Boardroom Alpha
Activist profile

Fund 1 Investments, LLC

Campaigns
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Proxy fights
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Settlements
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Directors placed
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Style
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Fund 1 Investments LLC is a global long/short equity firm that makes both public and private investments primarily focused on the consumer, telecom, media, and technology sectors.

Recent activity

Notable Campaigns

2025TTSHTile Shop Holdings IncCooperation agreement
2025CTRNCiti Trends IncCooperation agreement
2024BJRIBjs Restaurants IncCooperation agreement
2024CTRNCiti Trends IncCooperation agreement

Full campaign history, dissident slates, per-nominee seat outcomes, and filings timelines inside the platform →

Current positions

Top Holdings

Q ending Mar 31, 2026
CTRNCiti Trends Inc
$111M
TLYSTilly's Inc
$33M
DXLGDestination Xl Group Inc
$3M
FNKOFunko Inc
$17M
FLWS1 800 Flowers Com Inc
$16M

Full portfolio, position changes by quarter, and overlap with Fund’s likely next targets inside the platform →

Last 12 months

Recent SEC Filings

Portfolio (13F)
Voting (N-PX)

Full filings history with parsed positions, voting records, and dissident-proxy timelines inside the platform →

View all filings on SEC EDGAR ↗
Inside Boardroom Alpha

The full Fund 1 Investments, LLC profile

  • Daily-rescored target prediction from the activist's current 13F overlap
  • Full detail on every activist board nominee and the election or settlement result
  • Per-campaign effectiveness scoring across vote outcomes and concessions
  • Composite influence, vote-strength, and negotiating-leverage scoring
  • Preferred legal counsel, proxy solicitor, and IR/PR provider history