Bandera Partners LLC

Q2 2025 13F-HR Holdings

Location
Brooklyn, NY
Holdings as of
6/30/2025
Date filed
8/12/2025
Form type
13F-HR
Num holdings
14
Total value ($000)
$221,863
Net value change ($000)
—
New positions
14
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/15/2014 Next filing: 11/12/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JYNT 45,436 —
BUR 35,805 —
SGU 32,121 —
SKYW 18,443 —
AMKR 16,236 —
GOOGL 15,741 —
NNI 12,401 —
BTMD 9,181 —
TLF 8,831 —
AIOT 8,110 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type