SEC 13F Intelligence

Bandera Partners LLC / TLF

Bandera Partners LLC’s Tandy Leather Factory Inc Position

Does Bandera Partners LLC own Tandy Leather Factory Inc (TLF)? Yes — 2.86M shares worth $7M (+2.99% of its 13F portfolio) as of Q1 2026.

Position Value
$7M
Q1 2026
Shares
2.86M
% of Portfolio
+2.99%
Quarters Held
22
currently held

Position History TLF

Reported value by quarter
Q4 ’18: $16MQ4 ’18Q1 ’19: $17MQ2 ’19: $16MQ3 ’19: $13MQ3 ’19Q4 ’19: $16MQ1 ’20: $10MQ2 ’20: $10MQ2 ’20Q3 ’22: $10MQ4 ’22: $12MQ1 ’23: $13MQ1 ’23Q2 ’23: $12MQ3 ’23: $12MQ4 ’23: $12MQ4 ’23Q1 ’24: $13MQ2 ’24: $13MQ3 ’24: $12MQ3 ’24Q4 ’24: $14MQ1 ’25: $8MQ2 ’25: $9MQ2 ’25Q3 ’25: $9MQ4 ’25: $8MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.86M$7M+2.99%
Q4 20252.86M$8M+3.52%
Q3 20252.86M$9M+3.76%
Q2 20252.86M$9M+3.98%
Q1 20252.86M$8M+2.98%
Q4 20242.86M$14M+5.21%
Q3 20242.86M$12M+4.52%
Q2 20242.86M$13M+4.66%
Q1 20242.86M$13M+5.18%
Q4 20232.86M$12M+4.03%
Q3 20232.86M$12M+4.34%
Q2 20232.86M$12M+5.12%
Q1 20232.86M$13M+5.52%
Q4 20222.86M$12M+5.78%
Q3 20222.86M$10M+4.37%
Q2 20202.86M$10M+6.72%
Q1 20202.86M$10M+8.67%
Q4 20192.86M$16M+9.72%
Q3 20192.86M$13M+8.37%
Q2 20192.86M$16M+9.33%
Q1 20192.86M$17M+10.62%
Q4 20182.86M$16M+11.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bandera Partners LLC’s full portfolio or all institutional holders of TLF.