Institutional Fund
Bandera Partners LLC
Brooklyn, NYCIK 13993865 filings on record
Portfolio Value
$221.09M
Q1 2026
Holdings
17
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-0.6%
from $222.48M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Joint Corp15.8%
- Star Group L P15.2%
- Amkor Technology Inc14.1%
- Alphabet Inc11.6%
- Skywest Inc7.4%
- Ameresco Inc5.5%
- Other30.3%
Portfolio Holdings
17 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Joint Corp | 3.94M | $34.85M | 15.8% | 0 | Held |
| 2 | Star Group L P | 2.75M | $33.71M | 15.2% | 0 | Held |
| 3 | Amkor Technology Inc | 693.5K | $31.23M | 14.1% | 0 | Held |
| 4 | Alphabet Inc | 89.3K | $25.69M | 11.6% | 0 | Held |
| 5 | Skywest Inc | 179.1K | $16.45M | 7.4% | 0 | Held |
| 6 | Ameresco Inc | 476.3K | $12.15M | 5.5% | −50.5K | Reduced |
| 7 | Par Technology Corp | 700.0K | $9.33M | 4.2% | +700.0K | New |
| 8 | Molina Healthcare Inc | 61.0K | $8.13M | 3.7% | +61.0K | New |
| 9 | Burford Cap Ltd | 1.76M | $7.94M | 3.6% | −657.7K | Reduced |
| 10 | Intuit | 18.0K | $7.78M | 3.5% | +18.0K | New |
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