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Tieton Capital Management, LLC

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13F filer, CIK 1381954, YAKIMA, WA

Tieton Capital Management, LLC reported $288,083,000 across 33 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 48.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001381954-25-000005

Period
2025-09-30
Reported value
$288M
Holdings
33
Top 10 weight
48.2%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RGPadded+1,360,192$6.87M
OESXnew+254,614$2.23M
LOCOadded+223,209$2.17M
HRMYadded+60,865$1.68M
NAGEadded+65,608$612K

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
VERITEX HLDGS INCexited-315,148-$8.22M
ORION ENERGY SYSTEMS INCexited-2,492,553-$1.52M
PRIMreduced-694-$95.3K

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, Q3 2025

Share positions as resolved from 13F-HR 0001381954-25-000005, largest first. % of portfolio is the value over $288,082,000, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,203 shares; 2024Q4: 290,373 shares; 2025Q1: 283,543 shares; 2025Q2: 281,218 shares; 2025Q3: 290,247 shares 290,247$19M6.59%+9,029Timeline
GEOSGEOSPACE TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,892 shares; 2024Q4: 882,797 shares; 2025Q1: 863,402 shares; 2025Q2: 859,177 shares; 2025Q3: 888,336 shares 888,336$16.8M5.85%+29,159Timeline
NAGENIAGEN BIOSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,646,918 shares 1,646,918$15.4M5.33%+65,608Timeline
AVNWAVIAT NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,215 shares; 2024Q4: 650,270 shares; 2025Q1: 641,780 shares; 2025Q2: 636,760 shares; 2025Q3: 663,028 shares 663,028$15.2M5.28%+26,268Timeline
ACICAMERICAN COASTAL INS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,224,770 shares 1,224,770$13.9M4.84%+32,985Timeline
ENVAENOVA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,860 shares; 2024Q4: 132,760 shares; 2025Q1: 106,490 shares; 2025Q2: 105,605 shares; 2025Q3: 108,234 shares 108,234$12.5M4.32%+2,629Timeline
RMREGIONAL MGMT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,710 shares; 2024Q4: 255,251 shares; 2025Q1: 248,701 shares; 2025Q2: 295,081 shares; 2025Q3: 305,653 shares 305,653$11.9M4.13%+10,572Timeline
RGPRESOURCES CONNECTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 578,086 shares; 2024Q4: 823,108 shares; 2025Q1: 936,403 shares; 2025Q2: 929,465 shares; 2025Q3: 2,289,657 shares 2,289,657$11.6M4.01%+1,360,192Timeline
NPKINPK INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 823,590 shares; 2024Q4: 1,012,830 shares; 2025Q1: 990,085 shares; 2025Q2: 978,990 shares; 2025Q3: 1,012,982 shares 1,012,982$11.5M3.98%+33,992Timeline
BBSIBARRETT BUSINESS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,181 shares; 2024Q4: 251,628 shares; 2025Q1: 245,233 shares; 2025Q2: 243,533 shares; 2025Q3: 251,522 shares 251,522$11.1M3.87%+7,989Timeline
MFINMEDALLION FINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,926 shares; 2024Q4: 987,098 shares; 2025Q1: 966,468 shares; 2025Q2: 957,963 shares; 2025Q3: 984,201 shares 984,201$9.94M3.45%+26,238Timeline
VPGVISHAY PRECISION GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,156 shares; 2024Q4: 242,811 shares; 2025Q1: 303,334 shares; 2025Q2: 300,679 shares; 2025Q3: 309,731 shares 309,731$9.93M3.45%+9,052Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,980 shares; 2024Q4: 74,020 shares; 2025Q1: 72,570 shares; 2025Q2: 71,885 shares; 2025Q3: 71,191 shares 71,191$9.78M3.39%-694Timeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,500 shares; 2024Q4: 112,580 shares; 2025Q1: 109,715 shares; 2025Q2: 109,010 shares; 2025Q3: 112,505 shares 112,505$9.51M3.3%+3,495Timeline
ADTNADTRAN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962,404 shares; 2024Q4: 1,192,009 shares; 2025Q1: 960,739 shares; 2025Q2: 952,492 shares; 2025Q3: 989,124 shares 989,124$9.28M3.22%+36,632Timeline
CMTCORE MOLDING TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,036 shares; 2024Q4: 349,836 shares; 2025Q1: 423,506 shares; 2025Q2: 423,876 shares; 2025Q3: 440,928 shares 440,928$9.06M3.15%+17,052Timeline
DHXDHI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 3,011,549 shares 3,011,549$8.37M2.91%+110,435Timeline
LOCOEL POLLO LOCO HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 515,140 shares; 2025Q2: 629,990 shares; 2025Q3: 853,199 shares 853,199$8.28M2.87%+223,209Timeline
HRMYHARMONY BIOSCIENCES HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 237,726 shares; 2025Q3: 298,591 shares 298,591$8.23M2.86%+60,865Timeline
CLMBCLIMB GLOBAL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,000 shares; 2024Q4: 61,200 shares; 2025Q1: 59,405 shares; 2025Q2: 59,070 shares; 2025Q3: 60,896 shares 60,896$8.21M2.85%+1,826Timeline
MYEMYERS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,920 shares; 2024Q4: 304,330 shares; 2025Q1: 433,590 shares; 2025Q2: 434,850 shares; 2025Q3: 451,307 shares 451,307$7.64M2.65%+16,457Timeline
GUESS? INCGUESS? INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,021 shares; 2024Q4: 463,726 shares; 2025Q1: 452,486 shares; 2025Q2: 452,051 shares; 2025Q3: 457,455 shares 457,455$7.64M2.65%+5,404
EGYVAALCO ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,808,318 shares 1,808,318$7.27M2.52%+54,875Timeline
CIVICIVITAS RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,322 shares; 2024Q4: 194,862 shares; 2025Q1: 190,567 shares; 2025Q2: 188,847 shares; 2025Q3: 194,115 shares 194,115$6.31M2.19%+5,268Timeline
SSTKSHUTTERSTOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,675 shares; 2024Q4: 283,700 shares; 2025Q1: 234,215 shares; 2025Q2: 233,585 shares; 2025Q3: 244,864 shares 244,864$5.11M1.77%+11,279Timeline
ZUMZZUMIEZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,070 shares; 2024Q4: 256,505 shares; 2025Q1: 250,600 shares; 2025Q2: 246,165 shares; 2025Q3: 256,916 shares 256,916$5.04M1.75%+10,751Timeline
BGSFBGSF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,840 shares; 2024Q4: 623,250 shares; 2025Q1: 610,708 shares; 2025Q2: 592,800 shares; 2025Q3: 619,355 shares 619,355$4.4M1.53%+26,555Timeline
MYFWFIRST WESTN FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,790 shares; 2024Q4: 184,612 shares; 2025Q1: 180,576 shares; 2025Q2: 179,341 shares; 2025Q3: 181,876 shares 181,876$4.19M1.45%+2,535Timeline
DLTHDULUTH HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593,740 shares; 2024Q4: 725,635 shares; 2025Q1: 711,605 shares; 2025Q2: 694,600 shares; 2025Q3: 731,602 shares 731,602$2.86M0.99%+37,002Timeline
KTCCKEY TRONIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,510 shares; 2024Q4: 749,083 shares; 2025Q1: 725,418 shares; 2025Q2: 720,341 shares; 2025Q3: 741,044 shares 741,044$2.65M0.92%+20,703Timeline
FLNTFLUENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,084,478 shares 1,084,478$2.41M0.84%+41,956Timeline
OESXORION ENERGY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254,614 shares 254,614$2.23M0.77%newTimeline
SLNGSTABILIS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,576 shares; 2024Q4: 208,051 shares; 2025Q1: 199,231 shares; 2025Q2: 197,674 shares; 2025Q3: 205,038 shares 205,038$894K0.31%+7,364Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
VERITEX HLDGS INCVERITEX HLDGS INC315,148$8.22Mshares
ORION ENERGY SYSTEMS INCORION ENERGY SYSTEMS INC2,492,553$1.52Mshares

How Q3 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 0001381954-25-000005 base2025-11-12acceptance time not in the bulk data set