Bandera Partners LLC

CIK
1399386
City
Brooklyn
State / Country
NY

Top Portfolio Positions

17 positions · $221,089,691 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
JYNT
JOINT Corp
Healthcare
3,937,296 $34,845,069 15.76%
SGU
Star Group, L.P.
Energy
2,745,360 $33,713,020 15.25%
AMKR
Amkor Technology, Inc.
Technology
693,519 $31,229,160 14.13%
GOOGL
Alphabet Inc.
Communication Services
89,322 $25,685,434 11.62%
SKYW
Skywest Inc
Industrials
179,107 $16,447,395 7.44%
AMRC
Ameresco, Inc.
Industrials
476,309 $12,145,879 5.49%
PAR
Par Technology Corp
Technology
700,000 $9,331,000 4.22%
MOH
Molina Healthcare, Inc.
Healthcare
61,000 $8,131,300 3.68%
BUR
Burford Capital Ltd
Financial Services
1,756,762 $7,940,564 3.59%
INTU
Intuit Inc.
Technology
18,000 $7,782,840 3.52%

Portfolio Trend

25 quarters · across all stocks

Holdings in BUR

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Shares Held

Position Value (USD)

19 of 19 shown
Report Date Value (USD) Shares
2026-03-31 $7,940,564 1,756,762
2025-12-31 $21,536,983 2,414,460
2025-09-30 $29,036,021 2,427,761
2025-06-30 $35,805,191 2,510,883
2025-03-31 $23,343,575 1,767,114
2024-12-31 $22,530,703 1,767,114
2024-09-30 $23,431,931 1,767,114
2024-06-30 $23,060,837 1,767,114
2024-03-31 $28,220,810 1,767,114
2023-12-31 $27,566,978 1,767,114
2023-09-30 $24,739,596 1,767,114
2023-06-30 $21,523,448 1,767,114
2023-03-31 $16,779,280 1,517,114
2022-12-31 $10,326,979 1,267,114
2022-09-30 $9,019,642 1,202,619
2022-06-30 $9,633,407 954,748
2022-03-31 $7,754,917 843,843
2021-12-31 $8,700,014 823,865
2021-09-30 $3,693,760 336,102