Tandy Leather Factory
TLF on Nasdaq. Market value $20m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 24 funds in all.
Largest holders overall
- Bandera Partners$7m
- JCP Investment Management$2m
- First Foundation Advisors$522,724
- Brooklands Fund Management$498,302Added
- Value Investment Professionals$428,578
- Vanguard Capital Management$336,517Added
- Money Concepts Capital$187,796
- Values First Advisors$134,625
- George Kaiser Family Foundation$101,222Added
- Renaissance Technologies$62,705Added
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
No one has reported a stake above 5% since December 2024.
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.