Bandera Partners LLC Portfolio Holdings by Sector
Bandera Partners LLC
- $229 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Medical Care Facilities | Healthcare
JYNT BTMD 2 stocks |
$45,397
19.87% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
SGU 1 stocks |
$32,477
14.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BUR 1 stocks |
$29,036
12.71% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AMKR 1 stocks |
$21,967
9.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$21,714
9.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
SKYW 1 stocks |
$18,021
7.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
AMRC 1 stocks |
$17,688
7.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
NNI 1 stocks |
$12,837
5.62% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
PWFL 1 stocks |
$9,389
4.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
RRGB 1 stocks |
$9,139
4.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
TLF 1 stocks |
$8,573
3.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
HQI 1 stocks |
$2,278
1.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|