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Trigran Investments, Inc. — 13F Holdings & Portfolio

CIK 1336800 · latest 13F-HR filed 2026-08-12

Backtest portfolio

Trigran Investments, Inc. manages $545.3M in 13F-reported U.S. long-equity assets across 33 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are MTRN (11.04%), NPO (10.09%), SYNA (8.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 2, added to 12, and trimmed 1.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
630 DUNDEE ROAD
SUITE 230
NORTHBROOK, IL 60062
Phone
(847) 656-1640
Filing Manager
Trigran Investments, Inc.
NORTHBROOK, IL
Signatory
Lawrence A. Oberman
Executive Vice President
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AUM

$545.3M

Long-equity book

Holdings

33

Distinct positions

Period

2026-06-30

Filed 2026-08-12

Q/Q Activity

+2 / −2 / ↑12 / ↓1

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • RED VIOLET INC$17.3M +82.3%
  • MATERION CORP$17.1M +35.4%
  • ENPRO INC$16.4M +38.4%
  • AMPLITUDE INC$15.2M +584.2%
  • CORE & MAIN INC$14.9M +189.7%
Show all 12 →

Top Trims

  • TECHTARGET INC-$875.2K -6.5%
Show all 1 →

New Positions

  • CALIX INC$16.5M
  • MSA SAFETY INC$10.6M
Show all 2 →

Exited Positions

  • OOMA INC$13.4M
  • AVANOS MED INC$1.3M
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 MATERION CORP MTRN 576690101 $60.2M 11.04% 202,337 SH
2 ENPRO INC NPO 29355X107 $55.0M 10.09% 145,934 SH
3 SYNAPTICS INC SYNA 87157D109 $46.1M 8.45% 370,977 SH
4 EXTREME NETWORKS INC EXTR 30226D106 $44.9M 8.23% 1,386,517 SH
5 GENTHERM INC THRM 37253A103 $36.5M 6.70% 1,070,275 SH
6 HAYWARD HLDGS INC HAYW 421298100 $35.8M 6.56% 2,065,394 SH
7 SONOS INC SONO 83570H108 $35.7M 6.55% 2,638,186 SH
8 RED VIOLET INC RDVT 75704L104 $35.5M 6.51% 556,764 SH
9 HARMONIC INC HLIT 413160102 $28.6M 5.25% 1,754,102 SH
10 MIMEDX GROUP INC MDXG 602496101 $25.3M 4.64% 6,572,053 SH
11 BARRETT BUSINESS SVCS INC BBSI 068463108 $25.2M 4.62% 708,716 SH
12 CORE & MAIN INC CNM 21874C102 $21.1M 3.86% 436,351 SH
13 AMPLITUDE INC AMPL 03213A104 $16.4M 3.01% 2,142,132 SH
14 CALIX INC CALX 13100M509 $15.1M 2.78% 405,589 SH
15 TECHTARGET INC TTGT 87874R308 $11.4M 2.10% 3,174,211 SH
16 MSA SAFETY INC MSA 553498106 $9.8M 1.80% 56,216 SH
17 MATERION CORP MTRN 576690101 $5.2M 0.96% 17,540 SH
18 ENPRO INC NPO 29355X107 $4.0M 0.73% 10,538 SH
19 EXTREME NETWORKS INC EXTR 30226D106 $3.9M 0.72% 120,808 SH
20 GENTHERM INC THRM 37253A103 $3.2M 0.59% 93,931 SH
21 SONOS INC SONO 83570H108 $3.0M 0.56% 224,729 SH
22 HAYWARD HLDGS INC HAYW 421298100 $3.0M 0.55% 172,149 SH
23 SYNAPTICS INC SYNA 87157D109 $3.0M 0.54% 23,916 SH
24 RED VIOLET INC RDVT 75704L104 $2.8M 0.51% 43,405 SH
25 BARRETT BUSINESS SVCS INC BBSI 068463108 $2.5M 0.45% 69,640 SH
26 HARMONIC INC HLIT 413160102 $2.3M 0.43% 143,736 SH
27 MIMEDX GROUP INC MDXG 602496101 $2.3M 0.42% 601,717 SH
28 CORE & MAIN INC CNM 21874C102 $1.8M 0.32% 36,395 SH
29 AMPLITUDE INC AMPL 03213A104 $1.4M 0.25% 179,077 SH
30 CALIX INC CALX 13100M509 $1.4M 0.25% 36,419 SH
31 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.1M 0.21% 2,290 SH
32 TECHTARGET INC TTGT 87874R308 $1.1M 0.21% 313,102 SH
33 MSA SAFETY INC MSA 553498106 $806.2K 0.15% 4,618 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-12 $545.3M 33 0001062993-26-004214
2026-03-31 2026-05-13 $418.2M 33 0001062993-26-002575
2025-12-31 2026-02-13 $507.6M 34 0001062993-26-000909
2025-09-30 2025-11-12 $551.6M 38 0001062993-25-016675