Investor
Bandera Partners LLC
CIK 0001399386 · filed 2026-05-13 · SEC filing
13F book
$221.1M
Positions
17
4 new · 0 sold
Largest name
15.8%
Joint Corp · JYNT
Est. mark
−$17.6M
Price effect on 13 names still held. Flow $16.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Joint Corp | JYNT | 3.94M | $34.8M | 15.8% | $511.8K | Held |
| Star Group, L.P. | SGU | 2.75M | $33.7M | 15.2% | $1.21M | Held |
| Amkor Technology, Inc. | AMKR | 693.5K | $31.2M | 14.1% | $3.85M | Held |
| Alphabet Inc | — | 89.3K | $25.7M | 11.6% | −$2.27M | Held |
| Skywest Inc | SKYW | 179.1K | $16.4M | 7.4% | −$1.54M | Held |
| Ameresco, Inc. | AMRC | 476.3K | $12.1M | 5.5% | −$1.81M | Cut−$3.28M |
| Par Technology Corp | PAR | 700K | $9.33M | 4.2% | — | New |
| Molina Healthcare, Inc. | MOH | 61K | $8.13M | 3.7% | — | New |
| Burford Cap Ltd | — | 1.76M | $7.94M | 3.6% | −$7.73M | Cut−$13.6M |
| Intuit Inc. | INTU | 18K | $7.78M | 3.5% | — | New |
| Powerfleet, Inc. | AIOT | 2.38M | $7.34M | 3.3% | −$4.21M | Added−$2.67M |
| Tandy Leather Factory Inc | TLF | 2.86M | $6.6M | 3.0% | −$1.23M | Held |
| Nelnet Inc | NNI | 47.2K | $6.08M | 2.8% | −$189.9K | Cut−$7.53M |
| Brinker Intl Inc | — | 33K | $4.71M | 2.1% | — | New |
| Red Robin Gourmet Burgers In | — | 1.35M | $3.96M | 1.8% | −$1.51M | Held |
| biote Corp. | BTMD | 2.07M | $2.79M | 1.3% | −$2.58M | Cut−$3.15M |
| HireQuest, Inc. | HQI | 236.8K | $2.36M | 1.1% | −$125.5K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.