TANDY LEATHER FACTORY INC (TLF) — Institutional Holders, Q2 2026
24 institutional investment managers reported a TLF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $11.2M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
TLF in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- VANGUARD CAPITAL MANAGEMENTAdded · +13,018 sh+$30.3K
- GEODE CAPITAL MANAGEMENTAdded · +10,588 sh+$24.7K
- RENAISSANCE TECHNOLOGIESAdded · +10,212 sh+$23.8K
- Brooklands Fund Management LtdAdded · +10,000 sh+$23.3K
- DIMENSIONAL FUND ADVISORSAdded · +3,376 sh+$7.9K
Biggest sellers
- VANGUARD FIDUCIARYTrimmed · -2,272 sh-$5.3K
- Tower Research Capital (TRC)Trimmed · -689 sh-$1.6K
- Values First AdvisorsTrimmed · -13 sh-$30.00
- UBS Group AGSold out · -1 sh-$2.00
TLF 13F holders ranked 1–24 of 24
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Bandera Partners#1 · 2,857,936 sh | 2,857,936 | $6.7M | 2.35% | 0.0% |
| 2 | JCP Investment Management#2 · 876,059 sh | 876,059 | $2.0M | 1.09% | 0.0% |
| 3 | FIRST FOUNDATION ADVISORS#3 · 224,345 sh | 224,345 | $522.7K | 0.02% | 0.0% |
| 4 | Brooklands Fund Management Ltd#4 · 215,717 sh | 215,717 | $498.3K | 0.39% | +4.9% |
| 5 | Value Investment Professionals#5 · 183,939 sh | 183,939 | $428.6K | — | 0.0% |
| 6 | VANGUARD CAPITAL MANAGEMENT#6 · 144,428 sh | 144,428 | $336.5K | 0.00% | +9.9% |
| 7 | MONEY CONCEPTS CAPITAL#7 · 80,599 sh | 80,599 | $187.8K | <0.01% | 0.0% |
| 8 | Values First Advisors#8 · 57,779 sh | 57,779 | $134.6K | — | 0.0% |
| 9 | GEORGE KAISER FAMILY FOUNDATION#9 · 43,443 sh | 43,443 | $101.2K | <0.01% | +5.6% |
| 10 | RENAISSANCE TECHNOLOGIES#10 · 26,912 sh | 26,912 | $62.7K | <0.01% | +61.1% |
| 11 | VANGUARD FIDUCIARY#11 · 25,635 sh | 25,635 | $59.7K | 0.00% | -8.1% |
| 12 | GEODE CAPITAL MANAGEMENT#12 · 25,184 sh | 25,184 | $58.7K | 0.00% | +72.5% |
| 13 | DIMENSIONAL FUND ADVISORS#13 · 21,409 sh | 21,409 | $49.9K | 0.00% | +18.7% |
| 14 | NewEdge Advisors#14 · 12,573 sh | 12,573 | $29.3K | <0.01% | 0.0% |
| 15 | JAMES INVESTMENT RESEARCH#15 · 12,573 sh | 12,573 | $29.3K | — | 0.0% |
| 16 | STATE STREET#16 · 12,057 sh | 12,057 | $28.1K | 0.00% | 0.0% |
| 17 | Tower Research Capital (TRC)#17 · 1,476 sh | 1,476 | $3.4K | <0.01% | -31.8% |
| 18 | OSAIC#18 · 848 sh | 848 | $2.0K | 0.00% | 0.0% |
| 19 | BARCLAYS PLC#19 · 14 sh | 14 | $33.00 | 0.00% | New |
| 20 | MORGAN STANLEY#20 · 7 sh | 7 | $18.00 | 0.00% | 0.0% |
| 21 | Caitong International Asset Management , Ltd#21 · 5 sh | 5 | $12.00 | 0.00% | New |
| 22 | CALDWELL SUTTER CAPITAL#22 · 2 sh | 2 | $5.00 | 0.00% | 0.0% |
| 23 | WELLS FARGO & COMPANY#23 · 1 sh | 1 | $1.00 | 0.00% | 0.0% |
| 24 | ROYAL BANK OF CANADA#24 · 8 sh | 8 | $0.00 | 0.00% | 0.0% |
Funds that sold out of TLF in Q2 2026 (1)
Held TLF at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| UBS Group AG1 sh | 1 | $2.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.