Tieton Capital Management, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$288.1M
Holdings
33
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (33 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUBICustomers Bancorp | 290,247 | $19.0M | 6.59% | |
| 2 | GEOSGeospace Technologies | 888,336 | $16.8M | 5.85% | |
| 3 | NAGENiagen Bioscience | 1,646,918 | $15.4M | 5.33% | |
| 4 | AVNWAviat Networks | 663,028 | $15.2M | 5.28% | |
| 5 | ACICAmerican Coastal Insurance | 1,224,770 | $13.9M | 4.84% | |
| 6 | ENVAEnova International | 108,234 | $12.5M | 4.32% | |
| 7 | RMRegional Management | 305,653 | $11.9M | 4.13% | |
| 8 | RGPResources Connection | 2,289,657 | $11.6M | 4.01% | |
| 9 | NPKINPK International | 1,012,982 | $11.5M | 3.98% | |
| 10 | BBSIBarrett Business Services | 251,522 | $11.1M | 3.87% | |
| 11 | MFINMedallion Financial | 984,201 | $9.9M | 3.45% | |
| 12 | VPGVishay Precision Group | 309,731 | $9.9M | 3.45% | |
| 13 | —Primoris Services Corp | 71,191 | $9.8M | 3.39% | |
| 14 | TCBITexas Capital Bancshrs | 112,505 | $9.5M | 3.30% | |
| 15 | ADTNADTRAN Holdings | 989,124 | $9.3M | 3.22% | |
| 16 | CMTCore Molding Technology | 440,928 | $9.1M | 3.15% | |
| 17 | DHXDHI Group | 3,011,549 | $8.4M | 2.91% | |
| 18 | LOCOEl Pollo Loco Holdings | 853,199 | $8.3M | 2.87% | |
| 19 | HRMYHarmony Biosciences | 298,591 | $8.2M | 2.86% | |
| 20 | CLMBClimb Global Solutions | 60,896 | $8.2M | 2.85% | |
| 21 | MYEMyers Industries | 451,307 | $7.6M | 2.65% | |
| 22 | GU9Guess Inc | 457,455 | $7.6M | 2.65% | |
| 23 | EGYVAALCO Energy | 1,808,318 | $7.3M | 2.52% | |
| 24 | —Civitas Resources | 194,115 | $6.3M | 2.19% | |
| 25 | SSTKShutterstock Inc | 244,864 | $5.1M | 1.77% | |
| 26 | ZM3Zumiez Inc | 256,916 | $5.0M | 1.75% | |
| 27 | BGSFBGSF Inc | 619,355 | $4.4M | 1.53% | |
| 28 | MYFWFirst Western Financial | 181,876 | $4.2M | 1.45% | |
| 29 | DLTHDuluth Holdings Inc | 731,602 | $2.9M | 0.99% | |
| 30 | KTCCKey Tronic Corp | 741,044 | $2.6M | 0.92% | |
| 31 | FLNTFluent Inc | 1,084,478 | $2.4M | 0.84% | |
| 32 | OESXOrion Energy Systems | 254,614 | $2.2M | 0.77% | |
| 33 | SLNGStabilis Solutions | 205,038 | $894K | 0.31% |