BANDERA PARTNERS LLC Information

50 BROAD STREET,, NEW YORK, New York, 10004, (212) 232-4582

Report Date: 12/31/2013

Position Statistics

Total Positions 15
New Positions 2
Increased Positions 4
Decreased Positions 1
Positions with Activity 5
Sold Out Positions 0
Total Mkt Value (in $ millions) 176

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 22.61%
Consumer/Non-Cyclical
Energy 19.41%
Financial 11.28%
Healthcare
Services 27.96%
Technology 18.74%
Transportation
Utilities

15 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
STAR GAS PARTNERS L P UNIT LTD PARTNR 34,138 New 5,334,021
TANDY LEATHER FACTORY INC COM 27,107 -701 (2.52) 2,859,338
POPEYES LA KITCHEN INC COM 21,159 3,629 20.70 518,100
HILLTOP HOLDINGS INC COM 18,781 New 788,435
GOOGLE INC CL A 13,448 New 24,750
GOOGLE INC CL C 13,268 New 24,750
AMBASSADORS GROUP INC COM 12,390 1,010 8.88 3,051,697
GENERAL MTRS CO COM 11,134 New 327,650
LUBYS INC COM 9,998 New 1,747,844
IDT CORP CL B NEW 5,614 5,614 New 342,300
NVE CORP COM NEW 3,515 3,515 New 63,606
THESTREET INC COM 2,720 New 1,092,522
GENERAL MTRS CO WT EXP 123115 1,110 New 450,000
AMERICAN INTL GROUP INC WT EXP 011921 1,061 New 50,000
GENERAL MTRS CO WT EXP 071019 410 New 25,000