Bandera Partners LLC: 13F holdings
CIK 13993862026Q2
| Positions | 19 |
|---|
| Reported value | $283.9m |
|---|
| Filed | 2026-08-12 |
|---|
Change since last quarter
| Positions | 19 (+2 vs prior quarter) |
|---|
| Reported value | $283.9m (+28.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SGU STAR GROUP LP | 2,745,360 | $35.3m | 12.4% |
| JYNT JOINT CORP | 3,937,296 | $34.6m | 12.2% |
| SPCX SPACE EXPLORATION TECHN CORP | 198,920 | $34.0m | 12.0% |
| GOOGL ALPHABET INC | 89,322 | $31.9m | 11.2% |
| AMKR AMKOR TECHNOLOGY INC | 693,519 | $31.2m | 11.0% |
| SKYW SKYWEST INC | 179,107 | $17.8m | 6.3% |
| MOH MOLINA HEALTHCARE INC | 61,000 | $14.0m | 4.9% |
| PAR PAR TECHNOLOGY CORP | 700,000 | $12.2m | 4.3% |
| AMRC AMERESCO INC | 476,309 | $12.1m | 4.3% |
| RRGB RED ROBIN GOURMET BURGERS IN | 1,350,000 | $10.8m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1399386")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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