Bandera Partners LLC reported 19 holdings worth US$284M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Bandera Partners LLC reported 19 holdings worth US$284M as of Jun 30, 2026. Largest: Star Group L.p., The Joint Corp. and Space Exploration Technologies Corp. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 19
- Value as reported
- US$284M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Star Group L.p. | 2.75M | US$35.3M | 12.4% |
| The Joint Corp. | 3.94M | US$34.6M | 12.2% |
| Space Exploration Technologies Corp | 199K | US$34M | 12.0% |
| Alphabet Inc (google) Class C | 89,322 | US$31.9M | 11.2% |
| Amkor Technology, Inc. | 694K | US$31.2M | 11.0% |
| Skywest, Inc. | 179K | US$17.8M | 6.3% |
| Molina Healthcare Inc | 61,000 | US$14M | 4.9% |
| Par Technology Corporation | 700K | US$12.2M | 4.3% |
| Ameresco, Inc. | 476K | US$12.1M | 4.3% |
| Red Robin Gourmet Burgers, Inc. | 1.35M | US$10.8M | 3.8% |
| Powerfleet, Inc. | 2.38M | US$9.12M | 3.2% |
| Tandy Leather Factory, Inc. | 2.86M | US$6.66M | 2.3% |
| Nelnet, Inc. | 47,159 | US$6.08M | 2.1% |
| Brinker International, Inc. | 33,000 | US$5.54M | 2.0% |
| Intuit Inc. | 18,000 | US$4.7M | 1.7% |
| Snap Inc. | 880K | US$3.91M | 1.4% |
| Biote Corp. | 2.07M | US$3.9M | 1.4% |
| Hirequest, Inc. | 237K | US$2.97M | 1.0% |