Bandera Partners LLC
CIK: 0001399386SEC EDGAR →
Portfolio Value
$222.5M
Holdings
13
As of
Q4 2025
New Positions
0
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | JOINT CORP | 3,937,296 | $34.3M | 15.43% |
| 2 | STAR GROUP L P | 2,745,360 | $32.5M | 14.61% |
| 3 | ALPHABET INC | 89,322 | $28.0M | 12.57% |
| 4 | AMKOR TECHNOLOGY INC | 693,519 | $27.4M | 12.31% |
| 5 | BURFORD CAP LTD | 2,414,460 | $21.5M | 9.68% |
| 6 | SKYWEST INC | 179,107 | $18.0M | 8.08% |
| 7 | AMERESCO INC | 526,769 | $15.4M | 6.94% |
| 8 | NELNET INC | 102,389 | $13.6M | 6.12% |
| 9 | POWERFLEET INC | 1,881,666 | $10.0M | 4.50% |
| 10 | TANDY LEATHER FACTORY INC | 2,857,936 | $7.8M | 3.52% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 2 | $40.3M | 18.1% |
| Technology | 2 | $37.4M | 16.8% |
| Industrials | 3 | $35.9M | 16.1% |
| Energy | 1 | $32.5M | 14.6% |
| Communication Services | 1 | $28.0M | 12.6% |
| Financial Services | 1 | $21.5M | 9.7% |
| Unknown | 2 | $19.1M | 8.6% |
| Consumer Cyclical | 1 | $7.8M | 3.5% |