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Bandera Partners LLC

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13F filer, CIK 1399386, Brooklyn, NY

Bandera Partners LLC reported $283,918,174 across 19 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12. Its ten largest share positions make up 82.36% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000921895-26-002064

Period
2026-06-30
Reported value
$284M
Holdings
19
Top 10 weight
82.36%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPCXnew+198,920$34M
SNAPnew+880,000$3.91M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

None.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000921895-26-002064, largest first. % of portfolio is the value over $283,918,174, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SGUSTAR GROUP LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,445,360 shares; 2024Q4: 3,445,360 shares; 2025Q1: 3,445,360 shares; 2025Q2: 2,745,360 shares; 2025Q3: 2,745,360 shares; 2025Q4: 2,745,360 shares; 2026Q1: 2,745,360 shares; 2026Q2: 2,745,360 shares 2,745,360$35.3M12.42%0Timeline
JYNTJOINT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,937,296 shares; 2024Q4: 3,937,296 shares; 2025Q1: 3,937,296 shares; 2025Q2: 3,937,296 shares; 2025Q3: 3,937,296 shares; 2025Q4: 3,937,296 shares; 2026Q1: 3,937,296 shares; 2026Q2: 3,937,296 shares 3,937,296$34.6M12.18%0Timeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 198,920 shares 198,920$34M11.97%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,300 shares; 2024Q4: 116,300 shares; 2025Q1: 116,300 shares; 2025Q2: 89,322 shares; 2025Q3: 89,322 shares; 2025Q4: 89,322 shares; 2026Q1: 89,322 shares; 2026Q2: 89,322 shares 89,322$31.9M11.24%0Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 304,853 shares; 2024Q4: 304,853 shares; 2025Q1: 304,853 shares; 2025Q2: 773,493 shares; 2025Q3: 773,493 shares; 2025Q4: 693,519 shares; 2026Q1: 693,519 shares; 2026Q2: 693,519 shares 693,519$31.2M11%0Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,760 shares; 2024Q4: 87,760 shares; 2025Q1: 209,000 shares; 2025Q2: 179,107 shares; 2025Q3: 179,107 shares; 2025Q4: 179,107 shares; 2026Q1: 179,107 shares; 2026Q2: 179,107 shares 179,107$17.8M6.27%0Timeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,000 shares; 2026Q2: 61,000 shares 61,000$14M4.91%0Timeline
PARPAR TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700,000 shares; 2026Q2: 700,000 shares 700,000$12.2M4.29%0Timeline
AMRCAMERESCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,098 shares; 2024Q4: 326,098 shares; 2025Q1: 734,355 shares; 2025Q2: 526,769 shares; 2025Q3: 526,769 shares; 2025Q4: 526,769 shares; 2026Q1: 476,309 shares; 2026Q2: 476,309 shares 476,309$12.1M4.28%0Timeline
RRGBRED ROBIN GOURMET BURGERS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 229,598 shares; 2025Q1: 850,000 shares; 2025Q2: 1,350,000 shares; 2025Q3: 1,350,000 shares; 2025Q4: 1,350,000 shares; 2026Q1: 1,350,000 shares; 2026Q2: 1,350,000 shares 1,350,000$10.8M3.8%0Timeline
AIOTPOWERFLEET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,864,317 shares; 2024Q4: 1,864,317 shares; 2025Q1: 1,864,317 shares; 2025Q2: 1,881,666 shares; 2025Q3: 1,881,666 shares; 2025Q4: 1,881,666 shares; 2026Q1: 2,381,666 shares; 2026Q2: 2,381,666 shares 2,381,666$9.12M3.21%0Timeline
BURBURFORD CAPITAL LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,767,114 shares; 2024Q4: 1,767,114 shares; 2025Q1: 1,767,114 shares; 2025Q2: 2,510,883 shares; 2025Q3: 2,427,761 shares; 2025Q4: 2,414,460 shares; 2026Q1: 1,756,762 shares; 2026Q2: 1,756,762 shares 1,756,762$7.2M2.54%0Timeline
TLFTANDY LEATHER FACTORY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857,936 shares; 2024Q4: 2,857,936 shares; 2025Q1: 2,857,936 shares; 2025Q2: 2,857,936 shares; 2025Q3: 2,857,936 shares; 2025Q4: 2,857,936 shares; 2026Q1: 2,857,936 shares; 2026Q2: 2,857,936 shares 2,857,936$6.66M2.35%0Timeline
NNINELNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,000 shares; 2024Q4: 127,000 shares; 2025Q1: 127,000 shares; 2025Q2: 102,389 shares; 2025Q3: 102,389 shares; 2025Q4: 102,389 shares; 2026Q1: 47,159 shares; 2026Q2: 47,159 shares 47,159$6.08M2.14%0Timeline
EATBRINKER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,000 shares; 2026Q2: 33,000 shares 33,000$5.54M1.95%0Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares 18,000$4.7M1.65%0Timeline
SNAPSNAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 880,000 shares 880,000$3.91M1.38%newTimeline
BTMDBIOTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,435,635 shares; 2024Q4: 2,435,635 shares; 2025Q1: 2,435,635 shares; 2025Q2: 2,283,791 shares; 2025Q3: 2,283,791 shares; 2025Q4: 2,283,791 shares; 2026Q1: 2,065,482 shares; 2026Q2: 2,065,482 shares 2,065,482$3.9M1.37%0Timeline
HQIHIREQUEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,847 shares; 2024Q4: 251,847 shares; 2025Q1: 251,847 shares; 2025Q2: 236,847 shares; 2025Q3: 236,847 shares; 2025Q4: 236,847 shares; 2026Q1: 236,847 shares; 2026Q2: 236,847 shares 236,847$2.97M1.05%0Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000921895-26-002064 base2026-08-12acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000921895-26-002064 Quarter ended 2026-06-302026-08-12acceptance time not in the bulk data set
13F-HR 0000921895-26-001267 Quarter ended 2026-03-312026-05-13acceptance time not in the bulk data set
13F-HR 0000921895-26-000368 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0000921895-25-002977 Quarter ended 2025-09-302025-11-12acceptance time not in the bulk data set
13F-HR 0000921895-25-002157 Quarter ended 2025-06-302025-08-12acceptance time not in the bulk data set
13F-HR 0000921895-25-001425 Quarter ended 2025-03-312025-05-13acceptance time not in the bulk data set
13F-HR 0000921895-25-000347 Quarter ended 2024-12-312025-02-12acceptance time not in the bulk data set
13F-HR 0000921895-24-002580 Quarter ended 2024-09-302024-11-12acceptance time not in the bulk data set
13F-HR 0000921895-24-001745 Quarter ended 2024-06-302024-08-12acceptance time not in the bulk data set
13F-HR 0000921895-24-001157 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0000921895-24-000396 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0000921895-23-002565 Quarter ended 2023-09-302023-11-13acceptance time not in the bulk data set
13F-HR 0000921895-23-001879 Quarter ended 2023-06-302023-08-10acceptance time not in the bulk data set
13F-HR 0000921895-23-001164 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-HR 0000921895-23-000458 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set
13F-HR 0000921895-22-002966 Quarter ended 2022-09-302022-11-10acceptance time not in the bulk data set
13F-HR 0000921895-22-002417 Quarter ended 2022-06-302022-08-12acceptance time not in the bulk data set
13F-HR 0000921895-22-001637 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0001193805-22-000307 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0000921895-21-002601 Quarter ended 2021-09-302021-11-12acceptance time not in the bulk data set
13F-HR 0000921895-21-002037 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR/A 0000921895-21-001505 Quarter ended 2021-03-312021-05-27acceptance time not in the bulk data set
13F-HR 0000921895-21-001312 Quarter ended 2021-03-312021-05-14acceptance time not in the bulk data set
13F-HR 0000921895-21-000367 Quarter ended 2020-12-312021-02-12acceptance time not in the bulk data set
13F-HR 0000921895-20-002886 Quarter ended 2020-09-302020-11-12acceptance time not in the bulk data set
13F-HR 0000921895-20-002167 Quarter ended 2020-06-302020-08-12acceptance time not in the bulk data set
13F-HR 0000921895-20-001387 Quarter ended 2020-03-312020-05-14acceptance time not in the bulk data set
13F-HR 0000921895-20-000437 Quarter ended 2019-12-312020-02-13acceptance time not in the bulk data set
13F-HR 0000921895-19-002744 Quarter ended 2019-09-302019-11-13acceptance time not in the bulk data set
13F-HR 0000921895-19-002193 Quarter ended 2019-06-302019-08-13acceptance time not in the bulk data set
13F-HR 0000921895-19-001379 Quarter ended 2019-03-312019-05-13acceptance time not in the bulk data set
13F-HR 0001765380-19-000029 Quarter ended 2018-12-312019-02-12acceptance time not in the bulk data set
13F-HR 0000921895-18-003001 Quarter ended 2018-09-302018-11-13acceptance time not in the bulk data set
13F-HR 0000921895-18-002273 Quarter ended 2018-06-302018-08-10acceptance time not in the bulk data set
13F-HR 0000921895-18-001647 Quarter ended 2018-03-312018-05-11acceptance time not in the bulk data set
13F-HR 0000921895-18-000511 Quarter ended 2017-12-312018-02-12acceptance time not in the bulk data set
13F-HR 0000921895-17-002610 Quarter ended 2017-09-302017-11-13acceptance time not in the bulk data set
13F-HR 0000921895-17-002105 Quarter ended 2017-06-302017-08-11acceptance time not in the bulk data set
13F-HR 0000921895-17-001454 Quarter ended 2017-03-312017-05-12acceptance time not in the bulk data set
13F-HR 0000921895-17-000274 Quarter ended 2016-12-312017-02-10acceptance time not in the bulk data set
13F-HR 0000921895-16-006090 Quarter ended 2016-09-302016-11-10acceptance time not in the bulk data set
13F-HR 0000921895-16-005431 Quarter ended 2016-06-302016-08-12acceptance time not in the bulk data set
13F-HR 0000921895-16-004501 Quarter ended 2016-03-312016-05-13acceptance time not in the bulk data set
13F-HR 0000921895-16-003299 Quarter ended 2015-12-312016-02-12acceptance time not in the bulk data set
13F-HR 0000921895-15-002499 Quarter ended 2015-09-302015-11-13acceptance time not in the bulk data set
13F-HR 0000921895-15-001960 Quarter ended 2015-06-302015-08-14acceptance time not in the bulk data set
13F-HR 0000921895-15-001384 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0000921895-15-000324 Quarter ended 2014-12-312015-02-13acceptance time not in the bulk data set
13F-HR 0000921895-14-002419 Quarter ended 2014-09-302014-11-14acceptance time not in the bulk data set
13F-HR 0000921895-14-001859 Quarter ended 2014-06-302014-08-14acceptance time not in the bulk data set
13F-HR 0000921895-14-001183 Quarter ended 2014-03-312014-05-15acceptance time not in the bulk data set
13F-HR 0000921895-14-000321 Quarter ended 2013-12-312014-02-14acceptance time not in the bulk data set
13F-HR 0000921895-13-002264 Quarter ended 2013-09-302013-11-14acceptance time not in the bulk data set
13F-HR 0000921895-13-001740 Quarter ended 2013-06-302013-08-14acceptance time not in the bulk data set