Bandera Partners LLC
Net buyer this quarter
$284M
19
+$37.9M
82.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SGU | $35.3M | 12.42% | 8.36% | Not reported | Q2 2013 |
 JYNT | $34.6M | 12.18% | 27.73% | Not reported | Q2 2018 |
 SPCX | $34M | 11.97% | Not reported | New | Q2 2026 |
 GOOGL | $31.9M | 11.24% | 0.00% | Not reported | Q4 2015 |
 AMKR | $31.2M | 11.00% | 0.28% | Not reported | Q1 2021 |
 SKYW | $17.8M | 6.27% | 0.45% | Not reported | Q2 2024 |
 MOH | $14M | 4.91% | 0.12% | Not reported | Q1 2026 |
 PAR | $12.2M | 4.29% | 1.69% | Not reported | Q1 2026 |
 AMRC | $12.1M | 4.28% | Not reported | Not reported | Q1 2018 |
 RRGB | $10.8M | 3.80% | 7.30% | Not reported | Q4 2024 |
 AIOT | $9.12M | 3.21% | 1.77% | Not reported | Q1 2024 |
 BUR | $7.2M | 2.54% | 0.80% | Not reported | Q3 2021 |
 TLF | $6.66M | 2.35% | 34.89% | Not reported | Q2 2013 |
 NNI | $6.08M | 2.14% | Not reported | Not reported | Q2 2023 |
 EAT | $5.54M | 1.95% | 0.08% | Not reported | Q1 2026 |
 INTU | $4.7M | 1.65% | 0.01% | Not reported | Q1 2026 |
 SNAP | $3.91M | 1.38% | 0.05% | New | Q2 2026 |
 BTMD | $3.9M | 1.37% | 3.55% | Not reported | Q2 2023 |
 HQI | $2.97M | 1.05% | 1.70% | Not reported | Q1 2021 |
| Q1 2026 | |||||
| JYNT | $34.8M | 15.76% | 27.60% | Not reported | Q2 2018 |
| SGU | $33.7M | 15.25% | 8.35% | Not reported | Q2 2013 |
| AMKR | $31.2M | 14.13% | 0.28% | Not reported | Q1 2021 |
| GOOGL | $25.7M | 11.62% | 0.00% | Not reported | Q4 2015 |
| SKYW | $16.4M | 7.44% | 0.44% | Not reported | Q2 2024 |
| AMRC | $12.1M | 5.49% | Not reported | -9.6% | Q1 2018 |
| PAR | $9.33M | 4.22% | 1.70% | New | Q1 2026 |
| MOH | $8.13M | 3.68% | 0.12% | New | Q1 2026 |
| BUR | $7.94M | 3.59% | 0.80% | -27.2% | Q3 2021 |
| INTU | $7.78M | 3.52% | 0.01% | New | Q1 2026 |
| AIOT | $7.34M | 3.32% | 1.78% | +26.6% | Q1 2024 |
| TLF | $6.6M | 2.99% | 35.09% | Not reported | Q2 2013 |
| NNI | $6.08M | 2.75% | Not reported | -53.9% | Q2 2023 |
| EAT | $4.71M | 2.13% | 0.08% | New | Q1 2026 |
| RRGB | $3.96M | 1.79% | 7.47% | Not reported | Q4 2024 |
| BTMD | $2.79M | 1.26% | 3.55% | -9.6% | Q2 2023 |
| HQI | $2.36M | 1.07% | 1.69% | Not reported | Q1 2021 |
| Q4 2025 | |||||
| JYNT | $34.3M | 15.43% | 27.84% | Not reported | Q2 2018 |
| SGU | $32.5M | 14.61% | 8.33% | Not reported | Q2 2013 |
| GOOGL | $28M | 12.57% | 0.00% | Not reported | Q4 2015 |
| AMKR | $27.4M | 12.31% | 0.28% | -10.3% | Q1 2021 |
| BUR | $21.5M | 9.68% | 1.10% | -0.6% | Q3 2021 |
| SKYW | $18M | 8.08% | 0.45% | Not reported | Q2 2024 |
| AMRC | $15.4M | 6.94% | Not reported | Not reported | Q1 2018 |
| NNI | $13.6M | 6.12% | Not reported | Not reported | Q2 2023 |
| AIOT | $10M | 4.50% | 1.40% | Not reported | Q1 2024 |
| TLF | $7.83M | 3.52% | 35.40% | Not reported | Q2 2013 |
| BTMD | $5.94M | 2.67% | 3.92% | Not reported | Q2 2023 |
| RRGB | $5.47M | 2.46% | 7.50% | Not reported | Q4 2024 |
| HQI | $2.49M | 1.12% | 1.68% | Not reported | Q1 2021 |
| Q3 2025 | |||||
| JYNT | $37.6M | 16.47% | 25.95% | Not reported | Q2 2018 |
| SGU | $32.5M | 14.24% | 8.17% | Not reported | Q2 2013 |
| BUR | $29M | 12.73% | 1.11% | -3.3% | Q3 2021 |
| AMKR | $22M | 9.63% | 0.31% | Not reported | Q1 2021 |
| GOOGL | $21.7M | 9.52% | 0.00% | Not reported | Q4 2015 |
| SKYW | $18M | 7.90% | 0.44% | Not reported | Q2 2024 |
| AMRC | $17.7M | 7.75% | Not reported | Not reported | Q1 2018 |
| NNI | $12.8M | 5.63% | Not reported | Not reported | Q2 2023 |
| AIOT | $9.86M | 4.32% | 1.41% | Not reported | Q1 2024 |
| RRGB | $9.26M | 4.06% | 7.54% | Not reported | Q4 2024 |
| TLF | $8.57M | 3.76% | 35.43% | Not reported | Q2 2013 |
| BTMD | $6.85M | 3.00% | 3.92% | Not reported | Q2 2023 |
| HQI | $2.28M | 1.00% | 1.68% | Not reported | Q1 2021 |