Bandera Partners LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Bandera Partners LLC disclosed 14 US equity positions worth $221.9m in its Q2 2025 13F filing. The largest position was JYNT at 20.5% of the reported book, followed by BUR and SGU. Against the Q1 2025 filing, it opened 0 new positions, added to 4 and reduced 8 among the top 14 holdings.
What did Bandera Partners LLC own in Q2 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | JYNT JOINT CORP | Healthcare | 20.5% | $45.4m | 3,937,296 | 0% | held |
| 2 | BUR BURFORD CAP LTD | Financial Services | 16.1% | $35.8m | 2,510,883 | 42% | added |
| 3 | SGU STAR GROUP L P | 14.5% | $32.1m | 2,745,360 | -20% | reduced | |
| 4 | SKYW SKYWEST INC | Industrials | 8.3% | $18.4m | 179,107 | -14% | reduced |
| 5 | AMKR AMKOR TECHNOLOGY INC | Technology | 7.3% | $16.2m | 773,493 | 154% | added |
| 6 | GOOGL ALPHABET INC | Communication Services | 7.1% | $15.7m | 89,322 | -23% | reduced |
| 7 | NNI NELNET INC | Financial Services | 5.6% | $12.4m | 102,389 | -19% | reduced |
| 8 | BTMD BIOTE CORP | 4.1% | $9.2m | 2,283,791 | -6% | reduced | |
| 9 | TLF TANDY LEATHER FACTORY INC | 4.0% | $8.8m | 2,857,936 | 0% | held | |
| 10 | AIOT POWERFLEET INC | Technology | 3.7% | $8.1m | 1,881,666 | 1% | added |
| 11 | AMRC AMERESCO INC | Industrials | 3.6% | $8.0m | 526,769 | -28% | reduced |
| 12 | RRGB RED ROBIN GOURMET BURGERS IN | Consumer Cyclical | 3.5% | $7.8m | 1,350,000 | 59% | added |
| 13 | HQI HIREQUEST INC | 1.1% | $2.4m | 236,847 | -6% | reduced | |
| 14 | DYAI DYADIC INTL INC DEL | 0.6% | $1.4m | 1,383,308 | -12% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.