Vault-13

TANDY LEATHER FACTORY INC TLF

COM · Common Stock · CUSIP 87538X105

American leather retailer

24 institutional holders +1 vs Q1 2026
4,822,9494.8m shares reported held*
58.9% of all shares outstanding*
$11.2mreported value*
2 new 6 added 3 reduced 1 sold out net bought ≈ $108.4k (+46.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 8.2m as of 2026-08-11, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $2.33.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 11Q4 22: 16Q1 23: 14Q2 23: 13Q3 23: 15Q4 23: 17Q1 24: 17Q2 24: 18Q3 24: 16Q4 24: 20Q1 25: 24Q2 25: 27Q3 25: 24Q4 25: 25Q1 26: 23Q2 26: 2424Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202211
Q4 202216
Q1 202314
Q2 202313
Q3 202315
Q4 202317
Q1 202417
Q2 202418
Q3 202416
Q4 202420
Q1 202524
Q2 202527
Q3 202524
Q4 202525
Q1 202623
Q2 202624

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q3 24: 8 bought or addedQ3 24: 4 cut or sold outQ4 24: 3 bought or addedQ4 24: 5 cut or sold outQ4 24Q1 25: 11 bought or addedQ1 25: 7 cut or sold outQ2 25: 14 bought or addedQ2 25: 6 cut or sold outQ2 25Q3 25: 6 bought or addedQ3 25: 8 cut or sold outQ4 25: 7 bought or addedQ4 25: 8 cut or sold outQ4 25Q1 26: 4 bought or addedQ1 26: 8 cut or sold outQ2 26: 8 bought or addedQ2 26: 4 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202484
Q4 202435
Q1 2025117
Q2 2025146
Q3 202568
Q4 202578
Q1 202648
Q2 202684

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600k$800kQ3 25 calls: $617.2kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$617.2k$00.00
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

VANGUARD CAPITAL MANAGEMENT LLC Added +13,018+13.0k
GEODE CAPITAL MANAGEMENT, LLC Added +10,588+10.6k
RENAISSANCE TECHNOLOGIES LLC Added +10,212+10.2k
Brooklands Fund Management Ltd Added +10,000+10.0k
DIMENSIONAL FUND ADVISORS LP Added +3,376+3.4k
George Kaiser Family Foundation Added +2,300+2.3k
BARCLAYS PLC New +14+14
Caitong International Asset Management Co., Ltd New +5+5

Biggest sellers

VANGUARD FIDUCIARY TRUST CO Reduced -2,272-2.3k
Tower Research Capital LLC (TRC) Reduced -689-689
Values First Advisors, Inc. Reduced -13-13
UBS Group AG Sold out -1-1

Insider purchases and sales since 1 Apr 2026

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported since 1 Apr 2026.

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Bandera Partners LLC 2.35% of their portfolio Brooklyn, NY 2,857,9362.9m $6.7m $6.7m 2.35% Unchanged
2 JCP Investment Management, LLC 1.09% of their portfolio HOUSTON, TX 876,059876.1k $2.0m $2.0m 1.09% Unchanged
3 FIRST FOUNDATION ADVISORS 0.02% of their portfolio Irvine, CA 224,345224.3k $522.7k $522.7k 0.02% Unchanged
4 Brooklands Fund Management Ltd 0.39% of their portfolio LONDON, X0 215,717215.7k $498.3k $498.3k 0.39% Added +10.0k +10,000
5 Value Investment Professionals, LLC 0.36% of their portfolio NEW YORK, NY 183,939183.9k $428.6k $428.6k 0.36% Unchanged
6 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 144,428144.4k $336.5k $336.5k 0.00% Added +13.0k +13,018
7 MONEY CONCEPTS CAPITAL CORP 0.01% of their portfolio PALM BEACH GARDENS, FL 80,59980.6k $187.8k $187.8k 0.01% Unchanged
8 Values First Advisors, Inc. 0.06% of their portfolio JOHNSON CITY, TN 57,77957.8k $134.6k $134.6k 0.06% Reduced -13 -13
9 George Kaiser Family Foundation 0.01% of their portfolio TULSA, OK 43,44343.4k $101.2k $101.2k 0.01% Added +2.3k +2,300
10 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 26,91226.9k $62.7k $62.7k 0.00% Added +10.2k +10,212
11 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 25,63525.6k $59.7k $59.7k 0.00% Reduced -2.3k -2,272
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 25,18425.2k $58.7k $58.7k 0.00% Added +10.6k +10,588
13 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 21,40921.4k $49.9k $49.9k 0.00% Added +3.4k +3,376
14 JAMES INVESTMENT RESEARCH, INC. 0.00% of their portfolio ALPHA, OH 12,57312.6k $29.3k $29.3k 0.00% Unchanged
15 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,57312.6k $29.3k $29.3k 0.00% Unchanged
16 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 12,05712.1k $28.1k $28.1k 0.00% Unchanged
17 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,4761.5k $3.4k $3.4k 0.00% Reduced -689 -689
18 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 848848 $2.0k $2.0k 0.00% Unchanged
19 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1414 $33 $33 0.00% New
20 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 88 $0 $0 0.00% Unchanged
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 77 $18 $18 0.00% Unchanged
22 Caitong International Asset Management Co., Ltd 0.00% of their portfolio HONG KONG, K3 55 $12 $12 0.00% New
23 CALDWELL SUTTER CAPITAL, INC. 0.00% of their portfolio SAUSALITO, CA 22 $5 $5 0.00% Unchanged
24 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $1 $1 0.00% Unchanged