Tieton Capital Management, LLC Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$255.9M
Holdings
34
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NAGENiagen Bioscience | 1,581,310 | $22.8M | 8.91% | |
| 2 | CUBICustomers Bancorp | 281,218 | $16.5M | 6.46% | |
| 3 | AVNWAviat Networks | 636,760 | $15.3M | 5.98% | |
| 4 | ACICAmerican Coastal Insurance | 1,191,785 | $13.3M | 5.18% | |
| 5 | GEOSGeospace Technologies | 859,177 | $12.3M | 4.79% | |
| 6 | ENVAEnova International | 105,605 | $11.8M | 4.60% | |
| 7 | BBSIBarrett Business Services | 243,533 | $10.2M | 3.97% | |
| 8 | MFINMedallion Financial | 957,963 | $9.1M | 3.57% | |
| 9 | TCBITexas Capital Bancshrs | 109,010 | $8.7M | 3.38% | |
| 10 | RMRegional Management | 295,081 | $8.6M | 3.37% | |
| 11 | DHXDHI Group | 2,901,114 | $8.6M | 3.37% | |
| 12 | ADTNADTRAN Holdings | 952,492 | $8.5M | 3.34% | |
| 13 | VPGVishay Precision Group | 300,679 | $8.4M | 3.30% | |
| 14 | NPKINPK International | 978,990 | $8.3M | 3.26% | |
| 15 | VBTXVeritex Holdings | 315,148 | $8.2M | 3.21% | |
| 16 | HRMYHarmony Biosciences | 237,726 | $7.5M | 2.94% | |
| 17 | CMTCore Molding Technology | 423,876 | $7.0M | 2.75% | |
| 18 | LOCOEl Pollo Loco Holdings | 629,990 | $6.9M | 2.71% | |
| 19 | EGYVAALCO Energy | 1,753,443 | $6.3M | 2.47% | |
| 20 | CLMBClimb Global Solutions | 59,070 | $6.3M | 2.47% | |
| 21 | MYEMyers Industries | 434,850 | $6.3M | 2.46% | |
| 22 | —Primoris Services Corp | 71,885 | $5.6M | 2.19% | |
| 23 | GU9Guess Inc | 452,051 | $5.5M | 2.14% | |
| 24 | —Civitas Resources | 188,847 | $5.2M | 2.03% | |
| 25 | RGPResources Connection | 929,465 | $5.0M | 1.95% | |
| 26 | SSTKShutterstock Inc | 233,585 | $4.4M | 1.73% | |
| 27 | MYFWFirst Western Financial | 179,341 | $4.0M | 1.58% | |
| 28 | BGSFBGSF Inc | 592,800 | $3.8M | 1.48% | |
| 29 | ZM3Zumiez Inc | 246,165 | $3.3M | 1.28% | |
| 30 | FLNTFluent Inc | 1,042,522 | $2.1M | 0.81% | |
| 31 | KTCCKey Tronic Corp | 720,341 | $2.1M | 0.81% | |
| 32 | OESXUSDOrion Energy Systems | 2,492,553 | $1.5M | 0.59% | |
| 33 | DLTHDuluth Holdings Inc | 694,600 | $1.5M | 0.57% | |
| 34 | SLNGStabilis Solutions | 197,674 | $939K | 0.37% |