Q3 2025 · 13F-HR
Bandera Partners LLCholdings as filed
Filed 2025-11-12 · accession 0000921895-25-002977
$228.1M
Reported value
13
Positions
2025-09-30
Period end
The Brief · Bandera Partners LLC · Q3 2025
AI · grounded in 13F
Bandera Partners LLC established a new position in JYNT with an investment of $37.6M. The fund also initiated new stakes in SGU for $32.5M and BUR for $29.0M. Other new additions include AMKR, GOOGL, and SKYW.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 47973J102 | JYNT | JOINT CORP | $37.6M | 16.5% | 3,937,296 | Common | SHARED |
| 85512C105 | SGU | STAR GROUP L P | $32.5M | 14.2% | 2,745,360 | Common | SHARED |
| G17977110 | BUR | BURFORD CAP LTD | $29.0M | 12.7% | 2,427,761 | Common | SHARED |
| 031652100 | AMKR | AMKOR TECHNOLOGY INC | $22.0M | 9.63% | 773,493 | Common | SHARED |
| 02079K305 | GOOGL | ALPHABET INC | $21.7M | 9.52% | 89,322 | Common | SHARED |
| 830879102 | SKYW | SKYWEST INC | $18.0M | 7.90% | 179,107 | Common | SHARED |
| 02361E108 | AMRC | AMERESCO INC | $17.7M | 7.75% | 526,769 | Common | SHARED |
| 64031N108 | NNI | NELNET INC | $12.8M | 5.63% | 102,389 | Common | SHARED |
| 73931J109 | AIOT | POWERFLEET INC | $9.9M | 4.32% | 1,881,666 | Common | SHARED |
| 75689M101 | RRGB | RED ROBIN GOURMET BURGERS IN | $9.3M | 4.06% | 1,350,000 | Common | SHARED |
| 87538X105 | TLF | TANDY LEATHER FACTORY INC | $8.6M | 3.76% | 2,857,936 | Common | SHARED |
| 090683103 | BTMD | BIOTE CORP | $6.9M | 3.00% | 2,283,791 | Common | SHARED |
| 433535101 | HQI | HIREQUEST INC | $2.3M | 1.00% | 236,847 | Common | SHARED |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.