Bandera Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Bandera Partners LLC reported 17 stock positions worth $221.1 million. Its top holding was Joint (JYNT) at 15.8% of the portfolio, followed by Star (SGU, 15.2%) and Amkor Technology (AMKR, 14.1%). Compared with Q4 2025, it opened 4 new positions, added to 1 and reduced 4. The biggest buy was a new position in Par Technology (PAR) and the biggest sale Burford Capital (BUR, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- Brooklyn, NY
- CIK
- 0001399386
- Portfolio Value
- $221.1M (Q1 2026)
- SEC Filing
- 0000921895-26-001267 ↗ filed May 13, 2026
Holdings Value
Holdings 17 stocks · $221.1M
| JYNT The Joint Corp. | 15.76% | 3,937,296 | $34.8M | No change |
| SGU Star Group LP | 15.25% | 2,745,360 | $33.7M | No change |
| AMKR Amkor Technology Inc. | 14.13% | 693,519 | $31.2M | No change |
| GOOGL Alphabet Inc. Class A | 11.62% | 89,322 | $25.7M | No change |
| SKYW Skywest Inc. | 7.44% | 179,107 | $16.4M | No change |
| AMRC Ameresco Inc. Class A | 5.49% | 476,309 | $12.1M | Reduce -9.6% |
| PAR Par Technology Corp. | 4.22% | 700,000 | $9.3M | New |
| MOH Molina Healthcare Inc. | 3.68% | 61,000 | $8.1M | New |
| BUR Burford Capital Ltd. | 3.59% | 1,756,762 | $7.9M | Reduce -27.2% |
| INTU Intuit Inc. | 3.52% | 18,000 | $7.8M | New |
| AIOT Powerfleet Inc. | 3.32% | 2,381,666 | $7.3M | Add +26.6% |
| TLF Tandy Leather Factory Inc. | 2.99% | 2,857,936 | $6.6M | No change |
| NNI Nelnet Inc. Class A | 2.75% | 47,159 | $6.1M | Reduce -53.9% |
| EAT Brinker International Inc. | 2.13% | 33,000 | $4.7M | New |
| RRGB Red Robin Gourmet Burgers | 1.79% | 1,350,000 | $4.0M | No change |
| BTMD Biote Corp. Class A | 1.26% | 2,065,482 | $2.8M | Reduce -9.6% |
| HQI Hirequest Inc. | 1.07% | 236,847 | $2.4M | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 19 | $283.9M | SGU, JYNT, SPCX, GOOGL, AMKR |
| Q1 2026 | 17 | $221.1M | JYNT, SGU, AMKR, GOOGL, SKYW |
| Q4 2025 | 13 | $222.5M | JYNT, SGU, GOOGL, AMKR, BUR |
| Q3 2025 | 13 | $228.1M | JYNT, SGU, BUR, AMKR, GOOGL |
| Q2 2025 | 14 | $221.9M | JYNT, BUR, SGU, SKYW, AMKR |
| Q1 2025 | 18 | $277.9M | JYNT, SGU, BUR, OXY, MTCH |
| Q4 2024 | 18 | $262.7M | JYNT, SGU, BUR, GOOGL, OXY |
| Q3 2024 | 18 | $264.9M | JYNT, SGU, BUR, MTCH, OXY |
| Q2 2024 | 19 | $275.9M | JYNT, SGU, M, BUR, GOOGL |
| Q1 2024 | 19 | $256.6M | JYNT, SGU, BUR, MTCH, M |