Holders — by stockHoldings — by fund
Bandera Partners LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1399386
$283.9M
disclosed book value
19
positions
12.4%
largest position share
Positions, as of 2026-06-30
top 19 of 19 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | STAR GROUP LP | 2.7M | $35.3M | 12.4% |
| 2 | JOINT CORP | 3.9M | $34.6M | 12.2% |
| 3 | SPCXSPACE EXPLORATION TECHN CORP | 198,920 | $34.0M | 12% |
| 4 | GOOGLALPHABET INC | 89,322 | $31.9M | 11.2% |
| 5 | AMKRAMKOR TECHNOLOGY INC | 693,519 | $31.2M | 11% |
| 6 | SKYWSKYWEST INC | 179,107 | $17.8M | 6.3% |
| 7 | MOHMOLINA HEALTHCARE INC | 61,000 | $14.0M | 4.9% |
| 8 | PARPAR TECHNOLOGY CORP | 700,000 | $12.2M | 4.3% |
| 9 | AMRCAMERESCO INC | 476,309 | $12.1M | 4.3% |
| 10 | RED ROBIN GOURMET BURGERS IN | 1.4M | $10.8M | 3.8% |
| 11 | AIOTPOWERFLEET INC | 2.4M | $9.1M | 3.2% |
| 12 | BURFORD CAPITAL LIMITED | 1.8M | $7.2M | 2.5% |
| 13 | TANDY LEATHER FACTORY INC | 2.9M | $6.7M | 2.3% |
| 14 | NNINELNET INC | 47,159 | $6.1M | 2.1% |
| 15 | EATBRINKER INTL INC | 33,000 | $5.5M | 2% |
| 16 | INTUINTUIT | 18,000 | $4.7M | 1.7% |
| 17 | SNAPSNAP INC | 880,000 | $3.9M | 1.4% |
| 18 | BIOTE CORP | 2.1M | $3.9M | 1.4% |
| 19 | HIREQUEST INC | 236,847 | $3.0M | 1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.