Teton Advisors, LLC

报告期 2026-03-31 · CIK 0002086025

持仓数

153

前50大市值合计

$97.3M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3

26Q1 调仓2025-12-31 → 2026-03-31 · 共 67 项建仓 7增持 5减持 49清仓 6

方向

标的

Δ市值

现股数(环比)

减持

NATH NATHAN'S FAMOUS INC

-$2.1M

21,425 -53%

减持

UCTT ULTRA CLEAN HOLDINGS INC

+$1.5M

42,000 -2%

减持

DCO DUCOMMUN INC

-$807.9K

19,500 -42%

减持

FSTR FOSTER (LB) CO-A

-$702.3K

98,641 -23%

清仓

SKYT SKYWATER TECHNOLOGY INC

-$662.5K

0 -100%

减持

CTS CTS CORP

-$509.6K

45,071 -27%

减持

GENC GENCOR INDUSTRIES INC

+$501.4K

247,700 -0%

减持

GRC GORMAN-RUPP CO

+$492.1K

40,200 -4%

减持

KKR KKR & CO INC

-$477.3K

10,000 -9%

减持

NEOG NEOGEN CORP

+$386.4K

181,660 -2%

减持

ATRO ASTRONICS CORP

-$372.9K

57,000 -26%

减持

MPX MARINE PRODUCTS CORP

-$341.0K

223,000 -0%

减持

STRT STRATTEC SECURITY CORP

-$311.0K

21,300 -18%

减持

RUSHB RUSH ENTERPRISES INC - CL B

+$290.7K

40,800 -2%

减持

MYE MYERS INDUSTRIES INC

+$286.2K

249,500 -7%

减持

— FARMER BROS CO

-$281.6K

22,000 -90%

清仓

KTOS KRATOS DEFENSE & SECURITY

-$258.1K

0 -100%

清仓

CADE CADENCE BANK

-$257.0K

0 -100%

减持

TWIN TWIN DISC INC

-$239.1K

91,500 -6%

建仓

HBAN HUNTINGTON BANCSHARES INC

+$232.4K

14,850

清仓

— STERIS PLC

-$228.2K

0 -100%

减持

ASTE ASTEC INDUSTRIES INC

+$226.9K

36,800 -9%

减持

MITK MITEK SYSTEMS INC

+$220.6K

89,800 -4%

建仓

LMAT LEMAITRE VASCULAR INC

+$218.3K

2,000

减持

ALNT ALLIENT INC

+$202.6K

46,000 -2%

建仓

TRST TRUSTCO BANK CORP NY

+$202.3K

4,620

建仓

WEAV WEAVE COMMUNICATIONS INC

+$199.4K

43,164

建仓

LWAY LIFEWAY FOODS INC

+$193.4K

10,000

减持

ISSC INNOVATIVE SOLUTIONS & SUPP

-$183.4K

111,000 -15%

减持

WGO WINNEBAGO INDUSTRIES

-$182.3K

17,000 -3%

清仓

OOMA OOMA INC

-$175.9K

0 -100%

减持

CMT CORE MOLDING TECHNOLOGIES IN

+$160.6K

70,890 -0%

减持

GHM GRAHAM CORP

-$149.6K

21,300 -25%

减持

DSGR DISTRIBUTION SOLUTIONS GROUP

-$148.6K

93,500 -2%

减持

— NAVIGATOR HOLDINGS LTD

+$145.5K

81,000 -1%

减持

OPCH OPTION CARE HEALTH INC

-$145.0K

10,000 -23%

建仓

KLTR KALTURA INC

+$122.0K

100,000

建仓

NABL N-ABLE INC

+$116.8K

25,000

增持

TG TREDEGAR CORP

+$108.5K

113,000 +3%

减持

— CALAVO GROWERS INC

+$106.1K

68,800 -10%

减持

ERII ENERGY RECOVERY INC

-$105.8K

27,000 -4%

减持

MFIN MEDALLION FINANCIAL CORP

-$101.5K

54,500 -1%

减持

SAMG SILVERCREST ASSET MANAGEME-A

-$101.2K

53,500 -1%

减持

FLWS 1-800-FLOWERS.COM INC-CL A

-$95.7K

105,800 -0%

减持

LE LANDS' END INC

-$92.3K

21,496 -7%

清仓

— GAMBLING.COM GROUP LTD

-$81.9K

0 -100%

减持

YORW YORK WATER CO

-$78.9K

31,570 -3%

减持

UTI UNIVERSAL TECHNICAL INSTITUT

+$78.9K

8,700 -3%

减持

— CONSOLIDATED WATER CO-ORD SH

-$76.6K

30,400 -1%

减持

OFIX ORTHOFIX MEDICAL INC

-$66.9K

17,300 -1%

减持

EML EASTERN CO/THE

+$64.9K

128,700 -0%

减持

RGCO RGC RESOURCES INC

+$60.2K

94,500 -1%

减持

GTX GARRETT MOTION INC

-$57.5K

40,000 -11%

减持

FEIM FREQUENCY ELECTRONICS INC

-$56.8K

4,800 -4%

减持

ODC OIL-DRI CORP OF AMERICA

+$52.2K

10,200 -18%

增持

EVC ENTRAVISION COMMUNICATIONS-A

+$47.1K

80,000 +23%

减持

PKE PARK AEROSPACE CORP

-$38.6K

30,700 -25%

增持

NAGE NIAGEN BIOSCIENCE INC

-$26.7K

30,000 +20%

减持

SRI STONERIDGE INC

-$25.0K

20,000 -5%

增持

GYRO GYRODYNE LLC

-$17.2K

18,000 +2%

减持

SFST SOUTHERN FIRST BANCSHARES

+$14.0K

16,800 -4%

减持

LCUT LIFETIME BRANDS INC

-$11.6K

50,900 -34%

增持

SPWH SPORTSMAN'S WAREHOUSE HOLDIN

+$10.6K

80,000 +14%

减持

— STELLAR BANCORP INC

+$10.1K

43,800 -15%

减持

ARAY ACCURAY INC

-$9.5K

18,000 -10%

减持

MTW MANITOWOC COMPANY INC

-$7.9K

12,700 -2%

减持

AUB ATLANTIC UNION BANKSHARES CO

-$4.5K

30,000 -2%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。