Bandera Partners LLC 13F Holdings

CIK 0001399386 · New York, NY

As of Sep 30, 2025, Bandera Partners LLC reported 13 positions worth $228.1M in its SEC Form 13F filing.

Top 13 holdings

SecurityTickerSectorSharesValue% of portfolio
JOINT CORPJYNTHealthcare3,937,296$37.6M16.47%
STAR GROUP L P UNIT LTD PARTNRSGUEnergy2,745,360$32.5M14.24%
BURFORD CAPITAL LTDBURFinancial Services2,427,761$29.0M12.73%
AMKOR TECHNOLOGY INCAMKRTechnology773,493$22.0M9.63%
ALPHABET INCGOOGLEquity89,322$21.7M9.52%
SKYWEST INCSKYWIndustrials179,107 8.0M7.90%
AMERESCO INCAMRCIndustrials526,769 7.7M7.75%
NELNET INCNNI—102,389 2.8M5.63%
POWERFLEET INCAIOTTechnology1,881,666$9.9M4.32%
RED ROBIN GOURMET BURGERS INRRGBConsumer Cyclical1,350,000$9.3M4.06%
TANDY LEATHER FACTORY INCTLFConsumer Cyclical2,857,936$8.6M3.76%
BIOTE CORP——2,283,791$6.9M3.00%
HIREQUEST INCHQIIndustrials236,847$2.3M1.00%