Bandera Partners LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$222.5M
Holdings
13
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | 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% | |
| 5 | BURBURFORD CAP LTD | 2,414,460 | $21.5M | 9.68% | |
| 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% |