13F Filings History of Bandera Partners LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$222,478,511
Notable people
Gregory Bylinsky, Jefferson Gramm, Andrew Shpiz
Signature - Title
Gregory Bylinsky - Managing Member
Location
Brooklyn, NY
Summary
This page shows a list of all the recent 13F filings made by Bandera Partners LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Bandera Partners LLC reported 13 stock holdings with total value $222,478,511 as of Q4 2025. Top holdings included JYNT, SGU, GOOGL, AMKR, and BUR.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 13 $222,478,511 $0 -$3,276,019 -$3,276,019 JYNT, SGU, GOOGL, AMKR, BUR 13F-HR 13 Feb 2026, 16:24
Q3 2025 13 $228,129,575 $0 -$2,363,614 -$2,363,614 JYNT, SGU, BUR, AMKR, GOOGL 13F-HR 12 Nov 2025, 16:15
Q2 2025 14 $221,863,414 +$23,412,674 -$83,619,157 -$60,206,483 JYNT, BUR, SGU, SKYW, AMKR 13F-HR 12 Aug 2025, 16:05
Q1 2025 18 $277,932,357 +$28,136,014 -$11,397 +$28,124,617 JYNT, SGU, BUR, OXY, MTCH 13F-HR 13 May 2025, 16:00
Q4 2024 18 $262,657,109 +$1,271,890 -$839,692 +$432,198 JYNT, SGU, BUR, GOOGL, OXY 13F-HR 12 Feb 2025, 16:00
Q3 2024 18 $264,915,714 +$21,959,391 -$26,497,926 -$4,538,535 JYNT, SGU, BUR, MTCH, OXY 13F-HR 12 Nov 2024, 16:02
Q2 2024 19 $275,858,670 +$20,499,042 -$382,344 +$20,116,698 JYNT, SGU, M, BUR, GOOGL 13F-HR 12 Aug 2024, 16:15
Q1 2024 19 $256,475,411 +$33,036,762 -$90,536,730 -$57,499,968 JYNT, SGU, BUR, MTCH, M 13F-HR 14 May 2024, 16:01
Q4 2023 19 $301,833,600 +$23,846,867 -$11,769,751 +$12,077,116 ATVI, SGU, JYNT, GOOG, BUR 13F-HR 13 Feb 2024, 16:30
Q3 2023 18 $276,962,594 +$68,775,076 -$3,881,334 +$64,893,742 ATVI, SGU, JYNT, GOOG, BUR 13F-HR 13 Nov 2023, 14:30
Q2 2023 18 $235,334,193 +$21,808,044 -$39,754,556 -$17,946,512 SGU, JYNT, GOOG, BUR, GOOGL 13F-HR 10 Aug 2023, 16:00
Q1 2023 16 $242,906,173 +$6,725,982 -$223,282 +$6,502,700 AMKR, SGU, JYNT, GOOG, GOOGL 13F-HR 12 May 2023, 16:00
Q4 2022 15 $211,281,106 +$4,372,105 -$50,273,000 -$45,900,895 AMKR, SGU, JYNT, GOOG, GOOGL 13F-HR 13 Feb 2023, 16:51
Q3 2022 16 $238,584,000 +$51,304,665 -$28,231,541 +$23,073,124 TWTR, JYNT, AMKR, SGU, GOOG 13F-HR 10 Nov 2022, 16:00
Q2 2022 17 $254,155,000 +$44,372,880 -$53,828,000 -$9,455,120 TWTR, JYNT, SGU, AMKR, GOOG 13F-HR 12 Aug 2022, 16:10
Q1 2022 22 $335,866,000 +$80,504,483 $0 +$80,504,483 SGU, AMKR, TWTR, JYNT, GOOGL 13F-HR 13 May 2022, 17:11
Q4 2021 20 $279,704,000 +$36,870,429 $0 +$36,870,429 AMKR, SGU, TWTR, GOOGL, BBQ 13F-HR 14 Feb 2022, 15:21
Q3 2021 20 $247,989,000 +$35,091,589 -$35,287,200 -$195,611 AMKR, SGU, GOOGL, BBQ, TWTR 13F-HR 12 Nov 2021, 16:05
Q2 2021 18 $255,240,000 +$3,522,389 -$100,445,799 -$96,923,410 JYNT, SGU, BBQ, GOOGL, TWTR 13F-HR 13 Aug 2021, 10:17
Q1 2021 18 $254,406,000 +$29,563,000 -$21,966,985 +$7,596,015 JYNT, SGU, TWTR, GOOGL, AMKR Restatement 27 May 2021, 12:39
Q4 2020 16 $191,728,000 +$4,873,500 -$2,791,241 +$2,082,259 JYNT, SGU, AMRC, TWTR, GOOGL 13F-HR 12 Feb 2021, 14:16
Q3 2020 16 $153,240,000 +$11,427,818 -$20,098,062 -$8,670,244 SGU, JYNT, AMRC, GOOGL, PICO 13F-HR 12 Nov 2020, 11:59
Q2 2020 16 $144,307,000 $0 -$5,859,937 -$5,859,937 SGU, JYNT, AMRC, GOOGL, TLF 13F-HR 12 Aug 2020, 12:04
Q1 2020 16 $118,684,000 +$23,000,532 -$38,451,055 -$15,450,523 SGU, JYNT, AMRC, TLF, GOOGL 13F-HR 14 May 2020, 11:01
Q4 2019 15 $167,858,000 +$6,340,650 -$10,537,646 -$4,196,996 SGU, JYNT, UI, TLF, META 13F-HR 13 Feb 2020, 16:26
Q3 2019 15 $158,805,000 +$34,420,112 -$43,159,401 -$8,739,289 SGU, JYNT, UI, TLF, META 13F-HR 13 Nov 2019, 16:00
Q2 2019 15 $168,444,000 +$16,004,792 -$8,290,015 +$7,714,777 SGU, JYNT, UBNT, TLF, META 13F-HR 13 Aug 2019, 16:00
Q1 2019 14 $161,464,000 +$3,120,000 -$7,750,249 -$4,630,249 SGU, UBNT, JYNT, TLF, GOOGL 13F-HR 13 May 2019, 16:00
Q4 2018 15 $137,462,000 +$13,239,383 -$5,887,737 +$7,351,646 SGU, TLF, UBNT, GOOGL, JYNT 13F-HR 12 Feb 2019, 11:01
Q3 2018 16 $151,490,000 +$21,655,413 -$5,772,718 +$15,882,695 SGU, TLF, GOOGL, META, PICO 13F-HR 13 Nov 2018, 16:26
Q2 2018 15 $132,143,000 +$17,391,912 -$25,714,665 -$8,322,753 SGU, TLF, GOOGL, PICO, JYNT 13F-HR 10 Aug 2018, 16:00
Q1 2018 23 $133,669,000 +$31,978,668 -$11,967,229 +$20,011,439 SGU, TLF, GOOGL, PICO, GOOG 13F-HR 11 May 2018, 15:01
Q4 2017 14 $121,338,000 +$9,421,160 $0 +$9,421,160 SGU, TLF, GOOGL, PICO, GOOG 13F-HR 12 Feb 2018, 16:54
Q3 2017 13 $113,096,000 +$6,546,480 -$1,493,513 +$5,052,967 SGU, TLF, PICO, GOOGL, GOOG 13F-HR 13 Nov 2017, 15:42
Q2 2017 12 $109,202,000 +$2,357,632 -$8,185,197 -$5,827,565 SGU, TLF, PICO, GOOGL, GOOG 13F-HR 11 Aug 2017, 12:27
Q1 2017 12 $103,184,000 +$10,889,686 -$55,552,414 -$44,662,728 TLF, SGU, PICO, GOOGL, FRGI 13F-HR 12 May 2017, 16:16
Q4 2016 12 $156,108,000 +$2,242,438 -$8,916,000 -$6,673,562 SGU, PLKI, TLF, GOOGL, PICO 13F-HR 10 Feb 2017, 16:35
Q3 2016 16 $152,262,000 +$4,522,020 -$13,790,028 -$9,268,008 SGU, PLKI, TLF, GOOGL, PICO 13F-HR 10 Nov 2016, 16:26
Q2 2016 15 $152,041,000 +$3,390,126 -$16,320,447 -$12,930,321 SGU, PLKI, TLF, GOOGL, GOOG 13F-HR 12 Aug 2016, 17:10
Q1 2016 16 $164,471,000 +$12,557,729 -$11,535,000 +$1,022,729 SGU, PLKI, TLF, GOOGL, HTH 13F-HR 13 May 2016, 16:05
Q4 2015 16 $163,629,000 +$28,939,923 -$28,767,202 +$172,721 SGU, PLKI, TLF, GOOGL, HTH 13F-HR 12 Feb 2016, 15:09
Q3 2015 18 $170,066,000 +$3,782,113 -$4,867,274 -$1,085,161 SGU, PLKI, TLF, GOOGL, HTH 13F-HR 13 Nov 2015, 16:10
Q2 2015 16 $182,140,000 +$4,246,872 -$1,993,751 +$2,253,121 SGU, PLKI, TLF, HTH, GOOG 13F-HR 14 Aug 2015, 11:06
Q1 2015 15 $173,420,000 +$8,265,751 -$5,864,000 +$2,401,751 SGU, PLKI, TLF, GOOG, HTH 13F-HR 15 May 2015, 16:37
Q4 2014 15 $161,794,000 +$3,119,436 -$11,018,377 -$7,898,941 SGU, PLKI, TLF, HTH, GOOGL 13F-HR 13 Feb 2015, 14:58
Q3 2014 18 $167,158,000 +$13,248,000 -$5,896,724 +$7,351,276 SGU, TLF, PLKI, HTH, EPAX 13F-HR 14 Nov 2014, 15:01
Q2 2014 16 $169,149,000 +$19,005,000 -$5,013,201 +$13,991,799 SGU, TLF, PLKI, EPAX, HTH 13F-HR 14 Aug 2014, 15:12
Q1 2014 14 $162,977,000 +$23,306,871 -$34,637,043 -$11,330,172 SGU, TLF, PLKI, GOOGL, HTH 13F-HR 15 May 2014, 15:59
Q4 2013 14 $179,266,000 $0 $0 $0 SGU, TLF, GOOGL, AFCE, HTH 13F-HR 14 Feb 2014, 14:10