BP

Bandera Partners LLC

13F
Bandera Partners LLC
Last update 2025-06-03 18 Stocks (1 new)
Value $278.00 Mil Turnover 10 %
Countries:
Top Holdings: JYNT(17.69%)SGU(16.34%)BUR(8.40%)OXY(7.55%)MTCH(6.68%)
Summary Stock Picks Current Portfolio
Bandera Partners LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JYNT
The Joint Corp
3,937,296
49,176.8
0%
17.690
0%
25.720
+14.39%
+7.71%
175.2
Healthcare Providers & Services
SGU
Star Group LP
3,445,360
45,409.8
0%
16.340
0%
9.970
-6.47%
+4.87%
406.1
Oil & Gas
BUR
Burford Capital Ltd
1,767,114
23,343.6
0%
8.400
0%
0.810
+1.71%
+10.56%
3,067.8
Asset Management
OXY
Occidental Petroleum Corp
425,000
20,978.0
0%
7.550
0%
0.040
+10.46%
-10.77%
42,927.9
Oil & Gas
MTCH
Match Group Inc
595,000
18,564.0
0%
6.680
0%
0.240
+12.48%
+0.98%
7,957.6
Interactive Media
SKYW
SkyWest Inc
209,000
18,260.3
+138.15%
6.570
+3.81%
0.520
+32.53%
+13.00%
4,578.9
Transportation
GOOGL
Alphabet Inc
116,300
17,984.6
0%
6.470
0%
0.000
+22.57%
-2.01%
2,250,461.0
Interactive Media
NNI
Nelnet Inc
127,000
14,088.1
0%
5.070
0%
0.350
+14.45%
+12.55%
4,349.1
Credit Services
EXE
Expand Energy Corp
95,000
10,575.4
0%
3.810
0%
0.040
+2.56%
+10.33%
25,854.1
Oil & Gas
CMPR
Cimpress PLC
230,000
10,402.9
New Holding
3.740
+3.74%
0.920
+6.03%
-37.74%
1,110.8
Business Services

Bandera Partners LLC's Historical Top Holdings Breakdowns

Bandera Partners LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SKYW
SkyWest Inc
2025-03-31
Add
Add
+3.81%
●
81.46 ($102.28) 120.92
$113.15
10.63%
Add 138.15%
209,000
121,240
CMPR
Cimpress PLC
2025-03-31
New Buy
New Buy
+3.74%
●
41.88 ($56.2) 74.85
$44.65
-20.55%
New holding
230,000
230,000
AMRC
Ameresco Inc
2025-03-31
Add
Add
+1.77%
●
9.29 ($18.11) 28.17
$18.21
0.55%
Add 125.19%
734,355
408,257
RRGB
Red Robin Gourmet Burgers Inc
2025-03-31
Add
Add
+0.80%
●
3.56 ($5.12) 6.47
$6.21
21.29%
Add 270.21%
850,000
620,402
WHLR
Wheeler Real Estate Investment Trust Inc
Wheeler Real Estate Investment Trust Inc
2025-03-31
Sold Out
Sold Out
0%
●
22.12 ($182.65) 497
$4.72
-97.42%
Sold Out
0
-169
RRGB
Red Robin Gourmet Burgers Inc
2024-12-31
New Buy
New Buy
+0.48%
●
4.55 ($5.44) 6.52
$6.21
14.15%
New holding
229,598
229,598
AIRS
AirSculpt Technologies Inc
2024-12-31
Sold Out
Sold Out
-0.30%
●
4.66 ($6.16) 8.68
$5.56
-9.74%
Sold Out
0
-154,793
WHLR
Wheeler Real Estate Investment Trust Inc
Wheeler Real Estate Investment Trust Inc
2024-12-31
Reduce
Reduce
0%
●
471.8 ($1829.3) 4653.6001
$4.72
-99.74%
Reduce -0.31%
24
-11
M
Macy's Inc
2024-09-30
Sold Out
Sold Out
-9.43%
●
14.31 ($16.24) 19.64
$11.95
-26.42%
Sold Out
0
-1,355,000
OXY
Occidental Petroleum Corp
2024-09-30
New Buy
New Buy
+8.27%
●
49.91 ($57.06) 63.73
$43.62
-23.55%
New holding
425,000
425,000

Bandera Partners LLC Total Holding History ($B)

To

Bandera Partners LLC's Asset Allocation

To

Bandera Partners LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bandera Partners LLC's Hypothetical Growth since 2025-03-31

Bandera Partners LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Bandera Partners LLC's Holdings Heat Map

Size field:

Bandera Partners LLC's Holdings Bubble Chart

Bandera Partners LLC News

  • 1

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