Bandera Partners LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PAR TECHNOLOGY CORP | 0 | 700,000 | +700,000 | 0 | 9,331,000 | 4.22% | +9,331,000 |
| MOLINA HEALTHCARE INC(MOH) | 0 | 61,000 | +61,000 | 0 | 8,131,300 | 3.68% | +8,131,300 |
| INTUIT(INTU) | 0 | 18,000 | +18,000 | 0 | 7,782,840 | 3.52% | +7,782,840 |
| BRINKER INTL INC(EAT) | 0 | 33,000 | +33,000 | 0 | 4,711,410 | 2.13% | +4,711,410 |
| AMKOR TECHNOLOGY INC | 693,519 | 693,519 | 0 | 27,380,130 | 31,229,161 | 14.13% | +3,849,031 |
| STAR GROUP L P | 2,745,360 | 2,745,360 | 0 | 32,505,062 | 33,713,021 | 15.25% | +1,207,959 |
| JOINT CORP | 3,937,296 | 3,937,296 | 0 | 34,333,221 | 34,845,070 | 15.76% | +511,849 |
| HIREQUEST INC | 236,847 | 236,847 | 0 | 2,489,262 | 2,363,733 | 1.07% | -125,529 |
| TANDY LEATHER FACTORY INC | 2,857,936 | 2,857,936 | 0 | 7,830,745 | 6,601,832 | 2.99% | -1,228,913 |
| RED ROBIN GOURMET BURGERS IN | 1,350,000 | 1,350,000 | 0 | 5,467,500 | 3,955,500 | 1.79% | -1,512,000 |
| SKYWEST INC(SKYW) | 179,107 | 179,107 | 0 | 17,984,134 | 16,447,396 | 7.44% | -1,536,738 |
| ALPHABET INC(GOOG) | 89,322 | 89,322 | 0 | 27,957,786 | 25,685,434 | 11.62% | -2,272,352 |
| POWERFLEET INC | 1,881,666 | 2,381,666 | +500,000 | 10,010,463 | 7,335,531 | 3.32% | -2,674,932 |
| BIOTE CORP | 2,283,791 | 2,065,482 | -218,309 | 5,937,857 | 2,788,401 | 1.26% | -3,149,456 |
| AMERESCO INC | 526,769 | 476,309 | -50,460 | 15,429,064 | 12,145,880 | 5.49% | -3,283,184 |
| NELNET INC(NNI) | 102,389 | 47,159 | -55,230 | 13,616,304 | 6,081,625 | 2.75% | -7,534,679 |
| BURFORD CAPITAL LIMITED | 2,414,460 | 1,756,762 | -657,698 | 21,536,983 | 7,940,564 | 3.59% | -13,596,419 |