Bandera Partners LLC
CIK 1399386 · Holdings on Dec 31, 2025 · First reported Feb 13, 2026
Top ten holdings
Q4 2025- JYNT15.43%
- SGU14.61%
- GOOGL12.57%
- AMKR12.31%
- BUR9.68%
- SKYW8.08%
- AMRC6.94%
- NNI6.12%
- AIOT4.50%
- TLF3.52%
Share classes counted separately93.76%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOOGLWeight increased · +3.05 pp9.52% → 12.57%Shares 0 (0.00%)
- BURWeight decreased · -3.05 pp12.73% → 9.68%Shares -13.30K (-0.55%)
- AMKRWeight increased · +2.68 pp9.63% → 12.31%Shares -79.97K (-10.34%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 13
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | JYNTJOINT CORP/THE View history and evidence | $34.33M | 15.43% | 3.94M shares | 16.47% → 15.43%-1.04 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | SGUSTAR GROUP LPUNIT LTD PARTNR View history and evidence | $32.51M | 14.61% | 2.75M shares | 14.24% → 14.61%+0.37 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $27.96M | 12.57% | 89.32K shares | 9.52% → 12.57%+3.05 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | AMKRAMKOR TECHNOLOGY INC View history and evidence | $27.38M | 12.31% | 693.52K shares | 9.63% → 12.31%+2.68 pp -79.97K (-10.34%) | Reduced | ↗▾ |
| 05 | BURBURFORD CAPITAL LTDORD SHS View history and evidence | $21.54M | 9.68% | 2.41M shares | 12.73% → 9.68%-3.05 pp -13.30K (-0.55%) | Reduced | ↗▾ |
| 06 | SKYWSKYWEST INC View history and evidence | $17.98M | 8.08% | 179.11K shares | 7.90% → 8.08%+0.18 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | AMRCAMERESCO INC-CL ACL A View history and evidence | $15.43M | 6.94% | 526.77K shares | 7.75% → 6.94%-0.81 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | NNINELNET INC-CL ACL A View history and evidence | $13.62M | 6.12% | 102.39K shares | 5.63% → 6.12%+0.49 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | AIOTPOWERFLEET INC View history and evidence | $10.01M | 4.50% | 1.88M shares | 4.32% → 4.50%+0.18 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | TLFTANDY LEATHER FACTORY INC View history and evidence | $7.83M | 3.52% | 2.86M shares | 3.76% → 3.52%-0.24 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1399386 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 222478511
}Take these holdings further.
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