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Bandera Partners LLC

Portfolio Manager
Bandera Partners LLC
Performance
-1.04% (2025 Q4)
AUM (13F)
$221.09M
# of Holdings
17
Performance Rank
Allocation (Top 20)
100.01%

Bandera Partners LLC Holdings Map

Top 17 Bandera Partners LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
JYNT
JOINT CORP
15.76%3.94M$34.8M
+0.00%(+0)
2025-Q1: 3.94M shares2025-Q2: 3.94M shares2025-Q3: 3.94M shares2025-Q4: 3.94M shares2026-Q1: 3.94M shares
$25.00(-67.16%)
2026-03-31
SGU
STAR GROUP L P
15.25%2.75M$33.7M
+0.00%(+0)
2025-Q1: 3.45M shares2025-Q2: 2.75M shares2025-Q3: 2.75M shares2025-Q4: 2.75M shares2026-Q1: 2.75M shares
$6.67(+94.93%)
2026-03-31
AMKR
AMKOR TECHNOLOGY INC
14.13%693.5K$31.2M
+0.00%(+0)
2025-Q1: 304.9K shares2025-Q2: 773.5K shares2025-Q3: 773.5K shares2025-Q4: 693.5K shares2026-Q1: 693.5K shares
$20.60(+249.99%)
2026-03-31
GOOGL
ALPHABET INC
11.62%89.3K$25.7M
+0.00%(+0)
2025-Q1: 116.3K shares2025-Q2: 89.3K shares2025-Q3: 89.3K shares2025-Q4: 89.3K shares2026-Q1: 89.3K shares
$64.30(+523.78%)
2026-03-31
SKYW
SKYWEST INC
7.44%179.1K$16.4M
+0.00%(+0)
2025-Q1: 209.0K shares2025-Q2: 179.1K shares2025-Q3: 179.1K shares2025-Q4: 179.1K shares2026-Q1: 179.1K shares
$86.12(-2.81%)
2026-03-31
AMRC
AMERESCO INC
5.49%476.3K$12.1M
-9.58%(-50.46K)
2025-Q1: 734.4K shares2025-Q2: 526.8K shares2025-Q3: 526.8K shares2025-Q4: 526.8K shares2026-Q1: 476.3K shares
$18.68(+78.15%)
2026-03-31
PAR
PAR TECHNOLOGY CORP
4.22%700.0K$9.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 700.0K shares
$24.80(-41.34%)
2026-03-31
MOH
MOLINA HEALTHCARE INC
3.68%61.0K$8.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 61.0K shares
$153.42(+21.76%)
2026-03-31
BUR
BURFORD CAPITAL LIMITED
3.59%1.76M$7.9M
-27.24%(-657.70K)
2025-Q1: 1.77M shares2025-Q2: 2.51M shares2025-Q3: 2.43M shares2025-Q4: 2.41M shares2026-Q1: 1.76M shares
$11.13(-56.53%)
2026-03-31
INTU
INTUIT
3.52%18.0K$7.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 18.0K shares
$547.40(-30.89%)
2026-03-31

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