Tieton Capital Management as of Dec. 31, 2025
Portfolio Holdings for Tieton Capital Management
Tieton Capital Management holds 35 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Customers Ban (CUBI) | 7.2 | $21M | 290k | 73.12 | |
| Enova Intl (ENVA) | 5.8 | $17M | 108k | 157.20 | |
| United Ins Hldgs (ACIC) | 5.3 | $15M | 1.2M | 12.63 | |
| Geospace Technologies (GEOS) | 5.1 | $15M | 884k | 16.91 | |
| Aviat Networks (AVNW) | 4.8 | $14M | 662k | 21.38 | |
| Vishay Precision (VPG) | 4.1 | $12M | 311k | 38.50 | |
| Regional Management (RM) | 4.0 | $12M | 305k | 38.75 | |
| Wayside Technology (CLMB) | 3.9 | $12M | 112k | 102.79 | |
| Resources Connection (RGP) | 3.9 | $11M | 2.3M | 5.04 | |
| Harmony Biosciences Hldgs In (HRMY) | 3.8 | $11M | 297k | 37.42 | |
| Chromadex Corp (NAGE) | 3.6 | $11M | 1.6M | 6.36 | |
| Nb Bancorp (NBBK) | 3.6 | $10M | 525k | 19.82 | |
| Texas Capital Bancshares (TCBI) | 3.5 | $10M | 112k | 90.54 | |
| Medallion Financial (MFIN) | 3.5 | $10M | 980k | 10.29 | |
| Newpark Resources (NPKI) | 3.3 | $9.5M | 801k | 11.92 | |
| Barrett Business Services (BBSI) | 3.1 | $9.1M | 252k | 36.21 | |
| Lo (LOCO) | 3.1 | $8.9M | 853k | 10.46 | |
| Core Molding Technologies (CMT) | 3.0 | $8.8M | 441k | 20.05 | |
| Adtran Holdings (ADTN) | 2.9 | $8.6M | 988k | 8.69 | |
| Myers Industries (MYE) | 2.9 | $8.4M | 451k | 18.72 | |
| Zumiez (ZUMZ) | 2.3 | $6.6M | 255k | 26.05 | |
| VAALCO Energy (EGY) | 2.2 | $6.5M | 1.8M | 3.64 | |
| Mgp Ingredients Inc Common Sto (MGPI) | 2.1 | $6.0M | 247k | 24.30 | |
| Civitas Resources | 1.8 | $5.3M | 195k | 27.09 | |
| First Westn Finl (MYFW) | 1.7 | $4.9M | 184k | 26.81 | |
| Dhi (DHX) | 1.6 | $4.7M | 3.0M | 1.55 | |
| Shutterstock (SSTK) | 1.6 | $4.6M | 239k | 19.10 | |
| Forrester Research (FORR) | 1.5 | $4.4M | 539k | 8.12 | |
| Orion Energy Sys (OESX) | 1.3 | $3.9M | 256k | 15.38 | |
| BGSF (BGSF) | 1.0 | $2.9M | 616k | 4.63 | |
| Fluent (FLNT) | 0.9 | $2.6M | 1.1M | 2.40 | |
| Key Tronic Corporation (KTCC) | 0.7 | $2.0M | 728k | 2.79 | |
| Duluth Holdings (DLTH) | 0.5 | $1.5M | 727k | 2.08 | |
| Stabilis Energy (SLNG) | 0.3 | $931k | 205k | 4.55 | |
| Primoris Services (PRIM) | 0.2 | $546k | 4.4k | 124.09 |
