Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 1381954) reported $347.8M across 37 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ENVA ($26.6M, 7.64%), CUBI ($20.3M, 5.83%), LOCO ($17.5M, 5.04%), MYE ($16.3M, 4.69%), CLMB ($15.9M, 4.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ENVA | Enova International | $26.6M | 7.64% | 110,400 | Trimmed |
| 2 | CUBI | Customers Bancorp | $20.3M | 5.83% | 256,178 | Trimmed |
| 3 | LOCO | El Pollo Loco Holdings | $17.5M | 5.04% | 1.0M | Trimmed |
| 4 | MYE | Myers Industries | $16.3M | 4.69% | 462,230 | Trimmed |
| 5 | CLMB | Climb Global Solutions | $15.9M | 4.59% | 687,131 | Added |
| 6 | AVNW | Aviat Networks | $15.0M | 4.32% | 676,440 | Trimmed |
| 7 | ACIC | American Coastal Insurance | $13.9M | 4.00% | 1.3M | Trimmed |
| 8 | RM | Regional Management | $13.1M | 3.77% | 318,259 | Trimmed |
| 9 | NPKI | NPK International | $13.1M | 3.76% | 820,845 | Trimmed |
| 10 | RGP | Resources Connection | $12.0M | 3.44% | 2.8M | Added |
| 11 | TCBI | Texas Capital Bancshrs | $11.9M | 3.42% | 115,045 | Trimmed |
| 12 | DHX | DHI Group | $11.7M | 3.38% | 3.2M | Trimmed |
| 13 | NBBK | NB Bancorp | $11.6M | 3.32% | 546,600 | Trimmed |
| 14 | BBSI | Barrett Business Services | $11.3M | 3.26% | 319,390 | Added |
| 15 | MGPI | MGP Ingredients | $11.3M | 3.24% | 642,260 | Added |
| 16 | HRMY | Harmony Biosciences | $11.2M | 3.21% | 306,781 | Trimmed |
| 17 | CMT | Core Molding Tech | $10.7M | 3.07% | 452,030 | Trimmed |
| 18 | MFIN | Medallion Financial | $10.3M | 2.96% | 1.0M | Trimmed |
| 19 | EGY | VAALCO Energy | $9.3M | 2.68% | 1.8M | Trimmed |
| 20 | IBEX | IBEX Limited | $8.4M | 2.40% | 275,035 | New |
| 21 | ADTN | ADTRAN Holdings | $7.9M | 2.28% | 570,542 | Trimmed |
| 22 | ZUMZ | Zumiez Inc | $7.9M | 2.28% | 445,863 | Added |
| 23 | NAGE | Niagen Bioscience | $6.4M | 1.84% | 2.0M | Trimmed |
| 24 | FORR | Forrester Research | $6.4M | 1.83% | 757,476 | Added |
| 25 | GCT | GigaCloud Technology | $6.3M | 1.80% | 197,995 | New |
Source: SEC Form 13F filings · as of 2026-06-30