TLFNasdaqLeather & Leather ProductsFiscal year ends December 31
TANDY LEATHER FACTORY INC
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 11, 2026
$2.36−0.03 (-1.33%)
Close on Oct 19, 2026
- Market cap
- $19.23M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
58.9%
5M of 8M shares
Institutional holders
24
2 new, 1 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TLF | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Bandera Partners LLC | 2,857,936 | 34.89% | $6.66M | – | 2.35% |
| JCP Investment Management, LLC | 876,059 | 10.69% | $2.04M | – | 1.09% |
| First Foundation Advisors | 224,345 | 2.74% | $522.72K | – | 0.02% |
| Brooklands Fund Management Ltd | 215,717 | 2.63% | $498.30K | +10,000 | 0.39% |
| Value Investment Professionals, LLC | 183,939 | 2.25% | $428.58K | – | 0.36% |
| Vanguard Capital Management LLC | 144,428 | 1.76% | $336.52K | +13,018 | 0.00% |
| Money Concepts Capital Corp | 80,599 | 0.98% | $187.80K | – | 0.01% |
| Values First Advisors, Inc. | 57,779 | 0.71% | $134.63K | −13 | 0.06% |
| George Kaiser Family Foundation | 43,443 | 0.53% | $101.22K | +2,300 | 0.01% |
| Renaissance Technologies LLC | 26,912 | 0.33% | $62.71K | +10,212 | 0.00% |
| Vanguard Fiduciary Trust Co | 25,635 | 0.31% | $59.73K | −2,272 | 0.00% |
| Geode Capital Management, LLC | 25,184 | 0.31% | $58.70K | +10,588 | 0.00% |
| Dimensional Fund Advisors LP | 21,409 | 0.26% | $49.88K | +3,376 | 0.00% |
| NewEdge Advisors, LLC | 12,573 | 0.15% | $29.30K | – | 0.00% |
| James Investment Research Inc | 12,573 | 0.15% | $29.30K | – | 0.00% |
| State Street Corp | 12,057 | 0.15% | $28.09K | – | 0.00% |
| Tower Research Capital LLC (TRC) | 1,476 | 0.02% | $3.44K | −689 | 0.00% |
| Osaic Holdings, Inc. | 848 | 0.01% | $1.98K | – | 0.00% |
| Barclays PLC | 14 | 0.00% | $33 | New | 0.00% |
| Royal Bank of Canada | 8 | 0.00% | $0 | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 24 | 5M | 58.9% | 2 / 6 | 3 / 1 | 0M | 0M |
| Q1 2026 | 23 | 5M | 58.3% | 2 / 4 | 5 / 3 | 0M | 0M |
| Q4 2025 | 25 | 5M | 61.4% | 4 / 4 | 5 / 3 | 0M | 0M |
| Q3 2025 | 24 | 5M | 58.1% | 1 / 5 | 5 / 3 | 0M | 0M |
| Q2 2025 | 26 | 5M | 59.1% | 5 / 9 | 4 / 2 | 0M | 0M |
| Q1 2025 | 23 | 5M | 60.6% | 5 / 6 | 6 / 1 | 0M | 0M |
| Q4 2024 | 19 | 5M | 59.8% | 4 / 2 | 5 / 0 | 0M | 0M |
| Q3 2024 | 15 | 5M | 58.2% | 2 / 7 | 1 / 3 | 0M | 0M |
| Q2 2024 | 17 | 5M | 58.1% | 2 / 5 | 3 / 1 | 0M | 0M |
| Q1 2024 | 16 | 5M | 58.0% | 1 / 5 | 2 / 1 | 0M | 0M |
| Q4 2023 | 16 | 5M | 57.8% | 3 / 4 | 3 / 1 | 0M | 0M |
| Q3 2023 | 14 | 5M | 57.6% | 3 / 2 | 3 / 1 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TLF | Value | % of fund | As of |
|---|---|---|---|---|---|
| Fundamental Family Office Allocation Fund | 170,027 | 2.08% | $396.16K | 0.59% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 103,981 | 1.27% | $242.28K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 40,447 | 0.49% | $94.24K | 0.00% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 7,253 | 0.09% | $17.04K | 0.00% | May 31, 2026 |
| U.S. Core Equity 2 Portfolio | 5,968 | 0.07% | $14.14K | 0.00% | Jul 31, 2026 |
| LVIP Dimensional U.S. Core Equity 2 Fund | 3,803 | 0.05% | $8.86K | 0.00% | Jun 30, 2026 |
| U.S. Vector Equity Portfolio | 3,724 | 0.05% | $8.83K | 0.00% | Jul 31, 2026 |
| U.S. Social Core Equity 2 Portfolio | 2,447 | 0.03% | $5.80K | 0.00% | Jul 31, 2026 |
| Dimensional US Sustainability Core 1 ETF | 1,360 | 0.02% | $3.22K | 0.00% | Jul 31, 2026 |
| Dimensional US Core Equity 1 ETF | 1,058 | 0.01% | $2.51K | 0.00% | Jul 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 857 | 0.01% | $2.03K | 0.00% | Jul 31, 2026 |
| Fidelity Total Market Index Fund | 820 | 0.01% | $1.93K | 0.00% | May 31, 2026 |
| Acclivity Small Cap Value Fund | 149 | 0.00% | $347 | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Lars Johan Hedberg | Chief Executive Officer, Director | 100,000 | 1.22% | May 1, 2026 |
| John Richmond Sullivan | Director | 6,035 | 0.07% | Jun 11, 2026 |
| Victoria Marie Cantrell | Director | 23,221 | 0.28% | Jun 11, 2026 |
| Diana Saadeh-Jajeh | Director | 7,601 | 0.09% | Jun 11, 2026 |
| Johnathan Lee Gehre | Director | 10,371 | 0.13% | Jun 11, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John Richmond Sullivan Director | Jun 9, 2026 | Award | +6,035 | – | – | 6,035 |
| John Richmond Sullivan Director | Jun 9, 2026 | Option exercise | +4,336 | – | – | 10,371 |
| Diana Saadeh-Jajeh Director | Jun 9, 2026 | Award | +6,035 | – | – | 7,601 |
| Diana Saadeh-Jajeh Director | Jun 9, 2026 | Option exercise | +5,902 | – | – | 13,503 |
| Victoria Marie Cantrell Director | Jun 9, 2026 | Award | +6,035 | – | – | 23,221 |
| Victoria Marie Cantrell Director | Jun 9, 2026 | Option exercise | +6,714 | – | – | 29,935 |
| Johnathan Lee Gehre Director | Jun 9, 2026 | Option exercise | +4,336 | – | – | 10,371 |
| Johnathan Lee Gehre Director | Jun 9, 2026 | Award | +6,035 | – | – | 6,035 |
| Victoria Marie Cantrell Director | Jun 8, 2026 | Option exercise | +700 | – | – | 16,374 |
| Victoria Marie Cantrell Director | Jun 8, 2026 | Option exercise | +812 | – | – | 17,186 |
| Victoria Marie Cantrell Director | Jun 4, 2026 | Option exercise | +783 | – | – | 15,674 |
| Diana Saadeh-Jajeh Director | Jun 4, 2026 | Option exercise | +783 | – | – | 1,566 |
| Lars Johan Hedberg Chief Executive Officer, Director | Feb 18, 2026 | Option exercise | +100,000 | – | – | 100,000 |
| Lars Johan Hedberg Chief Executive Officer, Director | Feb 18, 2026 | Tax withholding | −39,350 | – | – | 60,350 |
| Janet A. Carr CEO, Director | Oct 3, 2022 | Option exercise | +92,000 | – | – | 404,049 |
| Janet A. Carr CEO, Director | Oct 3, 2022 | Tax withholding | −34,362 | – | – | 369,687 |
| Sejal Vinu Patel Director | Jun 7, 2022 | Award | +2,800 | $2800.00 | $7.84M | 2,800 |
| Victoria Marie Cantrell Director | Jun 7, 2022 | Award | +2,800 | $2800.00 | $7.84M | 2,800 |
| James C. Pappas Director | Jun 7, 2022 | Award | +2,800 | $2800.00 | $7.84M | 2,800 |
| William M. Warren Director | Jun 7, 2022 | Award | +2,800 | $2800.00 | $7.84M | 2,800 |
| Janet A. Carr CEO, Director | Jan 5, 2022 | Buy | +27,249 | – | – | 312,049 |
| Janet A. Carr CEO, Director | Oct 2, 2021 | Option exercise | +92,000 | – | – | 284,800 |
| James C. Pappas Director | Feb 23, 2021 | Option exercise | +451 | – | – | 860,548 |
| Tina L. Castillo CFO (former) | Feb 28, 2020 | Option exercise | +10,000 | – | – | 20,101 |
| James C. Pappas Director | Feb 24, 2020 | Option exercise | +450 | – | – | 860,097 |
| Janet A. Carr CEO, Director | Oct 2, 2019 | Option exercise | +92,000 | – | – | 100,800 |
| Jefferson Gramm Director, 10% owner | Mar 22, 2019 | Option exercise | +508 | – | – | 2,861,689 |
| Janet A. Carr CEO, Director | Mar 13, 2019 | Buy | +8,800 | $5.70 | $50.16K | 8,800 |
| Gregory Bylinsky 10% owner | Mar 11, 2019 | Buy | +1,329 | $5.51 | $7.32K | 5,161 |
| Jefferson Gramm Director, 10% owner | Mar 11, 2019 | Buy | +1,329 | $5.51 | $7.32K | 2,861,181 |
| James C. Pappas Director | Feb 23, 2019 | Option exercise | +450 | – | – | 860,097 |
| Jefferson Gramm Director, 10% owner | Feb 23, 2019 | Option exercise | +450 | – | – | 2,859,852 |
| James C. Pappas Director | Dec 3, 2018 | Other | −111,137 | – | – | 0 |
| James C. Pappas Director | Dec 3, 2018 | Other | +111,137 | – | – | 859,197 |
| Shannon L. Greene – | Nov 20, 2018 | Sale | −25,000 | $6.34 | $158.50K | 146,394 |
| Mark J. Angus – | Nov 16, 2018 | Sale | −2,714 | $6.68 | $18.13K | 17,708 |
| Mark J. Angus – | Nov 15, 2018 | Sale | −3,000 | $6.78 | $20.34K | 20,422 |
| Mark J. Angus – | Nov 14, 2018 | Sale | −2,300 | $6.81 | $15.66K | 23,422 |
| Mark J. Angus – | Nov 13, 2018 | Sale | −900 | $6.97 | $6.27K | 25,722 |
| Mark J. Angus – | Nov 12, 2018 | Sale | −4,402 | $7.07 | $31.12K | 26,622 |
| Tina L. Castillo CFO/TREASURER | Oct 15, 2018 | Award | +10,000 | – | – | 20,101 |
| Shannon L. Greene – | Oct 10, 2018 | Sale | −12,512 | $7.25 | $90.71K | 183,805 |
| Shannon L. Greene – | Oct 5, 2018 | Sale | −765 | $7.30 | $5.58K | 196,317 |
| James C. Pappas Director | May 17, 2018 | Buy | +20,000 | $7.80 | $156.00K | 111,137 |
| James C. Pappas Director | May 14, 2018 | Buy | +20,000 | $7.88 | $157.60K | 91,137 |
| James C. Pappas Director | May 11, 2018 | Buy | +4,000 | $7.90 | $31.60K | 71,137 |
| James C. Pappas Director | May 9, 2018 | Buy | +11,100 | $7.57 | $84.03K | 67,137 |
| James C. Pappas Director | May 8, 2018 | Buy | +10,000 | $7.39 | $73.90K | 56,037 |
| James C. Pappas Director | May 7, 2018 | Buy | +38,503 | $7.40 | $284.92K | 46,037 |
| William M. Warren SECRETARY | Apr 10, 2018 | Other | −38,902 | – | – | 26,383 |
| James C. Pappas Director | Mar 14, 2018 | Buy | +1 | $7.45 | $7 | 7,534 |
| James C. Pappas Director | Mar 13, 2018 | Buy | +248 | $7.45 | $1.85K | 7,533 |
| James C. Pappas Director | Sep 15, 2017 | Buy | +793 | $8.30 | $6.58K | 7,285 |
| James C. Pappas Director | Aug 29, 2017 | Buy | +5,000 | $8.30 | $41.50K | 6,492 |
| James C. Pappas Director | Aug 28, 2017 | Buy | +1,392 | $8.30 | $11.55K | 1,492 |
| James C. Pappas Director | Aug 24, 2017 | Buy | +100 | $8.25 | $825 | 100 |
| T. Field Lange Director | Jun 13, 2017 | Option exercise | +3,000 | $4.80 | $14.40K | 17,264 |
| T. Field Lange Director | Jun 13, 2017 | Option exercise | +3,000 | $6.87 | $20.61K | 17,264 |
| T. Field Lange Director | Jun 13, 2017 | Option exercise | +200 | $4.41 | $882 | 17,264 |
| T. Field Lange Director | Jun 13, 2017 | Option exercise | +3,000 | $5.27 | $15.81K | 17,264 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.