Tieton Capital Management, LLC Concentrated Active

Location: Yakima, WA

CIK: 0001381954 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value: $288M

Holdings (33)

— Customers Bancorp 6.6%

Value $18.97M Shares 290,247 Est. Cost $47.44 Unrealized —

— Geospace Technologies 5.8%

Value $16.84M Shares 888,336 Est. Cost $10.57 Unrealized —

NAGE Niagen Bioscience 5.3%

Value $15.37M Shares 1,646,918 Est. Cost $2.63 Unrealized +284.2%

— Aviat Networks 5.3%

Value $15.2M Shares 663,028 Est. Cost $18.30 Unrealized —

ACIC American Coastal Insurance 4.8%

Value $13.95M Shares 1,224,770 Est. Cost $4.80 Unrealized +113.3%

— Enova International 4.3%

Value $12.46M Shares 108,234 Est. Cost $84.55 Unrealized —

— Regional Management 4.1%

Value $11.91M Shares 305,653 Est. Cost $32.59 Unrealized —

— Resources Connection 4.0%

Value $11.56M Shares 2,289,657 Est. Cost $6.66 Unrealized —

NPKI NPK International 4.0%

Value $11.46M Shares 1,012,982 Est. Cost $6.72 Unrealized +45.0%

BBSI Barrett Business Services 3.9%

Value $11.15M Shares 251,522 Est. Cost $29.60 Unrealized +54.2%

MFIN Medallion Financial 3.5%

Value $9.94M Shares 984,201 Est. Cost $5.01 Unrealized +99.8%

— Vishay Precision Group 3.4%

Value $9.927M Shares 309,731 Est. Cost $25.02 Unrealized —

— Primoris Services Corp 3.4%

Value $9.777M Shares 71,191 Est. Cost $61.31 Unrealized —

— Texas Capital Bancshrs 3.3%

Value $9.51M Shares 112,505 Est. Cost $73.09 Unrealized —

— ADTRAN Holdings 3.2%

Value $9.278M Shares 989,124 Est. Cost $6.50 Unrealized —

CMT Core Molding Technology 3.1%

Value $9.061M Shares 440,928 Est. Cost $17.08 Unrealized +8.7%

— DHI Group 2.9%

Value $8.372M Shares 3,011,549 Est. Cost $1.86 Unrealized —

LOCO El Pollo Loco Holdings 2.9%

Value $8.276M Shares 853,199 Est. Cost $10.90 Unrealized -3.8%

HRMY Harmony Biosciences 2.9%

Value $8.229M Shares 298,591 Est. Cost $32.63 Unrealized +5.6%

CLMB Climb Global Solutions 2.9%

Value $8.211M Shares 60,896 Est. Cost $46.36 Unrealized +155.4%

MYE Myers Industries 2.7%

Value $7.645M Shares 451,307 Est. Cost $14.08 Unrealized +11.2%

— Guess Inc 2.7%

Value $7.644M Shares 457,455 Est. Cost $18.39 Unrealized —

— VAALCO Energy 2.5%

Value $7.269M Shares 1,808,318 Est. Cost $5.44 Unrealized —

— Civitas Resources 2.2%

Value $6.309M Shares 194,115 Est. Cost $49.30 Unrealized —

SSTK Shutterstock Inc 1.8%

Value $5.105M Shares 244,864 Est. Cost $35.66 Unrealized -42.8%

ZUMZ Zumiez Inc 1.7%

Value $5.038M Shares 256,916 Est. Cost $23.07 Unrealized -28.4%

— BGSF Inc 1.5%

Value $4.397M Shares 619,355 Est. Cost $7.76 Unrealized —

— First Western Financial 1.5%

Value $4.188M Shares 181,876 Est. Cost $19.60 Unrealized —

— Duluth Holdings Inc 1.0%

Value $2.861M Shares 731,602 Est. Cost $3.65 Unrealized —

KTCC Key Tronic Corp 0.9%

Value $2.646M Shares 741,044 Est. Cost $7.80 Unrealized -60.7%

— Fluent Inc 0.8%

Value $2.408M Shares 1,084,478 Est. Cost $3.38 Unrealized —

OESX Orion Energy Systems 0.8%

Value $2.23M Shares 254,614 Est. Cost $6.98 Unrealized 0.0%

— Stabilis Solutions 0.3%

Value $894K Shares 205,038 Est. Cost $4.85 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	Customers Bancorp	290,247	$18.97M	6.6%	$47.44	—	—	23204g100
—	Geospace Technologies	888,336	$16.84M	5.8%	$10.57	—	—	37364x109
NAGE	Niagen Bioscience	1,646,918	$15.37M	5.3%	$2.63	+284.2%	—	171077407
—	Aviat Networks	663,028	$15.2M	5.3%	$18.30	—	—	05366y201
ACIC	American Coastal Insurance	1,224,770	$13.95M	4.8%	$4.80	+113.3%	—	910710102
—	Enova International	108,234	$12.46M	4.3%	$84.55	—	—	29357k103
—	Regional Management	305,653	$11.91M	4.1%	$32.59	—	—	75902k106
—	Resources Connection	2,289,657	$11.56M	4.0%	$6.66	—	—	76122q105
NPKI	NPK International	1,012,982	$11.46M	4.0%	$6.72	+45.0%	—	651718504
BBSI	Barrett Business Services	251,522	$11.15M	3.9%	$29.60	+54.2%	—	068463108
MFIN	Medallion Financial	984,201	$9.94M	3.5%	$5.01	+99.8%	—	583928106
—	Vishay Precision Group	309,731	$9.927M	3.4%	$25.02	—	—	92835k103
—	Primoris Services Corp	71,191	$9.777M	3.4%	$61.31	—	—	74164f103
—	Texas Capital Bancshrs	112,505	$9.51M	3.3%	$73.09	—	—	88224q107
—	ADTRAN Holdings	989,124	$9.278M	3.2%	$6.50	—	—	00486h105
CMT	Core Molding Technology	440,928	$9.061M	3.1%	$17.08	+8.7%	—	218683100
—	DHI Group	3,011,549	$8.372M	2.9%	$1.86	—	—	23331s100
LOCO	El Pollo Loco Holdings	853,199	$8.276M	2.9%	$10.90	-3.8%	—	268603107
HRMY	Harmony Biosciences	298,591	$8.229M	2.9%	$32.63	+5.6%	—	413197104
CLMB	Climb Global Solutions	60,896	$8.211M	2.9%	$46.36	+155.4%	—	946760105
MYE	Myers Industries	451,307	$7.645M	2.7%	$14.08	+11.2%	—	628464109
—	Guess Inc	457,455	$7.644M	2.7%	$18.39	—	—	401617105
—	VAALCO Energy	1,808,318	$7.269M	2.5%	$5.44	—	—	91851c201
—	Civitas Resources	194,115	$6.309M	2.2%	$49.30	—	—	17888h103
SSTK	Shutterstock Inc	244,864	$5.105M	1.8%	$35.66	-42.8%	—	825690100
ZUMZ	Zumiez Inc	256,916	$5.038M	1.7%	$23.07	-28.4%	—	989817101
—	BGSF Inc	619,355	$4.397M	1.5%	$7.76	—	—	05601c105
—	First Western Financial	181,876	$4.188M	1.5%	$19.60	—	—	33751l105
—	Duluth Holdings Inc	731,602	$2.861M	1.0%	$3.65	—	—	26443v101
KTCC	Key Tronic Corp	741,044	$2.646M	0.9%	$7.80	-60.7%	—	493144109
—	Fluent Inc	1,084,478	$2.408M	0.8%	$3.38	—	—	34380c201
OESX	Orion Energy Systems	254,614	$2.23M	0.8%	$6.98	0.0%	—	686275207
—	Stabilis Solutions	205,038	$894K	0.3%	$4.85	—	—	85236p101