Tandy Leather Factory, Inc.
TLF • NASDAQ
Tandy Leather Factory, Inc. is a specialty retail company in the consumer cyclical sector on NASDAQ, led by Johan Hedberg, with a market cap of $21.1M. As of Q3 2025, 58% of shares are held by 23 institutional investors, with Bandera Partners LLC as the largest holder at 35.43%.
Chief Executive OfficerJohan Hedberg
Market Cap$21.1M
Specialty Retail
Consumer Cyclical
Employees515.0
Websitetandyleather.com
Country
United States of America
Overview
Overview of institutional ownership in TLF as of Q3 2025 with a market cap of $24.2M
All Institutions
- Institutions
- 23
- Value Held
- $14.0M
- Shares Held
- 4.7M
- Avg Position
- $609.2K
- Median Position
- $46.0K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $11.3M
- Shares Held
- 3.8M
- Avg Position
- $2.8M
- Median Position
- $1.3M
Ownership Breakdown
Based on market cap of $24.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in TLF as of Q3 2025
| Institution | Position Value |
|---|---|
 Bandera Partners LLC Hedge Fund•Value | $8.6M 3.76% of portfolio |
 JCP Investment Management, LLC Hedge Fund•Event Driven | $2.6M 1.72% of portfolio |
 FIRST FOUNDATION ADVISORS RIA/Wealth | $1.4M 0.05% of portfolio |
 VANGUARD GROUP INC Institution | $421.5K 0.00% of portfolio |
 MONEY CONCEPTS CAPITAL CORP RIA/Wealth | $246.1K 0.02% of portfolio |
 Values First Advisors, Inc. RIA/Wealth | $158.7K 0.09% of portfolio |
G GEORGE KAISER FAMILY FOUNDATION Institution | $123.4K 0.02% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $103.6K 0.00% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $85.8K 0.00% of portfolio |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $62.3K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for TLF in Q3 2025
- Traded
- −$141.5K
- Buyers
- 6
- Sellers
- 8
- Total Bought
- +$86.2K
- Total Sold
- −$227.7K
- Avg Position
- $538.9K
Biggest Buyers
| Institution | Net Bought |
|---|---|
VANGUARD GROUP INC Institution | +$47.1K +15.5K shares |
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | +$26.0K +8.7K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$6.8K +2.3K shares |
DIMENSIONAL FUND ADVISORS LP Long Only Manager | +$4.1K +1.4K shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | +$2.2K +716.0 shares |
 BARCLAYS PLC Institution | +$24.0 +8.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
R ROYAL BANK OF CANADA Institution | −$105.1K −34.0K shares |
FIRST FOUNDATION ADVISORS RIA/Wealth | −$99.0K −32.7K shares |
 UBS Group AG Institution | −$19.0K −6.3K shares |
Values First Advisors, Inc. RIA/Wealth | −$3.0K −984.0 shares |
T Tower Research Capital LLC Institution | −$771.0 −257.0 shares |
 FIRST FINANCIAL HOLDINGS, INC. Institution | −$453.0 −146.0 shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$234.0 −78.0 shares |
 FMR LLC Institution | −$208.0 −67.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited TLF in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 3
- Exited Value
- $105.7K
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
R ROYAL BANK OF CANADA Institution | $105.1K 34.0K shares |
FIRST FINANCIAL HOLDINGS, INC. Institution | $453.0 146.0 shares |
FMR LLC Institution | $208.0 67.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in TLF as of Q3 2025
- Call Positions
- 1
- Call Value
- $617.2K
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 Brooklands Fund Management Ltd Hedge Fund•Multi-Strategy | $617.2K 2.1K contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with TLF as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Bandera Partners LLC Hedge Fund•Value | 3.76% $8.6M |
JCP Investment Management, LLC Hedge Fund•Event Driven | 1.72% $2.6M |
Values First Advisors, Inc. RIA/Wealth | 0.09% $158.7K |
FIRST FOUNDATION ADVISORS RIA/Wealth | 0.05% $1.4M |
G GEORGE KAISER FAMILY FOUNDATION Institution | 0.02% $123.4K |
MONEY CONCEPTS CAPITAL CORP RIA/Wealth | 0.02% $246.1K |
 JAMES INVESTMENT RESEARCH INC Long Only Manager | 0.00% $37.7K |
 Goss Wealth Management LLC RIA/Wealth | 0.00% $37.7K |
T Tower Research Capital LLC Institution | 0.00% $4.6K |
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | 0.00% $62.3K |
Hedge Fund Spotlight
Discover hedge funds investing in TLF
RENAISSANCE TECHNOLOGIES LLC
Hedge Fund • Quant
Portfolio ManagerDavid Allen Lippe
- Portfolio Value
- $75.8B
- Positions
- 3,419
- Last Reported
- Q3 2025
Sector Allocation
Position in Tandy Leather Factory, Inc.
- Market Value
- $62.3K
- Shares Held
- 20.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $1.6B | 2.06% | |
Semiconductors Technology | $1.1B | 1.39% | |
Electronic Gaming & Multimedia Technology | $953.5M | 1.26% |
