Institutional
Bandera Partners LLC
CIK 0001399386
$221.1M
Reported AUM
17
Positions
Q1 2026
Period
2026-05-13
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | JYNT | JOINT CORP | $8.34 | -3.36% | -23.70% | -91.84% | $34.8M | 15.76% | — | HELD |
| 2 | SGU | STAR GROUP L P | $12.57 | -0.55% | 13.00% | 53.04% | $33.7M | 15.25% | — | HELD |
| 3 | AMKR | AMKOR TECHNOLOGY INC | $42.73 | -6.48% | 98.15% | 66.40% | $31.2M | 14.13% | — | HELD |
| 4 | GOOGL | ALPHABET INC | $336.71 | 0.90% | 76.51% | 132.04% | $25.7M | 11.62% | — | HELD |
| 5 | SKYW | SKYWEST INC | $109.66 | -3.60% | 0.50% | 135.07% | $16.4M | 7.44% | — | HELD |
| 6 | AMRC | AMERESCO INC | $18.51 | -5.85% | 16.64% | -73.23% | $12.1M | 5.49% | — | HELD |
| 7 | PAR | PAR TECHNOLOGY CORP | $17.36 | 1.22% | -70.74% | -74.75% | $9.3M | 4.22% | — | HELD |
| 8 | MOH | MOLINA HEALTHCARE INC | $199.02 | -0.66% | 28.29% | -25.95% | $8.1M | 3.68% | — | HELD |
| 9 | BUR | BURFORD CAPITAL LIMITED | $4.17 | -4.36% | -66.00% | -63.14% | $7.9M | 3.59% | — | HELD |
| 10 | INTU | INTUIT | $333.13 | 6.43% | -57.09% | -39.66% | $7.8M | 3.52% | — | HELD |
| 11 | AIOT | POWERFLEET INC | $4.00 | 2.30% | 5.26% | -43.82% | $7.3M | 3.32% | — | HELD |
| 12 | TLF | TANDY LEATHER FACTORY INC | $2.39 | 0.42% | -10.23% | 0.44% | $6.6M | 2.99% | — | HELD |
| 13 | NNI | NELNET INC | $138.04 | 0.80% | 12.41% | 78.37% | $6.1M | 2.75% | — | HELD |
| 14 | EAT | BRINKER INTL INC | $205.73 | 3.78% | 31.85% | 285.89% | $4.7M | 2.13% | — | HELD |
| 15 | RRGB | RED ROBIN GOURMET BURGERS IN | $7.50 | -0.27% | 35.38% | -69.36% | $4.0M | 1.79% | — | HELD |
| 16 | BTMD | BIOTE CORP | $2.04 | -8.93% | -47.56% | -78.88% | $2.8M | 1.26% | — | HELD |
| 17 | HQI | HIREQUEST INC | $13.60 | -1.59% | 42.29% | -20.55% | $2.4M | 1.07% | — | HELD |
Source: SEC EDGAR · accession 0000921895-26-001267. 13F discloses long positions only — shorts, foreign equities, and options are excluded.