Bandera Partners LLC
CIK 1399386 · Holdings on Mar 31, 2026 · First reported May 13, 2026
Top ten holdings
Q1 2026- JYNT15.76%
- SGU15.25%
- AMKR14.13%
- GOOGL11.62%
- SKYW7.44%
- AMRC5.49%
- PAR4.22%
- MOH3.68%
- BUR3.59%
- INTU3.52%
Share classes counted separately84.70%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BURWeight decreased · -6.09 pp9.68% → 3.59%Shares -657.70K (-27.24%)
- NNIWeight decreased · -3.37 pp6.12% → 2.75%Shares -55.23K (-53.94%)
- AMKRWeight increased · +1.82 pp12.31% → 14.13%Shares 0 (0.00%)
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 17
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 | $34.85M | 15.76% | 3.94M shares | 15.43% → 15.76%+0.33 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | SGUSTAR GROUP LPUNIT LTD PARTNR View history and evidence | $33.71M | 15.25% | 2.75M shares | 14.61% → 15.25%+0.64 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | AMKRAMKOR TECHNOLOGY INC View history and evidence | $31.23M | 14.13% | 693.52K shares | 12.31% → 14.13%+1.82 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $25.69M | 11.62% | 89.32K shares | 12.57% → 11.62%-0.95 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | SKYWSKYWEST INC View history and evidence | $16.45M | 7.44% | 179.11K shares | 8.08% → 7.44%-0.64 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | AMRCAMERESCO INC-CL ACL A View history and evidence | $12.15M | 5.49% | 476.31K shares | 6.94% → 5.49%-1.45 pp -50.46K (-9.58%) | Reduced | ↗▾ |
| 07 | PARPAR TECHNOLOGY CORP/DEL View history and evidence | $9.33M | 4.22% | 700.00K shares | Prior unavailable +700.00K | New | ↗▾ |
| 08 | MOHMOLINA HEALTHCARE INC View history and evidence | $8.13M | 3.68% | 61.00K shares | Prior unavailable +61.00K | New | ↗▾ |
| 09 | BURBURFORD CAPITAL LTDORD SHS View history and evidence | $7.94M | 3.59% | 1.76M shares | 9.68% → 3.59%-6.09 pp -657.70K (-27.24%) | Reduced | ↗▾ |
| 10 | INTUINTUIT INC View history and evidence | $7.78M | 3.52% | 18.00K shares | Prior unavailable +18.00K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1399386 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 221089698
}Take these holdings further.
This page includes 17 of 17 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 17 of 17 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1399386","quarter":"2026Q1","page_size":100}
get_institutional_manager_history
{"cik":"1399386","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.