.3K3,360,000Aug 11, 2025Aug 12, 2025 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
35,000$1.42$49.8K3,335,000Aug 8, 2025Aug 12, 2025 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
25,000$1.90$47.5K3,300,000Jul 30, 2025Jul 30, 2025 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
25,000$1.85$46.3K3,275,000Jul 29, 2025Jul 30, 2025 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
50,000$2.03$101.7K3,250,000Jul 28, 2025Jul 30, 2025 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
300$0.25$75300Jul 7, 2025Jul 8, 2025 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
59,935$1.45$86.8K3,200,000Jun 30, 2025Jun 30, 2025 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
50,000$1.47$73.3K3,117,422Jun 27, 2025Jun 30, 2025 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
22,643$1.25$28.3K3,140,065Jun 27, 2025Jun 30, 2025 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
100,000$1.30$129.8K3,067,422Jun 26, 2025Jun 30, 2025 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
100,000$1.54$154.1K2,967,422Jun 5, 2025Jun 9, 2025 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
15,678$1.00$15.7K2,792,422May 30, 2025Jun 3, 2025 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
75,000$1.27$95.5K2,867,422May 30, 2025Jun 3, 2025 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
50,000$0.94$46.8K2,776,744May 28, 2025May 28, 2025 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
50,000$0.86$43.2K2,726,744May 27, 2025May 28, 2025 ↗View →
TLYS
TILLY'S, INC.
PURCHASE
44,607$0.85$38.0K2,676,744May 23, 2025May 28, 2025 ↗View →
Other insiders · TLYS
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About this filer
CIK 0001723643
ROLE
10% Owner
PRIMARY
TLYS
COMPANIES
1
ACTIVE SINCE
May 2025
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