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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 35 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-10. Its ten largest share positions make up 48.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001381954-26-000001

Period
2025-12-31
Reported value
$288M
Holdings
35
Top 10 weight
48.02%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NBBKnew+524,935$10.4M
MGPInew+246,825$6M
CLMBadded+51,088$5.25M
FORRnew+538,560$4.37M
VPGadded+1,495$57.6K

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
PRIMreduced-66,791-$8.29M
GUESS? INCexited-457,455-$7.64M
NPKIreduced-212,420-$2.53M
RGPreduced-30,850-$155K
SSTKreduced-5,765-$110K

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, Q4 2025

Share positions as resolved from 13F-HR 0001381954-26-000001, largest first. % of portfolio is the value over $292,353,000, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,203 shares; 2024Q4: 290,373 shares; 2025Q1: 283,543 shares; 2025Q2: 281,218 shares; 2025Q3: 290,247 shares; 2025Q4: 289,602 shares 289,602$21.2M7.24%-645Timeline
ENVAENOVA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,860 shares; 2024Q4: 132,760 shares; 2025Q1: 106,490 shares; 2025Q2: 105,605 shares; 2025Q3: 108,234 shares; 2025Q4: 107,644 shares 107,644$16.9M5.79%-590Timeline
ACICAMERICAN COASTAL INS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,218,890 shares 1,218,890$15.4M5.27%-5,880Timeline
GEOSGEOSPACE TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 720,892 shares; 2024Q4: 882,797 shares; 2025Q1: 863,402 shares; 2025Q2: 859,177 shares; 2025Q3: 888,336 shares; 2025Q4: 884,176 shares 884,176$15M5.11%-4,160Timeline
AVNWAVIAT NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,215 shares; 2024Q4: 650,270 shares; 2025Q1: 641,780 shares; 2025Q2: 636,760 shares; 2025Q3: 663,028 shares; 2025Q4: 661,518 shares 661,518$14.1M4.84%-1,510Timeline
VPGVISHAY PRECISION GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,156 shares; 2024Q4: 242,811 shares; 2025Q1: 303,334 shares; 2025Q2: 300,679 shares; 2025Q3: 309,731 shares; 2025Q4: 311,226 shares 311,226$12M4.1%+1,495Timeline
RMREGIONAL MGMT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,710 shares; 2024Q4: 255,251 shares; 2025Q1: 248,701 shares; 2025Q2: 295,081 shares; 2025Q3: 305,653 shares; 2025Q4: 304,698 shares 304,698$11.8M4.04%-955Timeline
CLMBCLIMB GLOBAL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,000 shares; 2024Q4: 61,200 shares; 2025Q1: 59,405 shares; 2025Q2: 59,070 shares; 2025Q3: 60,896 shares; 2025Q4: 111,984 shares 111,984$11.5M3.94%+51,088Timeline
RGPRESOURCES CONNECTION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,258,807 shares 2,258,807$11.4M3.89%-30,850Timeline
HRMYHARMONY BIOSCIENCES HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 237,726 shares; 2025Q3: 298,591 shares; 2025Q4: 297,081 shares 297,081$11.1M3.8%-1,510Timeline
NAGENIAGEN BIOSCIENCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,645,093 shares 1,645,093$10.5M3.58%-1,825Timeline
NBBKNB BANCORP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 524,935 shares 524,935$10.4M3.56%newTimeline
TCBITEXAS CAP BANCSHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,500 shares; 2024Q4: 112,580 shares; 2025Q1: 109,715 shares; 2025Q2: 109,010 shares; 2025Q3: 112,505 shares; 2025Q4: 111,920 shares 111,920$10.1M3.47%-585Timeline
MFINMEDALLION FINANCIAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 802,926 shares; 2024Q4: 987,098 shares; 2025Q1: 966,468 shares; 2025Q2: 957,963 shares; 2025Q3: 984,201 shares; 2025Q4: 980,241 shares 980,241$10.1M3.45%-3,960Timeline
NPKINPK INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 800,562 shares 800,562$9.54M3.26%-212,420Timeline
BBSIBARRETT BUSINESS SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,181 shares; 2024Q4: 251,628 shares; 2025Q1: 245,233 shares; 2025Q2: 243,533 shares; 2025Q3: 251,522 shares; 2025Q4: 251,497 shares 251,497$9.11M3.12%-25Timeline
LOCOEL POLLO LOCO HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 515,140 shares; 2025Q2: 629,990 shares; 2025Q3: 853,199 shares; 2025Q4: 852,584 shares 852,584$8.92M3.05%-615Timeline
CMTCORE MOLDING TECHNOLOGIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 282,036 shares; 2024Q4: 349,836 shares; 2025Q1: 423,506 shares; 2025Q2: 423,876 shares; 2025Q3: 440,928 shares; 2025Q4: 440,648 shares 440,648$8.84M3.02%-280Timeline
ADTNADTRAN HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 988,379 shares 988,379$8.59M2.94%-745Timeline
MYEMYERS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 246,920 shares; 2024Q4: 304,330 shares; 2025Q1: 433,590 shares; 2025Q2: 434,850 shares; 2025Q3: 451,307 shares; 2025Q4: 451,262 shares 451,262$8.45M2.89%-45Timeline
ZUMZZUMIEZ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,070 shares; 2024Q4: 256,505 shares; 2025Q1: 250,600 shares; 2025Q2: 246,165 shares; 2025Q3: 256,916 shares; 2025Q4: 254,513 shares 254,513$6.63M2.27%-2,403Timeline
EGYVAALCO ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,798,643 shares 1,798,643$6.55M2.24%-9,675Timeline
MGPIMGP INGREDIENTS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246,825 shares 246,825$6M2.05%newTimeline
CIVICIVITAS RESOURCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,322 shares; 2024Q4: 194,862 shares; 2025Q1: 190,567 shares; 2025Q2: 188,847 shares; 2025Q3: 194,115 shares; 2025Q4: 194,475 shares 194,475$5.27M1.8%+360Timeline
MYFWFIRST WESTN FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,790 shares; 2024Q4: 184,612 shares; 2025Q1: 180,576 shares; 2025Q2: 179,341 shares; 2025Q3: 181,876 shares; 2025Q4: 183,611 shares 183,611$4.92M1.68%+1,735Timeline
DHXDHI GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 3,042,649 shares 3,042,649$4.72M1.61%+31,100Timeline
SSTKSHUTTERSTOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,675 shares; 2024Q4: 283,700 shares; 2025Q1: 234,215 shares; 2025Q2: 233,585 shares; 2025Q3: 244,864 shares; 2025Q4: 239,099 shares 239,099$4.57M1.56%-5,765Timeline
FORRFORRESTER RESH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 538,560 shares 538,560$4.37M1.5%newTimeline
OESXORION ENERGY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 254,614 shares; 2025Q4: 256,194 shares 256,194$3.94M1.35%+1,580Timeline
BGSFBGSF INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 499,840 shares; 2024Q4: 623,250 shares; 2025Q1: 610,708 shares; 2025Q2: 592,800 shares; 2025Q3: 619,355 shares; 2025Q4: 616,405 shares 616,405$2.85M0.98%-2,950Timeline
FLNTFLUENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,083,283 shares 1,083,283$2.6M0.89%-1,195Timeline
KTCCKEY TRONIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,510 shares; 2024Q4: 749,083 shares; 2025Q1: 725,418 shares; 2025Q2: 720,341 shares; 2025Q3: 741,044 shares; 2025Q4: 728,269 shares 728,269$2.03M0.7%-12,775Timeline
DLTHDULUTH HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 593,740 shares; 2024Q4: 725,635 shares; 2025Q1: 711,605 shares; 2025Q2: 694,600 shares; 2025Q3: 731,602 shares; 2025Q4: 727,419 shares 727,419$1.51M0.52%-4,183Timeline
SLNGSTABILIS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,576 shares; 2024Q4: 208,051 shares; 2025Q1: 199,231 shares; 2025Q2: 197,674 shares; 2025Q3: 205,038 shares; 2025Q4: 204,713 shares 204,713$931K0.32%-325Timeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,980 shares; 2024Q4: 74,020 shares; 2025Q1: 72,570 shares; 2025Q2: 71,885 shares; 2025Q3: 71,191 shares; 2025Q4: 4,400 shares 4,400$546K0.19%-66,791Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
GUESS? INCGUESS? INC457,455$7.64Mshares

How Q4 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 0001381954-26-000001 base2026-02-10acceptance time not in the bulk data set