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Portfolio (Quarterly) Guide ↗

Teton Advisors, LLC

· CIK 0002086025
13F Portfolio $142M AUM 153 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 5 Added 44 Reduced 6 Exited
Page 1 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MYE MYERS INDUSTRIES INC Consumer Cyclical 249,500.0 $5.3M 3.72% -18K -6.5% $21.18 +3.8%
2 ATRO ASTRONICS CORP Industrials 57,000.0 $3.8M 2.67% -20K -26.0% $66.73 +19.7%
3 FSTR FOSTER (LB) CO-A Industrials 98,641.0 $2.8M 1.94% -30K -23.0% $27.90 +36.5%
4 ALNT ALLIENT INC Technology 46,000.0 $2.7M 1.91% -800.0 -1.7% $59.09 +6.3%
5 RUSHB RUSH ENTERPRISES INC - CL B Consumer Cyclical 40,800.0 $2.6M 1.85% -700.0 -1.7% $64.35 +1.8%
6 UCTT ULTRA CLEAN HOLDINGS INC Technology 42,000.0 $2.6M 1.84% -1K -2.3% $62.18 +29.0%
7 GRC GORMAN-RUPP CO Industrials 40,200.0 $2.5M 1.76% -2K -4.3% $62.13 +16.6%
8 DSGR DISTRIBUTION SOLUTIONS GROUP Industrials 93,500.0 $2.5M 1.73% -2K -1.6% $26.24 +3.4%
9 DCO DUCOMMUN INC Industrials 19,500.0 $2.4M 1.67% -14K -41.8% $122.00 +17.1%
10 ISSC INNOVATIVE SOLUTIONS & SUPP Industrials 111,000.0 $2.3M 1.60% -19K -14.6% $20.53 -22.7%
11 NATH NATHAN'S FAMOUS INC Consumer Cyclical 21,425.0 $2.2M 1.52% -25K -53.4% $100.73 +0.4%
12 CTS CTS CORP Technology 45,071.0 $2.2M 1.51% -17K -27.4% $47.76 +25.4%
13 RGCO RGC RESOURCES INC Utilities 94,500.0 $2.1M 1.47% -500.0 -0.5% $22.05 +6.0%
14 ASTE ASTEC INDUSTRIES INC Industrials 36,800.0 $2.0M 1.39% -4K -9.1% $53.84 -9.7%
15 CVGW CALAVO GROWERS INC Consumer Defensive 68,800.0 $1.8M 1.25% -8K -10.3% $25.79 +2.6%
16 NEOG NEOGEN CORP Healthcare 181,660.0 $1.7M 1.19% -4K -2.4% $9.29 -4.6%
17 GHM GRAHAM CORP Industrials 21,300.0 $1.7M 1.18% -7K -25.3% $78.92 +17.4%
18 STRT STRATTEC SECURITY CORP Consumer Cyclical 21,300.0 $1.7M 1.17% -5K -18.1% $78.34 -9.8%
19 STEL STELLAR BANCORP INC Financial Services 43,800.0 $1.6M 1.13% -8K -14.9% $36.61 +2.2%
20 NVGS NAVIGATOR HOLDINGS LTD Energy 81,000.0 $1.6M 1.10% -1K -1.2% $19.33 +21.1%
Page 1 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 34.2%
Consumer Cyclical 18.6%
Financial Services 14.0%
Technology 10.0%
Communication Services 5.7%
Healthcare 5.1%
Utilities 4.4%
Consumer Defensive 3.5%
Basic Materials 2.3%
Energy 1.5%