Jefferson Gramm's portfolio
In the Q2 2026 13F, filed August 12, 2026, Bandera Partners reported 19 US stock positions worth $284M. The largest was Star Group (SGU) at 12.4% of the portfolio. New positions: SPACE EXPLORATION TECHNOLOGIES CORP (SPCX) and Snap (SNAP). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
Holdings
19 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Star GroupSGU | 12.42% | $35M | 2,745,360 | Held |
| JointJYNT | 12.18% | $35M | 3,937,296 | Held |
| SPACE EXPLORATION TECHNOLOGIES CORPSPCX | 11.97% | $34M | 198,920 | New |
| AlphabetGOOGL | 11.24% | $32M | 89,322 | Held |
| Amkor TechnologyAMKR | 11.00% | $31M | 693,519 | Held |
| SkyWestSKYW | 6.27% | $18M | 179,107 | Held |
| Molina HealthcareMOH | 4.91% | $14M | 61,000 | Held |
| PAR TechnologyPAR | 4.29% | $12M | 700,000 | Held |
| AmerescoAMRC | 4.28% | $12M | 476,309 | Held |
| RED Robin Gourmet BurgersRRGB | 3.80% | $11M | 1,350,000 | Held |
| PowerFleetAIOT | 3.21% | $9M | 2,381,666 | Held |
| Burford Capital | 2.54% | $7M | 1,756,762 | Held |
| Tandy Leather FactoryTLF | 2.35% | $7M | 2,857,936 | Held |
| NelnetNNI | 2.14% | $6M | 47,159 | Held |
| Brinker InternationalEAT | 1.95% | $6M | 33,000 | Held |
| IntuitINTU | 1.66% | $5M | 18,000 | Held |
| SnapSNAP | 1.38% | $4M | 880,000 | New |
| bioteBTMD | 1.38% | $4M | 2,065,482 | Held |
| HirequestHQI | 1.05% | $3M | 236,847 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Jefferson Gramm own?
In the Q2 2026 13F, Bandera Partners reported 19 US stock positions worth $284M. The largest: Star Group (SGU) 12.4%, Joint (JYNT) 12.2%, SPACE EXPLORATION TECHNOLOGIES CORP (SPCX) 12.0%, Alphabet (GOOGL) 11.2%, Amkor Technology (AMKR) 11.0%.
What did Jefferson Gramm buy last quarter?
In Q2 2026: new position in SPACE EXPLORATION TECHNOLOGIES CORP (SPCX); new position in Snap (SNAP).
When is Jefferson Gramm's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.