# Bandera Partners LLC: Form 13F holdings

An institutional investment manager in Brooklyn, NY. SEC CIK 1399386.

- Quarter ended: 2026-06-30
- Filed: 2026-08-12
- Reported value: $283.9m
- Positions: 19 (19 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1399386/000092189526002064/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [STAR GROUP LP (SGU)](/companies/sgu.md) | UNIT LTD PARTNR | $35.3m | 12.4% | 2,745,360 |  | Unchanged |
| [JOINT CORP (JYNT)](/companies/jynt.md) | COM | $34.6m | 12.2% | 3,937,296 |  | Unchanged |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $34.0m | 12.0% | 198,920 |  | New +198,920 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $31.9m | 11.2% | 89,322 |  | Unchanged |
| [AMKOR TECHNOLOGY INC (AMKR)](/companies/amkr.md) | COM | $31.2m | 11.0% | 693,519 |  | Unchanged |
| [SKYWEST INC (SKYW)](/companies/skyw.md) | COM | $17.8m | 6.3% | 179,107 |  | Unchanged |
| [MOLINA HEALTHCARE INC (MOH)](/companies/moh.md) | COM | $14.0m | 4.9% | 61,000 |  | Unchanged |
| [PAR TECHNOLOGY CORP (PAR)](/companies/par.md) | COM | $12.2m | 4.3% | 700,000 |  | Unchanged |
| [AMERESCO INC (AMRC)](/companies/amrc.md) | CL A | $12.1m | 4.3% | 476,309 |  | Unchanged |
| [RED ROBIN GOURMET BURGERS IN (RRGB)](/companies/rrgb.md) | COM | $10.8m | 3.8% | 1,350,000 |  | Unchanged |
| [POWERFLEET INC (AIOT)](/companies/aiot.md) | COM | $9.1m | 3.2% | 2,381,666 |  | Unchanged |
| BURFORD CAPITAL LIMITED | ORD SHS | $7.2m | 2.5% | 1,756,762 |  | Unchanged |
| [TANDY LEATHER FACTORY INC (TLF)](/companies/tlf.md) | COM | $6.7m | 2.3% | 2,857,936 |  | Unchanged |
| [NELNET INC (NNI)](/companies/nni.md) | CL A | $6.1m | 2.1% | 47,159 |  | Unchanged |
| [BRINKER INTL INC (EAT)](/companies/eat.md) | COM | $5.5m | 2.0% | 33,000 |  | Unchanged |
| [INTUIT (INTU)](/companies/intu.md) | COM | $4.7m | 1.7% | 18,000 |  | Unchanged |
| [SNAP INC (SNAP)](/companies/snap.md) | CL A | $3.9m | 1.4% | 880,000 |  | New +880,000 |
| [BIOTE CORP (BTMD)](/companies/btmd.md) | CLASS A COM | $3.9m | 1.4% | 2,065,482 |  | Unchanged |
| [HIREQUEST INC (HQI)](/companies/hqi.md) | COM | $3.0m | 1.0% | 236,847 |  | Unchanged |

Source: SEC EDGAR, Form 13F-HR, accession 0000921895-26-002064. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.