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Bandera Partners LLC

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13F filer, CIK 1399386, Brooklyn, NY

Bandera Partners LLC reported $277,932,357 across 18 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 82.32% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000921895-25-001425

Period
2025-03-31
Reported value
$278M
Holdings
18
Top 10 weight
82.32%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SKYWadded+121,240$10.6M
CMPRnew+230,000$10.4M
AMRCadded+408,257$4.93M
RRGBadded+620,402$2.21M

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

SecurityShares changeApprox. value
WHEELER REAL ESTATE INVT TRexited-3,382-$11.4K

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.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000921895-25-001425, largest first. % of portfolio is the value over $277,932,357, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
JYNTJOINT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,937,296 shares; 2024Q4: 3,937,296 shares; 2025Q1: 3,937,296 shares 3,937,296$49.2M17.69%0Timeline
SGUSTAR GROUP LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,445,360 shares; 2024Q4: 3,445,360 shares; 2025Q1: 3,445,360 shares 3,445,360$45.4M16.34%0Timeline
BURBURFORD CAPITAL LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767,114 shares; 2024Q4: 1,767,114 shares; 2025Q1: 1,767,114 shares 1,767,114$23.3M8.4%0Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 425,000 shares; 2024Q4: 425,000 shares; 2025Q1: 425,000 shares 425,000$21M7.55%0Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 595,000 shares; 2024Q4: 595,000 shares; 2025Q1: 595,000 shares 595,000$18.6M6.68%0Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,760 shares; 2024Q4: 87,760 shares; 2025Q1: 209,000 shares 209,000$18.3M6.57%+121,240Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,300 shares; 2024Q4: 116,300 shares; 2025Q1: 116,300 shares 116,300$18M6.47%0Timeline
NNINELNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,000 shares; 2024Q4: 127,000 shares; 2025Q1: 127,000 shares 127,000$14.1M5.07%0Timeline
EXEEXPAND ENERGY CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,000 shares; 2024Q4: 95,000 shares; 2025Q1: 95,000 shares 95,000$10.6M3.81%0Timeline
CMPRCIMPRESS PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 230,000 shares 230,000$10.4M3.74%newTimeline
AIOTPOWERFLEET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,864,317 shares; 2024Q4: 1,864,317 shares; 2025Q1: 1,864,317 shares 1,864,317$10.2M3.68%0Timeline
AMRCAMERESCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,098 shares; 2024Q4: 326,098 shares; 2025Q1: 734,355 shares 734,355$8.87M3.19%+408,257Timeline
TLFTANDY LEATHER FACTORY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,857,936 shares; 2024Q4: 2,857,936 shares; 2025Q1: 2,857,936 shares 2,857,936$8.29M2.98%0Timeline
BTMDBIOTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,435,635 shares; 2024Q4: 2,435,635 shares; 2025Q1: 2,435,635 shares 2,435,635$8.11M2.92%0Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,853 shares; 2024Q4: 304,853 shares; 2025Q1: 304,853 shares 304,853$5.51M1.98%0Timeline
RRGBRED ROBIN GOURMET BURGERS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 229,598 shares; 2025Q1: 850,000 shares 850,000$3.03M1.09%+620,402Timeline
HQIHIREQUEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,847 shares; 2024Q4: 251,847 shares; 2025Q1: 251,847 shares 251,847$3M1.08%0Timeline
DYAIDYADIC INTL INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,566,908 shares; 2024Q4: 1,566,908 shares; 2025Q1: 1,566,908 shares 1,566,908$2.12M0.76%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WHEELER REAL ESTATE INVT TRWHEELER REAL ESTATE INVT TR3,382$11.4Kshares

How Q1 2025 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 0000921895-25-001425 base2025-05-13acceptance time not in the bulk data set