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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 and exited 2; 12 existing positions rose in reported value and 1 fell.

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.

Loading holdings…
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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
MTRN12.0% · -34%NPO10.8% · -8%SYNA9.0% · -40%EXTR8.9% · -47%THRM7.3% · -14%SONO7.1% · +15%HAYW7.1% · +5%RDVT7.0% · -1%HLIT5.7% · -41%BBSI5.1% · +8%MDXG5.1% · -0%CNM4.2% · +197%AMPL3.3% · +510%CALX3.0% · newTTGT2.3% · +1%MSA1.9% · newBRK.B0.2% · -5%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 80%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 27, 2026.

Assets Under Management
$533.2M
Discretionary
$533.2M
Employees
9
Accounts
14
Address
630 DUNDEE ROAD
SUITE 230
NORTHBROOK, IL 60062
Phone
(847) 656-1640
Website
Name Title / Status Ownership Type
BRADLEY F. SIMON REVOCABLE TRUST ControlSHAREHOLDER
since Mar 2022
Less than 5%Domestic Entity
DOUGLAS GRANAT REVOCABLE TRUST U/T/A DATED JULY 20, 1999 ControlSHAREHOLDER
since Nov 2003
50–75%Domestic Entity
GRANAT, DOUGLAS, TODD ControlDIRECTOR/PRESIDENT
since Jun 1992
50–75%Individual
LAWRENCE OBERMAN REVOCABLE TRUST U/T/A DATED AUGUST 8, 2000 ControlSHAREHOLDER
since Nov 2003
25–50%Domestic Entity
MONIESON, STEVEN, ROSS ControlVICE PRESIDENT
since Dec 2011
Less than 5%Individual
OBERMAN, LAWRENCE, ALLEN ControlDIRECTOR/EXECUTIVE VICE PRESIDENT
since Jun 1993
25–50%Individual
SIMON, BRADLEY, FREDRICK ControlCHIEF COMPLIANCE OFFICER
since Sep 2007
Less than 5%Individual
SIMON, STEVEN, GASUL ControlDIRECTOR/VICE PRESIDENT
since Jan 2003
10–25%Individual
STEVE SIMON REVOCABLE TRUST U/A/D OCTOBER 15, 2007 ControlSHAREHOLDER
since Jan 2008
10–25%Domestic Entity
THE STEVEN GIFT TRUST ControlSHAREHOLDER
since Jan 2017
Less than 5%Domestic Entity
GRANAT, DOUGLAS, TODD Control
Indirect owner via DOUGLAS GRANAT REVOCABLE TRUST U/T/A DATED JULY 20, 1999
TRUSTEE
since Jul 1999
General partner, trustee or managerIndividual
MONIESON, STEVEN, ROSS Control
Indirect owner via THE STEVEN GIFT TRUST
TRUSTEE
since Nov 1988
General partner, trustee or managerDomestic Entity
OBERMAN, LAWRENCE, ALLEN Control
Indirect owner via LAWRENCE OBERMAN REVOCABLE TRUST U/T/A DATED AUGUST 8, 2000
TRUSTEE
since Aug 2000
General partner, trustee or managerIndividual
SIMON, BRADLEY, FREDRICK Control
Indirect owner via BRADLEY F. SIMON REVOCABLE TRUST
TRUSTEE
since Jun 2021
General partner, trustee or managerIndividual
SIMON, STEVEN, GASUL Control
Indirect owner via STEVE SIMON REVOCABLE TRUST U/A/D OCTOBER 15, 2007
TRUSTEE
since Oct 2007
General partner, trustee or managerIndividual
Ownership & leadership changes · 4 filings with changes since Mar 15, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 24, 2022 filing
  • AddedBRADLEY F. SIMON REVOCABLE TRUST · SHAREHOLDER · Less than 5% · control person
  • AddedSIMON, BRADLEY, FREDRICK · TRUSTEE · General partner, trustee or manager · indirect via BRADLEY F. SIMON REVOCABLE TRUST · control person
  • ChangedSIMON, BRADLEY, FREDRICK · title CHIEF COMPLIANCE OFFICER/SHAREHOLDER → CHIEF COMPLIANCE OFFICER
Mar 26, 2020 filing
  • ChangedGRANAT, DOUGLAS, TODD · ownership Less than 5% → 50–75%
  • ChangedOBERMAN, LAWRENCE, ALLEN · ownership Less than 5% → 25–50%
  • ChangedSIMON, STEVEN, GASUL · ownership Less than 5% → 10–25%
Mar 17, 2017 filing
  • AddedMONIESON, STEVEN, ROSS · TRUSTEE · General partner, trustee or manager · indirect via THE STEVEN GIFT TRUST · control person
  • AddedTHE STEVEN GIFT TRUST · SHAREHOLDER · Less than 5% · control person
  • ChangedSIMON, BRADLEY, FREDRICK · title VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/SHAREHOLDER → CHIEF COMPLIANCE OFFICER/SHAREHOLDER
Mar 22, 2013 filing
  • No longer listedDOUGLAS TODD GRANAT REVOCABLE TRUST U/T/A DATED JULY 20, 1999 · SHAREHOLDER · 50–75% · control person · listed since Nov 2003
  • No longer listedGRANAT, DOUGLAS, TODD · TRUSTEE · General partner, trustee or manager · indirect via DOUGLAS TODD GRANAT REVOCABLE TRUST U/T/A DATED JULY 20, 1999 · control person · listed since Jul 1999
  • No longer listedLAWRENCE ALLEN OBERMAN REVOCABLE TRUST U/T/A DATED AUGUST 8, 2000 · SHAREHOLDER · 25–50% · control person · listed since Nov 2003
  • No longer listedOBERMAN, LAWRENCE, ALLEN · TRUSTEE · General partner, trustee or manager · indirect via LAWRENCE ALLEN OBERMAN REVOCABLE TRUST U/T/A DATED AUGUST 8, 2000 · control person · listed since Aug 2000
  • No longer listedSIMON, STEVEN, GASUL · TRUSTEE · General partner, trustee or manager · indirect via STEVEN GASUL SIMON REVOCABLE TRUST U/A/D OCTOBER 15, 2007 · control person · listed since Oct 2007
  • No longer listedSTEVEN GASUL SIMON REVOCABLE TRUST U/A/D OCTOBER 15, 2007 · SHAREHOLDER · 5–10% · control person · listed since Jan 2008
  • AddedDOUGLAS GRANAT REVOCABLE TRUST U/T/A DATED JULY 20, 1999 · SHAREHOLDER · 50–75% · control person
  • AddedGRANAT, DOUGLAS, TODD · TRUSTEE · General partner, trustee or manager · indirect via DOUGLAS GRANAT REVOCABLE TRUST U/T/A DATED JULY 20, 1999 · control person
  • AddedLAWRENCE OBERMAN REVOCABLE TRUST U/T/A DATED AUGUST 8, 2000 · SHAREHOLDER · 25–50% · control person
  • AddedOBERMAN, LAWRENCE, ALLEN · TRUSTEE · General partner, trustee or manager · indirect via LAWRENCE OBERMAN REVOCABLE TRUST U/T/A DATED AUGUST 8, 2000 · control person
  • AddedSIMON, STEVEN, GASUL · TRUSTEE · General partner, trustee or manager · indirect via STEVE SIMON REVOCABLE TRUST U/A/D OCTOBER 15, 2007 · control person
  • AddedSTEVE SIMON REVOCABLE TRUST U/A/D OCTOBER 15, 2007 · SHAREHOLDER · 10–25% · control person
Mar 15, 2012 filing (earliest on record)
  • ListedDOUGLAS TODD GRANAT REVOCABLE TRUST U/T/A DATED JULY 20, 1999 · SHAREHOLDER · 50–75% · control person
  • ListedGRANAT, DOUGLAS, TODD · DIRECTOR/PRESIDENT · Less than 5% · control person
  • ListedGRANAT, DOUGLAS, TODD · TRUSTEE · General partner, trustee or manager · indirect via DOUGLAS TODD GRANAT REVOCABLE TRUST U/T/A DATED JULY 20, 1999 · control person
  • ListedLAWRENCE ALLEN OBERMAN REVOCABLE TRUST U/T/A DATED AUGUST 8, 2000 · SHAREHOLDER · 25–50% · control person
  • ListedMONIESON, STEVEN, ROSS · VICE PRESIDENT · Less than 5% · control person
  • ListedOBERMAN, LAWRENCE, ALLEN · DIRECTOR/EXECUTIVE VICE PRESIDENT · Less than 5% · control person
  • ListedOBERMAN, LAWRENCE, ALLEN · TRUSTEE · General partner, trustee or manager · indirect via LAWRENCE ALLEN OBERMAN REVOCABLE TRUST U/T/A DATED AUGUST 8, 2000 · control person
  • ListedSIMON, BRADLEY, FREDRICK · VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/SHAREHOLDER · Less than 5% · control person
  • ListedSIMON, STEVEN, GASUL · DIRECTOR/VICE PRESIDENT · Less than 5% · control person
  • ListedSIMON, STEVEN, GASUL · TRUSTEE · General partner, trustee or manager · indirect via STEVEN GASUL SIMON REVOCABLE TRUST U/A/D OCTOBER 15, 2007 · control person
  • ListedSTEVEN GASUL SIMON REVOCABLE TRUST U/A/D OCTOBER 15, 2007 · SHAREHOLDER · 5–10% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 12 →

Top Trims

Show all 1 →

New Positions

Show all 2 →

Exited Positions

Show all 2 →

Trigran Investments, Inc. Holdings (2026-06-30)

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
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