MondegarAI
Teton Advisors, LLC

Q1 2026 · 13F-HR

Teton Advisors, LLCholdings as filed

Filed 2026-05-14 · accession 0001140361-26-021338

$142.2M
Reported value
153
Positions
2026-03-31
Period end
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The Brief · Teton Advisors, LLC · Q1 2026

AI · grounded in 13F

Teton Advisors, LLC closed its position in SkyWater Technology Inc SKYT, reducing its exposure by $662,549. The fund also trimmed its holdings in Nathan's Famous Inc NATH by 53.42% and Ducommun Inc DCO by 41.79%. Overall, the fund added 12 positions and reduced 55 others across a portfolio with $142.18M in total AUM.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
628464109MYEMYERS INDUSTRIES INC$5.3M3.72%249,500CommonSOLE
046433108ATROASTRONICS CORP$3.8M2.68%57,000CommonSOLE
368678108GENCGENCOR INDUSTRIES INC$3.7M2.61%247,700CommonSOLE
700666100PKOHPARK-OHIO HOLDINGS CORP$3.7M2.61%154,300CommonSOLE
139674105CCBGCAPITAL CITY BANK GROUP INC$2.9M2.06%67,500CommonSOLE
350060109FSTRFOSTER (LB) CO-A$2.8M1.94%98,641CommonSOLE
019330109ALNTALLIENT INC$2.7M1.91%46,000CommonSOLE
781846308RUSHBRUSH ENTERPRISES INC - CL B$2.6M1.85%40,800CommonSOLE
90385V107UCTTULTRA CLEAN HOLDINGS INC$2.6M1.84%42,000CommonSOLE
276317104EMLEASTERN CO/THE$2.6M1.83%128,700CommonSOLE
383082104GRCGORMAN-RUPP CO$2.5M1.76%40,200CommonSOLE
520776105DSGRDISTRIBUTION SOLUTIONS GROUP$2.5M1.73%93,500CommonSOLE
264147109DCODUCOMMUN INC$2.4M1.67%19,500CommonSOLE
45769N105ISSCINNOVATIVE SOLUTIONS & SUPP$2.3M1.60%111,000CommonSOLE
632347100NATHNATHAN'S FAMOUS INC$2.2M1.52%21,425CommonSOLE
126501105CTSCTS CORP$2.2M1.51%45,071CommonSOLE
74955L103RGCORGC RESOURCES INC$2.1M1.47%94,500CommonSOLE
374689107ROCKGIBRALTAR INDUSTRIES INC$2.1M1.46%52,000CommonSOLE
03676C100ATEXANTERIX INC$2.0M1.42%53,000CommonSOLE
046224101ASTEASTEC INDUSTRIES INC$2.0M1.39%36,800CommonSOLE
30161Q104EXELEXELIXIS INC$2.0M1.37%45,500CommonSOLE
128246105CVGWCALAVO GROWERS INC$1.8M1.25%68,800CommonSOLE
45685K102INFUINFUSYSTEM HOLDINGS INC$1.7M1.20%185,000CommonSOLE
55405W104MYRGMYR GROUP INC/DELAWARE$1.7M1.19%6,000CommonSOLE
640491106NEOGNEOGEN CORP$1.7M1.19%181,660CommonSOLE
384556106GHMGRAHAM CORP$1.7M1.18%21,300CommonSOLE
863111100STRTSTRATTEC SECURITY CORP$1.7M1.17%21,300CommonSOLE
568427108MPXMARINE PRODUCTS CORP$1.6M1.14%223,000CommonSOLE
858927106STELSTELLAR BANCORP INC$1.6M1.13%43,800CommonSOLE
218683100CMTCORE MOLDING TECHNOLOGIES IN$1.6M1.12%70,890CommonSOLE
Y62132108NVGSNAVIGATOR HOLDINGS LTD$1.6M1.10%81,000CommonSOLE
879080109TRCTEJON RANCH CO$1.5M1.09%82,000CommonSOLE
532746104LMNRLIMONEIRA CO$1.5M1.07%113,000CommonSOLE
45782N108INSEINSPIRED ENTERTAINMENT INC$1.4M1.02%202,900CommonSOLE
88830R101TITNTITAN MACHINERY INC$1.4M1.01%86,000CommonSOLE
624580106MOVMOVADO GROUP INC$1.4M0.98%57,004CommonSOLE
343873105FFICFLUSHING FINANCIAL CORP$1.4M0.97%90,000CommonSOLE
901476101TWINTWIN DISC INC$1.4M0.97%91,500CommonSOLE
381013101GDENGOLDEN ENTERTAINMENT INC$1.3M0.94%50,000CommonSOLE
92835K103VPGVISHAY PRECISION GROUP$1.3M0.92%30,035CommonSOLE
606710200MITKMITEK SYSTEMS INC$1.2M0.85%89,800CommonSOLE
302520101FNBFNB CORP$1.2M0.83%70,500CommonSOLE
45245E109IMAXIMAX CORP$1.1M0.80%30,000CommonSOLE
853666105SMPSTANDARD MOTOR PRODS$1.1M0.79%32,500CommonSOLE
566330106MCSMARCUS CORPORATION$1.1M0.78%65,000CommonSOLE
940610108WASHWASHINGTON TRUST BANCORP$1.1M0.78%33,280CommonSOLE
02875D109AOUTAMERICAN OUTDOOR BRANDS INC$1.1M0.77%116,957CommonSOLE
389375205GTN/AGRAY MEDIA INC-A$1.1M0.76%87,000CommonSOLE
04911A107AUBATLANTIC UNION BANKSHARES CO$1.1M0.75%30,000CommonSOLE
94188P101WSBFWATERSTONE FINANCIAL INC$1.1M0.75%59,000CommonSOLE
920437100VALUVALUE LINE INC$1.1M0.74%29,958CommonSOLE
389375106GTNGRAY MEDIA INC$1.0M0.72%236,740CommonSOLE
G23773107CWCOCONSOLIDATED WATER CO-ORD SH$1.0M0.71%30,400CommonSOLE
043113208ARTNAARTESIAN RESOURCES CORP-CL A$997,5420.70%31,320CommonSOLE
987184108YORWYORK WATER CO$961,3070.68%31,570CommonSOLE
48251W104KKRKKR & CO INC$925,0000.65%10,000CommonSOLE
75970E107RNSTRENASANT CORP$922,3990.65%25,530CommonSOLE
842873101SFSTSOUTHERN FIRST BANCSHARES$915,6000.64%16,800CommonSOLE
130788102CWTCALIFORNIA WATER SERVICE GRP$909,5200.64%20,060CommonSOLE
894650100TGTREDEGAR CORP$898,3500.63%113,000CommonSOLE
04206A101ARLOARLO TECHNOLOGIES INC$882,2600.62%62,000CommonSOLE
032037103APAMPCO-PITTSBURGH CORP$873,6000.61%130,000CommonSOLE
958892101WNEBWESTERN NEW ENGLAND BANCORP$866,3100.61%67,000CommonSOLE
70014A104PKEPARK AEROSPACE CORP$840,5660.59%30,700CommonSOLE
002121101ATENA10 NETWORKS INC$832,3200.59%36,000CommonSOLE
30263Y104FSBWFS BANCORP INC$810,3900.57%21,000CommonSOLE
610236101MNROMONRO INC$802,0000.56%50,000CommonSOLE
147448104CWSTCASELLA WASTE SYSTEMS INC-A$786,2590.55%9,910CommonSOLE
30292L107FRPHFRP HOLDINGS INC$765,8000.54%35,000CommonSOLE
811054402SSPEW SCRIPPS CO NEW$762,6000.54%205,000CommonSOLE
48238T109OPLNOPENLANE INC$757,9000.53%26,000CommonSOLE
49428J109KEKIMBALL ELECTRONICS INC$734,3900.52%31,000CommonSOLE
366505105GTXGARRETT MOTION INC$726,8000.51%40,000CommonSOLE
828359109SAMGSILVERCREST ASSET MANAGEME-A$719,0400.51%53,500CommonSOLE
903899102ULBIULTRALIFE CORP$710,6800.50%109,000CommonSOLE
755408200RDIBREADING INTERNATIONAL INC-B$687,8300.48%74,360CommonSOLE
553498106MSAMSA SAFETY INC$672,1950.47%4,100CommonSOLE
46571Y107IIIVI3 VERTICALS INC-CLASS A$670,8000.47%30,000CommonSOLE
677864100ODCOIL-DRI CORP OF AMERICA$663,9180.47%10,200CommonSOLE
420261109HWKNHAWKINS INC$660,4800.46%4,300CommonSOLE
041242108ARKOARKO CORP$639,4000.45%115,000CommonSOLE
892231101TSQTOWNSQUARE MEDIA INC - CL A$624,4500.44%115,000CommonSOLE
52472M101LEGHLEGACY HOUSING CORP$612,9000.43%30,000CommonSOLE
880345103TNCTENNANT CO$564,4000.40%8,500CommonSOLE
781846209RUSHARUSH ENTERPRISES INC-CL A$528,8800.37%8,000CommonSOLE
974637100WGOWINNEBAGO INDUSTRIES$526,8300.37%17,000CommonSOLE
919794107VLYVALLEY NATIONAL BANCORP$515,7600.36%42,000CommonSOLE
309627107FMNBFARMERS NATL BANC CORP$497,4480.35%37,800CommonSOLE
724479100PBIPITNEY BOWES INC$497,2500.35%45,000CommonSOLE
056525108BMIBADGER METER INC$495,1380.35%3,250CommonSOLE
607828100MODMODINE MANUFACTURING CO$476,7620.34%2,200CommonSOLE
285409108ELMDELECTROMED INC$468,2000.33%20,000CommonSOLE
583928106MFINMEDALLION FINANCIAL CORP$466,5200.33%54,500CommonSOLE
004816104ACUACME UNITED CORP$449,1000.32%10,000CommonSOLE
387328107GVAGRANITE CONSTRUCTION INC$419,5800.30%3,500CommonSOLE
749660106RESRPC INC$410,6400.29%58,000CommonSOLE
313855108FSSFEDERAL SIGNAL CORP$400,1180.28%3,700CommonSOLE
64049M209NEONEOGENOMICS INC$394,0020.28%53,100CommonSOLE
253798102DGIIDIGI INTERNATIONAL INC$385,6000.27%8,000CommonSOLE
829242106SBGISINCLAIR INC$372,6720.26%28,800CommonSOLE
929566107WNCWABASH NATIONAL CORP$372,3840.26%43,200CommonSOLE
92552R406PRSUPURSUIT ATTRACTIONS AND HOSP$366,3000.26%10,000CommonSOLE
910571108UGUNITED GUARDIAN INC$360,1990.25%53,761CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$342,3800.24%1,000CommonSOLE
44925C103ICFIICF INTERNATIONAL INC$326,4500.23%5,000CommonSOLE
68243Q106FLWS1-800-FLOWERS.COM INC-CL A$321,6320.23%105,800CommonSOLE
913915104UTIUNIVERSAL TECHNICAL INSTITUT$314,0700.22%8,700CommonSOLE
666762109NRIMNORTHRIM BANCORP INC$311,1680.22%13,600CommonSOLE
53222Q103LCUTLIFETIME BRANDS INC$292,1660.21%50,900CommonSOLE
410709109HNVRHANOVER BANCORP INC$291,4650.20%13,500CommonSOLE
909907107UBSIUNITED BANKSHARES INC$289,9400.20%7,000CommonSOLE
75704L104RDVTRED VIOLET INC$276,8000.19%8,000CommonSOLE
29270J100ERIIENERGY RECOVERY INC$271,8900.19%27,000CommonSOLE
68404L201OPCHOPTION CARE HEALTH INC$269,2000.19%10,000CommonSOLE
172922106CZNCCITIZENS & NORTHERN CORP$268,0800.19%12,000CommonSOLE
596680108MSEXMIDDLESEX WATER CO$260,2500.18%5,000CommonSOLE
603158106MTXMINERALS TECHNOLOGIES INC$248,2200.17%3,500CommonSOLE
51509F105LELANDS' END INC$241,6150.17%21,496CommonSOLE
29382R107EVCENTRAVISION COMMUNICATIONS-A$237,6000.17%80,000CommonSOLE
479167108JOUTJOHNSON OUTDOORS INC-A$232,5500.16%5,000CommonSOLE
446150104HBANHUNTINGTON BANCSHARES INC$232,4030.16%14,850CommonSOLE
525558201LMATLEMAITRE VASCULAR INC$218,3400.15%2,000CommonSOLE
358010106FEIMFREQUENCY ELECTRONICS INC$212,4480.15%4,800CommonSOLE
577128101MATWMATTHEWS INTL CORP-CLASS A$206,5600.15%8,000CommonSOLE
898349204TRSTTRUSTCO BANK CORP NY$202,2640.14%4,620CommonSOLE
94724R108WEAVWEAVE COMMUNICATIONS INC$199,4180.14%43,164CommonSOLE
74167B109FRSTPRIMIS FINANCIAL CORP$199,2000.14%15,000CommonSOLE
68752M108OFIXORTHOFIX MEDICAL INC$198,4310.14%17,300CommonSOLE
531914109LWAYLIFEWAY FOODS INC$193,4000.14%10,000CommonSOLE
07831C103BRBRBELLRING BRANDS INC$160,9000.11%10,000CommonSOLE
68375N103OPKOPKO HEALTH INC$159,6000.11%140,000CommonSOLE
755408101RDIREADING INTERNATIONAL INC-A$157,0700.11%139,000CommonSOLE
202608105CVGICOMMERCIAL VEHICLE GROUP INC$150,8170.11%44,228CommonSOLE
563571405MTWMANITOWOC COMPANY INC$147,9550.10%12,700CommonSOLE
523768406LEELEE ENTERPRISES$146,3700.10%17,000CommonSOLE
403829104GYROGYRODYNE LLC$146,3400.10%18,000CommonSOLE
88830M102TWITITAN INTERNATIONAL INC$139,5820.10%20,200CommonSOLE
171077407NAGENIAGEN BIOSCIENCE INC$132,3000.09%30,000CommonSOLE
23331S100DHXDHI GROUP INC$126,4500.09%45,000CommonSOLE
483467106KLTRKALTURA INC$122,0000.09%100,000CommonSOLE
62878D100NABLN-ABLE INC$116,7500.08%25,000CommonSOLE
84920Y106SPWHSPORTSMAN'S WAREHOUSE HOLDIN$112,8000.08%80,000CommonSOLE
892918103TACTTRANSACT TECHNOLOGIES INC$106,9250.08%32,500CommonSOLE
86183P102SRISTONERIDGE INC$96,6000.07%20,000CommonSOLE
G3934V109GENIGENIUS SPORTS LTD$88,6000.06%20,000CommonSOLE
M85548101SSYSSTRATASYS LTD$78,1000.05%10,000CommonSOLE
88554D205DDD3D SYSTEMS CORP$75,2000.05%40,000CommonSOLE
239360100DWSNDAWSON GEOPHYSICAL CO$69,2000.05%20,000CommonSOLE
969136100WVVIWILLAMETTE VALLEY VINEYARDS$52,6850.04%20,500CommonSOLE
57667T100MTLSMATERIALISE NV-ADR$49,4000.03%10,000CommonSOLE
048209100AAMEATLANTIC AMERICAN CORP$44,2700.03%19,000CommonSOLE
307675108FB1FARMER BROS CO$27,9400.02%22,000CommonSOLE
004397105ARAYACCURAY INC$6,9860.00%18,000CommonSOLE

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.