§ 13F · FUND PROFILE
Bandera Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $221.9T (13F)Positions · 14Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | JYNT | JOINT CORP | 3.94M | $34.3T | 15.4% | ±0% |
| 2 | SGU | STAR GROUP L P | 2.75M | $32.5T | 14.6% | ±0% |
| 3 | GOOGL | ALPHABET INC | 89K | $28.0T | 12.6% | ±0% |
| 4 | AMKR | AMKOR TECHNOLOGY INC | 694K | $27.4T | 12.3% | −10% |
| 5 | BUR | BURFORD CAP LTD | 2.41M | $21.5T | 9.7% | −1% |
| 6 | SKYW | SKYWEST INC | 179K | $18.0T | 8.1% | ±0% |
| 7 | AMRC | AMERESCO INC | 527K | $15.4T | 6.9% | ±0% |
| 8 | NNI | NELNET INC | 102K | $13.6T | 6.1% | ±0% |
| 9 | AIOT | POWERFLEET INC | 1.88M | $10.0T | 4.5% | ±0% |
| 10 | TLF | TANDY LEATHER FACTORY INC | 2.86M | $7.8T | 3.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BANDERA SIGNAL
AC read
Bandera Partners LLC is a Other fund managing $221863.4 trillion in assets. The fund runs a focused portfolio of just 14 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed