Tieton Capital Management, LLC

CIK

1381954

Location

YAKIMA, WA

Portfolio Value

Small $347,449,333

Diversification

Diversified

Filing Date

Global Rank

#3,476 / 8,700 ▲ 1305

Top Industry

Credit Services 14.4%

Period ended 2 months ago

Filed Aug 10, 2026 · 34d

26 quarters · since Mar 2020

Portfolio Concentration

36 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.6%

+1.6 pts

Top 5

27.8%

+1.7 pts

Top 10

47.1%

+1.0 pts

HHI

369

Diversified+1

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	32.7%	$113,621,719	8
Technology	19.8%	$68,738,743	8
Industrials	16.0%	$55,741,860	7
Consumer Cyclical	14.1%	$49,047,309	5
Consumer Defensive	5.1%	$17,659,414	2
Energy	4.7%	$16,415,456	3
Healthcare	3.2%	$11,169,896	1
Basic Materials	3.1%	$10,667,908	1
Communication Services	1.3%	$4,387,028	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
RGP	Resources Connection, Inc.	+364,706	2,817,636	$11,974,953
MGPI	Mgp Ingredients Inc	+215,310	642,260	$11,252,395
FORR	Forrester Research, Inc.	+198,435	757,476	$6,370,373
ZUMZ	Zumiez Inc	+185,400	445,863	$7,936,361
CLMB	Climb Global Solutions, Inc.	+149,000	687,131	$15,948,310
EML	Eastern Co	+141,256	217,210	$6,049,298
BBSI	Barrett Business Services Inc	+55,625	319,390	$11,344,732
OESX	Orion Energy Systems, Inc.	+18,050	284,526	$3,326,108
SLNG	Stabilis Solutions, Inc.	+9,992	234,505	$949,745
FLNT	Fluent, Inc.	+3,055	1,176,147	$4,387,028
BGSF	Bgsf, Inc.	+2,370	633,407	$3,616,753
KTCC	Key Tronic Corp	+2,235	760,930	$3,142,640
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
ADTN	ADTRAN Holdings, Inc.	−464,625	570,542	$7,930,533
VPG	Vishay Precision Group, Inc.	−236,907	2,315	$347,041
DHX	Dhi Group, Inc.	−209,321	3,165,444	$11,743,797
EGY	Vaalco Energy Inc /De/	−47,400	1,835,340	$9,323,527
MFIN	Medallion Financial Corp	−23,740	1,008,564	$10,297,438
LOCO	El Pollo Loco Holdings, Inc.	−23,565	1,033,917	$17,535,232
NAGE	Niagen Bioscience, Inc.	−20,685	2,008,470	$6,407,019
DLTH	Duluth Holdings Inc.	−20,590	726,508	$3,254,755
ACIC	AMERICAN COASTAL INSURANCE Corp	−18,575	1,254,880	$13,929,168
NPKI	NPK International Inc.	−15,075	820,845	$13,059,643
MYE	Myers Industries Inc	−9,030	462,230	$16,321,341
AVNW	Aviat Networks, Inc.	−7,886	676,440	$15,016,968
CMT	Core Molding Technologies Inc	−7,860	452,030	$10,667,908
NBBK	NB Bancorp, Inc.	−6,970	546,600	$11,549,658
CUBI	Customers Bancorp, Inc.	−5,565	256,178	$20,263,679
GEOS	Geospace Technologies Corp	−4,853	907,265	$6,142,184
HRMY	Harmony Biosciences Holdings, Inc.	−4,715	306,781	$11,169,896
MYFW	First Western Financial Inc	−2,820	187,274	$6,013,368
ENVA	Enova International, Inc.	−2,620	110,400	$26,576,592
TCBI	Texas Capital Bancshares Inc/Tx	−2,505	115,045	$11,879,546
RM	Regional Management Corp.	−1,965	318,259	$13,112,270
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
IBEX	IBEX Ltd	275,035	$8,352,812
GCT	GigaCloud Technology Inc	197,995	$6,256,642
RCKY	Rocky Brands, Inc.	96,984	$3,999,620
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
SM	SM Energy Co	189,263	$5,901,220
PRIM	Primoris Services Corp	4,365	$624,369
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

36 tracked positions · $347,449,333 total · filing declares 37 positions · $347,791,000 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ENVA	Enova International, Inc. Financial Services	Reduced	110,400	-2,620	$26,576,592	+73.1%	7.65%
CUBI	Customers Bancorp, Inc. Financial Services	Reduced	256,178	-5,565	$20,263,679	+11.5%	5.83%
LOCO	El Pollo Loco Holdings, Inc. Consumer Cyclical	Reduced	1,033,917	-23,565	$17,535,232	+19.6%	5.05%
MYE	Myers Industries Inc Consumer Cyclical	Reduced	462,230	-9,030	$16,321,341	+63.5%	4.70%
CLMB	Climb Global Solutions, Inc. Technology	Added	687,131	+149,000	$15,948,310	+49.5%	4.59%
AVNW	Aviat Networks, Inc. Technology	Reduced	676,440	-7,886	$15,016,968	−2.9%	4.32%
ACIC	AMERICAN COASTAL INSURANCE Corp Financial Services	Reduced	1,254,880	-18,575	$13,929,168	−2.8%	4.01%
RM	Regional Management Corp. Financial Services	Reduced	318,259	-1,965	$13,112,270	+27.0%	3.77%
NPKI	NPK International Inc. Industrials	Reduced	820,845	-15,075	$13,059,643	+7.8%	3.76%
RGP	Resources Connection, Inc. Industrials	Added	2,817,636	+364,706	$11,974,953	+30.9%	3.45%
TCBI	Texas Capital Bancshares Inc/Tx Financial Services	Reduced	115,045	-2,505	$11,879,546	+6.5%	3.42%
DHX	Dhi Group, Inc. Technology	Reduced	3,165,444	-209,321	$11,743,797	+23.8%	3.38%
NBBK	NB Bancorp, Inc. Financial Services	Reduced	546,600	-6,970	$11,549,658	−1.0%	3.32%
BBSI	Barrett Business Services Inc Industrials	Added	319,390	+55,625	$11,344,732	+47.4%	3.27%
MGPI	Mgp Ingredients Inc Consumer Defensive	Added	642,260	+215,310	$11,252,395	+43.3%	3.24%
HRMY	Harmony Biosciences Holdings, Inc. Healthcare	Reduced	306,781	-4,715	$11,169,896	+28.0%	3.21%
CMT	Core Molding Technologies Inc Basic Materials	Reduced	452,030	-7,860	$10,667,908	+3.6%	3.07%
MFIN	Medallion Financial Corp Financial Services	Reduced	1,008,564	-23,740	$10,297,438	+16.5%	2.96%
EGY	Vaalco Energy Inc /De/ Energy	Reduced	1,835,340	-47,400	$9,323,527	−21.9%	2.68%
IBEX	IBEX Ltd Technology	NEW	275,035	NEW	$8,352,812	NEW	2.40%
ZUMZ	Zumiez Inc Consumer Cyclical	Added	445,863	+185,400	$7,936,361	+37.5%	2.28%
ADTN	ADTRAN Holdings, Inc. Technology	Reduced	570,542	-464,625	$7,930,533	−39.1%	2.28%
NAGE	Niagen Bioscience, Inc. Consumer Defensive	Reduced	2,008,470	-20,685	$6,407,019	−28.4%	1.84%
FORR	Forrester Research, Inc. Industrials	Added	757,476	+198,435	$6,370,373	+101.3%	1.83%
GCT	GigaCloud Technology Inc Technology	NEW	197,995	NEW	$6,256,642	NEW	1.80%
GEOS	Geospace Technologies Corp Energy	Reduced	907,265	-4,853	$6,142,184	−44.8%	1.77%
EML	Eastern Co Industrials	Added	217,210	+141,256	$6,049,298	+293.5%	1.74%
MYFW	First Western Financial Inc Financial Services	Reduced	187,274	-2,820	$6,013,368	+28.7%	1.73%
FLNT	Fluent, Inc. Communication Services	Added	1,176,147	+3,055	$4,387,028	+18.3%	1.26%
RCKY	Rocky Brands, Inc. Consumer Cyclical	NEW	96,984	NEW	$3,999,620	NEW	1.15%
BGSF	Bgsf, Inc. Industrials	Added	633,407	+2,370	$3,616,753	−11.4%	1.04%
OESX	Orion Energy Systems, Inc. Industrials	Added	284,526	+18,050	$3,326,108	+42.8%	0.96%
DLTH	Duluth Holdings Inc. Consumer Cyclical	Reduced	726,508	-20,590	$3,254,755	+37.9%	0.94%
KTCC	Key Tronic Corp Technology	Added	760,930	+2,235	$3,142,640	+51.7%	0.90%
SLNG	Stabilis Solutions, Inc. Energy	Added	234,505	+9,992	$949,745	−5.2%	0.27%
VPG	Vishay Precision Group, Inc. Technology	Reduced	2,315	-236,907	$347,041	−96.7%	0.10%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.