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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 5 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ARKO ARKO CORP Consumer Cyclical 115,000.0 $639K 0.45% $5.56 -12.1%
82 TSQ TOWNSQUARE MEDIA INC - CL A Communication Services 115,000.0 $624K 0.44% $5.43 +3.5%
83 LEGH LEGACY HOUSING CORP Consumer Cyclical 30,000.0 $613K 0.43% $20.43 +39.1%
84 TNC TENNANT CO Industrials 8,500.0 $564K 0.40% $66.40 +8.4%
85 RUSHA RUSH ENTERPRISES INC-CL A Consumer Cyclical 8,000.0 $529K 0.37% $66.11 -22.9%
86 WGO WINNEBAGO INDUSTRIES Consumer Cyclical 17,000.0 $527K 0.37% -500.0 -2.9% $30.99 +0.1%
87 VLYPN VALLEY NATIONAL BANCORP 42,000.0 $516K 0.36% $12.28
88 FMNB FARMERS NATL BANC CORP Financial Services 37,800.0 $497K 0.35% $13.16 +22.1%
89 PBI PITNEY BOWES INC Industrials 45,000.0 $497K 0.35% $11.05 +57.5%
90 BMI BADGER METER INC Technology 3,250.0 $495K 0.35% $152.35 -13.0%
91 MOD MODINE MANUFACTURING CO Consumer Cyclical 2,200.0 $477K 0.34% $216.71 -10.2%
92 ELMD ELECTROMED INC Healthcare 20,000.0 $468K 0.33% $23.41 +19.6%
93 MFIN MEDALLION FINANCIAL CORP Financial Services 54,500.0 $467K 0.33% -700.0 -1.3% $8.56 +42.8%
94 ACU ACME UNITED CORP Consumer Defensive 10,000.0 $449K 0.32% $44.91 +40.6%
95 GVA GRANITE CONSTRUCTION INC Industrials 3,500.0 $420K 0.29% $119.88 -0.5%
96 RES RPC INC Energy 58,000.0 $411K 0.29% $7.08 -8.2%
97 FSS FEDERAL SIGNAL CORP Industrials 3,700.0 $400K 0.28% $108.14 +10.3%
98 NEO NEOGENOMICS INC Healthcare 53,100.0 $394K 0.28% $7.42 +134.2%
99 DGII DIGI INTERNATIONAL INC Technology 8,000.0 $386K 0.27% $48.20 +43.9%
100 SINCLAIR INC 28,800.0 $373K 0.26% $12.94
Page 5 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 35.4%
Consumer Cyclical 17.3%
Financial Services 13.4%
Technology 10.3%
Communication Services 5.4%
Healthcare 5.3%
Utilities 4.6%
Consumer Defensive 3.6%
Basic Materials 2.3%
Energy 1.5%