Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bandera Partners LLC (CIK 1399386) reported $221.1M across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JYNT ($34.8M, 15.76%), SGU ($33.7M, 15.25%), AMKR ($31.2M, 14.13%), GOOGL ($25.7M, 11.62%), SKYW ($16.4M, 7.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JYNT | JOINT CORP | $34.8M | 15.76% | 3.9M | Hold |
| 2 | SGU | STAR GROUP L P | $33.7M | 15.25% | 2.7M | Hold |
| 3 | AMKR | AMKOR TECHNOLOGY INC | $31.2M | 14.13% | 693,519 | Hold |
| 4 | GOOGL | ALPHABET INC | $25.7M | 11.62% | 89,322 | Hold |
| 5 | SKYW | SKYWEST INC | $16.4M | 7.44% | 179,107 | Hold |
| 6 | AMRC | AMERESCO INC | $12.1M | 5.49% | 476,309 | Trimmed |
| 7 | PAR | PAR TECHNOLOGY CORP | $9.3M | 4.22% | 700,000 | New |
| 8 | MOH | MOLINA HEALTHCARE INC | $8.1M | 3.68% | 61,000 | New |
| 9 | BUR | BURFORD CAPITAL LIMITED | $7.9M | 3.59% | 1.8M | Trimmed |
| 10 | INTU | INTUIT | $7.8M | 3.52% | 18,000 | New |
| 11 | AIOT | POWERFLEET INC | $7.3M | 3.32% | 2.4M | Added |
| 12 | TLF | TANDY LEATHER FACTORY INC | $6.6M | 2.99% | 2.9M | Hold |
| 13 | NNI | NELNET INC | $6.1M | 2.75% | 47,159 | Trimmed |
| 14 | EAT | BRINKER INTL INC | $4.7M | 2.13% | 33,000 | New |
| 15 | RRGB | RED ROBIN GOURMET BURGERS IN | $4.0M | 1.79% | 1.4M | Hold |
| 16 | BTMD | BIOTE CORP | $2.8M | 1.26% | 2.1M | Trimmed |
| 17 | HQI | HIREQUEST INC | $2.4M | 1.07% | 236,847 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31