Holders — by stockHoldings — by fund
Tieton Capital Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001381954
$347.8M
disclosed book value
37
positions
7.6%
largest position share
Positions, as of 2026-06-30
top 37 of 37 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ENVAEnova International | 110,400 | $26.6M | 7.6% |
| 2 | CUBICustomers Bancorp | 256,178 | $20.3M | 5.8% |
| 3 | LOCOEl Pollo Loco Holdings | 1.0M | $17.5M | 5% |
| 4 | MYEMyers Industries | 462,230 | $16.3M | 4.7% |
| 5 | CLMBClimb Global Solutions | 687,131 | $15.9M | 4.6% |
| 6 | AVNWAviat Networks | 676,440 | $15.0M | 4.3% |
| 7 | ACICAmerican Coastal Insurance | 1.3M | $13.9M | 4% |
| 8 | RMRegional Management | 318,259 | $13.1M | 3.8% |
| 9 | NPKINPK International | 820,845 | $13.1M | 3.8% |
| 10 | RGPResources Connection | 2.8M | $12.0M | 3.4% |
| 11 | TCBITexas Capital Bancshrs | 115,045 | $11.9M | 3.4% |
| 12 | DHXDHI Group | 3.2M | $11.7M | 3.4% |
| 13 | NBBKNB Bancorp | 546,600 | $11.6M | 3.3% |
| 14 | BBSIBarrett Business Services | 319,390 | $11.3M | 3.3% |
| 15 | MGPIMGP Ingredients | 642,260 | $11.3M | 3.2% |
| 16 | HRMYHarmony Biosciences | 306,781 | $11.2M | 3.2% |
| 17 | CMTCore Molding Tech | 452,030 | $10.7M | 3.1% |
| 18 | MFINMedallion Financial | 1.0M | $10.3M | 3% |
| 19 | EGYVAALCO Energy | 1.8M | $9.3M | 2.7% |
| 20 | IBEXIBEX Limited | 275,035 | $8.4M | 2.4% |
| 21 | ZUMZZumiez Inc | 445,863 | $7.9M | 2.3% |
| 22 | ADTNADTRAN Holdings | 570,542 | $7.9M | 2.3% |
| 23 | NAGENiagen Bioscience | 2.0M | $6.4M | 1.8% |
| 24 | FORRForrester Research | 757,476 | $6.4M | 1.8% |
| 25 | GCTGigaCloud Technology | 197,995 | $6.3M | 1.8% |
| 26 | GEOSGeospace Technologies | 907,265 | $6.1M | 1.8% |
| 27 | EMLEastern Company | 217,210 | $6.0M | 1.7% |
| 28 | MYFWFirst Western Financial | 187,274 | $6.0M | 1.7% |
| 29 | FLNTFluent Inc | 1.2M | $4.4M | 1.3% |
| 30 | RCKYRocky Brands | 96,984 | $4.0M | 1.2% |
| 31 | BGSFBGSF Inc | 633,407 | $3.6M | 1% |
| 32 | OESXOrion Energy Systems | 284,526 | $3.3M | 1% |
| 33 | DLTHDuluth Holdings | 726,508 | $3.3M | 0.9% |
| 34 | KTCCKey Tronic Corp | 760,930 | $3.1M | 0.9% |
| 35 | SLNGStabilis Solutions | 234,505 | $950,000 | 0.3% |
| 36 | VPGVishay Precision Group | 2,315 | $347,000 | 0.1% |
| 37 | PRIMPrimoris Services Corp | 3,443 | $341,000 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.