Tieton Capital Management, LLC

Tieton Capital Management, LLC reported 37 holdings worth US$348M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 10, 2026

Tieton Capital Management, LLC reported 37 holdings worth US$348M as of Jun 30, 2026. Largest: Enova International, Inc., Customers Bancorp, Inc and El Pollo Loco Holdings, Inc. Filed Aug 10, 2026 (Form 13F).

Holdings
37
Value as reported
US$348M

The filing in full

CompanySharesValue as reported% of portfolio
Enova International, Inc.110KUS$26.6M7.6%
Customers Bancorp, Inc256KUS$20.3M5.8%
El Pollo Loco Holdings, Inc.1.03MUS$17.5M5.0%
Myers Industries, Inc.462KUS$16.3M4.7%
Climb Global Solutions, Inc.687KUS$15.9M4.6%
Aviat Networks, Inc.676KUS$15M4.3%
American Coastal Insurance Corporation1.25MUS$13.9M4.0%
Regional Management Corp.318KUS$13.1M3.8%
Npk International Inc.821KUS$13.1M3.8%
Resources Connection, Inc.2.82MUS$12M3.4%
Texas Capital Bancshares, Inc.115KUS$11.9M3.4%
Dhi Group, Inc.3.17MUS$11.7M3.4%
Nb Bancorp, Inc.547KUS$11.6M3.3%
Barrett Business Services, Inc.319KUS$11.3M3.3%
Mgp Ingredients, Inc.642KUS$11.3M3.2%
Harmony Biosciences Holdings, Inc.307KUS$11.2M3.2%
Core Molding Technologies Inc452KUS$10.7M3.1%
Medallion Financial Corp.1.01MUS$10.3M3.0%
Vaalco Energy, Inc.1.84MUS$9.32M2.7%
Ibex Limited275KUS$8.35M2.4%
Zumiez Inc.446KUS$7.94M2.3%
Adtran Holdings, Inc.571KUS$7.93M2.3%
Niagen Bioscience, Inc.2.01MUS$6.41M1.8%
Forrester Research, Inc.757KUS$6.37M1.8%
Gigacloud Technology Inc198KUS$6.26M1.8%
Geospace Technologies Corporation907KUS$6.14M1.8%
Eastern Company (the)217KUS$6.05M1.7%
First Western Financial, Inc.187KUS$6.01M1.7%
Fluent, Inc.1.18MUS$4.39M1.3%
Rocky Brands, Inc.96,984US$4M1.2%
Bgsf, Inc.633KUS$3.62M1.0%
Orion Energy Systems, Inc.285KUS$3.33M0.96%
Duluth Holdings Inc.727KUS$3.25M0.94%
Key Tronic Corporation761KUS$3.14M0.90%
Stabilis Solutions, Inc.235KUS$950K0.27%
Vishay Precision Group, Inc.2,315US$347K0.10%
Primoris Services Corporation3,443US$341K0.10%
Sm Energy Company0US$00.00%

Source

View original at SEC

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