MondegarAI
Teton Advisors, LLC

Q4 2025 · 13F-HR

Teton Advisors, LLCholdings as filed

Filed 2026-02-05 · accession 0001140361-26-003894

$144.1M
Reported value
152
Positions
2025-12-31
Period end
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The Brief · Teton Advisors, LLC · Q4 2025

AI · grounded in 13F

Teton Advisors, LLC closed its position in ZIMV, reducing its exposure by $1.23M. The fund established new positions in FEIM for $269,200 and MATW for $208,960. Additionally, the manager increased its holdings in AP by 19.8% and MNRO by 6.4%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
628464109MYEMYERS INDUSTRIES INC$5.0M3.47%267,000CommonSOLE
632347100NATHNATHAN'S FAMOUS INC$4.3M2.99%46,000CommonSOLE
046433108ATROASTRONICS CORP$4.2M2.90%77,000CommonSOLE
350060109FSTRFOSTER (LB) CO-A$3.5M2.40%128,178CommonSOLE
700666100PKOHPARK-OHIO HOLDINGS CORP$3.2M2.24%154,300CommonSOLE
368678108GENCGENCOR INDUSTRIES INC$3.2M2.23%248,000CommonSOLE
264147109DCODUCOMMUN INC$3.2M2.21%33,500CommonSOLE
139674105CCBGCAPITAL CITY BANK GROUP INC$2.9M1.99%67,500CommonSOLE
126501105CTSCTS CORP$2.7M1.85%62,100CommonSOLE
520776105DSGRDISTRIBUTION SOLUTIONS GROUP$2.6M1.81%95,000CommonSOLE
374689107ROCKGIBRALTAR INDUSTRIES INC$2.6M1.78%52,000CommonSOLE
276317104EMLEASTERN CO/THE$2.5M1.76%129,000CommonSOLE
019330109ALNTALLIENT INC$2.5M1.75%46,800CommonSOLE
45769N105ISSCINNOVATIVE SOLUTIONS & SUPP$2.5M1.71%130,000CommonSOLE
781846308RUSHBRUSH ENTERPRISES INC - CL B$2.3M1.62%41,500CommonSOLE
74955L103RGCORGC RESOURCES INC$2.0M1.40%95,000CommonSOLE
383082104GRCGORMAN-RUPP CO$2.0M1.39%42,000CommonSOLE
30161Q104EXELEXELIXIS INC$2.0M1.38%45,500CommonSOLE
863111100STRTSTRATTEC SECURITY CORP$2.0M1.37%26,000CommonSOLE
568427108MPXMARINE PRODUCTS CORP$2.0M1.36%224,000CommonSOLE
45782N108INSEINSPIRED ENTERTAINMENT INC$1.9M1.32%202,900CommonSOLE
384556106GHMGRAHAM CORP$1.8M1.27%28,500CommonSOLE
046224101ASTEASTEC INDUSTRIES INC$1.8M1.22%40,500CommonSOLE
128246105CVGWCALAVO GROWERS INC$1.7M1.16%76,700CommonSOLE
45685K102INFUINFUSYSTEM HOLDINGS INC$1.7M1.15%185,000CommonSOLE
901476101TWINTWIN DISC INC$1.6M1.12%97,000CommonSOLE
858927106STELSTELLAR BANCORP INC$1.6M1.11%51,500CommonSOLE
218683100CMTCORE MOLDING TECHNOLOGIES IN$1.4M0.99%71,190CommonSOLE
532746104LMNRLIMONEIRA CO$1.4M0.99%113,000CommonSOLE
Y62132108NVGSNAVIGATOR HOLDINGS LTD$1.4M0.99%82,000CommonSOLE
48251W104KKRKKR & CO INC$1.4M0.97%11,000CommonSOLE
343873105FFICFLUSHING FINANCIAL CORP$1.4M0.95%90,000CommonSOLE
381013101GDENGOLDEN ENTERTAINMENT INC$1.4M0.94%50,000CommonSOLE
55405W104MYRGMYR GROUP INC/DELAWARE$1.3M0.91%6,000CommonSOLE
640491106NEOGNEOGEN CORP$1.3M0.90%186,160CommonSOLE
88830R101TITNTITAN MACHINERY INC$1.3M0.90%86,000CommonSOLE
879080109TRCTEJON RANCH CO$1.3M0.90%82,000CommonSOLE
302520101FNBFNB CORP$1.2M0.84%70,500CommonSOLE
853666105SMPSTANDARD MOTOR PRODS$1.2M0.83%32,500CommonSOLE
624580106MOVMOVADO GROUP INC$1.2M0.82%57,004CommonSOLE
03676C100ATEXANTERIX INC$1.2M0.80%53,000CommonSOLE
92835K103VPGVISHAY PRECISION GROUP$1.2M0.80%30,035CommonSOLE
920437100VALUVALUE LINE INC$1.2M0.80%29,958CommonSOLE
389375106GTNGRAY MEDIA INC$1.1M0.80%236,740CommonSOLE
45245E109IMAXIMAX CORP$1.1M0.77%30,000CommonSOLE
90385V107UCTTULTRA CLEAN HOLDINGS INC$1.1M0.76%43,000CommonSOLE
G23773107CWCOCONSOLIDATED WATER CO-ORD SH$1.1M0.75%30,700CommonSOLE
04911A107AUBATLANTIC UNION BANKSHARES CO$1.1M0.75%30,500CommonSOLE
389375205GTN/AGRAY MEDIA INC-A$1.0M0.72%87,000CommonSOLE
987184108YORWYORK WATER CO$1.0M0.72%32,670CommonSOLE
566330106MCSMARCUS CORPORATION$1.0M0.70%65,000CommonSOLE
610236101MNROMONRO INC$1.0M0.70%50,000CommonSOLE
606710200MITKMITEK SYSTEMS INC$991,7000.69%94,000CommonSOLE
043113208ARTNAARTESIAN RESOURCES CORP-CL A$990,0250.69%31,320CommonSOLE
940610108WASHWASHINGTON TRUST BANCORP$983,4240.68%33,280CommonSOLE
94188P101WSBFWATERSTONE FINANCIAL INC$976,4500.68%59,000CommonSOLE
147448104CWSTCASELLA WASTE SYSTEMS INC-A$970,5850.67%9,910CommonSOLE
02875D109AOUTAMERICAN OUTDOOR BRANDS INC$904,0780.63%116,957CommonSOLE
842873101SFSTSOUTHERN FIRST BANCSHARES$901,6000.63%17,500CommonSOLE
75970E107RNSTRENASANT CORP$899,1670.62%25,530CommonSOLE
70014A104PKEPARK AEROSPACE CORP$879,2080.61%41,200CommonSOLE
130788102CWTCALIFORNIA WATER SERVICE GRP$869,2000.60%20,060CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$867,3800.60%62,000CommonSOLE
30263Y104FSBWFS BANCORP INC$864,5700.60%21,000CommonSOLE
755408200RDIBREADING INTERNATIONAL INC-B$862,5760.60%74,360CommonSOLE
49428J109KEKIMBALL ELECTRONICS INC$862,4200.60%31,000CommonSOLE
958892101WNEBWESTERN NEW ENGLAND BANCORP$845,5400.59%67,000CommonSOLE
828359109SAMGSILVERCREST ASSET MANAGEME-A$820,2600.57%54,000CommonSOLE
811054402SSPEW SCRIPPS CO NEW$817,9500.57%205,000CommonSOLE
30292L107FRPHFRP HOLDINGS INC$797,6500.55%35,000CommonSOLE
894650100TGTREDEGAR CORP$789,8000.55%110,000CommonSOLE
366505105GTXGARRETT MOTION INC$784,3500.54%45,000CommonSOLE
48238T109OPLNOPENLANE INC$774,2800.54%26,000CommonSOLE
46571Y107IIIVI3 VERTICALS INC-CLASS A$755,7000.52%30,000CommonSOLE
974637100WGOWINNEBAGO INDUSTRIES$709,1000.49%17,500CommonSOLE
032037103APAMPCO-PITTSBURGH CORP$692,9000.48%130,000CommonSOLE
83089J108SKYTSKYWATER TECHNOLOGY INC$662,5490.46%36,484CommonSOLE
553498106MSAMSA SAFETY INC$656,5740.46%4,100CommonSOLE
002121101ATENA10 NETWORKS INC$636,8400.44%36,000CommonSOLE
880345103TNCTENNANT CO$626,4500.43%8,500CommonSOLE
64049M209NEONEOGENOMICS INC$624,4560.43%53,100CommonSOLE
903899102ULBIULTRALIFE CORP$623,4800.43%109,000CommonSOLE
677864100ODCOIL-DRI CORP OF AMERICA$611,7500.42%12,500CommonSOLE
420261109HWKNHAWKINS INC$610,8580.42%4,300CommonSOLE
892231101TSQTOWNSQUARE MEDIA INC - CL A$591,1000.41%115,000CommonSOLE
52472M101LEGHLEGACY HOUSING CORP$585,6000.41%30,000CommonSOLE
285409108ELMDELECTROMED INC$582,4000.40%20,000CommonSOLE
583928106MFINMEDALLION FINANCIAL CORP$568,0080.39%55,200CommonSOLE
056525108BMIBADGER METER INC$566,8330.39%3,250CommonSOLE
041242108ARKOARKO CORP$522,1000.36%115,000CommonSOLE
309627107FMNBFARMERS NATL BANC CORP$503,4960.35%37,800CommonSOLE
919794107VLYVALLEY NATIONAL BANCORP$490,5600.34%42,000CommonSOLE
724479100PBIPITNEY BOWES INC$475,6500.33%45,000CommonSOLE
75704L104RDVTRED VIOLET INC$455,6000.32%8,000CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$453,9500.32%1,000CommonSOLE
829242106SBGISINCLAIR INC$440,6400.31%28,800CommonSOLE
781846209RUSHARUSH ENTERPRISES INC-CL A$431,5200.30%8,000CommonSOLE
44925C103ICFIICF INTERNATIONAL INC$426,5000.30%5,000CommonSOLE
68243Q106FLWS1-800-FLOWERS.COM INC-CL A$417,3660.29%106,200CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$414,1800.29%13,000CommonSOLE
387328107GVAGRANITE CONSTRUCTION INC$403,7250.28%3,500CommonSOLE
004816104ACUACME UNITED CORP$403,1000.28%10,000CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$401,7830.28%3,700CommonSOLE
29270J100ERIIENERGY RECOVERY INC$377,7200.26%28,000CommonSOLE
929566107WNCWABASH NATIONAL CORP$373,6800.26%43,200CommonSOLE
666762109NRIMNORTHRIM BANCORP INC$361,8960.25%13,600CommonSOLE
253798102DGIIDIGI INTERNATIONAL INC$346,3200.24%8,000CommonSOLE
92552R406PRSUPURSUIT ATTRACTIONS AND HOSP$336,8000.23%10,000CommonSOLE
51509F105LELANDS' END INC$333,9600.23%23,000CommonSOLE
910571108UGUNITED GUARDIAN INC$331,1680.23%53,761CommonSOLE
749660106RESRPC INC$315,5200.22%58,000CommonSOLE
410709109HNVRHANOVER BANCORP INC$311,9850.22%13,500CommonSOLE
307675108FB1FARMER BROS CO$309,5200.21%212,000CommonSOLE
53222Q103LCUTLIFETIME BRANDS INC$303,7550.21%76,900CommonSOLE
607828100MODMODINE MANUFACTURING CO$293,7220.20%2,200CommonSOLE
358010106FEIMFREQUENCY ELECTRONICS INC$269,2000.19%5,000CommonSOLE
909907107UBSIUNITED BANKSHARES INC$268,8000.19%7,000CommonSOLE
07831C103BRBRBELLRING BRANDS INC$267,3000.19%10,000CommonSOLE
68752M108OFIXORTHOFIX MEDICAL INC$265,3000.18%17,500CommonSOLE
50077B207KTOSKRATOS DEFENSE & SECURITY$258,0940.18%3,400CommonSOLE
12740C103CADECADENCE BANK$257,0400.18%6,000CommonSOLE
596680108MSEXMIDDLESEX WATER CO$252,1000.17%5,000CommonSOLE
172922106CZNCCITIZENS & NORTHERN CORP$242,0400.17%12,000CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INSTITUT$235,1700.16%9,000CommonSOLE
G8473T100STESTERIS PLC$228,1680.16%900CommonSOLE
G3934V109GENIGENIUS SPORTS LTD$220,4000.15%20,000CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$213,3250.15%3,500CommonSOLE
479167108JOUTJOHNSON OUTDOORS INC-A$212,2500.15%5,000CommonSOLE
577128101MATWMATTHEWS INTL CORP-CLASS A$208,9600.15%8,000CommonSOLE
74167B109FRSTPRIMIS FINANCIAL CORP$208,6500.14%15,000CommonSOLE
29382R107EVCENTRAVISION COMMUNICATIONS-A$190,4500.13%65,000CommonSOLE
68375N103OPKOPKO HEALTH INC$176,4000.12%140,000CommonSOLE
683416101OOMAOOMA INC$175,9500.12%15,000CommonSOLE
403829104GYROGYRODYNE LLC$163,5480.11%17,700CommonSOLE
171077407NAGENIAGEN BIOSCIENCE INC$159,0000.11%25,000CommonSOLE
88830M102TWITITAN INTERNATIONAL INC$158,1660.11%20,200CommonSOLE
563571405MTWMANITOWOC COMPANY INC$155,8700.11%13,000CommonSOLE
755408101RDIREADING INTERNATIONAL INC-A$145,9500.10%139,000CommonSOLE
892918103TACTTRANSACT TECHNOLOGIES INC$130,0000.09%32,500CommonSOLE
86183P102SRISTONERIDGE INC$121,5900.08%21,000CommonSOLE
84920Y106SPWHSPORTSMAN'S WAREHOUSE HOLDIN$102,2000.07%70,000CommonSOLE
M85548101SSYSSTRATASYS LTD$86,8000.06%10,000CommonSOLE
G3R239101GAMBGAMBLING.COM GROUP LTD$81,9000.06%15,000CommonSOLE
523768406LEELEE ENTERPRISES$81,4300.06%17,000CommonSOLE
88554D205DDD3D SYSTEMS CORP$70,8000.05%40,000CommonSOLE
23331S100DHXDHI GROUP INC$69,7500.05%45,000CommonSOLE
202608105CVGICOMMERCIAL VEHICLE GROUP INC$63,6880.04%44,228CommonSOLE
969136100WVVIWILLAMETTE VALLEY VINEYARDS$62,5250.04%20,500CommonSOLE
57667T100MTLSMATERIALISE NV-ADR$55,5000.04%10,000CommonSOLE
048209100AAMEATLANTIC AMERICAN CORP$53,7700.04%19,000CommonSOLE
239360100DWSNDAWSON GEOPHYSICAL CO$31,2000.02%20,000CommonSOLE
004397105ARAYACCURAY INC$16,4920.01%20,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.