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Tieton Capital Management, LLC

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13F filer, CIK 1381954, YAKIMA, WA

Tieton Capital Management, LLC reported $218,749,000 across 34 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-12. Its ten largest share positions make up 49.1% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001381954-25-000002

Period
2025-03-31
Reported value
$219M
Holdings
34
Top 10 weight
49.1%
New
1
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LOCOnew+515,140$5.31M
MYEadded+129,260$1.54M
VPGadded+60,523$1.46M
CMTadded+73,670$1.12M
RGPadded+113,295$741K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
MPAAreduced-523,664-$4.98M
NAGEreduced-602,574-$4.16M
ENVAreduced-26,270-$2.54M
ADTNreduced-231,270-$2.02M
SSTKreduced-49,485-$922K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001381954-25-000002, largest first. % of portfolio is the value over $218,748,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CUBICUSTOMERS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,203 shares; 2024Q4: 290,373 shares; 2025Q1: 283,543 shares 283,543$14.2M6.51%-6,830Timeline
ACICAMERICAN COASTAL INS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997,991 shares; 2024Q4: 1,227,416 shares; 2025Q1: 1,198,435 shares 1,198,435$13.9M6.34%-28,981Timeline
NAGENIAGEN BIOSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956,120 shares; 2024Q4: 2,588,614 shares; 2025Q1: 1,986,040 shares 1,986,040$13.7M6.26%-602,574Timeline
AVNWAVIAT NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,215 shares; 2024Q4: 650,270 shares; 2025Q1: 641,780 shares 641,780$12.3M5.62%-8,490Timeline
ENVAENOVA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,860 shares; 2024Q4: 132,760 shares; 2025Q1: 106,490 shares 106,490$10.3M4.7%-26,270Timeline
BBSIBARRETT BUSINESS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,181 shares; 2024Q4: 251,628 shares; 2025Q1: 245,233 shares 245,233$10.1M4.61%-6,395Timeline
MFINMEDALLION FINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,926 shares; 2024Q4: 987,098 shares; 2025Q1: 966,468 shares 966,468$8.42M3.85%-20,630Timeline
ADTNADTRAN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962,404 shares; 2024Q4: 1,192,009 shares; 2025Q1: 960,739 shares 960,739$8.38M3.83%-231,270Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,500 shares; 2024Q4: 112,580 shares; 2025Q1: 109,715 shares 109,715$8.2M3.75%-2,865Timeline
VERITEX HLDGS INCVERITEX HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,948 shares; 2024Q4: 325,383 shares; 2025Q1: 317,633 shares 317,633$7.93M3.63%-7,750
RMREGIONAL MGMT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,710 shares; 2024Q4: 255,251 shares; 2025Q1: 248,701 shares 248,701$7.49M3.42%-6,550Timeline
VPGVISHAY PRECISION GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,156 shares; 2024Q4: 242,811 shares; 2025Q1: 303,334 shares 303,334$7.31M3.34%+60,523Timeline
CIVICIVITAS RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,322 shares; 2024Q4: 194,862 shares; 2025Q1: 190,567 shares 190,567$6.65M3.04%-4,295Timeline
EGYVAALCO ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467,409 shares; 2024Q4: 1,805,053 shares; 2025Q1: 1,766,943 shares 1,766,943$6.64M3.04%-38,110Timeline
CLMBCLIMB GLOBAL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,000 shares; 2024Q4: 61,200 shares; 2025Q1: 59,405 shares 59,405$6.58M3.01%-1,795Timeline
CMTCORE MOLDING TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,036 shares; 2024Q4: 349,836 shares; 2025Q1: 423,506 shares 423,506$6.44M2.94%+73,670Timeline
MPAAMOTORCAR PTS AMER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972,436 shares; 2024Q4: 1,194,361 shares; 2025Q1: 670,697 shares 670,697$6.37M2.91%-523,664Timeline
GEOSGEOSPACE TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,892 shares; 2024Q4: 882,797 shares; 2025Q1: 863,402 shares 863,402$6.22M2.85%-19,395Timeline
RGPRESOURCES CONNECTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,086 shares; 2024Q4: 823,108 shares; 2025Q1: 936,403 shares 936,403$6.12M2.8%+113,295Timeline
NPKINPK INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823,590 shares; 2024Q4: 1,012,830 shares; 2025Q1: 990,085 shares 990,085$5.75M2.63%-22,745Timeline
LOCOEL POLLO LOCO HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 515,140 shares 515,140$5.31M2.43%newTimeline
MYEMYERS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,920 shares; 2024Q4: 304,330 shares; 2025Q1: 433,590 shares 433,590$5.17M2.36%+129,260Timeline
GUESS? INCGUESS? INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,021 shares; 2024Q4: 463,726 shares; 2025Q1: 452,486 shares 452,486$5.01M2.29%-11,240
SSTKSHUTTERSTOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,675 shares; 2024Q4: 283,700 shares; 2025Q1: 234,215 shares 234,215$4.36M1.99%-49,485Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,980 shares; 2024Q4: 74,020 shares; 2025Q1: 72,570 shares 72,570$4.17M1.9%-1,450Timeline
DHXDHI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421,208 shares; 2024Q4: 3,008,584 shares; 2025Q1: 2,930,034 shares 2,930,034$4.07M1.86%-78,550Timeline
ZUMZZUMIEZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,070 shares; 2024Q4: 256,505 shares; 2025Q1: 250,600 shares 250,600$3.73M1.71%-5,905Timeline
MYFWFIRST WESTN FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,790 shares; 2024Q4: 184,612 shares; 2025Q1: 180,576 shares 180,576$3.55M1.62%-4,036Timeline
FLNTFLUENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845,008 shares; 2024Q4: 1,061,885 shares; 2025Q1: 1,041,091 shares 1,041,091$2.27M1.04%-20,794Timeline
BGSFBGSF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,840 shares; 2024Q4: 623,250 shares; 2025Q1: 610,708 shares 610,708$2.25M1.03%-12,542Timeline
KTCCKEY TRONIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,510 shares; 2024Q4: 749,083 shares; 2025Q1: 725,418 shares 725,418$1.87M0.86%-23,665Timeline
ORION ENERGY SYSTEMS INCORION ENERGY SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120,080 shares; 2024Q4: 2,661,853 shares; 2025Q1: 2,502,423 shares 2,502,423$1.8M0.82%-159,430
DLTHDULUTH HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593,740 shares; 2024Q4: 725,635 shares; 2025Q1: 711,605 shares 711,605$1.24M0.57%-14,030Timeline
SLNGSTABILIS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,576 shares; 2024Q4: 208,051 shares; 2025Q1: 199,231 shares 199,231$966K0.44%-8,820Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NATRNATURES SUNSHINE PRODS INC49,542$726Kshares
AMZNAMAZON COM INC2,000$439Kshares
CECOCECO ENVIRONMENTAL CORP9,733$294Kshares
GSGOLDMAN SACHS GROUP INC400$229Kshares
HON HAI PRECISION ORDFHON HAI PRECISION ORDF29,200$164Kshares
RYCEYROLLS-ROYCE HOLDINGS-SP ADR19,765$141Kshares
NOKNOKIA CORP10,000$44Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001381954-25-000002 base2025-05-12acceptance time not in the bulk data set