Bandera Partners LLC Top Holdings and 13F Report (2026) About Bandera Partners LLCInvestment ActivityBandera Partners LLC has $283.92 million in total holdings as of June 30, 2026.Bandera Partners LLC owns shares of 19 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 13.35% of the portfolio was purchased this quarter.This quarter, Bandera Partners LLC has purchased 17 new stocks and bought additional shares in 0 stocks.Bandera Partners LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.Largest Holdings Star Group $35,250,422Joint $34,569,459SPACE EXPLORATION TECHN CORP $33,987,471Alphabet $31,921,003Amkor Technology $31,229,161 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $33,987,471 Holding83304A106 - Snap $3,907,200 Holding Largest Purchases this Quarter SPACE EXPLORATION TECHN CORP 198,920 shares (about $33.99M)Snap 880,000 shares (about $3.91M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBandera Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSGUStar Group$35,250,4220.0%2,745,36012.4%EnergyJYNTJoint$34,569,4590.0%3,937,29612.2%HealthcareSPACE EXPLORATION TECHN CORP$33,987,471$33,987,471 â–²New Holding198,92012.0%CLASS A COM STKGOOGLAlphabet$31,921,0030.0%89,32211.2%Communication ServicesAMKRAmkor Technology$31,229,1610.0%693,51911.0%TechnologySKYWSkyWest$17,790,6980.0%179,1076.3%IndustrialsMOHMolina Healthcare$13,950,7000.0%61,0004.9%HealthcarePARPAR Technology$12,194,0000.0%700,0004.3%TechnologyAMRCAmeresco$12,145,8800.0%476,3094.3%IndustrialsRRGBRed Robin Gourmet Burgers$10,786,5000.0%1,350,0003.8%Consumer DiscretionaryPOWERFLEET INC$9,121,7810.0%2,381,6663.2%COMBURBurford Capital$7,202,7240.0%1,756,7622.5%FinanceTLFTandy Leather Factory$6,658,9910.0%2,857,9362.3%Consumer DiscretionaryNNINelnet$6,081,6250.0%47,1592.1%FinanceEATBrinker International$5,544,0000.0%33,0002.0%Consumer DiscretionaryINTUIntuit$4,698,0000.0%18,0001.7%TechnologySNAPSnap$3,907,200$3,907,200 â–²New Holding880,0001.4%Communication ServicesBTMDbiote$3,903,7610.0%2,065,4821.4%HealthcareHQIHireQuest$2,974,7980.0%236,8471.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
