Tieton Capital Management, LLC holds a diversified book of 37 stocks worth $347.8M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Ibex Ltd and trimmed Enova International Inc. Their largest long position is Enova International Inc at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Tieton Capital Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 45 / 37 | $178.7B |
| MORGAN STANLEY | 45 / 37 | $42.6B |
| UBS Group AG | 45 / 37 | $9.3B |
| SEI INVESTMENTS CO | 45 / 37 | $2.6B |
| STATE STREET CORP | 44 / 37 | $115.4B |
| GEODE CAPITAL MANAGEMENT, LLC | 44 / 37 | $55.5B |
| NORTHERN TRUST CORP | 44 / 37 | $22.9B |
| VANGUARD FIDUCIARY TRUST CO | 44 / 37 | $13.2B |
Ranked by how many of Tieton Capital Management, LLC's top 37 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Enova International COM | $26.6M | 110.4K | 7.6% | ▼−2.3% Reduced · −3K sh | |
| 2 | Customers Bancorp COM | $20.3M | 256.2K | 5.8% | ▼−2.1% Reduced · −6K sh | |
| 3 | El Pollo Loco Holdings COM | $17.5M | 1.03M | 5.0% | ▼−2.2% Reduced · −24K sh | |
| 4 | Myers Industries COM | $16.3M | 462.2K | 4.7% | ▼−1.9% Reduced · −9K sh | |
| 5 | Climb Global Solutions COM | $15.9M | 687.1K | 4.6% | ▲+28% Added · +149K sh | |
| 6 | Aviat Networks COM | $15.0M | 676.4K | 4.3% | ▼−1.1% Reduced · −8K sh | |
| 7 | American Coastal Insurance COM | $13.9M | 1.25M | 4.0% | ▼−1.4% Reduced · −19K sh | |
| 8 | Regional Management COM | $13.1M | 318.3K | 3.8% | ▼−0.6% Reduced · −2K sh | |
| 9 | NPK International COM | $13.1M | 820.8K | 3.8% | ▼−1.8% Reduced · −15K sh | |
| 10 | Resources Connection COM | $12.0M | 2.82M | 3.4% | ▲+15% Added · +365K sh | |
| 11 | Texas Capital Bancshrs COM | $11.9M | 115.0K | 3.4% | ▼−2.1% Reduced · −3K sh | |
| 12 | DHI Group COM | $11.7M | 3.17M | 3.4% | ▼−6.2% Reduced · −209K sh | |
| 13 | NB Bancorp COM | $11.6M | 546.6K | 3.3% | ▼−1.3% Reduced · −7K sh | |
| 14 | Barrett Business Services COM | $11.3M | 319.4K | 3.3% | ▲+21% Added · +56K sh | |
| 15 | MGP Ingredients COM | $11.3M | 642.3K | 3.2% | ▲+50% Added · +215K sh | |
| 16 | Harmony Biosciences COM | $11.2M | 306.8K | 3.2% | ▼−1.5% Reduced · −5K sh | |
| 17 | Core Molding Tech COM | $10.7M | 452.0K | 3.1% | ▼−1.7% Reduced · −8K sh | |
| 18 | Medallion Financial COM | $10.3M | 1.01M | 3.0% | ▼−2.3% Reduced · −24K sh | |
| 19 | VAALCO Energy COM | $9.3M | 1.84M | 2.7% | ▼−2.5% Reduced · −47K sh | |
| 20 | IBEX Limited COM | $8.4M | 275.0K | 2.4% | ▲New New position | |
| 21 | Zumiez Inc COM | $7.9M | 445.9K | 2.3% | ▲+71% Added · +185K sh | |
| 22 | ADTRAN Holdings COM | $7.9M | 570.5K | 2.3% | ▼−45% Reduced · −465K sh | |
| 23 | Niagen Bioscience COM | $6.4M | 2.01M | 1.8% | ▼−1.0% Reduced · −21K sh | |
| 24 | Forrester Research COM | $6.4M | 757.5K | 1.8% | ▲+35% Added · +198K sh | |
| 25 | GigaCloud Technology COM | $6.3M | 198.0K | 1.8% | ▲New New position | |
| 26 | Geospace Technologies COM | $6.1M | 907.3K | 1.8% | ▼−0.5% Reduced · −5K sh | |
| 27 | Eastern Company COM | $6.0M | 217.2K | 1.7% | ▲+186% Added · +141K sh | |
| 28 | First Western Financial COM | $6.0M | 187.3K | 1.7% | ▼−1.5% Reduced · −3K sh | |
| 29 | Fluent Inc COM | $4.4M | 1.18M | 1.3% | ▲+0.3% Added · +3K sh | |
| 30 | Rocky Brands COM | $4.0M | 97.0K | 1.2% | ▲New New position | |
| 31 | BGSF Inc COM | $3.6M | 633.4K | 1.0% | ▲+0.4% Added · +2K sh | |
| 32 | Orion Energy Systems COM | $3.3M | 284.5K | 1.0% | ▲+6.8% Added · +18K sh | |
| 33 | Duluth Holdings COM | $3.3M | 726.5K | 0.9% | ▼−2.8% Reduced · −21K sh | |
| 34 | Key Tronic Corp COM | $3.1M | 760.9K | 0.9% | ▲+0.3% Added · +2K sh | |
| 35 | Stabilis Solutions COM | $950K | 234.5K | 0.3% | ▲+4.5% Added · +10K sh | |
| 36 | Vishay Precision Group COM | $347K | 2.3K | 0.1% | ▼−99% Reduced · −237K sh | |
| 37 | Primoris Services Corp COM | $341K | 3.4K | 0.1% | ▼−21% Reduced · −922 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1381954/holdings"
Use Arkolith to show Tieton Capital Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 37 | $347.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 35 | $298.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 35 | $292.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 33 | $288.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 34 | $255.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 34 | $218.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 40 | $248.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 40 | $193.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.