SEC 13F Intelligence

Managers / Q1 2026

Teton Advisors, LLC

CIK 0002086025 · 189 MASON STREET, GREENWICH, CT, 06830 · 914-457-1070

Reported Value
$142M
Q1 2026
Positions
153
Filings on Record
3
2019–present window
Filed
May 14, 2026
original filing

Summary

Teton Advisors, LLC reported $142M in U.S.-listed holdings across 153 positions for Q1 2026.

Its largest position, MYE, represents 3.7% of the portfolio.

Compared with Q4 2025, the fund opened 7 new positions and exited 6.

Portfolio Metrics

Turnover
+7.9%
vs prior filed quarter
Top-10 Concentration
+23.0%
share of reported value
Largest Position
+3.7%
Myers Industries
New / Exited
7 / 6
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q3 ’25: $162MQ3 ’25Q4 ’25: $144MQ4 ’25Q1 ’26: $142MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 96.8%Other: 3.2%ADR: 0.0%
  • Common Stock · 96.8% · $138M
  • Other · 3.2% · $5M
  • ADR · 0.0% · $49,400

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
HBANHUNTINGTON BANCSHARES INCNEW+14.8K14.8K+$232,403$232,403
LMATLEMAITRE VASCULAR INCNEW+2.0K2.0K+$218,340$218,340
TRSTTRUSTCO BANK CORP NYNEW+4.6K4.6K+$202,264$202,264
WEAVWEAVE COMMUNICATIONS INCNEW+43.2K43.2K+$199,418$199,418
LWAYLIFEWAY FOODS INCNEW+10.0K10.0K+$193,400$193,400
KLTRKALTURA INCNEW+100.0K100.0K+$122,000$122,000
NABLN-ABLE INCNEW+25.0K25.0K+$116,750$116,750
SKYTSKYWATER TECHNOLOGY INCSOLD OUT36.5K0$662,549$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

50 positions
#IssuerClass% PortfolioValueShares
1MYEMYERS INDUSTRIES INChistory →EQUITY3.72%$5M249.5K
2ATROASTRONICS CORPhistory →EQUITY2.68%$4M57.0K
3GENCGENCOR INDUSTRIES INChistory →EQUITY2.61%$4M247.7K
4PKOHPARK-OHIO HOLDINGS CORPhistory →EQUITY2.61%$4M154.3K
5CCBGCAPITAL CITY BANK GROUP INChistory →EQUITY2.06%$3M67.5K
6FSTRFOSTER (LB) CO-Ahistory →EQUITY1.94%$3M98.6K
7ALNTALLIENT INChistory →EQUITY1.91%$3M46.0K
8RUNRUSH ENTERPRISES INC - CL Bhistory →EQUITY1.85%$3M40.8K
9UCTTULTRA CLEAN HOLDINGS INChistory →EQUITY1.84%$3M42.0K
10EMLEASTERN CO/THEhistory →EQUITY1.83%$3M128.7K
11GRCGORMAN-RUPP COhistory →EQUITY1.76%$2M40.2K
12DSGRDISTRIBUTION SOLUTIONS GROUPhistory →EQUITY1.73%$2M93.5K
13DCODUCOMMUN INChistory →EQUITY1.67%$2M19.5K
14ISSCINNOVATIVE SOLUTIONS & SUPPhistory →EQUITY1.60%$2M111.0K
15NATHNATHAN'S FAMOUS INChistory →EQUITY1.52%$2M21.4K
16CTSCTS CORPhistory →EQUITY1.51%$2M45.1K
17RGCORGC RESOURCES INChistory →EQUITY1.47%$2M94.5K
18ROCKGIBRALTAR INDUSTRIES INChistory →EQUITY1.46%$2M52.0K
19ATEXANTERIX INChistory →EQUITY1.42%$2M53.0K
20ASTEASTEC INDUSTRIES INChistory →EQUITY1.39%$2M36.8K
21EX9EXELIXIS INChistory →EQUITY1.37%$2M45.5K
22CALAVO GROWERS INCEQUITY1.25%$2M68.8K
23INFUINFUSYSTEM HOLDINGS INChistory →EQUITY1.20%$2M185.0K
24MYRGMYR GROUP INC/DELAWAREhistory →EQUITY1.19%$2M6.0K
25NEOGNEOGEN CORPhistory →EQUITY1.19%$2M181.7K
26GHMGRAHAM CORPhistory →EQUITY1.18%$2M21.3K
27STRTSTRATTEC SECURITY CORPhistory →EQUITY1.17%$2M21.3K
28MPXMARINE PRODUCTS CORPhistory →EQUITY1.14%$2M223.0K
29C9N0STELLAR BANCORP INChistory →EQUITY1.13%$2M43.8K
30CMTCORE MOLDING TECHNOLOGIES INhistory →EQUITY1.12%$2M70.9K
31NAVIGATOR HOLDINGS LTDEQUITY1.10%$2M81.0K
32TRCTEJON RANCH COhistory →EQUITY1.09%$2M82.0K
33LMNRLIMONEIRA COhistory →EQUITY1.07%$2M113.0K
34INSEINSPIRED ENTERTAINMENT INChistory →EQUITY1.02%$1M202.9K
353TYTITAN MACHINERY INChistory →EQUITY1.01%$1M86.0K
36MOVMOVADO GROUP INCEQUITY0.98%$1M57.0K
37FL8FLUSHING FINANCIAL CORPEQUITY0.97%$1M90.0K
38TWINTWIN DISC INCEQUITY0.97%$1M91.5K
39GDENGOLDEN ENTERTAINMENT INCEQUITY0.94%$1M50.0K
40VPGVISHAY PRECISION GROUPEQUITY0.92%$1M30.0K
41MITKMITEK SYSTEMS INCEQUITY0.85%$1M89.8K
42FNBFNB CORPEQUITY0.83%$1M70.5K
43IMAIMAX CORPEQUITY0.80%$1M30.0K
44SMPSTANDARD MOTOR PRODSEQUITY0.79%$1M32.5K
45MCSMARCUS CORPORATIONEQUITY0.78%$1M65.0K
46WASHWASHINGTON TRUST BANCORPEQUITY0.78%$1M33.3K
47AOUTAMERICAN OUTDOOR BRANDS INCEQUITY0.77%$1M117.0K
48GTN/AGRAY MEDIA INC-AEQUITY0.76%$1M87.0K
49AUBATLANTIC UNION BANKSHARES COEQUITY0.75%$1M30.0K
50WSBFWATERSTONE FINANCIAL INCEQUITY0.75%$1M59.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$142M153May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$144M152Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$162M162Nov 12, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.