Bandera Partners LLC
Top Portfolio Positions
17 positions ·
$223,878,091 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JYNT |
JOINT Corp
Healthcare
|
3,937,296 | $34,845,069 | 15.56% | |
| SGU |
Star Group, L.P.
Energy
|
2,745,360 | $33,713,020 | 15.06% | |
| AMKR |
Amkor Technology, Inc.
Technology
|
693,519 | $31,229,160 | 13.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
89,322 | $25,685,434 | 11.47% | |
| SKYW |
Skywest Inc
Industrials
|
179,107 | $16,447,395 | 7.35% | |
| AMRC |
Ameresco, Inc.
Industrials
|
476,309 | $12,145,879 | 5.43% | |
| PAR |
Par Technology Corp
Technology
|
700,000 | $9,331,000 | 4.17% | |
| MOH |
Molina Healthcare, Inc.
Healthcare
|
61,000 | $8,131,300 | 3.63% | |
| BUR |
Burford Capital Ltd
Financial Services
|
1,756,762 | $7,940,564 | 3.55% | |
| INTU |
Intuit Inc.
Technology
|
18,000 | $7,782,840 | 3.48% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AMKR
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,229,160 | 693,519 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $27,380,130 | 693,519 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $21,967,201 | 773,493 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $16,235,618 | 773,493 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $5,505,645 | 304,853 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $7,831,673 | 304,853 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $9,328,501 | 304,853 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $12,200,217 | 304,853 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $9,828,460 | 304,853 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $10,142,459 | 304,853 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $13,669,677 | 604,853 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $17,994,674 | 604,863 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $47,562,504 | 1,827,921 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $43,833,545 | 1,827,921 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $31,166,053 | 1,827,921 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $30,983,260 | 1,827,921 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $37,244,348 | 1,714,749 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $39,168,200 | 1,580,000 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $39,421,000 | 1,580,000 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $19,375,078 | 818,550 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $15,879,464 | 669,737 | Shares | Other | 2021-05-27 | |
| No 13F history on record for this holder in this stock. | ||||||