Bandera Partners as of Dec. 31, 2023
Portfolio Holdings for Bandera Partners
Bandera Partners holds 19 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Activision Blizzard | 16.3 | $49M | 525k | 93.63 | |
| Star Group Unit Ltd Partnr (SGU) | 13.2 | $40M | 3.4M | 11.53 | |
| Joint (JYNT) | 12.5 | $38M | 3.9M | 9.61 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.8 | $30M | 210k | 140.93 | |
| Burford Cap Ord Shs (BUR) | 9.1 | $28M | 1.8M | 15.60 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.2 | $25M | 176k | 139.69 | |
| Match Group (MTCH) | 7.2 | $22M | 595k | 36.50 | |
| Tandy Leather Factory (TLF) | 4.0 | $12M | 2.9M | 4.26 | |
| Nelnet Cl A (NNI) | 3.5 | $11M | 121k | 88.22 | |
| Amkor Technology (AMKR) | 3.4 | $10M | 305k | 33.27 | |
| Biote Corp Class A Com (BTMD) | 3.0 | $9.1M | 1.8M | 4.94 | |
| Chesapeake Energy Corp (EXE) | 2.4 | $7.3M | 95k | 76.94 | |
| Ameresco Cl A (AMRC) | 1.8 | $5.5M | 174k | 31.67 | |
| Mix Telematics Sponsored Adr | 1.7 | $5.0M | 584k | 8.61 | |
| Airsculpt Technologies (AIRS) | 1.5 | $4.7M | 623k | 7.49 | |
| Hirequest (HQI) | 1.3 | $3.9M | 252k | 15.35 | |
| Dyadic International (DYAI) | 0.8 | $2.5M | 1.6M | 1.61 | |
| Wheeler Real Estate Invt Tr | 0.2 | $743k | 2.4M | 0.30 | |
| Rubicon Technologies Cl A (RBTC) | 0.0 | $100k | 128k | 0.78 |
