Tieton Capital Management, LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$292.4M
Holdings
35
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CUBICustomers Bancorp | 289,602 | $21.2M | 7.24% | |
| 2 | ENVAEnova International | 107,644 | $16.9M | 5.79% | |
| 3 | ACICAmerican Coastal Insurance | 1,218,890 | $15.4M | 5.27% | |
| 4 | GEOSGeospace Technologies | 884,176 | $15.0M | 5.11% | |
| 5 | AVNWAviat Networks | 661,518 | $14.1M | 4.84% | |
| 6 | VPGVishay Precision Group | 311,226 | $12.0M | 4.10% | |
| 7 | RMRegional Management | 304,698 | $11.8M | 4.04% | |
| 8 | CLMBClimb Global Solutions | 111,984 | $11.5M | 3.94% | |
| 9 | RGPResources Connection | 2,258,807 | $11.4M | 3.89% | |
| 10 | HRMYHarmony Biosciences | 297,081 | $11.1M | 3.80% | |
| 11 | NAGENiagen Bioscience | 1,645,093 | $10.5M | 3.58% | |
| 12 | NBBKNB Bancorp | 524,935 | $10.4M | 3.56% | |
| 13 | TCBITexas Capital Bancshrs | 111,920 | $10.1M | 3.47% | |
| 14 | MFINMedallion Financial | 980,241 | $10.1M | 3.45% | |
| 15 | NPKINPK International | 800,562 | $9.5M | 3.26% | |
| 16 | BBSIBarrett Business Services | 251,497 | $9.1M | 3.12% | |
| 17 | LOCOEl Pollo Loco Holdings | 852,584 | $8.9M | 3.05% | |
| 18 | CMTCore Molding Technology | 440,648 | $8.8M | 3.02% | |
| 19 | ADTNADTRAN Holdings | 988,379 | $8.6M | 2.94% | |
| 20 | MYEMyers Industries | 451,262 | $8.4M | 2.89% | |
| 21 | ZM3Zumiez Inc | 254,513 | $6.6M | 2.27% | |
| 22 | EGYVAALCO Energy | 1,798,643 | $6.5M | 2.24% | |
| 23 | MGPIMGP Ingredients | 246,825 | $6.0M | 2.05% | |
| 24 | —Civitas Resources | 194,475 | $5.3M | 1.80% | |
| 25 | MYFWFirst Western Financial | 183,611 | $4.9M | 1.68% | |
| 26 | DHXDHI Group | 3,042,649 | $4.7M | 1.61% | |
| 27 | SSTKShutterstock Inc | 239,099 | $4.6M | 1.56% | |
| 28 | FORRForrester Research | 538,560 | $4.4M | 1.50% | |
| 29 | OESXOrion Energy Systems | 256,194 | $3.9M | 1.35% | |
| 30 | BGSFBGSF Inc | 616,405 | $2.9M | 0.98% | |
| 31 | FLNTFluent Inc | 1,083,283 | $2.6M | 0.89% | |
| 32 | KTCCKey Tronic Corp | 728,269 | $2.0M | 0.70% | |
| 33 | DLTHDuluth Holdings | 727,419 | $1.5M | 0.52% | |
| 34 | SLNGStabilis Solutions | 204,713 | $931K | 0.32% | |
| 35 | —Primoris Services Corp | 4,400 | $546K | 0.19% |