Bandera Partners LLC
CIK: 0001399386Latest portfolio: $222.5M · Q4 2025
Holdings
13
Total Value
$222.5M
New Positions
0
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | JYNTJOINT CORP | 3,937,296 | $34.3M | 15.43% | — | |
| 2 | SGUSTAR GROUP L P | 2,745,360 | $32.5M | 14.61% | — | |
| 3 | GOOGLALPHABET INC | 89,322 | $28.0M | 12.57% | — | |
| 4 | AMKRAMKOR TECHNOLOGY INC | 693,519 | $27.4M | 12.31% | -79,974 | |
| 5 | BURBURFORD CAP LTD | 2,414,460 | $21.5M | 9.68% | -13,301 | |
| 6 | SKYWSKYWEST INC | 179,107 | $18.0M | 8.08% | — | |
| 7 | AMRCAMERESCO INC | 526,769 | $15.4M | 6.94% | — | |
| 8 | NIJNELNET INC | 102,389 | $13.6M | 6.12% | — | |
| 9 | AIOTPOWERFLEET INC | 1,881,666 | $10.0M | 4.50% | — | |
| 10 | TLFTANDY LEATHER FACTORY INC | 2,857,936 | $7.8M | 3.52% | — | |
| 11 | BTMDBIOTE CORP | 2,283,791 | $5.9M | 2.67% | — | |
| 12 | RRNRED ROBIN GOURMET BURGERS IN | 1,350,000 | $5.5M | 2.46% | — | |
| 13 | HQIHIREQUEST INC | 236,847 | $2.5M | 1.12% | — |
Sector Breakdown
Industrials0.0% ($17984.2T)
Technology0.0% ($2.7T)
Healthcare0.0% ($343.3B)
Unknown0.0% ($136.2B)
Energy0.0% ($32.5M)
Communication Services0.0% ($28.0M)
Financial Services0.0% ($21.5M)
Consumer Cyclical0.0% ($7.8M)
Filing History
Fund Information
Bandera Partners LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $222.5M across 13 holdings. The largest position is JOINT CORP (JYNT), representing 15.4% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.