Back to Tieton Capital Management, LLC
Tieton Capital Management, LLC
Q2 2026 13F filing
Updated 31 days ago37 disclosed positions worth $347.8M
Portfolio value
$347.8M
Total holdings
37
New positions
3
Closed positions
1
Increased
12
Decreased
22
Turnover
10.8%
Filed
2026-08-10
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ENVA Enova International | $26.6M | 110.4K | 7.64% | Trimmed(-2.3%) |
| 2 | C CUBB Customers Bancorp | $20.3M | 256.2K | 5.83% | Trimmed(-2.1%) |
| 3 | L LOCO El Pollo Loco Holdings | $17.5M | 1.03M | 5.04% | Trimmed(-2.2%) |
| 4 | M MYE Myers Industries | $16.3M | 462.2K | 4.69% | Trimmed(-1.9%) |
| 5 | C CLMB Climb Global Solutions | $15.9M | 687.1K | 4.59% | Added(+27.7%) |
| 6 | A AVNW Aviat Networks | $15M | 676.4K | 4.32% | Trimmed(-1.1%) |
| 7 | A ACIC American Coastal Insurance | $13.9M | 1.25M | 4.00% | Trimmed(-1.5%) |
| 8 | R RM Regional Management | $13.1M | 318.3K | 3.77% | Trimmed(-0.6%) |
| 9 | N NPKI NPK International | $13.1M | 820.8K | 3.76% | Trimmed(-1.8%) |
| 10 | ? N/A Resources Connection | $12M | 2.82M | 3.44% | Added(+14.9%) |
| 11 | T TCBIO Texas Capital Bancshrs | $11.9M | 115.0K | 3.42% | Trimmed(-2.1%) |
| 12 | D DHX DHI Group | $11.7M | 3.17M | 3.38% | Trimmed(-6.2%) |
| 13 | ? N/A NB Bancorp | $11.6M | 546.6K | 3.32% | Trimmed(-1.3%) |
| 14 | B BBSI Barrett Business Services | $11.3M | 319.4K | 3.26% | Added(+21.1%) |
| 15 | M MGPI MGP Ingredients | $11.3M | 642.3K | 3.24% | Added(+50.4%) |
| 16 | H HRMY Harmony Biosciences | $11.2M | 306.8K | 3.21% | Trimmed(-1.5%) |
| 17 | C CMT Core Molding Tech | $10.7M | 452.0K | 3.07% | Trimmed(-1.7%) |
| 18 | M MBNKO Medallion Financial | $10.3M | 1.01M | 2.96% | Trimmed(-2.3%) |
| 19 | E EGY VAALCO Energy | $9.3M | 1.84M | 2.68% | Trimmed(-2.5%) |
| 20 | I IBEX IBEX Limited | $8.4M | 275.0K | 2.40% | — |
| 21 | Z ZUMZ Zumiez Inc | $7.9M | 445.9K | 2.28% | Added(+71.2%) |
| 22 | A ADTN ADTRAN Holdings | $7.9M | 570.5K | 2.28% | Trimmed(-44.9%) |
| 23 | N NAGE Niagen Bioscience | $6.4M | 2.01M | 1.84% | Trimmed(-1.0%) |
| 24 | F FORM Forrester Research | $6.4M | 757.5K | 1.83% | Added(+35.5%) |
| 25 | G GCT GigaCloud Technology | $6.3M | 198.0K | 1.80% | — |
| 26 | G GEOS Geospace Technologies | $6.1M | 907.3K | 1.77% | Trimmed(-0.5%) |
| 27 | E EML Eastern Company | $6M | 217.2K | 1.74% | Added(+186.0%) |
| 28 | M MYFW First Western Financial | $6M | 187.3K | 1.73% | Trimmed(-1.5%) |
| 29 | C CNTMF Fluent Inc | $4.4M | 1.18M | 1.26% | Added(+0.3%) |
| 30 | R RCKY Rocky Brands | $4M | 97.0K | 1.15% | — |
| 31 | B BGSF BGSF Inc | $3.6M | 633.4K | 1.04% | Added(+0.4%) |
| 32 | O OESX Orion Energy Systems | $3.3M | 284.5K | 0.96% | Added(+6.8%) |
| 33 | D DLTH Duluth Holdings | $3.3M | 726.5K | 0.94% | Trimmed(-2.8%) |
| 34 | K KTCC Key Tronic Corp | $3.1M | 760.9K | 0.90% | Added(+0.3%) |
| 35 | ? N/A Stabilis Solutions | $950K | 234.5K | 0.27% | Added(+4.5%) |
| 36 | V VPG Vishay Precision Group | $347K | 2.3K | 0.10% | Trimmed(-99.0%) |
| 37 | P PRIM Primoris Services Corp | $341K | 3.4K | 0.10% | Trimmed(-21.1%) |