§ 13F · FUND PROFILE
Bandera Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $228M (13F)Positions · 13Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$30M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JYNT | JOINT CORP | 3.94M | $35M | 15.8% | ±0% |
| 2 | SGU | STAR GROUP L P | 2.75M | $34M | 15.2% | ±0% |
| 3 | AMKR | AMKOR TECHNOLOGY INC | 694K | $31M | 14.1% | ±0% |
| 4 | GOOGL | ALPHABET INC | 89K | $26M | 11.6% | ±0% |
| 5 | SKYW | SKYWEST INC | 179K | $16M | 7.4% | ±0% |
| 6 | AMRC | AMERESCO INC | 476K | $12M | 5.5% | −10% |
| 7 | PAR | PAR TECHNOLOGY CORP | 700K | $9M | 4.2% | NEW |
| 8 | MOH | MOLINA HEALTHCARE INC | 61K | $8M | 3.7% | NEW |
| 9 | BUR | BURFORD CAPITAL LIMITED | 1.76M | $8M | 3.6% | −27% |
| 10 | INTU | INTUIT | 18K | $8M | 3.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BANDERA SIGNAL
AC read
Bandera Partners LLC is a Other fund managing $228 million in assets. The fund runs a focused portfolio of just 13 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed