Fund 1 Investments, LLC

Fund 1 Investments (10% owner) sold 750,000 shares of CTRN at $56.50 for $42,375,000 on 2026-06-24, reducing stake to 1,823,486 shares.

Fund 1 Investments executed a material sale of 750,000 shares for $42,375,000, reducing its CTRN holdings by -29.1% from 2,573,486 to 1,823,486 shares. The sale occurred at $56.50 while the stock currently trades at $63.44, creating a 4.4% gap below the 52-week high of $66.38; however, the stock has appreciated 48.9% over the past 30 days and 48.5% over 90 days. Across the insider's cross-ticker track record, prior sells have averaged a 90d win rate of 50.00%, meaning half have been well-timed (stock falls post-sale) and half have not; this particular sale's timing relative to future price movement remains to be observed. The company's financial position shows P/E of 43.75 and annual revenue growth of +8.9%, though the P/E multiple is elevated relative to broader market averages.

Fund 1 Investments, LLC (10% owner) sells 4,167,813 shares at blended $5.94, down from 52-week high of $9.09

Fund 1 Investments, LLC sold 5 separate tranches totaling 4,167,813 shares for $24,750,628.17 on 2025-10-22, reducing its holding from 9,527,250 shares to 5,359,437 shares (-43.7%). The blended average price of $5.94 sits 34.6% below the 52-week high of $9.09 and represents a -23.7% decline over the prior 90 days, suggesting the shareholder exited during a period of stock weakness. The company reported negative net income of $-178,244,000.00 over its most recent full fiscal year and year-over-year revenue declined -8.0%, indicating deteriorating financial performance underlying the stock's recent decline. At the current price of $4.87, the shares have fallen an additional 18.0% below the transaction price, placing the stock near its 52-week lows, which may signal this was not a poorly-timed exit for a 10% institutional holder divesting a substantial position during an unfavorable period.

Fund 1 Investments (10% owner) sold 618,256 shares of CURV for $1.7M over 3 days as stock plunges 44.7% in 30 days

Fund 1 Investments, LLC, a 10% shareholder, conducted 4 separate sales totaling 618,256 shares for $1,700,949.80 (blended average price $2.75) across July 1–3, 2025. The insider sold at prices ranging from $2.73 to $2.83 while holding 9.81M shares post-transaction. The timing is notable: the stock has declined 44.7% over the prior 30 days and trades at $2.90 currently, down 67.6% from its 52-week high of $8.95, suggesting the company has faced substantial near-term pressure. The company's fundamentals show net income of $5.9M on revenue of $266.0M (latest quarter) with annual revenue decline of 4.2%, and a P/E of 29.00 indicates the market is pricing in elevated multiple despite weak growth. This large block sale by a 10% holder during a period of significant stock decline warrants close monitoring of subsequent company announcements and cash flow developments.

10% owner Fund 1 Investments purchased 8,500 shares of CURV at $3.20 blended avg on 2025-06-27, three days before two separate sells.

Fund 1 Investments, a 10% owner of Torrid Holdings, executed 2 purchases totaling 8,500 shares for $27,228.50 on 2025-06-27 at a blended average price of $3.20. The timing is noteworthy: just three days later on 2025-07-01, the same insider filed two separate sells at CURV, the outcomes of which are not yet measurable. The current price of $2.78 is 68.9% below the 52-week high of $8.95, and the stock has declined 46.1% over 30 days and 49.7% over 90 days. Across the insider's cross-ticker open-market history, 18 prior buys averaged a 30-day return of +3.4%, but this particular buy at CURV was immediately followed by sell transactions, creating an ambiguous signal that merits scrutiny of the underlying business context and the nature of the related sells.

Fund 1 Investments (10% owner) buys 47,577 shares at blended $5.04 across two days; stock -55.3% from 52-week high, company unprofitable.

Fund 1 Investments purchased 47,577 shares in two separate transactions totaling $239,605.01 at a blended average price of $5.04 on 2025-06-23 and 2025-06-24. The stock currently trades at $4.92, below the purchase prices and -55.3% from its 52-week high of $11.00, while the company reported a net loss of $-178,244,000.00 for its most recent full fiscal year with annual revenue declining -9.2%. Fund 1's cross-ticker track record shows 20 prior open-market buys with an average 30-day return of +7.1%, though this purchase represents its fifth consecutive buy at FLWS since 2025-05-30 with no measurable outcomes yet. The accumulation pattern and below-market entry prices warrant monitoring against the backdrop of persistent unprofitability and declining revenue.

Fund 1 Investments (10% owner) bought 1,060 shares of TTSH at $6.26 on 2025-06-20; 5th buy in 3 weeks.

Fund 1 Investments, a 10% shareholder, purchased 1,060 shares at $6.26, extending a pattern of five consecutive open-market buys at TTSH over three weeks (2025-05-23 through 2025-06-20). The current price of $6.30 sits -18.1% from the 52-week high of $7.69, and TTSH trades at a P/E of 315.00 against recent quarterly net income of $172.0K. Across Fund 1's cross-ticker buy history, the average 30-day return stands at +7.1%, though same-ticker outcomes at TTSH are not yet measurable beyond the 30-day window for the earliest trade. The persistent accumulation despite weak fundamentals (annual revenue declining -8.0%, elevated P/E multiple) and flat 90-day price action warrants tracking whether this pattern of steady buying reflects conviction or represents a mechanical rebalancing position.

10% Owner Fund 1 Investments buys 1,060 shares of TTSH at $6.26 on 2025-06-20; 5th buy in 4 weeks

Fund 1 Investments purchased 1,060 shares at $6.26, adding marginally to a holding of 11.86M shares. This is the fifth open-market buy at TTSH in four weeks (May 23, May 30, June 2, June 3, and June 20), suggesting consistent accumulation activity. However, the company faces headwinds: annual revenue declined 8.0% year-over-year, net income is minimal at $172.0K on $88.0M revenue, and the P/E of 315.00 reflects a stressed valuation. The stock has retreated 18.1% from its 52-week high of $7.69, trading at $6.30, though it has risen 8.2% over the past 30 days. The accumulation pattern itself is the notable signal—five purchases within a concentrated four-week window—though the deteriorating fundamentals and elevated valuation multiple warrant attention to whether the purchases reflect conviction or other factors.

Fund 1 Investments, LLC (10% owner) purchases 40,000 shares of FLWS at $4.97; 5th FLWS buy in 16 days amid -9.2% revenue decline and $-178.2M net loss.

Fund 1 Investments, LLC—a 10% shareholder—purchased 40,000 shares at $4.97 on 2025-06-13, increasing holdings to 9,479,673 shares. This represents the fund's fifth open-market purchase of FLWS within a 16-day window (dating back to 2025-05-29), suggesting persistent accumulation. However, the fundamental backdrop presents headwinds: the latest quarter showed revenue of $331,454,000.00 with net income of $-178,244,000.00, and full-year annual revenue growth declined -9.2%. At the SAME-TICKER level, none of the five prior FLWS trades yet have measurable 90-day outcomes, so the fund's track record at this specific security remains unproven. The current price of $5.12 sits -53.4% from the 52-week high, and the 30-day trajectory (+10.1%) shows modest recovery, but the broader 90-day trend remains negative (-11.1%). Recurring accumulation by a major insider during an unprofitable period warrants attention to underlying strategic rationale.

10% owner Fund 1 Investments acquired 21,320 shares ($107.3K) at $5.03 avg; three separate buys in 10 days.

Fund 1 Investments executed 2 separate purchases totaling 21,320 shares for $107,261.77 on 2025-06-06, adding to 5 prior buys at FLWS in the preceding week (2025-05-28 through 2025-06-02). This sustained buying pattern coincides with the stock trading at $5.16, which is -53.1% from its 52-week high of $11.00, suggesting purchases during a period of extended weakness. The company faces headwinds: latest quarterly revenue was $331,454,000, but net income was -$178,244,000 (deeply unprofitable), with annual revenue declining -9.2%. Across the insider's cross-ticker open-market history, 20 prior buys averaged +14.2% 30-day returns, though at this specific ticker, none of 5 recent purchases have yet reached the 90-day measurement window. The sustained accumulation during depressed pricing warrants attention to whether the 10% holder views current valuations as attractive or is responding to other considerations.

10% Owner Fund 1 Investments buys 79,576 shares across 2 transactions at $4.88 avg amid -55.7% drawdown from highs.

Fund 1 Investments, LLC, a 10% owner, executed 2 separate purchases totaling 79,576 shares for $388,707.57 at a blended average price of $4.88 on May 30 and June 2, 2025. The purchases occur while FLWS trades at $4.87—near the transaction average—but -55.7% below its 52-week high of $11.00 and -26.0% lower over the past 90 days. The company is unprofitable, reporting net income of $-178,244,000.00 for its most recent full fiscal year and annual revenue decline of -9.2%. Fund 1's prior 5 trades at FLWS occurred within the preceding two weeks (May 16–May 29), all buys with no measurable 90-day returns yet, indicating sustained accumulation in a deteriorating price environment. The addition of 79,576 shares (+0.9% vs pre-transaction holdings) raises Fund 1's total stake to 9,418,353 shares, but continued buying into fundamental headwinds and a sharp recent price decline warrants attention to whether this reflects opportunistic accumulation or a lack of alternative capital deployment options.