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Bandera Partners LLC

Q4 2025 13F Holdings

  • Location
    brooklyn, NY
  • Num holdings

    13

  • Value ($000)

    $222,479

  • Date Filed
    02/13/2026
  • Form type
    13F-HR
  • CIK
    0001399386
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
J
JYNT

JOINT CORP

COM
47973J102
$34.33M
15 %

3,937,296

S
SGU

STAR GROUP L P

UNIT LTD PARTNR
85512C105
$32.51M
15 %

2,745,360

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$27.96M
13 %

89,322

A
AMKR

AMKOR TECHNOLOGY INC

COM
031652100
$27.38M
12 %

693,519

---

BURFORD CAP LTD

ORD SHS
G17977110
$21.54M
10 %

2,414,460

S
SKYW

SKYWEST INC

COM
830879102
$17.98M
8 %

179,107

A
AMRC

AMERESCO INC

CL A
02361E108
$15.43M
7 %

526,769

N
NIJ

NELNET INC

CL A
64031N108
$13.62M
6 %

102,389

A
AIOT

POWERFLEET INC

COM
73931J109
$10.01M
5 %

1,881,666

T
TLF

TANDY LEATHER FACTORY INC

COM
87538X105
$7.83M
4 %

2,857,936

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