Boardroom Alpha
Activist profile

Fund 1 Investments, LLC

Campaigns
3
Proxy fights
0
Settlements
3
Directors placed
6
Style
Deal-maker

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

YearTickerTargetType
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 Jun 30, 2026
TickerCompany% of floatPosition value
TLYSTilly's Inc
26.3%
$34M
FNKOFunko Inc
9.42%
$31M
WWWw International Inc
4.23%
$7M
JMIAJumia Technologies AG
3.72%
$65M
XPOFXponential Fitness Inc
3.67%
$13M

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