Bandera Partners portfolio — 13F holdings Q2 2026
Bandera Partners (Jefferson Gramm) reported 19 long positions worth $283.9 million as of 2026-06-30. Top holdings: STAR GROUP, L.P., JOINT Corp, SPACE EXPLORATION TECHNOLOGIES CORP, Alphabet Inc., AMKOR TECHNOLOGY, INC.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| STAR GROUP, L.P. | 2026-06-30 | 35250422.00 USD | 12.42% | hold | Original filing |
| JOINT Corp | 2026-06-30 | 34569459.00 USD | 12.18% | hold | Original filing |
| SPACE EXPLORATION TECHNOLOGIES CORP | 2026-06-30 | 33987471.00 USD | 11.97% | buy | Original filing |
| Alphabet Inc. | 2026-06-30 | 31921003.00 USD | 11.24% | hold | Original filing |
| AMKOR TECHNOLOGY, INC. | 2026-06-30 | 31229161.00 USD | 11.00% | hold | Original filing |
| SKYWEST INC | 2026-06-30 | 17790698.00 USD | 6.27% | hold | Original filing |
| MOLINA HEALTHCARE, INC. | 2026-06-30 | 13950700.00 USD | 4.91% | hold | Original filing |
| PAR TECHNOLOGY CORP | 2026-06-30 | 12194000.00 USD | 4.29% | hold | Original filing |
| Ameresco, Inc. | 2026-06-30 | 12145880.00 USD | 4.28% | hold | Original filing |
| RED ROBIN GOURMET BURGERS INC | 2026-06-30 | 10786500.00 USD | 3.80% | hold | Original filing |
| Powerfleet, Inc. | 2026-06-30 | 9121781.00 USD | 3.21% | hold | Original filing |
| Burford Capital Ltd | 2026-06-30 | 7202724.00 USD | 2.54% | hold | Original filing |
| TANDY LEATHER FACTORY INC | 2026-06-30 | 6658991.00 USD | 2.35% | hold | Original filing |
| NELNET INC | 2026-06-30 | 6081625.00 USD | 2.14% | hold | Original filing |
| BRINKER INTERNATIONAL, INC | 2026-06-30 | 5544000.00 USD | 1.95% | hold | Original filing |
| INTUIT INC. | 2026-06-30 | 4698000.00 USD | 1.65% | hold | Original filing |
| Snap Inc | 2026-06-30 | 3907200.00 USD | 1.38% | buy | Original filing |
| biote Corp. | 2026-06-30 | 3903761.00 USD | 1.37% | hold | Original filing |
| HireQuest, Inc. | 2026-06-30 | 2974798.00 USD | 1.05% | hold | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-12 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-13 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-13 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-12 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-12 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-13 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-12 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-12 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-12 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-14 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-13 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-13 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-10 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-12 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-13 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-10 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-12 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-13 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-12 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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