Bandera Partners LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Bandera Partners LLC disclosed 13 US equity positions worth $228.1m in its Q3 2025 13F filing. The largest position was JYNT at 16.5% of the reported book, followed by SGU and BUR. Against the Q2 2025 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 13 holdings.
What did Bandera Partners LLC own in Q3 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | JYNT JOINT CORP | Healthcare | 16.5% | $37.6m | 3,937,296 | 0% | held |
| 2 | SGU STAR GROUP L P | 14.2% | $32.5m | 2,745,360 | 0% | held | |
| 3 | BUR BURFORD CAP LTD | Financial Services | 12.7% | $29.0m | 2,427,761 | -3% | reduced |
| 4 | AMKR AMKOR TECHNOLOGY INC | Technology | 9.6% | $22.0m | 773,493 | 0% | held |
| 5 | GOOGL ALPHABET INC | Communication Services | 9.5% | $21.7m | 89,322 | 0% | held |
| 6 | SKYW SKYWEST INC | Industrials | 7.9% | $18.0m | 179,107 | 0% | held |
| 7 | AMRC AMERESCO INC | Industrials | 7.8% | $17.7m | 526,769 | 0% | held |
| 8 | NNI NELNET INC | Financial Services | 5.6% | $12.8m | 102,389 | 0% | held |
| 9 | AIOT POWERFLEET INC | Technology | 4.3% | $9.9m | 1,881,666 | 0% | held |
| 10 | RRGB RED ROBIN GOURMET BURGERS IN | Consumer Cyclical | 4.1% | $9.3m | 1,350,000 | 0% | held |
| 11 | TLF TANDY LEATHER FACTORY INC | 3.8% | $8.6m | 2,857,936 | 0% | held | |
| 12 | BTMD BIOTE CORP | 3.0% | $6.9m | 2,283,791 | 0% | held | |
| 13 | HQI HIREQUEST INC | 1.0% | $2.3m | 236,847 | 0% | held |
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.