Tandy Leather FactoryTLF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 25 institutions reported holding Tandy Leather Factory Inc. (TLF) in their 13F filings, up 1 from Q3 2025. 2 opened new positions and 3 sold out. The largest holders were Bandera Partners LLC ($7.8M), JCP Investment Management, LLC ($2.4M) and First Foundation Advisors ($1.2M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $41 |
| Exits | 3 | $320K |
All 13F filers, Q3 2025 → Q4 2025: 26,024 shares bought and 146,677 shares sold, net −120,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Bandera Partners LLC | 3.52% | No change | 2,857,936 | $7.8M |
| JCP Investment Management, LLC | 1.90% | No change | 876,059 | $2.4M |
| First Foundation Advisors | 0.05% | No change | 449,493 | $1.2M |
| Brooklands Fund Management Ltd | 0.31% | — | 205,717 | $586K |
| Value Investment Professionals, LLC | 0.53% | — | 183,939 | $504K |
| Vanguard Group Inc. | 0.00% | Add +2.9% | 143,082 | $392K |
| Money Concepts Capital Corp. | 0.01% | Reduce -1.8% | 80,599 | $221K |
| Values First Advisors, Inc. | 0.06% | Reduce -19.6% | 42,559 | $117K |
| George Kaiser Family Foundation | 0.02% | No change | 41,143 | $113K |
| Citadel Advisors | 0.00% | Add +123.6% | 38,331 | $105K |
| Geode Capital Management, LLC | 0.00% | Reduce -14.1% | 29,372 | $80K |
| Renaissance Technologies | 0.00% | Add +3.6% | 21,500 | $59K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -32.5% | 19,091 | $52K |
| James Investment Research, Inc. | 0.00% | No change | 12,573 | $34K |
| NewEdge Advisors, LLC | 0.00% | No change | 12,573 | $34K |
| State Street Corp. | 0.00% | No change | 12,057 | $33K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +6.0% | 1,620 | $4K |
| Osaic Holdings, Inc. | 0.00% | No change | 728 | $2K |
| UBS Group AG | 0.00% | Reduce -99.3% | 108 | $296 |
| Bank of America Corp. | 0.00% | No change | 37 | $101 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 15 | $41 |
| Morgan Stanley | 0.00% | No change | 7 | $21 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 2 | $5 |
| Wells Fargo & Company | 0.00% | No change | 1 | $2 |
| Royal Bank of Canada | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is TLF's weight in each manager's 13F, not the share of Tandy Leather Factory Inc. the manager owns.