Tandy Leather FactoryTLF
13F holders, Q1 2026 (March 31)23holders −2
0new positions
3sold out
1famous investor
$2.31avg. 13F price*
At the end of Q1 2026, 23 institutions reported holding Tandy Leather Factory Inc. (TLF) in their 13F filings, down 2 from Q4 2025. 0 opened new positions and 3 sold out. The largest holders were Bandera Partners LLC ($6.6M), JCP Investment Management, LLC ($2.0M) and First Foundation Advisors ($518K). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $105K |
All 13F filers, Q4 2025 → Q1 2026: 15,899 shares bought and 284,272 shares sold, net −268,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 23 holders
| Bandera Partners LLC | 2.99% | No change | 2,857,936 | $6.6M |
| JCP Investment Management, LLC | 1.35% | No change | 876,059 | $2.0M |
| First Foundation Advisors | 0.02% | Reduce -50.1% | 224,345 | $518K |
| Brooklands Fund Management Ltd | 0.63% | No change | 205,717 | $475K |
| Value Investment Professionals, LLC | 0.94% | No change | 183,939 | $425K |
| Vanguard Capital Management LLC | 0.00% | — | 131,410 | $304K |
| Money Concepts Capital Corp. | 0.01% | No change | 80,599 | $186K |
| Values First Advisors, Inc. | 0.07% | Add +35.8% | 57,792 | $134K |
| George Kaiser Family Foundation | 0.01% | No change | 41,143 | $95K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 27,907 | $64K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -5.5% | 18,033 | $42K |
| Renaissance Technologies | 0.00% | Reduce -22.3% | 16,700 | $39K |
| Geode Capital Management, LLC | 0.00% | Reduce -50.3% | 14,596 | $34K |
| James Investment Research, Inc. | 0.00% | No change | 12,573 | $29K |
| NewEdge Advisors, LLC | 0.00% | No change | 12,573 | $29K |
| State Street Corp. | 0.00% | No change | 12,057 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +33.6% | 2,165 | $5K |
| Osaic Holdings, Inc. | 0.00% | Add +16.5% | 848 | $2K |
| Morgan Stanley | 0.00% | No change | 7 | $18 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 2 | $5 |
| UBS Group AG | 0.00% | Reduce -99.1% | 1 | $2 |
| Wells Fargo & Company | 0.00% | No change | 1 | $1 |
| Royal Bank of Canada | 0.00% | Add +14.3% | 8 | $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.