13F Insight
DOSSIER · 13F-HR · Q2 2026

Bandera Partners LLC

$284M in tracked AUM across 19 positions as of Q2 2026.

BP
CIK 0001399386 · last filed Jun 30, 2026
Total AUM
$284M
as of Q2 2026
Holdings
19
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Bandera Partners LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SGU
STAR GROUP LP
$35M2.7M12.4%02
JYNT
JOINT CORP
$35M3.9M12.2%03
SPCX
SPACE EXPLORATION TECHN CORP
$34M199K12.0%04
GOOGL
ALPHABET INC
$32M89K11.2%05
AMKR
AMKOR TECHNOLOGY INC
$31M694K11.0%06
SKYW
SKYWEST INC
$18M179K6.3%07
MOH
MOLINA HEALTHCARE INC
$14M61K4.9%08
PAR
PAR TECHNOLOGY CORP
$12M700K4.3%09
AMRC
AMERESCO INC
$12M476K4.3%10
RRGB
RED ROBIN GOURMET BURGERS IN
$11M1.4M3.8%

Filing history

2026Q2Jun 30
$284M▲ 28.4%
19 positionsView →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 positionsLocked
Showing 12 of 53