Bandera Partners as of March 31, 2011
Portfolio Holdings for Bandera Partners
Bandera Partners holds 15 positions in its portfolio as reported in the March 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Star Gas Partners (SGU) | 27.6 | $49M | 8.6M | 5.70 | |
| Assisted Living Concepts | 20.2 | $36M | 916k | 39.14 | |
| Hilltop Holdings (HTH) | 11.3 | $20M | 2.0M | 10.04 | |
| AFC Enterprises | 9.1 | $16M | 1.1M | 15.13 | |
| Luby's | 7.7 | $14M | 2.6M | 5.30 | |
| Tandy Leather Factory (TLF) | 7.0 | $12M | 2.5M | 4.97 | |
| Microsoft Corporation (MSFT) | 5.7 | $10M | 400k | 25.39 | |
| Kenneth Cole Productions | 3.7 | $6.5M | 501k | 12.97 | |
| Ambassadors | 3.2 | $5.7M | 525k | 10.95 | |
| General Motors Company (GM) | 2.5 | $4.5M | 145k | 31.03 | |
| Warner Music | 0.9 | $1.7M | 246k | 6.77 | |
| American Apparel | 0.6 | $1.1M | 1.2M | 0.96 | |
| ModusLink Global Solutions | 0.2 | $327k | 60k | 5.46 | |
| Daily Journal Corporation (DJCO) | 0.1 | $245k | 3.3k | 73.97 | |
| Dover Saddlery | 0.1 | $171k | 40k | 4.27 |
