Tieton Capital Management, LLC Concentrated Active

Location: Yakima, WA

CIK: 0001381954 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 10, 2026

Total Value: $292M

Holdings (35)

— Customers Bancorp 7.2%

Value $21.18M Shares 289,602 Est. Cost $47.44 Unrealized —

— Enova International 5.8%

Value $16.92M Shares 107,644 Est. Cost $84.55 Unrealized —

ACIC American Coastal Insurance 5.3%

Value $15.39M Shares 1,218,890 Est. Cost $4.80 Unrealized +136.6%

— Geospace Technologies 5.1%

Value $14.95M Shares 884,176 Est. Cost $10.57 Unrealized —

— Aviat Networks 4.8%

Value $14.14M Shares 661,518 Est. Cost $18.30 Unrealized —

— Vishay Precision Group 4.1%

Value $11.98M Shares 311,226 Est. Cost $25.02 Unrealized —

— Regional Management 4.0%

Value $11.81M Shares 304,698 Est. Cost $32.59 Unrealized —

CLMB Climb Global Solutions 3.9%

Value $11.51M Shares 111,984 Est. Cost $78.13 Unrealized +48.5%

— Resources Connection 3.9%

Value $11.38M Shares 2,258,807 Est. Cost $6.66 Unrealized —

HRMY Harmony Biosciences 3.8%

Value $11.12M Shares 297,081 Est. Cost $32.63 Unrealized +0.8%

NAGE Niagen Bioscience 3.6%

Value $10.46M Shares 1,645,093 Est. Cost $2.63 Unrealized +164.7%

NBBK NB Bancorp 3.6%

Value $10.4M Shares 524,935 Est. Cost $19.03 Unrealized 0.0%

— Texas Capital Bancshrs 3.5%

Value $10.13M Shares 111,920 Est. Cost $73.09 Unrealized —

MFIN Medallion Financial 3.5%

Value $10.09M Shares 980,241 Est. Cost $5.01 Unrealized +98.9%

NPKI NPK International 3.3%

Value $9.543M Shares 800,562 Est. Cost $6.72 Unrealized +81.6%

BBSI Barrett Business Services 3.1%

Value $9.107M Shares 251,497 Est. Cost $29.60 Unrealized +29.1%

LOCO El Pollo Loco Holdings 3.1%

Value $8.918M Shares 852,584 Est. Cost $10.90 Unrealized -5.2%

CMT Core Molding Technology 3.0%

Value $8.835M Shares 440,648 Est. Cost $17.08 Unrealized +12.1%

— ADTRAN Holdings 2.9%

Value $8.589M Shares 988,379 Est. Cost $6.50 Unrealized —

MYE Myers Industries 2.9%

Value $8.448M Shares 451,262 Est. Cost $14.08 Unrealized +25.5%

ZUMZ Zumiez Inc 2.3%

Value $6.63M Shares 254,513 Est. Cost $23.07 Unrealized +4.1%

— VAALCO Energy 2.2%

Value $6.547M Shares 1,798,643 Est. Cost $5.44 Unrealized —

MGPI MGP Ingredients 2.1%

Value $5.998M Shares 246,825 Est. Cost $24.37 Unrealized 0.0%

— Civitas Resources 1.8%

Value $5.268M Shares 194,475 Est. Cost $49.30 Unrealized —

— First Western Financial 1.7%

Value $4.923M Shares 183,611 Est. Cost $19.60 Unrealized —

— DHI Group 1.6%

Value $4.716M Shares 3,042,649 Est. Cost $1.86 Unrealized —

SSTK Shutterstock Inc 1.6%

Value $4.567M Shares 239,099 Est. Cost $35.66 Unrealized -40.1%

FORR Forrester Research 1.5%

Value $4.373M Shares 538,560 Est. Cost $7.85 Unrealized 0.0%

OESX Orion Energy Systems 1.3%

Value $3.94M Shares 256,194 Est. Cost $6.98 Unrealized +83.1%

— BGSF Inc 1.0%

Value $2.854M Shares 616,405 Est. Cost $7.76 Unrealized —

— Fluent Inc 0.9%

Value $2.6M Shares 1,083,283 Est. Cost $3.38 Unrealized —

KTCC Key Tronic Corp 0.7%

Value $2.032M Shares 728,269 Est. Cost $7.80 Unrealized -62.5%

— Duluth Holdings 0.5%

Value $1.513M Shares 727,419 Est. Cost $3.65 Unrealized —

— Stabilis Solutions 0.3%

Value $931K Shares 204,713 Est. Cost $4.85 Unrealized —

— Primoris Services Corp 0.2%

Value $546K Shares 4,400 Est. Cost $61.31 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	Customers Bancorp	289,602	$21.18M	7.2%	$47.44	—	—	23204g100
—	Enova International	107,644	$16.92M	5.8%	$84.55	—	—	29357k103
ACIC	American Coastal Insurance	1,218,890	$15.39M	5.3%	$4.80	+136.6%	—	910710102
—	Geospace Technologies	884,176	$14.95M	5.1%	$10.57	—	—	37364x109
—	Aviat Networks	661,518	$14.14M	4.8%	$18.30	—	—	05366y201
—	Vishay Precision Group	311,226	$11.98M	4.1%	$25.02	—	—	92835k103
—	Regional Management	304,698	$11.81M	4.0%	$32.59	—	—	75902k106
CLMB	Climb Global Solutions	111,984	$11.51M	3.9%	$78.13	+48.5%	—	946760105
—	Resources Connection	2,258,807	$11.38M	3.9%	$6.66	—	—	76122q105
HRMY	Harmony Biosciences	297,081	$11.12M	3.8%	$32.63	+0.8%	—	413197104
NAGE	Niagen Bioscience	1,645,093	$10.46M	3.6%	$2.63	+164.7%	—	171077407
NBBK	NB Bancorp	524,935	$10.4M	3.6%	$19.03	0.0%	—	63945M107
—	Texas Capital Bancshrs	111,920	$10.13M	3.5%	$73.09	—	—	88224q107
MFIN	Medallion Financial	980,241	$10.09M	3.5%	$5.01	+98.9%	—	583928106
NPKI	NPK International	800,562	$9.543M	3.3%	$6.72	+81.6%	—	651718504
BBSI	Barrett Business Services	251,497	$9.107M	3.1%	$29.60	+29.1%	—	068463108
LOCO	El Pollo Loco Holdings	852,584	$8.918M	3.1%	$10.90	-5.2%	—	268603107
CMT	Core Molding Technology	440,648	$8.835M	3.0%	$17.08	+12.1%	—	218683100
—	ADTRAN Holdings	988,379	$8.589M	2.9%	$6.50	—	—	00486h105
MYE	Myers Industries	451,262	$8.448M	2.9%	$14.08	+25.5%	—	628464109
ZUMZ	Zumiez Inc	254,513	$6.63M	2.3%	$23.07	+4.1%	—	989817101
—	VAALCO Energy	1,798,643	$6.547M	2.2%	$5.44	—	—	91851c201
MGPI	MGP Ingredients	246,825	$5.998M	2.1%	$24.37	0.0%	—	55303J106
—	Civitas Resources	194,475	$5.268M	1.8%	$49.30	—	—	17888h103
—	First Western Financial	183,611	$4.923M	1.7%	$19.60	—	—	33751l105
—	DHI Group	3,042,649	$4.716M	1.6%	$1.86	—	—	23331s100
SSTK	Shutterstock Inc	239,099	$4.567M	1.6%	$35.66	-40.1%	—	825690100
FORR	Forrester Research	538,560	$4.373M	1.5%	$7.85	0.0%	—	346563109
OESX	Orion Energy Systems	256,194	$3.94M	1.3%	$6.98	+83.1%	—	686275207
—	BGSF Inc	616,405	$2.854M	1.0%	$7.76	—	—	05601c105
—	Fluent Inc	1,083,283	$2.6M	0.9%	$3.38	—	—	34380c201
KTCC	Key Tronic Corp	728,269	$2.032M	0.7%	$7.80	-62.5%	—	493144109
—	Duluth Holdings	727,419	$1.513M	0.5%	$3.65	—	—	26443v101
—	Stabilis Solutions	204,713	$931K	0.3%	$4.85	—	—	85236p101
—	Primoris Services Corp	4,400	$546K	0.2%	$61.31	—	—	74164f103