Bandera Partners
Latest statistics and disclosures from Bandera Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are JYNT, SGU, AMKR, GOOGL, SKYW, and represent 64.19% of Bandera Partners's stock portfolio.
- Added to shares of these 5 stocks: PAR (+$9.3M), MOH (+$8.1M), INTU (+$7.8M), EAT, AIOT.
- Started 4 new stock positions in PAR, MOH, INTU, EAT.
- Reduced shares in these 4 stocks: NNI (-$7.1M), BUR, AMRC, BTMD.
- Bandera Partners was a net buyer of stock by $20M.
- Bandera Partners has $221M in assets under management (AUM), dropping by -0.62%.
- Central Index Key (CIK): 0001399386
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Portfolio Holdings for Bandera Partners
Bandera Partners holds 17 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Joint (JYNT) | 15.8 | $35M | 3.9M | 8.85 |
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| Star Group Unit Ltd Partnr (SGU) | 15.2 | $34M | 2.7M | 12.28 |
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| Amkor Technology (AMKR) | 14.1 | $31M | 694k | 45.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 11.6 | $26M | 89k | 287.56 |
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| SkyWest (SKYW) | 7.4 | $16M | 179k | 91.83 |
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| Ameresco Cl A (AMRC) | 5.5 | $12M | -9% | 476k | 25.50 |
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| PAR Technology Corporation (PAR) | 4.2 | $9.3M | NEW | 700k | 13.33 |
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| Molina Healthcare (MOH) | 3.7 | $8.1M | NEW | 61k | 133.30 |
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| Burford Capital Ord Shs (BUR) | 3.6 | $7.9M | -27% | 1.8M | 4.52 |
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| Intuit (INTU) | 3.5 | $7.8M | NEW | 18k | 432.38 |
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| Powerfleet (AIOT) | 3.3 | $7.3M | +26% | 2.4M | 3.08 |
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| Tandy Leather Factory (TLF) | 3.0 | $6.6M | 2.9M | 2.31 |
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| Nelnet Cl A (NNI) | 2.8 | $6.1M | -53% | 47k | 128.96 |
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| Brinker International (EAT) | 2.1 | $4.7M | NEW | 33k | 142.77 |
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| Red Robin Gourmet Burgers (RRGB) | 1.8 | $4.0M | 1.4M | 2.93 |
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| Biote Corp Class A Com (BTMD) | 1.3 | $2.8M | -9% | 2.1M | 1.35 |
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| Hirequest (HQI) | 1.1 | $2.4M | 237k | 9.98 |
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Past Filings by Bandera Partners
SEC 13F filings are viewable for Bandera Partners going back to 2010
- Bandera Partners 2026 Q1 filed May 13, 2026
- Bandera Partners 2025 Q4 filed Feb. 13, 2026
- Bandera Partners 2025 Q3 filed Nov. 12, 2025
- Bandera Partners 2025 Q2 filed Aug. 12, 2025
- Bandera Partners 2025 Q1 filed May 13, 2025
- Bandera Partners 2024 Q4 filed Feb. 12, 2025
- Bandera Partners 2024 Q3 filed Nov. 12, 2024
- Bandera Partners 2024 Q2 filed Aug. 12, 2024
- Bandera Partners 2024 Q1 filed May 14, 2024
- Bandera Partners 2023 Q4 filed Feb. 13, 2024
- Bandera Partners 2023 Q3 filed Nov. 13, 2023
- Bandera Partners 2023 Q2 filed Aug. 10, 2023
- Bandera Partners 2023 Q1 filed May 12, 2023
- Bandera Partners 2022 Q4 filed Feb. 13, 2023
- Bandera Partners 2022 Q3 filed Nov. 10, 2022
- Bandera Partners 2022 Q2 filed Aug. 12, 2022