Bandera Partners LLC
Bandera Partners LLC reported 19 positions worth $283.9M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: SGU (12.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SGU | SH | $35.3M | 12.42% | 2,745,360 | — | — | |
| ▸ 2 | JYNT | SH | $34.6M | 12.18% | 3,937,296 | — | — | |
| ▸ 3 | SPCX | SH | $34.0M | 11.97% | 198,920 | — | — | |
| ▸ 4 | GOOGL | SH | $31.9M | 11.24% | 89,322 | — | — | |
| ▸ 5 | AMKR | SH | $31.2M | 11.00% | 693,519 | — | — | |
| ▸ 6 | SKYW | SH | $17.8M | 6.27% | 179,107 | — | — | |
| ▸ 7 | MOH | SH | $14.0M | 4.91% | 61,000 | — | — | |
| ▸ 8 | PAR | SH | $12.2M | 4.29% | 700,000 | — | — | |
| ▸ 9 | AMRC | SH | $12.1M | 4.28% | 476,309 | — | — | |
| ▸ 10 | RRGB | SH | $10.8M | 3.80% | 1,350,000 | — | — |
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Frequently Asked Questions
What stocks does Bandera Partners LLC hold as of Q2 2026?
Bandera Partners LLC reported 19 positions worth $283.9M in its Q2 2026 13F filing. Largest positions: SGU (12.4%), JYNT (12.2%), SPCX (12.0%), GOOGL (11.2%) and AMKR (11.0%).
What did Bandera Partners LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bandera Partners LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.