Bandera Partners’s Tandy Leather Factory TLF Stock Holding History

Bandera Partners’s Portfolio TLF Stock Details TLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.6M	Hold	2,857,936	–	–	2.99%	12
2025 Q4	$7.83M	Hold	2,857,936	–	–	3.52%	10
2025 Q3	$8.57M	Hold	2,857,936	–	–	3.76%	11
2025 Q2	$8.83M	Hold	2,857,936	–	–	3.98%	9
2025 Q1	$8.29M	Hold	2,857,936	–	–	2.98%	13
2024 Q4	$13.7M	Hold	2,857,936	–	–	5.21%	8
2024 Q3	$12M	Hold	2,857,936	–	–	4.52%	10
2024 Q2	$12.9M	Hold	2,857,936	–	–	4.66%	8
2024 Q1	$13.3M	Hold	2,857,936	–	–	5.18%	7
2023 Q4	$12.2M	Hold	2,857,936	–	–	4.03%	8
2023 Q3	$12M	Hold	2,857,936	–	–	4.34%	8
2023 Q2	$12.1M	Hold	2,857,936	–	–	5.12%	7
2023 Q1	$13.4M	Hold	2,857,936	–	–	5.52%	7
2022 Q4	$12.2M	Hold	2,857,936	–	–	5.78%	6
2022 Q3	$10.4M	Buy	+2,857,936	New	+$12.3M	4.37%	8
2020 Q3	–	Sell	-2,857,936	Closed	-$9.7M	–	17
2020 Q2	$9.7M	Hold	2,857,936	–	–	6.72%	5
2020 Q1	$10.3M	Hold	2,857,936	–	–	8.67%	4
2019 Q4	$16.3M	Hold	2,857,936	–	–	9.72%	4
2019 Q3	$13.3M	Hold	2,857,936	–	–	8.37%	4
2019 Q2	$15.7M	Hold	2,857,936	–	–	9.33%	4
2019 Q1	$17.1M	Hold	2,857,936	–	–	10.62%	4
2018 Q4	$16.2M	Hold	2,857,936	–	–	11.81%	2
2018 Q3	$21M	Hold	2,857,936	–	–	13.61%	2
2018 Q2	$22.3M	Hold	2,857,936	–	–	16.51%	2
2018 Q1	$20.3M	Hold	2,857,936	–	–	15.18%	2
2017 Q4	$22.1M	Hold	2,857,936	–	–	18.25%	2
2017 Q3	$22.4M	Hold	2,857,936	–	–	19.59%	2
2017 Q2	$25.4M	Hold	2,857,936	–	–	23.11%	2
2017 Q1	$23.4M	Hold	2,857,936	–	–	22.52%	1
2016 Q4	$23.1M	Hold	2,857,936	–	–	14.83%	3
2016 Q3	$22M	Hold	2,857,936	–	–	14.45%	3
2016 Q2	$20.3M	Hold	2,857,936	–	–	13.36%	3
2016 Q1	$19.9M	Hold	2,857,936	–	–	12.08%	3
2015 Q4	$21M	Hold	2,857,936	–	–	12.82%	3
2015 Q3	$20.7M	Hold	2,857,936	–	–	12.15%	3
2015 Q2	$24.6M	Hold	2,857,936	–	–	13.03%	3
2015 Q1	$25.3M	Hold	2,857,936	–	–	14.07%	3
2014 Q4	$25.7M	Hold	2,857,936	–	–	15.73%	3
2014 Q3	$27M	Hold	2,857,936	–	–	16%	2
2014 Q2	$26M	Hold	2,857,936	–	–	15.23%	2
2014 Q1	$27.6M	Sell	2,857,936 -1,402	-0%	-$13.1K	15.22%	2
2013 Q4	$27.9M	Sell	2,859,338 -73,959	-3%	-$624K	13.66%	2
2013 Q3	$23.1M	Hold	2,933,297	–	–	12.01%	3
2013 Q2	$22.8M	Buy	+2,933,297	New	+$21.7M	12.55%	3

Other funds holding TLF

JIM

JCP Investment Management Houston, Texas $150M AUM 19.22% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

BFM

Brooklands Fund Management London, United Kingdom $88.9M AUM

VIP

Value Investment Professionals New York $119M AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

VFA

Values First Advisors Gray, Tennessee $219M AUM 33.32% 1-Year Est. Return

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bandera Partners's TLF Position: Q1 2026 in Review

Bandera Partners held its Tandy Leather Factory (TLF) position steady in Q1 2026 at 2,857,936 shares worth $6.6M. The position accounts for 2.99% of the portfolio, ranked #12.

Bandera Partners first reported a position in TLF in Q2 2013 and has held it in 44 quarters since. The position peaked at $27.9M in Q4 2013. 23 funds tracked by Wall St. Rank hold TLF as of Q1 2026.

Bandera Partners held 2,857,936 shares of Tandy Leather Factory worth $6.6M as of Q1 2026.
Bandera Partners left its Tandy Leather Factory share count unchanged in Q1 2026.
Tandy Leather Factory made up 2.99% of Bandera Partners's portfolio in Q1 2026, its #12 holding.
Bandera Partners first reported a position in Tandy Leather Factory in Q2 2013 and has held it in 44 quarters since.
Bandera Partners's Tandy Leather Factory position peaked at $27.9M in Q4 2013.
23 funds tracked by Wall St. Rank held Tandy Leather Factory as of Q1 2026.

Based on Bandera Partners's 13F filing for Q1 2026, filed 13 May 2026.