Bandera Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$221.1M
Q ending 2026-03-31
Prior quarter
$222.5M
Q ending 2025-12-31
Change
-0.6% QoQ · -20.5% YoY
Positions
17
reported holdings
Largest positions
All 17 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Joint Corp | JYNT | Shares | $34.8M | 3.9M |
| Star Group L P | SGU | Shares | $33.7M | 2.7M |
| Amkor Technology Inc | AMKR | Shares | $31.2M | 694K |
| Alphabet Inc | GOOGL | Shares | $25.7M | 89K |
| Skywest Inc | SKYW | Shares | $16.4M | 179K |
| Ameresco Inc | AMRC | Shares | $12.1M | 476K |
| Par Technology Corp | PAR | Shares | $9.3M | 700K |
| Molina Healthcare Inc | MOH | Shares | $8.1M | 61K |
| Burford Capital Limited | Shares | $7.9M | 1.8M | |
| Intuit | INTU | Shares | $7.8M | 18K |
| Powerfleet Inc | AIOT | Shares | $7.3M | 2.4M |
| Tandy Leather Factory Inc | TLF | Shares | $6.6M | 2.9M |
| Nelnet Inc | NNI | Shares | $6.1M | 47K |
| Brinker Intl Inc | EAT | Shares | $4.7M | 33K |
| Red Robin Gourmet Burgers In | RRGB | Shares | $4.0M | 1.4M |
| Biote Corp | BTMD | Shares | $2.8M | 2.1M |
| Hirequest Inc | HQI | Shares | $2.4M | 237K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.