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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

Institutional Manager · CIK 0001399386

Bandera Partners LLC

New York, NY · File #028-13806

Latest AUM
$222.5M
Positions
13
Top-10 Concentration
93.8%
Filings
12

Sector Allocation

Healthcare
18.1%$40.3M
Technology
16.8%$37.4M
Industrials
16.1%$35.9M
Financials
15.8%$35.2M
Energy
14.6%$32.5M

Filing History

View all filings →

Top 13 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1JOINT CORPJYNT3,937,296$34.3M15.43%
2STAR GROUP L PSGU2,745,360$32.5M14.61%
3ALPHABET INCGOOG89,322$28.0M12.57%
4AMKOR TECHNOLOGY INCAMKR693,519$27.4M12.31%
5BURFORD CAP LTDBUR2,414,460$21.5M9.68%
6SKYWEST INCSKYW179,107$18.0M8.08%
7AMERESCO INCAMRC526,769$15.4M6.94%
8NELNET INCNNI102,389$13.6M6.12%
9POWERFLEET INCAIOT1,881,666$10.0M4.50%
10TANDY LEATHER FACTORY INCTLF2,857,936$7.8M3.52%
11BIOTE CORPBTMD2,283,791$5.9M2.67%
12RED ROBIN GOURMET BURGERS INRRGB1,350,000$5.5M2.46%
13HIREQUEST INCHQI236,847$2.5M1.12%