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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

0%

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

#IssuerSharesValue% of book
1ENVAEnova International110,400$26,5770%
2CUBICustomers Bancorp256,178$20,2640%
3LOCOEl Pollo Loco Holdings1.0M$17,5350%
4MYEMyers Industries462,230$16,3210%
5CLMBClimb Global Solutions687,131$15,9480%
6AVNWAviat Networks676,440$15,0170%
7ACICAmerican Coastal Insurance1.3M$13,9290%
8RMRegional Management318,259$13,1120%
9NPKINPK International820,845$13,0600%
10RGPResources Connection2.8M$11,9750%
11TCBITexas Capital Bancshrs115,045$11,8800%
12DHXDHI Group3.2M$11,7440%
13NBBKNB Bancorp546,600$11,5500%
14BBSIBarrett Business Services319,390$11,3450%
15MGPIMGP Ingredients642,260$11,2520%
16HRMYHarmony Biosciences306,781$11,1700%
17CMTCore Molding Tech452,030$10,6680%
18MFINMedallion Financial1.0M$10,2970%
19EGYVAALCO Energy1.8M$9,3240%
20IBEX Limited275,035$8,3530%
21ZUMZZumiez Inc445,863$7,9360%
22ADTNADTRAN Holdings570,542$7,9310%
23NAGENiagen Bioscience2.0M$6,4070%
24FORRForrester Research757,476$6,3700%
25GigaCloud Technology197,995$6,2570%
26GEOSGeospace Technologies907,265$6,1420%
27EMLEastern Company217,210$6,0490%
28MYFWFirst Western Financial187,274$6,0130%
29FLNTFluent Inc1.2M$4,3870%
30RCKYRocky Brands96,984$4,0000%
31BGSFBGSF Inc633,407$3,6170%
32OESXOrion Energy Systems284,526$3,3260%
33DLTHDuluth Holdings726,508$3,2550%
34KTCCKey Tronic Corp760,930$3,1430%
35SLNGStabilis Solutions234,505$9500%
36VPGVishay Precision Group2,315$3470%
37PRIMPrimoris Services Corp3,443$3410%

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.