Bandera Partners Llc Portfolio Stock Holdings
Bandera Partners Llc disclosed 17 stock positions valued at approximately $221.1 million in its latest SEC 13F filing. The largest holdings include JOINT CORP, STAR GROUP L P, and AMKOR TECHNOLOGY INC. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 17
- Portfolio Value
- $221.1M
Holdings by Sector
Bandera Partners Llc Portfolio Holdings in Q1 2026
17 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| JOINT CORP | JYNT | Healthcare | 15.76% | 3,937,296 | - | - | $34,845,070 |
| STAR GROUP L P | SGU | Energy | 15.25% | 2,745,360 | - | - | $33,713,021 |
| AMKOR TECHNOLOGY INC | AMKR | Technology | 14.13% | 693,519 | - | - | $31,229,161 |
| ALPHABET INC | GOOGL | Communication Services | 11.62% | 89,322 | - | - | $25,685,434 |
| SKYWEST INC | SKYW | Industrials | 7.44% | 179,107 | - | - | $16,447,396 |
| AMERESCO INC | AMRC | Industrials | 5.49% | 476,309 | -50,460 | -9.58% | $12,145,880 |
| PAR TECHNOLOGY CORP | PAR | Technology | 4.22% | 700,000 | +700,000 | +100.00% | $9,331,000 |
| MOLINA HEALTHCARE INC | MOH | Healthcare | 3.68% | 61,000 | +61,000 | +100.00% | $8,131,300 |
| BURFORD CAPITAL LIMITED | BUR | Other | 3.59% | 1,756,762 | -657,698 | -27.24% | $7,940,564 |
| INTUIT | INTU | Technology | 3.52% | 18,000 | +18,000 | +100.00% | $7,782,840 |
| POWERFLEET INC | AIOT | Technology | 3.32% | 2,381,666 | +500,000 | +26.57% | $7,335,531 |
| TANDY LEATHER FACTORY INC | TLF | Consumer Cyclical | 2.99% | 2,857,936 | - | - | $6,601,832 |
| NELNET INC | NNI | Financial Services | 2.75% | 47,159 | -55,230 | -53.94% | $6,081,625 |
| BRINKER INTL INC | EAT | Consumer Cyclical | 2.13% | 33,000 | +33,000 | +100.00% | $4,711,410 |
| RED ROBIN GOURMET BURGERS IN | RRGB | Consumer Cyclical | 1.79% | 1,350,000 | - | - | $3,955,500 |
| BIOTE CORP | BTMD | Healthcare | 1.26% | 2,065,482 | -218,309 | -9.56% | $2,788,401 |
| HIREQUEST INC | HQI | Industrials | 1.07% | 236,847 | - | - | $2,363,733 |