Trigran Investments, Inc.
CIK 1336800 · View on SEC EDGAR ↗
- Portfolio value
- $503.7M
- Positions
- 17
- As of
- June 30, 2026
Portfolio value QoQ: +31.6% 13F does not disclose cash
- Top 10 holdings weight
- 80.12%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 16
- Effective number of positions
- 13.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 13.91% Est. buys $61,647,938 · sells $140,993,880
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 70.8% still held
- New positions
- 2
- Increased
- 7
- Decreased
- 8
- Closed
- 2
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +17.2% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 99.7% · Options excluded: 0.0%
Sector breakdown
Full portfolio 17 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| MTRN Materion Corporation | $60,173,000 | 11.95% | 202,337 | $15,903,012 | Down ×4 | ||
| NPO Enpro Inc. Common Stock | $55,006,903 | 10.92% | 145,934 | $15,496,442 | Down ×2 | ||
| SYNA Synaptics Incorporated - Common Stock | $46,086,473 | 9.15% | 370,977 | $4,249,550 | Down ×2 | ||
| EXTR Extreme Networks, Inc. - Common Stock | $44,881,555 | 8.91% | 1,386,517 | $5,649,981 | Down ×1 | ||
| THRM Gentherm Inc - Common Stock | $36,507,080 | 7.25% | 1,070,275 | $2,321,706 | Down ×4 | ||
| HAYW Hayward Holdings, Inc. Common Stock | $35,751,970 | 7.10% | 2,065,394 | $9,562,962 | Up ×2 | ||
| SONO Sonos, Inc. - Common Stock | $35,694,657 | 7.09% | 2,638,186 | $5,298,030 | Up ×1 | ||
| RDVT Red Violet, Inc. - Common Stock | $35,477,002 | 7.04% | 556,764 | $16,216,428 | Up ×2 | ||
| HLIT Harmonic Inc. - Common Stock | $28,644,486 | 5.69% | 1,754,102 | $2,213,661 | Down ×2 | ||
| MDXG MiMedx Group, Inc - Common Stock | $25,302,404 | 5.02% | 6,572,053 | $-657,284 | Down ×1 | ||
| BBSI Barrett Business Services, Inc. - Common Stock | $25,173,592 | 5.00% | 708,716 | $6,023,925 | Up ×4 | ||
| CNM Core & Main, Inc. Class A Common Stock | $21,053,936 | 4.18% | 436,351 | $13,828,346 | Up ×3 | ||
| AMPL Amplitude, Inc. - Class A Common Stock | $16,387,310 | 3.25% | 2,142,132 | $14,016,289 | Up ×1 | ||
| CALX Calix, Inc Common Stock | $15,136,581 | 3.01% | 405,589 | ||||
| TTGT TechTarget, Inc. - Common Stock | $11,427,160 | 2.27% | 3,174,211 | $-641,471 | Up ×1 | ||
| MSA MSA Safety Incorporated Common Stock | $9,814,189 | 1.95% | 56,216 | Up ×1 | |||
| BRKB | $1,145,893 | 0.23% | 2,290 | $-4,187 | Down ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| RDVT | Bought more | +100 | +$16.2M |
| MTRN | Trimmed | -104K | +$15.9M |
| NPO | Trimmed | -12K | +$15.5M |
| CNM | Bought more | +290K | +$13.8M |
| HAYW | Bought more | +108K | +$9.6M |
| BBSI | Bought more | +52K | +$6.0M |
| EXTR | Trimmed | -1.2M | +$5.6M |
| SONO | Bought more | +370K | +$5.3M |
| SYNA | Trimmed | -226K | +$4.2M |
| THRM | Trimmed | -160K | +$2.3M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| FROG | March 31, 2025 | 503,125 | $14,796,906 | 170.4% |
| CALX | March 31, 2025 | 412,357 | $14,378,889 | 13.2% |
| OOMA | June 30, 2026 | 832,877 | $12,118,360 | 7.8% |
| HCKT | March 31, 2026 | 490,127 | $9,621,193 | -17.8% |
| SRDX | March 31, 2025 | 172,072 | $6,814,051 | No longer tracked |
| NABL | June 30, 2025 | 647,533 | $4,591,009 | -58.5% |
| AVNS | June 30, 2026 | 87,824 | $1,230,414 | No longer tracked |
| ANIK | March 31, 2026 | 124,358 | $1,195,080 | 47.2% |