Bandera Partners LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$221.9B
Holdings
14
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | JYNTJOINT CORP | 3,937,296 | $45.4B | 20.48% | |
| 2 | BURBURFORD CAP LTD | 2,510,883 | $35.8B | 16.14% | |
| 3 | SGUSTAR GROUP L P | 2,745,360 | $32.1B | 14.48% | |
| 4 | SKYWSKYWEST INC | 179,107 | $18.4B | 8.31% | |
| 5 | AMKRAMKOR TECHNOLOGY INC | 773,493 | $16.2B | 7.32% | |
| 6 | GOOGLALPHABET INC | 89,322 | $15.7B | 7.10% | |
| 7 | NIJNELNET INC | 102,389 | $12.4B | 5.59% | |
| 8 | BTMDBIOTE CORP | 2,283,791 | $9.2B | 4.14% | |
| 9 | TLFTANDY LEATHER FACTORY INC | 2,857,936 | $8.8B | 3.98% | |
| 10 | AIOTPOWERFLEET INC | 1,881,666 | $8.1B | 3.66% | |
| 11 | AMRCAMERESCO INC | 526,769 | $8.0B | 3.61% | |
| 12 | RRNRED ROBIN GOURMET BURGERS IN | 1,350,000 | $7.8B | 3.52% | |
| 13 | HQIHIREQUEST INC | 236,847 | $2.4B | 1.07% | |
| 14 | DYAIDYADIC INTL INC DEL | 1,383,308 | $1.4B | 0.62% |