Institutions / Bandera Partners LLC

Bandera Partners LLC

CIK 1399386 · Institution · as of Mar 31, 2026
Portfolio value
$221.09M
Positions
17
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$221.09M-0.6%
$222.48M$221.78M$221.09MQ4 '25Q1 '26

Positions

17+30.8%
171513Q4 '25Q1 '26

Top holdings

Mar 31, 2026
CompanyClassValueShares% of portfolio
JOINT Corp—$34.85M3,937,29615.8%
Star Group, L.P.SGUCommon Stock$33.71M2,745,36015.2%
Amkor Technology Inc—$31.23M693,51914.1%
Alphabet Inc.—$25.69M89,32211.6%
Skywest Inc—$16.45M179,1077.4%
Ameresco, Inc.—$12.15M476,3095.5%
Par Technology Corp—$9.33M700,0004.2%
Molina Healthcare Inc—$8.13M61,0003.7%
Burford Capital Limited—$7.94M1,756,7623.6%
Intuit Inc.—$7.78M18,0003.5%
Powerfleet, Inc.—$7.34M2,381,6663.3%
Tandy Leather Factory Inc—$6.60M2,857,9363.0%
Nelnet, Inc.—$6.08M47,1592.8%
Brinker International, Inc—$4.71M33,0002.1%
Red Robin Gourmet Burgers Inc—$3.96M1,350,0001.8%
biote Corp.—$2.79M2,065,4821.3%
HireQuest, Inc.HQICommon Stock$2.36M236,8471.1%

Activity

Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewPar Technology Corp$9.33M+700K
700,000
4.22% of portfolio
medium
Q1 2026
as of
NewMolina Healthcare Inc$8.13M+61K
61,000
3.68% of portfolio
medium
Q1 2026
as of
NewIntuit Inc.$7.78M+18K
18,000
3.52% of portfolio
medium
Q1 2026
as of
TrimNelnet, Inc.$-7.12M-55K
-53.94%
47,159
2.75% of portfolio
medium
Q1 2026
as of
NewBrinker International, Inc$4.71M+33K
33,000
2.13% of portfolio
low
Q1 2026
as of
TrimG17977110$-2.97M-658K
-27.24%
1,756,762
3.59% of portfolio
low
Q1 2026
as of
AddPowerfleet, Inc.$1.54M+500K
+26.57%
2,381,666
3.32% of portfolio
low
Q1 2026
as of
TrimAmeresco, Inc.$-1.29M-50K
-9.58%
476,309
5.49% of portfolio
low
Q1 2026
as of
Trimbiote Corp.$-294.7K-218K
-9.56%
2,065,482
1.26% of portfolio
low