Bandera Partners LLC Top Holdings and 13F Report (2026) About Bandera Partners LLCInvestment ActivityBandera Partners LLC has $221.09 million in total holdings as of March 31, 2026.Bandera Partners LLC owns shares of 17 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 14.25% of the portfolio was purchased this quarter.About 5.28% of the portfolio was sold this quarter.This quarter, Bandera Partners LLC has purchased 13 new stocks and bought additional shares in 1 stock.Bandera Partners LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Joint $34,845,070Star Group $33,713,021Amkor Technology $31,229,161Alphabet $25,685,434SkyWest $16,447,396 Largest New Holdings this Quarter 698884103 - PAR Technology $9,331,000 Holding60855R100 - Molina Healthcare $8,131,300 Holding461202103 - Intuit $7,782,840 Holding109641100 - Brinker International $4,711,410 Holding Largest Purchases this Quarter PAR Technology 700,000 shares (about $9.33M)Molina Healthcare 61,000 shares (about $8.13M)Intuit 18,000 shares (about $7.78M)Brinker International 33,000 shares (about $4.71M)POWERFLEET INC 500,000 shares (about $1.54M) Largest Sales this Quarter Nelnet 55,230 shares (about $7.12M)Burford Capital 657,698 shares (about $2.97M)Ameresco 50,460 shares (about $1.29M)biote 218,309 shares (about $294.72K) 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 PortfolioSectorJYNTJoint$34,845,0700.0%3,937,29615.8%MedicalSGUStar Group$33,713,0210.0%2,745,36015.2%Computer and TechnologyAMKRAmkor Technology$31,229,1610.0%693,51914.1%Computer and TechnologyGOOGLAlphabet$25,685,4340.0%89,32211.6%Computer and TechnologySKYWSkyWest$16,447,3960.0%179,1077.4%TransportationAMRCAmeresco$12,145,880$1,286,730 â–¼-9.6%476,3095.5%EnergyPARPAR Technology$9,331,000$9,331,000 â–²New Holding700,0004.2%Business ServicesMOHMolina Healthcare$8,131,300$8,131,300 â–²New Holding61,0003.7%MedicalBURBurford Capital$7,940,564$2,972,795 â–¼-27.2%1,756,7623.6%FinanceINTUIntuit$7,782,840$7,782,840 â–²New Holding18,0003.5%Computer and TechnologyPOWERFLEET INC$7,335,531$1,540,000 â–²26.6%2,381,6663.3%COMTLFTandy Leather Factory$6,601,8320.0%2,857,9363.0%Retail/WholesaleNNINelnet$6,081,625$7,122,461 â–¼-53.9%47,1592.8%FinanceEATBrinker International$4,711,410$4,711,410 â–²New Holding33,0002.1%Retail/WholesaleRRGBRed Robin Gourmet Burgers$3,955,5000.0%1,350,0001.8%Retail/WholesaleBTMDbiote$2,788,401$294,717 â–¼-9.6%2,065,4821.3%MedicalHQIHireQuest$2,363,7330.0%236,8471.1%Business ServicesShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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.
