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Bandera Partners LLC

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13F filer, CIK 1399386, Brooklyn, NY

Bandera Partners LLC reported $222,478,511 across 13 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 93.75% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000921895-26-000368

Period
2025-12-31
Reported value
$222M
Holdings
13
Top 10 weight
93.75%
New
0
Sold out
0

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMKRreduced-79,974-$3.16M
BURreduced-13,301-$119K

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, Q4 2025

Share positions as resolved from 13F-HR 0000921895-26-000368, largest first. % of portfolio is the value over $222,478,511, 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; 2024Q1: restricted; 2024Q2: restricted; 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 3,937,296$34.3M15.43%0Timeline
SGUSTAR GROUP LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 2,745,360$32.5M14.61%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,300 shares; 2024Q4: 116,300 shares; 2025Q1: 116,300 shares; 2025Q2: 89,322 shares; 2025Q3: 89,322 shares; 2025Q4: 89,322 shares 89,322$28M12.57%0Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 304,853 shares; 2024Q4: 304,853 shares; 2025Q1: 304,853 shares; 2025Q2: 773,493 shares; 2025Q3: 773,493 shares; 2025Q4: 693,519 shares 693,519$27.4M12.31%-79,974Timeline
BURBURFORD CAPITAL LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 2,414,460$21.5M9.68%-13,301Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,760 shares; 2024Q4: 87,760 shares; 2025Q1: 209,000 shares; 2025Q2: 179,107 shares; 2025Q3: 179,107 shares; 2025Q4: 179,107 shares 179,107$18M8.08%0Timeline
AMRCAMERESCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,098 shares; 2024Q4: 326,098 shares; 2025Q1: 734,355 shares; 2025Q2: 526,769 shares; 2025Q3: 526,769 shares; 2025Q4: 526,769 shares 526,769$15.4M6.94%0Timeline
NNINELNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,000 shares; 2024Q4: 127,000 shares; 2025Q1: 127,000 shares; 2025Q2: 102,389 shares; 2025Q3: 102,389 shares; 2025Q4: 102,389 shares 102,389$13.6M6.12%0Timeline
AIOTPOWERFLEET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 1,881,666$10M4.5%0Timeline
TLFTANDY LEATHER FACTORY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 2,857,936$7.83M3.52%0Timeline
BTMDBIOTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 2,283,791$5.94M2.67%0Timeline
RRGBRED ROBIN GOURMET BURGERS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 1,350,000$5.47M2.46%0Timeline
HQIHIREQUEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,847 shares; 2024Q4: 251,847 shares; 2025Q1: 251,847 shares; 2025Q2: 236,847 shares; 2025Q3: 236,847 shares; 2025Q4: 236,847 shares 236,847$2.49M1.12%0Timeline

How Q4 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 0000921895-26-000368 base2026-02-13acceptance time not in the bulk data set