Bandera Partners LLC
Annual return
—
SPY
—
Alpha
—
Invested
$442.2M
Holdings
17
Trades YTD
1
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$JYNT
JOINT CORP
Q4 2024: New position (3.94M shares)
16.0%
02
$SGU
STAR GROUP L P
Q2 2025: Sold 20.3% (3.45M → 2.75M shares)
15.5%
03
$AMKR
AMKOR TECHNOLOGY INC
Q4 2025: Sold 10.3% (773.5k → 693.5k shares)
14.4%
04
$GOOGL
ALPHABET INC
Q2 2025: Sold 23.2% (116.3k → 89.3k shares)
11.8%
05
$SKYW
SKYWEST INC
Q2 2025: Sold 14.3% (209.0k → 179.1k shares)
7.6%
06
$AMRC
AMERESCO INC
Q2 2025: Sold 28.3% (734.4k → 526.8k shares)
5.6%
07
$PAR
PAR TECHNOLOGY CORP
Held since at least Q1 2024
4.3%
08
$MOH
MOLINA HEALTHCARE INC
Held since at least Q1 2024
3.7%
09
$INTU
INTUIT
Held since at least Q1 2024
3.6%
10
$AIOT
POWERFLEET INC
Q2 2025: Increased +0.9% (1.86M → 1.88M shares)
3.4%
Recent trades · Last 90 days
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 11:40 UTC.