Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Tieton Capital Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Tieton Capital Management, LLC (CIK 1381954) reported $298.6M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CUBI ($18.2M, 6.09%), AVNW ($15.5M, 5.18%), ENVA ($15.4M, 5.14%), LOCO ($14.7M, 4.91%), UIHC ($14.3M, 4.80%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CUBICustomers Bancorp$18.2M6.09%261,743Trimmed
2AVNWAviat Networks$15.5M5.18%684,326Added
3ENVAEnova International$15.4M5.14%113,020Added
4LOCOEl Pollo Loco Holdings$14.7M4.91%1.1MAdded
5UIHCAmerican Coastal Insurance$14.3M4.80%1.3MAdded
6ADTNADTRAN Holdings$13.0M4.36%1.0MAdded
7NRNPK International$12.1M4.06%835,920Added
8EGYVAALCO Energy$11.9M4.00%1.9MAdded
9NBBKNB Bancorp$11.7M3.91%553,570Added
10TCBITexas Capital Bancshrs$11.2M3.74%117,550Added
11GEOSGeospace Technologies$11.1M3.73%912,118Added
12CLMBClimb Global Solutions$10.7M3.57%538,131Added
13VPGVishay Precision Group$10.4M3.48%239,222Trimmed
14RMRegional Management$10.3M3.46%320,224Added
15CMTCore Molding Tech$10.3M3.45%459,890Added
16MYEMyers Industries$10.0M3.34%471,260Added
17DHXDHI Group$9.5M3.18%3.4MAdded
18RGPResources Connection$9.1M3.06%2.5MAdded
19NAGENiagen Bioscience$8.9M3.00%2.0MAdded
20MFINMedallion Financial$8.8M2.96%1.0MAdded
21HRMYHarmony Biosciences$8.7M2.92%311,496Added
22MGPIMGP Ingredients$7.9M2.63%426,950Added
23BBSIBarrett Business Services$7.7M2.58%263,765Added
24SMSM Energy Company$5.9M1.98%189,263New
25ZUMZZumiez Inc$5.8M1.93%260,463Added

Source: SEC Form 13F filings · as of 2026-03-31