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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 6 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 WNC WABASH NATIONAL CORP Industrials 43,200.0 $372K 0.26% $8.62 -19.3%
102 PURSUIT ATTRACTIONS AND HOSP 10,000.0 $366K 0.26% $36.63
103 UG UNITED GUARDIAN INC Consumer Defensive 53,761.0 $360K 0.25% $6.70 +5.1%
104 TYL TYLER TECHNOLOGIES INC Technology 1,000.0 $342K 0.24% $342.38 -7.3%
105 ICFI ICF INTERNATIONAL INC Industrials 5,000.0 $326K 0.23% $65.29 +4.2%
106 FLWS 1-800-FLOWERS.COM INC-CL A Consumer Cyclical 105,800.0 $322K 0.23% $3.04 +39.1%
107 UTI UNIVERSAL TECHNICAL INSTITUT Consumer Defensive 8,700.0 $314K 0.22% -300.0 -3.3% $36.10 +2.7%
108 NRIM NORTHRIM BANCORP INC Financial Services 13,600.0 $311K 0.22% $22.88 +7.0%
109 LIFETIME BRANDS INC 50,900.0 $292K 0.20% -26K -33.8% $5.74
110 HANOVER BANCORP INC 13,500.0 $291K 0.20% $21.59
111 UBSI UNITED BANKSHARES INC Financial Services 7,000.0 $290K 0.20% $41.42 +4.2%
112 RDVT RED VIOLET INC Technology 8,000.0 $277K 0.20% $34.60 +43.2%
113 ERII ENERGY RECOVERY INC Industrials 27,000.0 $272K 0.19% -1K -3.6% $10.07 -14.4%
114 OPCH OPTION CARE HEALTH INC Healthcare 10,000.0 $269K 0.19% -3K -23.1% $26.92 -20.1%
115 CZNC CITIZENS & NORTHERN CORP Financial Services 12,000.0 $268K 0.19% $22.34 -5.1%
116 MSEX MIDDLESEX WATER CO Utilities 5,000.0 $260K 0.18% $52.05 -0.6%
117 MTX MINERALS TECHNOLOGIES INC Basic Materials 3,500.0 $248K 0.17% $70.92 +6.3%
118 LE LANDS' END INC Consumer Cyclical 21,496.0 $242K 0.17% -2K -6.5% $11.24 +2.9%
119 EVC ENTRAVISION COMMUNICATIONS-A Communication Services 80,000.0 $238K 0.17% +15K +23.1% $2.97 +219.9%
120 JOUT JOHNSON OUTDOORS INC-A Consumer Cyclical 5,000.0 $233K 0.16% $46.51 -7.7%
Page 6 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%