Filed: 2/10/2026ACC: 0001381954-26-000001
📋 What this filing means
TIETON CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $292.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$292.4K
Total AUM (reported)
23.61M
Total Shares
Allocation by class
COM$292.4K100.0%
Portfolio Concentration
Top 3$53.5K18.3%
4–10$86.9K29.7%
11–25$123.9K42.4%
Rest$28.1K9.6%
Top 3 weight
18.3%
Top 10 weight
48.0%
Voting Authority Distribution
Total shares with voting rights: 23.61M
Sole
Full voting authority
23.61M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
Customers Bancorp
SOLEShares289.60K
TypeSH
Market value$21.2K
7.24%
Sole
289.60K
Shared
0.00
None
0.00
Enova International
SOLEShares107.64K
TypeSH
Market value$16.9K
5.79%
Sole
107.64K
Shared
0.00
None
0.00
American Coastal Insurance
SOLEShares1.22M
TypeSH
Market value$15.4K
5.27%
Sole
1.22M
Shared
0.00
None
0.00
Geospace Technologies
SOLEShares884.18K
TypeSH
Market value$15.0K
5.11%
Sole
884.18K
Shared
0.00
None
0.00
Aviat Networks
SOLEShares661.52K
TypeSH
Market value$14.1K
4.84%
Sole
661.52K
Shared
0.00
None
0.00
Vishay Precision Group
SOLEShares311.23K
TypeSH
Market value$12.0K
4.10%
Sole
311.23K
Shared
0.00
None
0.00
Regional Management
SOLEShares304.70K
TypeSH
Market value$11.8K
4.04%
Sole
304.70K
Shared
0.00
None
0.00
Climb Global Solutions
SOLEShares111.98K
TypeSH
Market value$11.5K
3.94%
Sole
111.98K
Shared
0.00
None
0.00
Resources Connection
SOLEShares2.26M
TypeSH
Market value$11.4K
3.89%
Sole
2.26M
Shared
0.00
None
0.00
Harmony Biosciences
SOLEShares297.08K
TypeSH
Market value$11.1K
3.80%
Sole
297.08K
Shared
0.00
None
0.00
Niagen Bioscience
SOLEShares1.65M
TypeSH
Market value$10.5K
3.58%
Sole
1.65M
Shared
0.00
None
0.00
NB Bancorp
SOLEShares524.93K
TypeSH
Market value$10.4K
3.56%
Sole
524.93K
Shared
0.00
None
0.00
Texas Capital Bancshrs
SOLEShares111.92K
TypeSH
Market value$10.1K
3.47%
Sole
111.92K
Shared
0.00
None
0.00
Medallion Financial
SOLEShares980.24K
TypeSH
Market value$10.1K
3.45%
Sole
980.24K
Shared
0.00
None
0.00
NPK International
SOLEShares800.56K
TypeSH
Market value$9.5K
3.26%
Sole
800.56K
Shared
0.00
None
0.00
Barrett Business Services
SOLEShares251.50K
TypeSH
Market value$9.1K
3.12%
Sole
251.50K
Shared
0.00
None
0.00
El Pollo Loco Holdings
SOLEShares852.58K
TypeSH
Market value$8.9K
3.05%
Sole
852.58K
Shared
0.00
None
0.00
Core Molding Technology
SOLEShares440.65K
TypeSH
Market value$8.8K
3.02%
Sole
440.65K
Shared
0.00
None
0.00
ADTRAN Holdings
SOLEShares988.38K
TypeSH
Market value$8.6K
2.94%
Sole
988.38K
Shared
0.00
None
0.00
Myers Industries
SOLEShares451.26K
TypeSH
Market value$8.4K
2.89%
Sole
451.26K
Shared
0.00
None
0.00
Zumiez Inc
SOLEShares254.51K
TypeSH
Market value$6.6K
2.27%
Sole
254.51K
Shared
0.00
None
0.00
VAALCO Energy
SOLEShares1.80M
TypeSH
Market value$6.5K
2.24%
Sole
1.80M
Shared
0.00
None
0.00
MGP Ingredients
SOLEShares246.82K
TypeSH
Market value$6.0K
2.05%
Sole
246.82K
Shared
0.00
None
0.00
Civitas Resources
SOLEShares194.47K
TypeSH
Market value$5.3K
1.80%
Sole
194.47K
Shared
0.00
None
0.00
First Western Financial
SOLEShares183.61K
TypeSH
Market value$4.9K
1.68%
Sole
183.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Customers BancorpSOLE | COM | 289.60K | SH | $21.2K 7.24% | 289.60K | 0.00 | 0.00 |
Enova InternationalSOLE | COM | 107.64K | SH | $16.9K 5.79% | 107.64K | 0.00 | 0.00 |
American Coastal InsuranceSOLE | COM | 1.22M | SH | $15.4K 5.27% | 1.22M | 0.00 | 0.00 |
Geospace TechnologiesSOLE | COM | 884.18K | SH | $15.0K 5.11% | 884.18K | 0.00 | 0.00 |
Aviat NetworksSOLE | COM | 661.52K | SH | $14.1K 4.84% | 661.52K | 0.00 | 0.00 |
Vishay Precision GroupSOLE | COM | 311.23K | SH | $12.0K 4.10% | 311.23K | 0.00 | 0.00 |
Regional ManagementSOLE | COM | 304.70K | SH | $11.8K 4.04% | 304.70K | 0.00 | 0.00 |
Climb Global SolutionsSOLE | COM | 111.98K | SH | $11.5K 3.94% | 111.98K | 0.00 | 0.00 |
Resources ConnectionSOLE | COM | 2.26M | SH | $11.4K 3.89% | 2.26M | 0.00 | 0.00 |
Harmony BiosciencesSOLE | COM | 297.08K | SH | $11.1K 3.80% | 297.08K | 0.00 | 0.00 |
Niagen BioscienceSOLE | COM | 1.65M | SH | $10.5K 3.58% | 1.65M | 0.00 | 0.00 |
NB BancorpSOLE | COM | 524.93K | SH | $10.4K 3.56% | 524.93K | 0.00 | 0.00 |
Texas Capital BancshrsSOLE | COM | 111.92K | SH | $10.1K 3.47% | 111.92K | 0.00 | 0.00 |
Medallion FinancialSOLE | COM | 980.24K | SH | $10.1K 3.45% | 980.24K | 0.00 | 0.00 |
NPK InternationalSOLE | COM | 800.56K | SH | $9.5K 3.26% | 800.56K | 0.00 | 0.00 |
Barrett Business ServicesSOLE | COM | 251.50K | SH | $9.1K 3.12% | 251.50K | 0.00 | 0.00 |
El Pollo Loco HoldingsSOLE | COM | 852.58K | SH | $8.9K 3.05% | 852.58K | 0.00 | 0.00 |
Core Molding TechnologySOLE | COM | 440.65K | SH | $8.8K 3.02% | 440.65K | 0.00 | 0.00 |
ADTRAN HoldingsSOLE | COM | 988.38K | SH | $8.6K 2.94% | 988.38K | 0.00 | 0.00 |
Myers IndustriesSOLE | COM | 451.26K | SH | $8.4K 2.89% | 451.26K | 0.00 | 0.00 |
Zumiez IncSOLE | COM | 254.51K | SH | $6.6K 2.27% | 254.51K | 0.00 | 0.00 |
VAALCO EnergySOLE | COM | 1.80M | SH | $6.5K 2.24% | 1.80M | 0.00 | 0.00 |
MGP IngredientsSOLE | COM | 246.82K | SH | $6.0K 2.05% | 246.82K | 0.00 | 0.00 |
Civitas ResourcesSOLE | COM | 194.47K | SH | $5.3K 1.80% | 194.47K | 0.00 | 0.00 |
First Western FinancialSOLE | COM | 183.61K | SH | $4.9K 1.68% | 183.61K | 0.00 | 0.00 |
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