Bandera Partners
Jefferson Gramm
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
19
Market Value
$283.9M
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| SGU | 12.4% | 15.3% | 14.6% | 14.2% |
| JYNT | 12.2% | 15.8% | 15.4% | 16.5% |
| SPCX | 12.0% | - | - | - |
| GOOGL | 11.2% | 11.6% | 12.6% | 9.5% |
| AMKR | 11.0% | 14.1% | 12.3% | 9.6% |
| SKYW | 6.3% | 7.4% | 8.1% | 7.9% |
| MOH | 4.9% | 3.7% | - | - |
| PAR | 4.3% | 4.2% | - | - |
| AMRC | 4.3% | 5.5% | 6.9% | 7.8% |
| RRGB | 3.8% | - | - | 4.1% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
AMKR+12.95%
SKYW+1.46%
AMRC-12.98%
PAR+8.78%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
SPCX-21.57%
AIOT-21.15%
MOH-13.89%
GOOGL-4.67%
JYNT-6.04%
Sector Analysis
Energy12.4%
Others12.0%
Financials4.7%
Healthcare18.5%
Technology20.2%
Industrials11.6%
Communication Services12.6%
Consumer Discretionary8.1%