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 NNI
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,081,624 | 47,159 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $13,613,641 | 102,389 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $12,837,532 | 102,389 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $12,401,355 | 102,389 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $14,088,110 | 127,000 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $13,564,870 | 127,000 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $14,386,560 | 127,000 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $12,809,220 | 127,000 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $12,020,550 | 127,000 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $10,637,832 | 120,583 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $10,003,840 | 112,000 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $2,300,179 | 23,841 | Shares | Other | 2023-08-10 | |
| No 13F history on record for this holder in this stock. | ||||||