13F HOLDINGS REPORT
Tieton Capital Management, LLC
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001381954-26-000001
Total Value
$288.1M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Customers Bancorp | CUBB | 289,602 | $21,176 | 7.24% |
| 2 | Enova International | ENVA | 107,644 | $16,922 | 5.79% |
| 3 | American Coastal Insurance | ACIC | 1,218,890 | $15,395 | 5.27% |
| 4 | Geospace Technologies | GEOS | 884,176 | $14,951 | 5.11% |
| 5 | Aviat Networks | AVNW | 661,518 | $14,143 | 4.84% |
| 6 | Vishay Precision Group | VPG | 311,226 | $11,982 | 4.10% |
| 7 | Regional Management | RM | 304,698 | $11,807 | 4.04% |
| 8 | Climb Global Solutions | CLMB | 111,984 | $11,511 | 3.94% |
| 9 | Resources Connection | RGP | 2,258,807 | $11,384 | 3.89% |
| 10 | Harmony Biosciences | HRMY | 297,081 | $11,117 | 3.80% |
| 11 | Niagen Bioscience | NAGE | 1,645,093 | $10,463 | 3.58% |
| 12 | NB Bancorp | NBBK | 524,935 | $10,404 | 3.56% |
| 13 | Texas Capital Bancshrs | TCBIO | 111,920 | $10,133 | 3.47% |
| 14 | Medallion Financial | 583928106 | 980,241 | $10,087 | 3.45% |
| 15 | NPK International | NPKI | 800,562 | $9,543 | 3.26% |
| 16 | Barrett Business Services | 068463108 | 251,497 | $9,107 | 3.12% |
| 17 | El Pollo Loco Holdings | LOCO | 852,584 | $8,918 | 3.05% |
| 18 | Core Molding Technology | CMT | 440,648 | $8,835 | 3.02% |
| 19 | ADTRAN Holdings | ADTN | 988,379 | $8,589 | 2.94% |
| 20 | Myers Industries | 628464109 | 451,262 | $8,448 | 2.89% |
| 21 | Zumiez Inc | ZUMZ | 254,513 | $6,630 | 2.27% |
| 22 | VAALCO Energy | EGY | 1,798,643 | $6,547 | 2.24% |
| 23 | MGP Ingredients | MGPI | 246,825 | $5,998 | 2.05% |
| 24 | Civitas Resources | 17888h103 | 194,475 | $5,268 | 1.80% |
| 25 | First Western Financial | MYFW | 183,611 | $4,923 | 1.68% |
| 26 | DHI Group | DHX | 3,042,649 | $4,716 | 1.61% |
| 27 | Shutterstock Inc | SSTK | 239,099 | $4,567 | 1.56% |
| 28 | Forrester Research | 346563109 | 538,560 | $4,373 | 1.50% |
| 29 | Orion Energy Systems | OESX | 256,194 | $3,940 | 1.35% |
| 30 | BGSF Inc | BGSF | 616,405 | $2,854 | 0.98% |
| 31 | Fluent Inc | CNTMF | 1,083,283 | $2,600 | 0.89% |
| 32 | Key Tronic Corp | KTCC | 728,269 | $2,032 | 0.70% |
| 33 | Duluth Holdings | DLTH | 727,419 | $1,513 | 0.52% |
| 34 | Stabilis Solutions | SLNG | 204,713 | $931 | 0.32% |
| 35 | Primoris Services Corp | 74164f103 | 4,400 | $546 | 0.19% |