Tieton Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Resources Connection | 929,465 | 2,289,657 | +1,360,192 | 4,991 | 11,563 | 4.01% | +6,572 |
| Geospace Technologies | 859,177 | 888,336 | +29,159 | 12,252 | 16,843 | 5.85% | +4,591 |
| Primoris Services Corp(PRIM) | 71,885 | 71,191 | -694 | 5,603 | 9,777 | 3.39% | +4,174 |
| Regional Management | 295,081 | 305,653 | +10,572 | 8,619 | 11,908 | 4.13% | +3,289 |
| NPK International(NPKI) | 978,990 | 1,012,982 | +33,992 | 8,331 | 11,457 | 3.98% | +3,126 |
| Customers Bancorp(CUBB) | 281,218 | 290,247 | +9,029 | 16,519 | 18,973 | 6.59% | +2,454 |
| Orion Energy Systems | 0 | 254,614 | +254,614 | 0 | 2,230 | 0.77% | +2,230 |
| Guess Inc | 452,051 | 457,455 | +5,404 | 5,465 | 7,644 | 2.65% | +2,179 |
| Core Molding Technology | 423,876 | 440,928 | +17,052 | 7,032 | 9,061 | 3.15% | +2,029 |
| Climb Global Solutions | 59,070 | 60,896 | +1,826 | 6,315 | 8,211 | 2.85% | +1,896 |
| Zumiez Inc | 246,165 | 256,916 | +10,751 | 3,264 | 5,038 | 1.75% | +1,774 |
| Vishay Precision Group(VPG) | 300,679 | 309,731 | +9,052 | 8,449 | 9,927 | 3.45% | +1,478 |
| Duluth Holdings Inc | 694,600 | 731,602 | +37,002 | 1,459 | 2,861 | 0.99% | +1,402 |
| Myers Industries(MYE) | 434,850 | 451,307 | +16,457 | 6,301 | 7,645 | 2.65% | +1,344 |
| El Pollo Loco Holdings | 629,990 | 853,199 | +223,209 | 6,936 | 8,276 | 2.87% | +1,340 |
| Civitas Resources | 188,847 | 194,115 | +5,268 | 5,197 | 6,309 | 2.19% | +1,112 |
| Barrett Business Services | 243,533 | 251,522 | +7,989 | 10,153 | 11,147 | 3.87% | +994 |
| VAALCO Energy | 1,753,443 | 1,808,318 | +54,875 | 6,330 | 7,269 | 2.52% | +939 |
| Texas Capital Bancshrs | 109,010 | 112,505 | +3,495 | 8,655 | 9,510 | 3.30% | +855 |
| Medallion Financial | 957,963 | 984,201 | +26,238 | 9,129 | 9,940 | 3.45% | +811 |
| ADTRAN Holdings | 952,492 | 989,124 | +36,632 | 8,544 | 9,278 | 3.22% | +734 |
| Harmony Biosciences(HRMY) | 237,726 | 298,591 | +60,865 | 7,512 | 8,229 | 2.86% | +717 |
| American Coastal Insurance | 1,191,785 | 1,224,770 | +32,985 | 13,253 | 13,950 | 4.84% | +697 |
| Enova International(ENVA) | 105,605 | 108,234 | +2,629 | 11,777 | 12,457 | 4.32% | +680 |
| Shutterstock Inc | 233,585 | 244,864 | +11,279 | 4,429 | 5,105 | 1.77% | +676 |
| BGSF Inc | 592,800 | 619,355 | +26,555 | 3,776 | 4,397 | 1.53% | +621 |
| Key Tronic Corp | 720,341 | 741,044 | +20,703 | 2,060 | 2,646 | 0.92% | +586 |
| Fluent Inc | 1,042,522 | 1,084,478 | +41,956 | 2,085 | 2,408 | 0.84% | +323 |
| First Western Financial | 179,341 | 181,876 | +2,535 | 4,046 | 4,188 | 1.45% | +142 |
| Stabilis Solutions | 197,674 | 205,038 | +7,364 | 939 | 894 | 0.31% | -45 |
| Aviat Networks | 636,760 | 663,028 | +26,268 | 15,314 | 15,203 | 5.28% | -111 |
| DHI Group | 2,901,114 | 3,011,549 | +110,435 | 8,616 | 8,372 | 2.91% | -244 |
| Orion Energy Systems | 2,492,553 | 0 | -2,492,553 | 1,520 | 0 | — | -1,520 |
| Niagen Bioscience | 1,581,310 | 1,646,918 | +65,608 | 22,787 | 15,366 | 5.33% | -7,421 |
| Veritex Holdings | 315,148 | 0 | -315,148 | 8,225 | 0 | — | -8,225 |