Tandy Leather FactoryTLF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 26 institutions reported holding Tandy Leather Factory Inc. (TLF) in their 13F filings, up 3 from Q1 2025. 5 opened new positions and 2 sold out. The largest holders were Bandera Partners LLC ($8.8M), JCP Investment Management, LLC ($2.7M) and First Foundation Advisors ($1.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Tandy Leather Factory Inc.
- CUSIP
- 87538X105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $205K |
| Exits | 2 | $24K |
All 13F filers, Q1 2025 → Q2 2025: 85,889 shares bought and 240,981 shares sold, net −155,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Bandera Partners LLC | 3.98% | No change | 2,857,936 | $8.8M |
| JCP Investment Management, LLC | 1.56% | No change | 876,059 | $2.7M |
| First Foundation Advisors | 0.06% | Reduce -29.5% | 482,156 | $1.5M |
| Vanguard Group Inc. | 0.00% | No change | 123,567 | $383K |
| Womack Financial LLC | 0.25% | No change | 95,639 | $296K |
| Money Concepts Capital Corp. | 0.02% | Reduce -2.7% | 82,034 | $253K |
| Values First Advisors, Inc. | 0.09% | Add +1.1% | 53,891 | $167K |
| George Kaiser Family Foundation | 0.02% | New | 41,143 | $127K |
| Royal Bank of Canada | 0.00% | No change | 34,000 | $105K |
| Geode Capital Management, LLC | 0.00% | Add +2.5% | 33,458 | $104K |
| Dimensional Fund Advisors LP | 0.00% | Add +29.6% | 26,945 | $84K |
| UBS Group AG | 0.00% | Add +100.4% | 21,682 | $67K |
| Citadel Advisors | 0.00% | Reduce -61.0% | 14,894 | $46K |
| James Investment Research, Inc. | 0.00% | New | 12,573 | $39K |
| NewEdge Advisors, LLC | 0.00% | New | 12,573 | $39K |
| Renaissance Technologies | 0.00% | Reduce -31.3% | 12,100 | $37K |
| State Street Corp. | 0.00% | No change | 12,057 | $37K |
| Raymond James Financial Inc. | 0.00% | Add +0.8% | 10,078 | $31K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +65.8% | 1,786 | $6K |
| Osaic Holdings, Inc. | 0.00% | Add +76.3% | 728 | $2K |
| SouthState Bank Corp | 0.00% | No change | 146 | $453 |
| FMR LLC | 0.00% | New | 67 | $208 |
| Bank of America Corp. | 0.00% | Add +5.7% | 37 | $114 |
| Morgan Stanley | 0.00% | New | 7 | $24 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 2 | $6 |
| Wells Fargo & Company | 0.00% | No change | 1 | $2 |
"% of holder's portfolio" is TLF's weight in each manager's 13F, not the share of Tandy Leather Factory Inc. the manager owns.