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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