JCP Investment Management’s Tandy Leather Factory TLF Stock Holding History

JCP Investment Management’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 Q2	$2.04M	Hold	876,059	–	–	1.09%	17
2026 Q1	$2.02M	Hold	876,059	–	–	1.35%	14
2025 Q4	$2.4M	Hold	876,059	–	–	1.9%	13
2025 Q3	$2.63M	Hold	876,059	–	–	1.72%	13
2025 Q2	$2.71M	Hold	876,059	–	–	1.56%	15
2025 Q1	$2.54M	Hold	876,059	–	–	1.57%	14
2024 Q4	$4.2M	Hold	876,059	–	–	2.47%	13
2024 Q3	$3.67M	Buy	876,059 +2,421	+0.3%	+$10.2K	3.04%	13
2024 Q2	$3.93M	Hold	873,638	–	–	4.39%	9
2024 Q1	$4.06M	Hold	873,638	–	–	6.47%	7
2023 Q4	$3.72M	Hold	873,638	–	–	4.39%	6
2023 Q3	$3.68M	Buy	873,638 +3,210	+0.4%	+$13.7K	3.88%	6
2023 Q2	$3.73M	Hold	870,428	–	–	3.11%	8
2023 Q1	$4.09M	Hold	870,428	–	–	2.88%	11
2022 Q4	$3.7M	Hold	870,428	–	–	3.12%	11
2022 Q3	$3.16M	Buy	+870,428	New	+$3.74M	2.24%	13

Other funds holding TLF

Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

BFM

Brooklands Fund Management London, United Kingdom $128M AUM

VIP

Value Investment Professionals New York $119M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.04B AUM 36.93% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

JCP Investment Management's TLF Position: Q2 2026 in Review

JCP Investment Management held its Tandy Leather Factory (TLF) position steady in Q2 2026 at 876,059 shares worth $2.04M. The position accounts for 1.09% of the portfolio, ranked #17.

JCP Investment Management first reported a position in TLF in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.2M in Q4 2024. 24 funds tracked by Wall St. Rank hold TLF as of Q2 2026.

JCP Investment Management held 876,059 shares of Tandy Leather Factory worth $2.04M as of Q2 2026.
JCP Investment Management left its Tandy Leather Factory share count unchanged in Q2 2026.
Tandy Leather Factory made up 1.09% of JCP Investment Management's portfolio in Q2 2026, its #17 holding.
JCP Investment Management first reported a position in Tandy Leather Factory in Q3 2022 and has held it in 16 quarters since.
JCP Investment Management's Tandy Leather Factory position peaked at $4.2M in Q4 2024.
24 funds tracked by Wall St. Rank held Tandy Leather Factory as of Q2 2026.

Based on JCP Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.