Bandera Partners LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $223 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Joint Corp with a value of $45.4M, Burford Capital LTD with a value of $35.8M, Star Group, L.P. with a value of $32.1M, Skywest Inc with a value of $18.4M, and Amkor Technology, Inc. with a value of $16.2M.

Examining the 13F form we can see an decrease of $51.4M in the current position value, from $275M to 223M.

Bandera Partners LLC is based out at New York, NY

Below you can find more details about Bandera Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $223 Million
Healthcare: $56 Million
Financial Services: $48.2 Million
Energy: $32.1 Million
Industrials: $28.8 Million
Technology: $25.6 Million
Consumer Cyclical: $16.6 Million
Communication Services: $15.7 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 14
  • Current Value $223 Million
  • Prior Value $275 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Bandera Partners LLC Portfolio

Follow Bandera Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bandera Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bandera Partners LLC with notifications on news.