Institutions / Fund 1 Investments, LLC
Fund 1 Investments, LLC
CIK 1959730 · Institutionalso an insider · as of Dec 31, 2025
Portfolio value
$690.77M
Positions
49
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 49 →
| Company | Value | % of portfolio |
|---|---|---|
| Jumia Technologies AGJMIA | $109.35M | 15.8% |
| Citi Trends Inc | $106.95M | 15.5% |
| ENVIRI Corp | $76.96M | 11.1% |
| Celsius Holdings, Inc. | $53.87M | 7.8% |
| Reddit, Inc. | $30.38M | 4.4% |
| Genesco Inc | $24.43M | 3.5% |
| 1-800-Flowers.com Inc | $21.06M | 3.0% |
| Amazon.com Inc | $20.09M | 2.9% |
| Advanced Micro Devices Inc | $18.67M | 2.7% |
| DigitalOcean Holdings, Inc. | $18.01M | 2.6% |
| Funko, Inc.FNKO | $17.85M | 2.6% |
| Tilly'S, Inc. | $16.04M | 2.3% |
| Tapestry Inc | $13.63M | 2.0% |
| Micron Technology Inc | $12.56M | 1.8% |
| Arrivent Biopharma IncAVBP | $11.38M | 1.6% |
| V. F. Corporation | $10.47M | 1.5% |
| Sea Ltd | $10.08M | 1.5% |
| Torrid Holdings Inc.CURV | $9.69M | 1.4% |
| El Pollo Loco Holdings, Inc.LOCO | $7.79M | 1.1% |
| Stitch Fix, Inc. | $7.57M | 1.1% |
| Par Technology Corp | $7.51M | 1.1% |
| J.Jill, Inc.JILL | $7.39M | 1.1% |
| Dave & Buster's Entertainment, Inc. | $7.36M | 1.1% |
| Talen Energy Corp | $6.93M | 1.0% |
| Bath & Body Works, Inc. | $6.76M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.
Insider transactions
Also files Forms 3 / 4 / 5
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Jun 24, 2026 | Sell | CTRN Citi Trends Inc Common Stock | $42.38M | -750K -29.14% | 1,823,486 21.89% of shares | high |
| Apr 20, 2026 | Sell | FLWS 1-800-Flowers.com Inc Class A Common Stock, $0.01 par value | $1.97M | -435K -8.24% | 4,842,529 7.55% of shares | medium |
| Apr 21, 2026 | Sell | FLWS 1-800-Flowers.com Inc Class A Common Stock, $0.01 par value | $1.17M | -289K -6.33% | 4,270,566 6.66% of shares | medium |
| Apr 21, 2026 | Sell | FLWS 1-800-Flowers.com Inc Class A Common Stock, $0.01 par value | $924.4K | -229K -4.76% | 4,586,756 7.16% of shares | medium |
| Apr 22, 2026 | Sell | FLWS 1-800-Flowers.com Inc Class A Common Stock, $0.01 par value | $848.7K | -190K -5.01% | 3,607,004 5.63% of shares | medium |
| Apr 21, 2026 | Sell | FLWS 1-800-Flowers.com Inc Class A Common Stock, $0.01 par value | $627.6K | -139K -3.28% | 4,096,242 6.39% of shares | medium |
| Apr 22, 2026 | Sell | FLWS 1-800-Flowers.com Inc Class A Common Stock, $0.01 par value | $612.0K | -157K -3.82% | 3,939,602 6.15% of shares | medium |
| Apr 20, 2026 | Sell | FLWS 1-800-Flowers.com Inc Class A Common Stock, $0.01 par value | $399.7K | -82K -1.54% | 5,277,135 8.23% of shares | medium |
| Apr 22, 2026 | Sell | FLWS 1-800-Flowers.com Inc Class A Common Stock, $0.01 par value | $382.9K | -95K -2.41% | 3,844,602 6.00% of shares | medium |
| Apr 22, 2026 | Sell | FLWS 1-800-Flowers.com Inc Class A Common Stock, $0.01 par value | $190.5K | -46K -1.20% | 3,797,102 5.92% of shares | medium |