Bandera Partners LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Bandera Partners LLC disclosed 17 US equity positions worth $221.1m in its Q1 2026 13F filing. The largest position was JYNT at 15.8% of the reported book, followed by SGU and AMKR.
What did Bandera Partners LLC own in Q1 2026? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | JYNT JOINT CORP | Healthcare | 15.8% | $34.8m | 3,937,296 | – | |
| 2 | SGU STAR GROUP L P | 15.2% | $33.7m | 2,745,360 | – | ||
| 3 | AMKR AMKOR TECHNOLOGY INC | Technology | 14.1% | $31.2m | 693,519 | – | |
| 4 | GOOGL ALPHABET INC | Communication Services | 11.6% | $25.7m | 89,322 | – | |
| 5 | SKYW SKYWEST INC | Industrials | 7.4% | $16.4m | 179,107 | – | |
| 6 | AMRC AMERESCO INC | Industrials | 5.5% | $12.1m | 476,309 | – | |
| 7 | PAR PAR TECHNOLOGY CORP | Technology | 4.2% | $9.3m | 700,000 | – | |
| 8 | MOH MOLINA HEALTHCARE INC | Healthcare | 3.7% | $8.1m | 61,000 | – | |
| 9 | BUR BURFORD CAPITAL LIMITED | Financial Services | 3.6% | $7.9m | 1,756,762 | – | |
| 10 | INTU INTUIT | Technology | 3.5% | $7.8m | 18,000 | – | |
| 11 | AIOT POWERFLEET INC | Technology | 3.3% | $7.3m | 2,381,666 | – | |
| 12 | TLF TANDY LEATHER FACTORY INC | 3.0% | $6.6m | 2,857,936 | – | ||
| 13 | NNI NELNET INC | Financial Services | 2.8% | $6.1m | 47,159 | – | |
| 14 | EAT BRINKER INTL INC | Consumer Cyclical | 2.1% | $4.7m | 33,000 | – | |
| 15 | RRGB RED ROBIN GOURMET BURGERS IN | Consumer Cyclical | 1.8% | $4.0m | 1,350,000 | – | |
| 16 | BTMD BIOTE CORP | 1.3% | $2.8m | 2,065,482 | – | ||
| 17 | HQI HIREQUEST INC | 1.1% | $2.4m | 236,847 | – |
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.