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Tieton Capital Management, LLC

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13F filer, CIK 1381954, YAKIMA, WA

Tieton Capital Management, LLC reported $255,885,000 across 34 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-12. Its ten largest share positions make up 50.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001381954-25-000004

Period
2025-06-30
Reported value
$256M
Holdings
34
Top 10 weight
50.2%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HRMYnew+237,726$7.51M
RMadded+46,380$1.35M
LOCOadded+114,850$1.26M
MYEadded+1,260$18.3K
CMTadded+370$6.14K

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
MPAAexited-670,697-$6.37M
NAGEreduced-404,730-$5.83M
CUBIreduced-2,325-$137K
AVNWreduced-5,020-$121K
BGSFreduced-17,908-$114K

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, Q2 2025

Share positions as resolved from 13F-HR 0001381954-25-000004, largest first. % of portfolio is the value over $255,883,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NAGENIAGEN BIOSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,956,120 shares; 2024Q4: 2,588,614 shares; 2025Q1: 1,986,040 shares; 2025Q2: 1,581,310 shares 1,581,310$22.8M8.91%-404,730Timeline
CUBICUSTOMERS BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,203 shares; 2024Q4: 290,373 shares; 2025Q1: 283,543 shares; 2025Q2: 281,218 shares 281,218$16.5M6.46%-2,325Timeline
AVNWAVIAT NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,215 shares; 2024Q4: 650,270 shares; 2025Q1: 641,780 shares; 2025Q2: 636,760 shares 636,760$15.3M5.98%-5,020Timeline
ACICAMERICAN COASTAL INS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 997,991 shares; 2024Q4: 1,227,416 shares; 2025Q1: 1,198,435 shares; 2025Q2: 1,191,785 shares 1,191,785$13.3M5.18%-6,650Timeline
GEOSGEOSPACE TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,892 shares; 2024Q4: 882,797 shares; 2025Q1: 863,402 shares; 2025Q2: 859,177 shares 859,177$12.3M4.79%-4,225Timeline
ENVAENOVA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,860 shares; 2024Q4: 132,760 shares; 2025Q1: 106,490 shares; 2025Q2: 105,605 shares 105,605$11.8M4.6%-885Timeline
BBSIBARRETT BUSINESS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,181 shares; 2024Q4: 251,628 shares; 2025Q1: 245,233 shares; 2025Q2: 243,533 shares 243,533$10.2M3.97%-1,700Timeline
MFINMEDALLION FINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,926 shares; 2024Q4: 987,098 shares; 2025Q1: 966,468 shares; 2025Q2: 957,963 shares 957,963$9.13M3.57%-8,505Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,500 shares; 2024Q4: 112,580 shares; 2025Q1: 109,715 shares; 2025Q2: 109,010 shares 109,010$8.65M3.38%-705Timeline
RMREGIONAL MGMT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,710 shares; 2024Q4: 255,251 shares; 2025Q1: 248,701 shares; 2025Q2: 295,081 shares 295,081$8.62M3.37%+46,380Timeline
DHXDHI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,421,208 shares; 2024Q4: 3,008,584 shares; 2025Q1: 2,930,034 shares; 2025Q2: 2,901,114 shares 2,901,114$8.62M3.37%-28,920Timeline
ADTNADTRAN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962,404 shares; 2024Q4: 1,192,009 shares; 2025Q1: 960,739 shares; 2025Q2: 952,492 shares 952,492$8.54M3.34%-8,247Timeline
VPGVISHAY PRECISION GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,156 shares; 2024Q4: 242,811 shares; 2025Q1: 303,334 shares; 2025Q2: 300,679 shares 300,679$8.45M3.3%-2,655Timeline
NPKINPK INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823,590 shares; 2024Q4: 1,012,830 shares; 2025Q1: 990,085 shares; 2025Q2: 978,990 shares 978,990$8.33M3.26%-11,095Timeline
VERITEX HLDGS INCVERITEX HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,948 shares; 2024Q4: 325,383 shares; 2025Q1: 317,633 shares; 2025Q2: 315,148 shares 315,148$8.22M3.21%-2,485
HRMYHARMONY BIOSCIENCES HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 237,726 shares 237,726$7.51M2.94%newTimeline
CMTCORE MOLDING TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,036 shares; 2024Q4: 349,836 shares; 2025Q1: 423,506 shares; 2025Q2: 423,876 shares 423,876$7.03M2.75%+370Timeline
LOCOEL POLLO LOCO HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 515,140 shares; 2025Q2: 629,990 shares 629,990$6.94M2.71%+114,850Timeline
EGYVAALCO ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,467,409 shares; 2024Q4: 1,805,053 shares; 2025Q1: 1,766,943 shares; 2025Q2: 1,753,443 shares 1,753,443$6.33M2.47%-13,500Timeline
CLMBCLIMB GLOBAL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,000 shares; 2024Q4: 61,200 shares; 2025Q1: 59,405 shares; 2025Q2: 59,070 shares 59,070$6.32M2.47%-335Timeline
MYEMYERS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,920 shares; 2024Q4: 304,330 shares; 2025Q1: 433,590 shares; 2025Q2: 434,850 shares 434,850$6.3M2.46%+1,260Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,980 shares; 2024Q4: 74,020 shares; 2025Q1: 72,570 shares; 2025Q2: 71,885 shares 71,885$5.6M2.19%-685Timeline
GUESS? INCGUESS? INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,021 shares; 2024Q4: 463,726 shares; 2025Q1: 452,486 shares; 2025Q2: 452,051 shares 452,051$5.46M2.14%-435
CIVICIVITAS RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,322 shares; 2024Q4: 194,862 shares; 2025Q1: 190,567 shares; 2025Q2: 188,847 shares 188,847$5.2M2.03%-1,720Timeline
RGPRESOURCES CONNECTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,086 shares; 2024Q4: 823,108 shares; 2025Q1: 936,403 shares; 2025Q2: 929,465 shares 929,465$4.99M1.95%-6,938Timeline
SSTKSHUTTERSTOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,675 shares; 2024Q4: 283,700 shares; 2025Q1: 234,215 shares; 2025Q2: 233,585 shares 233,585$4.43M1.73%-630Timeline
MYFWFIRST WESTN FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,790 shares; 2024Q4: 184,612 shares; 2025Q1: 180,576 shares; 2025Q2: 179,341 shares 179,341$4.05M1.58%-1,235Timeline
BGSFBGSF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,840 shares; 2024Q4: 623,250 shares; 2025Q1: 610,708 shares; 2025Q2: 592,800 shares 592,800$3.78M1.48%-17,908Timeline
ZUMZZUMIEZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,070 shares; 2024Q4: 256,505 shares; 2025Q1: 250,600 shares; 2025Q2: 246,165 shares 246,165$3.26M1.28%-4,435Timeline
FLNTFLUENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 845,008 shares; 2024Q4: 1,061,885 shares; 2025Q1: 1,041,091 shares; 2025Q2: 1,042,522 shares 1,042,522$2.08M0.81%+1,431Timeline
KTCCKEY TRONIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,510 shares; 2024Q4: 749,083 shares; 2025Q1: 725,418 shares; 2025Q2: 720,341 shares 720,341$2.06M0.81%-5,077Timeline
ORION ENERGY SYSTEMS INCORION ENERGY SYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,120,080 shares; 2024Q4: 2,661,853 shares; 2025Q1: 2,502,423 shares; 2025Q2: 2,492,553 shares 2,492,553$1.52M0.59%-9,870
DLTHDULUTH HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593,740 shares; 2024Q4: 725,635 shares; 2025Q1: 711,605 shares; 2025Q2: 694,600 shares 694,600$1.46M0.57%-17,005Timeline
SLNGSTABILIS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,576 shares; 2024Q4: 208,051 shares; 2025Q1: 199,231 shares; 2025Q2: 197,674 shares 197,674$939K0.37%-1,557Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
MPAAMOTORCAR PTS AMER INC670,697$6.37Mshares

How Q2 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 0001381954-25-000004 base2025-08-12acceptance time not in the bulk data set