Trigran Investments, Inc. — 13F Holdings & Portfolio
CIK 1336800 · latest 13F-HR filed 2026-05-13
Trigran Investments, Inc. manages $418.2M in 13F-reported U.S. long-equity assets across 33 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are MTRN (10.59%), SYNA (10.00%), NPO (9.45%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 2, added to 3, and trimmed 10.
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.
$418.2M
Long-equity book
33
Distinct positions
2026-03-31
Filed 2026-05-13
+2 / −2 / ↑3 / ↓10
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXTREME NETWORKS$4.9M +12.8%
- ENPRO INC$4.3M +11.2%
- CORE & MAIN INC$3.5M +78.9%
Top Trims
- GENTHERM INC-$15.8M -29.6%
- MIMEDX GROUP INC-$13.4M -32.1%
- TECHTARGET INC-$12.1M -47.5%
- RED VIOLET INC-$12.1M -36.6%
- SONOS INC-$11.3M -25.3%
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 | $44.3M | 10.59% | 306,049 | SH |
| 2 | SYNAPTICS INC | SYNA | 87157D109 | $41.8M | 10.00% | 597,329 | SH |
| 3 | ENPRO INC | NPO | 29355X107 | $39.5M | 9.45% | 157,632 | SH |
| 4 | EXTREME NETWORKS | EXTR | 30226D106 | $39.2M | 9.38% | 2,601,550 | SH |
| 5 | GENTHERM INC | THRM | 37253A103 | $34.2M | 8.17% | 1,230,575 | SH |
| 6 | SONOS INC | SONO | 83570H108 | $30.4M | 7.27% | 2,268,405 | SH |
| 7 | HARMONIC INC | HLIT | 413160102 | $26.4M | 6.32% | 2,943,299 | SH |
| 8 | HAYWARD HLDGS INC | HAYW | 421298100 | $26.2M | 6.26% | 1,957,325 | SH |
| 9 | MIMEDX GROUP INC | MDXG | 602496101 | $26.0M | 6.21% | 6,572,073 | SH |
| 10 | RED VIOLET INC | RDVT | 75704L104 | $19.3M | 4.61% | 556,664 | SH |
| 11 | BARRETT BUSINESS SVCS INC | BBSI | 068463108 | $19.1M | 4.58% | 656,260 | SH |
| 12 | OOMA INC | OOMA | 683416101 | $12.1M | 2.90% | 832,877 | SH |
| 13 | TECHTARGET INC | TTGT | 87874R308 | $12.1M | 2.89% | 3,110,472 | SH |
| 14 | CORE & MAIN INC | CNM | 21874C102 | $7.2M | 1.73% | 146,267 | SH |
| 15 | SYNAPTICS INC | SYNA | 87157D109 | $4.1M | 0.98% | 58,382 | SH |
| 16 | MATERION CORP | MTRN | 576690101 | $4.0M | 0.97% | 27,936 | SH |
| 17 | EXTREME NETWORKS | EXTR | 30226D106 | $3.7M | 0.89% | 245,820 | SH |
| 18 | GENTHERM INC | THRM | 37253A103 | $3.3M | 0.78% | 117,794 | SH |
| 19 | ENPRO INC | NPO | 29355X107 | $3.1M | 0.74% | 12,411 | SH |
| 20 | SONOS INC | SONO | 83570H108 | $3.0M | 0.71% | 220,758 | SH |
| 21 | HARMONIC INC | HLIT | 413160102 | $2.5M | 0.59% | 273,536 | SH |
| 22 | HAYWARD HLDGS INC | HAYW | 421298100 | $2.4M | 0.57% | 178,778 | SH |
| 23 | MIMEDX GROUP INC | MDXG | 602496101 | $2.4M | 0.57% | 603,036 | SH |
| 24 | AMPLITUDE INC | AMPL | 03213A104 | $2.4M | 0.57% | 347,657 | SH |
| 25 | BARRETT BUSINESS SVCS INC | BBSI | 068463108 | $1.8M | 0.43% | 62,130 | SH |
| 26 | RED VIOLET INC | RDVT | 75704L104 | $1.7M | 0.41% | 49,492 | SH |
| 27 | TECHTARGET INC | TTGT | 87874R308 | $1.4M | 0.33% | 350,736 | SH |
| 28 | OOMA INC | OOMA | 683416101 | $1.3M | 0.31% | 90,387 | SH |
| 29 | AVANOS MED INC | AVNS | 05350V106 | $1.2M | 0.29% | 87,824 | SH |
| 30 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.2M | 0.28% | 2,400 | SH |
| 31 | CORE & MAIN INC | CNM | 21874C102 | $647.2K | 0.15% | 13,101 | SH |
| 32 | AMPLITUDE INC | AMPL | 03213A104 | $224.2K | 0.05% | 32,869 | SH |
| 33 | AVANOS MED INC | AVNS | 05350V106 | $108.1K | 0.03% | 7,716 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |