Bandera Partners as of Sept. 30, 2025
Portfolio Holdings for Bandera Partners
Bandera Partners holds 13 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Joint (JYNT) | 16.5 | $38M | 3.9M | 9.54 | |
| Star Group Unit Ltd Partnr (SGU) | 14.2 | $33M | 2.7M | 11.83 | |
| Burford Cap Ord Shs (BUR) | 12.7 | $29M | 2.4M | 11.96 | |
| Amkor Technology (AMKR) | 9.6 | $22M | 774k | 28.40 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.5 | $22M | 89k | 243.10 | |
| SkyWest (SKYW) | 7.9 | $18M | 179k | 100.62 | |
| Ameresco Cl A (AMRC) | 7.8 | $18M | 527k | 33.58 | |
| Nelnet Cl A (NNI) | 5.6 | $13M | 102k | 125.38 | |
| Powerfleet (AIOT) | 4.3 | $9.9M | 1.9M | 5.24 | |
| Red Robin Gourmet Burgers (RRGB) | 4.1 | $9.3M | 1.4M | 6.86 | |
| Tandy Leather Factory (TLF) | 3.8 | $8.6M | 2.9M | 3.00 | |
| Biote Corp Class A Com (BTMD) | 3.0 | $6.9M | 2.3M | 3.00 | |
| Hirequest (HQI) | 1.0 | $2.3M | 237k | 9.62 |
