Bandera Partners LLC Portfolio Holdings by Sector
Bandera Partners LLC
- $223 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Medical Care Facilities | Healthcare
JYNT BTMD 2 stocks |
$54,616
24.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BUR 1 stocks |
$35,805
16.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
SGU 1 stocks |
$32,120
14.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Airlines | Industrials
SKYW 1 stocks |
$18,442
8.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AMKR 1 stocks |
$16,235
7.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$15,741
7.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
NNI 1 stocks |
$12,401
5.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
PWFL 1 stocks |
$9,389
4.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
TLF 1 stocks |
$8,831
3.96% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
AMRC 1 stocks |
$8,001
3.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
RRGB 1 stocks |
$7,816
3.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
HQI 1 stocks |
$2,370
1.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
DYAI 1 stocks |
$1,369
0.61% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|