Bandera Partners LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Bandera Partners LLC disclosed 13 US equity positions worth $222.5m in its Q4 2025 13F filing. The largest position was JYNT at 15.4% of the reported book, followed by SGU and GOOGL. Against the Q3 2025 filing, it opened 0 new positions, added to 0 and reduced 2 among the top 13 holdings.
What did Bandera Partners LLC own in Q4 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | JYNT JOINT CORP | Healthcare | 15.4% | $34.3m | 3,937,296 | 0% | held |
| 2 | SGU STAR GROUP L P | 14.6% | $32.5m | 2,745,360 | 0% | held | |
| 3 | GOOGL ALPHABET INC | Communication Services | 12.6% | $28.0m | 89,322 | 0% | held |
| 4 | AMKR AMKOR TECHNOLOGY INC | Technology | 12.3% | $27.4m | 693,519 | -10% | reduced |
| 5 | BUR BURFORD CAP LTD | Financial Services | 9.7% | $21.5m | 2,414,460 | -1% | reduced |
| 6 | SKYW SKYWEST INC | Industrials | 8.1% | $18.0m | 179,107 | 0% | held |
| 7 | AMRC AMERESCO INC | Industrials | 6.9% | $15.4m | 526,769 | 0% | held |
| 8 | NNI NELNET INC | Financial Services | 6.1% | $13.6m | 102,389 | 0% | held |
| 9 | AIOT POWERFLEET INC | Technology | 4.5% | $10.0m | 1,881,666 | 0% | held |
| 10 | TLF TANDY LEATHER FACTORY INC | 3.5% | $7.8m | 2,857,936 | 0% | held | |
| 11 | BTMD BIOTE CORP | 2.7% | $5.9m | 2,283,791 | 0% | held | |
| 12 | RRGB RED ROBIN GOURMET BURGERS IN | Consumer Cyclical | 2.5% | $5.5m | 1,350,000 | 0% | held |
| 13 | HQI HIREQUEST INC | 1.1% | $2.5m | 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.