Filer Snapshot

Bandera Partners LLC

CIK 0001399386. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

81

Latest filing

12 Aug 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$283.92M

19 holdings for Q2 2026

Open portfolio

Largest parsed holding

SGU

$35.25M reported value

Open holding

13D/G large stake

BTMD

31 Mar 2026 · 6.4% ownership

Open 13D/G

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Source: SEC Form 13F

13F-HR filed on 12 Aug 2026 for CIK 0001399386.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$283.92M

Quarterly institutional holdings reported on Form 13F; not total AUM.

Forms 3/4/5 positions$103.78M

Reporting-owner positions with enough filing detail to estimate value.

Latest reported 13F value

13F
$283.92M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Forms 3/4/5 position value

3/4/5
$103.78M

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest 13F holdings

13F
SGU JYNT SPCX GOOGL AMKR
+14 moreSKYW MOH PAR AMRC RRGB AIOT BUR TLF NNI EAT INTU SNAP BTMD HQI

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

JYNT SGU BBQ IVFH

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

SGU JYNT SPCX GOOGL AMKR SKYW MOH PAR
+11 moreAMRC RRGB AIOT BUR TLF NNI EAT INTU SNAP BTMD HQI

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

JYNT

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

SGU RRGB BTMD DYAI
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
138 Atlantic Avenue, Brooklyn, NY, 11201
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Bandera Partners LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $283.92M across 19 reported holdings for Q2 2026.
  • Largest parsed 13F holding: SGU at $35.25M.
  • 5 recent 13D/G stake rows found; top row is BTMD at 6.4% ownership.
  • Forms 3/4/5 show insider context for JYNT worth $37.78M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 19 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 5 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 4 rows

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2026 - 12 Aug 2026

Top 5 concentration

59%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$166.96M

Compared with $283.92M total 13F value.

Top 5 net change

+$33.99M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SPCX

SGU JYNT SPCX GOOGL AMKR Other holdings

SGU

12.4%

Star Group Lp

$35.25M

JYNT

12.2%

Joint Corp

$34.57M

SPCX

12%

Space Exploration Techn Corp

$33.99M

GOOGL

11.2%

Alphabet Inc

$31.92M

AMKR

11%

Amkor Technology Inc

$31.23M

13D/G large-stake context

BTMD

31 Mar 2026 · Class A common stock, par value $0.0001 per share

6.4%

JYNT

13 Mar 2026 · Common Stock, $0.001 par value

28%

SGU

30 Jun 2025 · Common Units

8.7%

RRGB

30 Jun 2025 · Common Stock, $0.001 par value

7.6%

Forms 3/4/5 insider context

JYNT

19 Sep 2023 · 10% owner

$37.78M

SGU

30 May 2025 · 10% owner

$33.05M

BBQ

20 May 2021 · 10% owner

$23.04M

IVFH

04 Dec 2024 · 10% owner

$9.91M

Latest update

What changed recently for Bandera Partners LLC

New filing available

Latest 13F period: Q2 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

12 Aug 2026

Page type

Filer profile

Latest period

Q2 2026

Institutional portfolio context was refreshed from a 13F filing filed on 12 Aug 2026.

Benchmark Context

Benchmark context for this company

Bandera Partners LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q2 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001399386 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
81
First seen
14 Feb 2014
Latest filing
12 Aug 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A 3 4 SCHEDULE 13D/A SCHEDULE 13G SCHEDULE 13G/A

Latest Filings

Showing the latest 12 of 81 SEC filings for Bandera Partners LLC.

13F-HR

13F-HR filing

Filing date
12 Aug 2026
Reporting date
30 Jun 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
13 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
16 Mar 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13D/A

SCHEDULE 13D/A filing

Filing date
07 Jan 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G

SCHEDULE 13G filing

Filing date
19 Aug 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
19 Aug 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
13 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
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