Tieton Capital Management, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| NB Bancorp | 0 | 524,935 | +524,935 | 0 | 10,404 | +10,404 |
| MGP Ingredients | 0 | 246,825 | +246,825 | 0 | 5,998 | +5,998 |
| Enova International | 108,234 | 107,644 | -590 | 12,457 | 16,922 | +4,465 |
| Forrester Research | 0 | 538,560 | +538,560 | 0 | 4,373 | +4,373 |
| Climb Global Solutions | 60,896 | 111,984 | +51,088 | 8,211 | 11,511 | +3,300 |
| Harmony Biosciences | 298,591 | 297,081 | -1,510 | 8,229 | 11,117 | +2,888 |
| Customers Bancorp | 290,247 | 289,602 | -645 | 18,973 | 21,176 | +2,203 |
| Vishay Precision Group | 309,731 | 311,226 | +1,495 | 9,927 | 11,982 | +2,055 |
| Orion Energy Systems | 254,614 | 256,194 | +1,580 | 2,230 | 3,940 | +1,710 |
| Zumiez Inc | 256,916 | 254,513 | -2,403 | 5,038 | 6,630 | +1,592 |
| American Coastal Insurance | 1,224,770 | 1,218,890 | -5,880 | 13,950 | 15,395 | +1,445 |
| Myers Industries | 451,307 | 451,262 | -45 | 7,645 | 8,448 | +803 |
| First Western Financial | 181,876 | 183,611 | +1,735 | 4,188 | 4,923 | +735 |
| El Pollo Loco Holdings | 853,199 | 852,584 | -615 | 8,276 | 8,918 | +642 |
| Texas Capital Bancshrs | 112,505 | 111,920 | -585 | 9,510 | 10,133 | +623 |
| Fluent Inc | 1,084,478 | 1,083,283 | -1,195 | 2,408 | 2,600 | +192 |
| Medallion Financial | 984,201 | 980,241 | -3,960 | 9,940 | 10,087 | +147 |
| Stabilis Solutions | 205,038 | 204,713 | -325 | 894 | 931 | +37 |
| Regional Management | 305,653 | 304,698 | -955 | 11,908 | 11,807 | -101 |
| Resources Connection | 2,289,657 | 2,258,807 | -30,850 | 11,563 | 11,384 | -179 |
| Core Molding Technology | 440,928 | 440,648 | -280 | 9,061 | 8,835 | -226 |
| Shutterstock Inc | 244,864 | 239,099 | -5,765 | 5,105 | 4,567 | -538 |
| Key Tronic Corp | 741,044 | 728,269 | -12,775 | 2,646 | 2,032 | -614 |
| ADTRAN Holdings | 989,124 | 988,379 | -745 | 9,278 | 8,589 | -689 |
| VAALCO Energy | 1,808,318 | 1,798,643 | -9,675 | 7,269 | 6,547 | -722 |
| Civitas Resources | 194,115 | 194,475 | +360 | 6,309 | 5,268 | -1,041 |
| Aviat Networks | 663,028 | 661,518 | -1,510 | 15,203 | 14,143 | -1,060 |
| Duluth Holdings | 731,602 | 727,419 | -4,183 | 2,861 | 1,513 | -1,348 |
| BGSF Inc | 619,355 | 616,405 | -2,950 | 4,397 | 2,854 | -1,543 |
| Geospace Technologies | 888,336 | 884,176 | -4,160 | 16,843 | 14,951 | -1,892 |
| NPK International | 1,012,982 | 800,562 | -212,420 | 11,457 | 9,543 | -1,914 |
| Barrett Business Services | 251,522 | 251,497 | -25 | 11,147 | 9,107 | -2,040 |
| DHI Group | 3,011,549 | 3,042,649 | +31,100 | 8,372 | 4,716 | -3,656 |
| Niagen Bioscience | 1,646,918 | 1,645,093 | -1,825 | 15,366 | 10,463 | -4,903 |
| Primoris Services Corp | 71,191 | 4,400 | -66,791 | 9,777 | 546 | -9,231 |