Trigran Investments, Inc. 13F holdings
Trigran Investments, Inc. reported 17 positions with a total reported value of $545.3M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-12. Top holdings by reported value: MTRN MATERION CORP (12.0%), NPO ENPRO INC (10.8%), SYNA SYNAPTICS INC (9.0%), EXTR EXTREME NETWORKS INC (8.9%), THRM GENTHERM INC (7.3%). Against 2026-03-31 it opened 2 new positions and exited 2. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
17 largest of 17 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MTRN MATERION CORP | 219,877 | $65.4M | 12.0% |
| NPO ENPRO INC | 156,472 | $59.0M | 10.8% |
| SYNA SYNAPTICS INC | 394,893 | $49.1M | 9.0% |
| EXTR EXTREME NETWORKS INC | 1,507,325 | $48.8M | 8.9% |
| THRM GENTHERM INC | 1,164,206 | $39.7M | 7.3% |
| SONO SONOS INC | 2,862,915 | $38.7M | 7.1% |
| HAYW HAYWARD HLDGS INC | 2,237,543 | $38.7M | 7.1% |
| RDVT RED VIOLET INC | 600,169 | $38.2M | 7.0% |
| HLIT HARMONIC INC | 1,897,838 | $31.0M | 5.7% |
| BBSI BARRETT BUSINESS SVCS INC | 778,356 | $27.6M | 5.1% |
| MDXG MIMEDX GROUP INC | 7,173,770 | $27.6M | 5.1% |
| CNM CORE & MAIN INC | 472,746 | $22.8M | 4.2% |
| AMPL AMPLITUDE INC | 2,321,209 | $17.8M | 3.3% |
| CALX CALIX INC | 442,008 | $16.5M | 3.0% |
| TTGT TECHTARGET INC | 3,487,313 | $12.6M | 2.3% |
| MSA MSA SAFETY INC | 60,834 | $10.6M | 1.9% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 2,290 | $1.1M | 0.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 2 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 2 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CNM CORE & MAIN INC | 159,368 | 472,746 | +196.6% | $22.8M |
| AMPL AMPLITUDE INC | 380,526 | 2,321,209 | +510.0% | $17.8M |
| SONO SONOS INC | 2,489,163 | 2,862,915 | +15.0% | $38.7M |
| BBSI BARRETT BUSINESS SVCS INC | 718,390 | 778,356 | +8.3% | $27.6M |
| HAYW HAYWARD HLDGS INC | 2,136,103 | 2,237,543 | +4.7% | $38.7M |
| TTGT TECHTARGET INC | 3,461,208 | 3,487,313 | +0.8% | $12.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| EXTR EXTREME NETWORKS INC | 2,847,370 | 1,507,325 | -47.1% | $48.8M |
| MTRN MATERION CORP | 333,985 | 219,877 | -34.2% | $65.4M |
| SYNA SYNAPTICS INC | 655,711 | 394,893 | -39.8% | $49.1M |
| HLIT HARMONIC INC | 3,216,835 | 1,897,838 | -41.0% | $31.0M |
| THRM GENTHERM INC | 1,348,369 | 1,164,206 | -13.7% | $39.7M |
| NPO ENPRO INC | 170,043 | 156,472 | -8.0% | $59.0M |
| RDVT RED VIOLET INC | 606,156 | 600,169 | -1.0% | $38.2M |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 2,400 | 2,290 | -4.6% | $1.1M |
| MDXG MIMEDX GROUP INC | 7,175,109 | 7,173,770 | -0.0% | $27.6M |
CIK 1336800 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
