Tieton Capital Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$298.6M
Q ending 2026-03-31
Prior quarter
$288.1M
Q ending 2025-12-31
Change
+3.6% QoQ · +136388.9% YoY
Positions
35
reported holdings
Largest positions
All 35 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Customers Bancorp | CUBI | Shares | $18K | 262K |
| Aviat Networks | AVNW | Shares | $15K | 684K |
| Enova International | ENVA | Shares | $15K | 113K |
| El Pollo Loco Holdings | LOCO | Shares | $15K | 1.1M |
| American Coastal Insurance | ACIC | Shares | $14K | 1.3M |
| Adtran Holdings | ADTN | Shares | $13K | 1.0M |
| Npk International | NPKI | Shares | $12K | 836K |
| Vaalco Energy | EGY | Shares | $12K | 1.9M |
| Nb Bancorp | NBBK | Shares | $12K | 554K |
| Texas Capital Bancshrs | TCBI | Shares | $11K | 118K |
| Geospace Technologies | GEOS | Shares | $11K | 912K |
| Climb Global Solutions | CLMB | Shares | $11K | 538K |
| Vishay Precision Group | VPG | Shares | $10K | 239K |
| Regional Management | RM | Shares | $10K | 320K |
| Core Molding Tech | CMT | Shares | $10K | 460K |
| Myers Industries | MYE | Shares | $10K | 471K |
| Dhi Group | DHX | Shares | $9K | 3.4M |
| Resources Connection | RGP | Shares | $9K | 2.5M |
| Niagen Bioscience | NAGE | Shares | $9K | 2.0M |
| Medallion Financial | MFIN | Shares | $9K | 1.0M |
| Harmony Biosciences | HRMY | Shares | $9K | 311K |
| Mgp Ingredients | MGPI | Shares | $8K | 427K |
| Barrett Business Services | BBSI | Shares | $8K | 264K |
| Sm Energy Company | SM | Shares | $6K | 189K |
| Zumiez Inc | ZUMZ | Shares | $6K | 260K |
| First Western Financial | MYFW | Shares | $5K | 190K |
| Bgsf Inc | BGSF | Shares | $4K | 631K |
| Fluent Inc | FLNT | Shares | $4K | 1.2M |
| Forrester Research | FORR | Shares | $3K | 559K |
| Duluth Holdings | DLTH | Shares | $2K | 747K |
| Orion Energy Systems | OESX | Shares | $2K | 266K |
| Key Tronic Corp | KTCC | Shares | $2K | 759K |
| Eastern Company | EML | Shares | $2K | 76K |
| Stabilis Solutions | SLNG | Shares | $1K | 225K |
| Primoris Services Corp | Shares | $624 | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.