Bandera Partners
Bandera Partners reported 19 stocks worth $284M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are SGU (12.4%), JYNT (12.2%) and SPCX (12.0%). Compared with Q1 2026, the fund opened new positions in SPCX and SNAP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SGU Star Group L P | $35.3M | 12.4% | 2.7M | No change | 8 of 8 | |
| 2 |  JYNT Joint Corp | $34.6M | 12.2% | 3.9M | No change | 8 of 8 | |
| 3 |  SPCX Space Exploration Techn Corp Class A Com Stk | $34M | 12.0% | 199K | New position | 1 of 8 | |
| 4 |  GOOGL Alphabet Inc | $31.9M | 11.2% | 89K | No change | 8 of 8 | |
| 5 |  AMKR Amkor Technology Inc | $31.2M | 11.0% | 694K | No change | 8 of 8 | |
| 6 |  SKYW Skywest Inc | $17.8M | 6.3% | 179K | No change | 8 of 8 | |
| 7 |  MOH Molina Healthcare Inc | $14M | 4.9% | 61K | No change | 2 of 8 | |
| 8 |  PAR Par Technology Corp | $12.2M | 4.3% | 700K | No change | 2 of 8 | |
| 9 |  AMRC Ameresco Inc | $12.1M | 4.3% | 476K | No change | 8 of 8 | |
| 10 |  RRGB Red Robin Gourmet Burgers in | $10.8M | 3.8% | 1.4M | No change | 7 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bandera Partners 13F FAQ
What does Bandera Partners own?
Bandera Partners reported 19 stocks worth $284M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are SGU (12.4%), JYNT (12.2%) and SPCX (12.0%). The table above lists every position in the filing (the top 10 without an account).
What did Bandera Partners buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 0 added to, 0 trimmed and 0 sold out. New positions include SPCX and SNAP.
When will Bandera Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Bandera Partners's portfolio worth?
The Q2 2026 filing reports $284M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.