13F Insight
DOSSIER · 13F-HR · Q1 2026

Bandera Partners LLC

$221M in tracked AUM across 17 positions as of Q1 2026.

BP
CIK 0001399386 · last filed Mar 31, 2026
Total AUM
$221M
as of Q1 2026
Holdings
17
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Bandera Partners LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JYNT
JOINT CORP
$35M3.9M15.8%02
SGU
STAR GROUP L P
$34M2.7M15.2%03
AMKR
AMKOR TECHNOLOGY INC
$31M694K14.1%04
GOOGL
ALPHABET INC
$26M89K11.6%05
SKYW
SKYWEST INC
$16M179K7.4%06
AMRC
AMERESCO INC
$12M476K5.5%07
PAR
PAR TECHNOLOGY CORP
$9M700K4.2%08
MOH
MOLINA HEALTHCARE INC
$8M61K3.7%09
G17977110
BURFORD CAPITAL LIMITED
$8M1.8M3.6%10
INTU
INTUIT
$8M18K3.5%

Filing history

2026Q1Mar 31
$221M▼ 0.6%
17 positionsView →2025Q4Dec 31
$222M▼ 2.5%
13 positionsView →2025Q3Sep 30
$228M▲ 2.8%
13 positionsView →2025Q2Jun 30
$222M▲ 9.5%
14 positionsLocked2025Q1Mar 31
$203M▼ 22.9%
11 positionsLocked2024Q4Dec 31
$263M▼ 0.9%
18 positionsLocked2024Q3Sep 30
$265M▼ 4.0%
18 positionsLocked2024Q2Jun 30
$276M▲ 7.5%
19 positionsLocked2024Q1Mar 31
$257M▼ 15.0%
19 positionsLocked2023Q4Dec 31
$302M▲ 9.0%
19 positionsLocked2023Q3Sep 30
$277M▲ 17.6%
18 positionsLocked2023Q2Jun 30
$236M▼ 3.1%
18 positionsLocked
Showing 12 of 52