Bandera Partners LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$277.9B

Holdings

18

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (18 positions)

#StockSharesValue% PortfolioType
1
JYNTJOINT CORP
3,937,296$49.2B17.69%
2
SGUSTAR GROUP L P
3,445,360$45.4B16.34%
3
BURBURFORD CAP LTD
1,767,114$23.3B8.40%
4
OXYOCCIDENTAL PETE CORP
425,000$21.0B7.55%
5
MTCHMATCH GROUP INC NEW
595,000$18.6B6.68%
6
SKYWSKYWEST INC
209,000$18.3B6.57%
7
GOOGLALPHABET INC
116,300$18.0B6.47%
8
NIJNELNET INC
127,000$14.1B5.07%
9
EXEEXPAND ENERGY CORPORATION
95,000$10.6B3.81%
10
CMPRCIMPRESS PLC
230,000$10.4B3.74%
11
AIOTPOWERFLEET INC
1,864,317$10.2B3.68%
12
AMRCAMERESCO INC
734,355$8.9B3.19%
13
TLFTANDY LEATHER FACTORY INC
2,857,936$8.3B2.98%
14
BTMDBIOTE CORP
2,435,635$8.1B2.92%
15
AMKRAMKOR TECHNOLOGY INC
304,853$5.5B1.98%
16
RRNRED ROBIN GOURMET BURGERS IN
850,000$3.0B1.09%
17
HQIHIREQUEST INC
251,847$3.0B1.08%
18
DYAIDYADIC INTL INC DEL
1,566,908$2.1B0.76%