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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bandera Partners LLC

Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0000921895-25-002157

Total Value
$221.9M
Positions
14
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (14)

#IssuerTicker / CUSIPSharesValue% of Filing
1JOINT CORPJYNT3,937,296$45.4M20.48%
2BURFORD CAP LTDBUR2,510,883$35.8M16.14%
3STAR GROUP L PSGU2,745,360$32.1M14.48%
4SKYWEST INCSKYW179,107$18.4M8.31%
5AMKOR TECHNOLOGY INCAMKR773,493$16.2M7.32%
6ALPHABET INCGOOG89,322$15.7M7.10%
7NELNET INCNNI102,389$12.4M5.59%
8BIOTE CORPBTMD2,283,791$9.2M4.14%
9TANDY LEATHER FACTORY INCTLF2,857,936$8.8M3.98%
10POWERFLEET INCAIOT1,881,666$8.1M3.66%
11AMERESCO INCAMRC526,769$8.0M3.61%
12RED ROBIN GOURMET BURGERS INRRGB1,350,000$7.8M3.52%
13HIREQUEST INCHQI236,847$2.4M1.07%
14DYADIC INTL INC DEL26745T1011,383,308$1.4M0.62%