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Bandera Partners LLC

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13F filer, CIK 1399386, Brooklyn, NY

Bandera Partners LLC reported $221,089,698 across 17 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-13. Its ten largest share positions make up 84.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000921895-26-001267

Period
2026-03-31
Reported value
$221M
Holdings
17
Top 10 weight
84.69%
New
4
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PARnew+700,000$9.33M
MOHnew+61,000$8.13M
INTUnew+18,000$7.78M
EATnew+33,000$4.71M
AIOTadded+500,000$1.54M

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
NNIreduced-55,230-$7.12M
BURreduced-657,698-$2.97M
AMRCreduced-50,460-$1.29M
BTMDreduced-218,309-$295K

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 2026

Share positions as resolved from 13F-HR 0000921895-26-001267, largest first. % of portfolio is the value over $221,089,698, 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; 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; 2026Q1: 3,937,296 shares 3,937,296$34.8M15.76%0Timeline
SGUSTAR GROUP LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,745,360 shares 2,745,360$33.7M15.25%0Timeline
AMKRAMKOR TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 693,519 shares 693,519$31.2M14.13%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 89,322 shares 89,322$25.7M11.62%0Timeline
SKYWSKYWEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 179,107 shares 179,107$16.4M7.44%0Timeline
AMRCAMERESCO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 476,309 shares 476,309$12.1M5.49%-50,460Timeline
PARPAR TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700,000 shares 700,000$9.33M4.22%newTimeline
MOHMOLINA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,000 shares 61,000$8.13M3.68%newTimeline
BURBURFORD CAPITAL LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,756,762 shares 1,756,762$7.94M3.59%-657,698Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,000 shares 18,000$7.78M3.52%newTimeline
AIOTPOWERFLEET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,381,666 shares 2,381,666$7.34M3.32%+500,000Timeline
TLFTANDY LEATHER FACTORY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,857,936 shares 2,857,936$6.6M2.99%0Timeline
NNINELNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 47,159 shares 47,159$6.08M2.75%-55,230Timeline
EATBRINKER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,000 shares 33,000$4.71M2.13%newTimeline
RRGBRED ROBIN GOURMET BURGERS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,350,000 shares 1,350,000$3.96M1.79%0Timeline
BTMDBIOTE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,065,482 shares 2,065,482$2.79M1.26%-218,309Timeline
HQIHIREQUEST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 236,847 shares 236,847$2.36M1.07%0Timeline

How Q1 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 0000921895-26-001267 base2026-05-13acceptance time not in the bulk data set