Tandy Leather Factory, Inc. (TLF)

Distributing

Strong institutional distribution: ownership decreased -3.12% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

59.17%

QoQ Change

-3.12%

Total Value

$11.0B

Shares Outstanding

8.1M

Crowding AnalysisCrowded

Holders23of 5,944

Avg: 68

Uncrowded76th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.67x

39th percentile

6 buying9 selling

New

-4

Closed

-252,138

Net shares

Holding Period Distribution

estimate

Median: 4 QAvg: 4.3 QHolders: 23

Ownership Concentration

Top 5: 91.0%Top 10: 98.1%

Bandera Partners59.8%

JCP Investment Management,18.3%

FIRST FOUNDATION ADVISORS4.7%

Brooklands Fund Management4.3%

Value Investment Professionals,3.9%

Others (18)9.0%

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Conviction-Weighted Ownership

Median weight: 0.05%Avg weight: 0.52%Max: 2.99%High conviction (>1%): 2

Bandera Partners

JCP Investment Management,

FIRST FOUNDATION ADVISORS

Brooklands Fund Management

Value Investment Professionals,

VANGUARD CAPITAL MANAGEMENT

MONEY CONCEPTS CAPITAL

Values First Advisors,

GEORGE KAISER FAMILY FOUNDATION

VANGUARD FIDUCIARY TRUST

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

SOLDFIRST FOUNDATION ADVISORS$520K225K shr

NEWVANGUARD CAPITAL MANAGEMENT$304K131K shr

NEWVANGUARD FIDUCIARY TRUST$64K28K shr

BOUGHTValues First Advisors$35K15K shr

NEWValue Investment Professionals$504K184K shr

NEWCITADEL ADVISORS$105K38K shr

SOLDValues First Advisors$28K10K shr

BOUGHTVANGUARD GROUP$11K4K shr

SOLDMONEY CONCEPTS CAPITAL$4K1K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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