13FBOX
Bandera Partners LLC · 13F Holdings
Options Calculator Rankings

Bandera Partners LLC

No.5954 Data as of 2026Q2
Latest AUM (Q2 2026)
$283.9M
QoQ Change Q1 2026
+$62.8M+28.4%
Holdings
19
New Buys
2
Adds
0
Reduces
0
Exits
0
Unchanged
17
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
STAR GROUP LPSGU
12.42%15.25%$35.3M2.7M$33.7M2.7M00.00%Unchanged
JJOINT CORP COMJYNT
12.18%15.76%$34.6M3.9M$34.8M3.9M00.00%Unchanged
SSPACE EXPLORATION TECHN CORPSPCX
11.97%$34.0M198,920$00+198,920New Buy
ALPHABET INCGOOGL
11.24%11.62%$31.9M89,322$25.7M89,32200.00%Unchanged
AAMKOR TECHNOLOGY INCAMKR
11%14.13%$31.2M693,519$31.2M693,51900.00%Unchanged
SKYWEST INCSKYW
6.27%7.44%$17.8M179,107$16.4M179,10700.00%Unchanged
MOLINA HEALTHCARE INCMOH
4.91%3.68%$14.0M61,000$8.1M61,00000.00%Unchanged
PAR TECHNOLOGY CORPPAR
4.29%4.22%$12.2M700,000$9.3M700,00000.00%Unchanged
AMERESCO INCAMRC
4.28%5.49%$12.1M476,309$12.1M476,30900.00%Unchanged
RRED ROBIN GOURMET BURGERS INCORPORATEDRRGB
3.8%1.79%$10.8M1.4M$4.0M1.4M00.00%Unchanged
PPOWERFLEET INC COMAIOT
3.21%3.32%$9.1M2.4M$7.3M2.4M00.00%Unchanged
BBURFORD CAPITAL LIMITEDBUR
2.54%3.59%$7.2M1.8M$7.9M1.8M00.00%Unchanged
TTANDY LEATHER FACTORY INCTLF
2.35%2.99%$6.7M2.9M$6.6M2.9M00.00%Unchanged
NELNET INCNNI
2.14%2.75%$6.1M47,159$6.1M47,15900.00%Unchanged
BBRINKER INTL INCEAT
1.95%2.13%$5.5M33,000$4.7M33,00000.00%Unchanged
INTUITINTU
1.65%3.52%$4.7M18,000$7.8M18,00000.00%Unchanged
SNAP INCSNAP
1.38%$3.9M880,000$00+880,000New Buy
BBIOTE CORP CLASS A COMBTMD
1.37%1.26%$3.9M2.1M$2.8M2.1M00.00%Unchanged
HHIREQUEST INC COMHQI
1.05%1.07%$3.0M236,847$2.4M236,84700.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow