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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 3 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MITK MITEK SYSTEMS INC Technology 89,800.0 $1.2M 0.85% -4K -4.5% $13.50 +13.8%
42 FNB FNB CORP Financial Services 70,500.0 $1.2M 0.83% $16.72 +4.5%
43 IMAX IMAX CORP Communication Services 30,000.0 $1.1M 0.80% $38.01 -10.9%
44 SMP STANDARD MOTOR PRODS Consumer Cyclical 32,500.0 $1.1M 0.79% $34.74 +6.9%
45 MCS MARCUS CORPORATION Communication Services 65,000.0 $1.1M 0.79% $17.17 +6.7%
46 WASH WASHINGTON TRUST BANCORP Financial Services 33,280.0 $1.1M 0.78% $33.46 -4.0%
47 AOUT AMERICAN OUTDOOR BRANDS INC Consumer Cyclical 116,957.0 $1.1M 0.77% $9.34 +3.4%
48 GRAY MEDIA INC-A 87,000.0 $1.1M 0.76% $12.41
49 AUB ATLANTIC UNION BANKSHARES CO Financial Services 30,000.0 $1.1M 0.75% -500.0 -1.6% $35.74 +5.4%
50 WSBF WATERSTONE FINANCIAL INC Financial Services 59,000.0 $1.1M 0.75% $18.03 +2.5%
51 VALU VALUE LINE INC Financial Services 29,958.0 $1.1M 0.74% $35.29 -4.8%
52 GTN GRAY MEDIA INC Communication Services 236,740.0 $1.0M 0.72% $4.34 -4.8%
53 CWCO CONSOLIDATED WATER CO-ORD SH Utilities 30,400.0 $1.0M 0.71% -300.0 -1.0% $33.12 -12.3%
54 ARTNA ARTESIAN RESOURCES CORP-CL A Utilities 31,320.0 $998K 0.70% $31.85 +1.5%
55 YORW YORK WATER CO Utilities 31,570.0 $961K 0.68% -1K -3.4% $30.45 -3.2%
56 KKR KKR & CO INC Financial Services 10,000.0 $925K 0.65% -1K -9.1% $92.50 +2.4%
57 RNST RENASANT CORP Financial Services 25,530.0 $922K 0.65% $36.13 +13.8%
58 SFST SOUTHERN FIRST BANCSHARES Financial Services 16,800.0 $916K 0.64% -700.0 -4.0% $54.50 +3.5%
59 CWT CALIFORNIA WATER SERVICE GRP Utilities 20,060.0 $910K 0.64% $45.34 -4.7%
60 TG TREDEGAR CORP Industrials 113,000.0 $898K 0.63% +3K +2.7% $7.95 -3.6%
Page 3 of 8  ·  153 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%