account_balance
Investment manager · 13F filer · SEC CIK 1399386
Bandera Partners LLC
Reported value$284Mas of Jun 30, 2026
Positions19 2 new, 0 sold out
Top 10 weight82.4%SGU alone is 12%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SGUStar Group LP
12.4%
JYNTJoint Corp
12.2%
SPCXSpace Exploration Techn Corp
12.0%New
GOOGLAlphabet Inc
11.2%
AMKRAmkor Technology Inc
11.0%
SKYWSkywest Inc
6.3%
MOHMolina Healthcare Inc
4.9%
PARPar Technology Corp
4.3%
AMRCAmeresco Inc
4.3%
RRGBRed Robin Gourmet Burgers In
3.8%
AIOTPowerfleet Inc
3.2%
BURBurford Capital Limited
2.5%
SGUStar Group LP
12.4%
JYNTJoint Corp
12.2%
SPCX12.0%GOOGL11.2%AMKRAmkor Technology Inc
11.0%
SKYW6.3%MOH4.9%PAR4.3%AMRC4.3%RRGB3.8%AIOT3.2%BUR2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SGU Star Group LP 12.4% HeldJYNT Joint Corp 12.2% HeldSPCX Space Exploration Techn Corp 12.0% NewGOOGL Alphabet Inc 11.2% HeldAMKR Amkor Technology Inc 11.0% HeldSKYW Skywest Inc 6.3% HeldMOH Molina Healthcare Inc 4.9% HeldPAR Par Technology Corp 4.3% HeldAMRC Ameresco Inc 4.3% HeldRRGB Red Robin Gourmet Burgers In 3.8% HeldAIOT Powerfleet Inc 3.2% HeldBUR Burford Capital Limited 2.5% Held
What changed