13F HOLDINGS REPORT
Bandera Partners LLC
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0000921895-25-001425
Total Value
$277.9M
Positions
18
Other Managers
2
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | JOINT CORP | JYNT | 3,937,296 | $49.2M | 17.69% |
| 2 | STAR GROUP L P | SGU | 3,445,360 | $45.4M | 16.34% |
| 3 | BURFORD CAP LTD | BUR | 1,767,114 | $23.3M | 8.40% |
| 4 | OCCIDENTAL PETE CORP | 674599105 | 425,000 | $21.0M | 7.55% |
| 5 | MATCH GROUP INC NEW | MTCH | 595,000 | $18.6M | 6.68% |
| 6 | SKYWEST INC | SKYW | 209,000 | $18.3M | 6.57% |
| 7 | ALPHABET INC | GOOG | 116,300 | $18.0M | 6.47% |
| 8 | NELNET INC | NNI | 127,000 | $14.1M | 5.07% |
| 9 | EXPAND ENERGY CORPORATION | EXE | 95,000 | $10.6M | 3.81% |
| 10 | CIMPRESS PLC | CMPR | 230,000 | $10.4M | 3.74% |
| 11 | POWERFLEET INC | AIOT | 1,864,317 | $10.2M | 3.68% |
| 12 | AMERESCO INC | AMRC | 734,355 | $8.9M | 3.19% |
| 13 | TANDY LEATHER FACTORY INC | TLF | 2,857,936 | $8.3M | 2.98% |
| 14 | BIOTE CORP | BTMD | 2,435,635 | $8.1M | 2.92% |
| 15 | AMKOR TECHNOLOGY INC | AMKR | 304,853 | $5.5M | 1.98% |
| 16 | RED ROBIN GOURMET BURGERS IN | RRGB | 850,000 | $3.0M | 1.09% |
| 17 | HIREQUEST INC | HQI | 251,847 | $3.0M | 1.08% |
| 18 | DYADIC INTL INC DEL | 26745T101 | 1,566,908 | $2.1M | 0.76% |