Trigran Investments, Inc. 13F Holdings · Q2 2026
Trigran Investments, Inc. reported 17 securities worth $545.28M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MTRN (11.99%), NPO (10.82%), SYNA (9.00%). Among its top 25 positions this quarter: 2 new, 6 added, 9 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MTRN | MATERION CORP | $65.4M | 11.99% | 219,877 | Trimmed |
| 2 | NPO | ENPRO INC | $59.0M | 10.82% | 156,472 | Trimmed |
| 3 | SYNA | SYNAPTICS INC | $49.1M | 9.00% | 394,893 | Trimmed |
| 4 | EXTR | EXTREME NETWORKS INC | $48.8M | 8.95% | 1.5M | Trimmed |
| 5 | THRM | GENTHERM INC | $39.7M | 7.28% | 1.2M | Trimmed |
| 6 | HAYW | HAYWARD HLDGS INC | $38.7M | 7.10% | 2.2M | Added |
| 7 | SONO | SONOS INC | $38.7M | 7.10% | 2.9M | Added |
| 8 | RDVT | RED VIOLET INC | $38.2M | 7.01% | 600,169 | Trimmed |
| 9 | HLIT | HARMONIC INC | $31.0M | 5.68% | 1.9M | Trimmed |
| 10 | BBSI | BARRETT BUSINESS SVCS INC | $27.6M | 5.07% | 778,356 | Added |
| 11 | MDXG | MIMEDX GROUP INC | $27.6M | 5.07% | 7.2M | Trimmed |
| 12 | CNM | CORE & MAIN INC | $22.8M | 4.18% | 472,746 | Added |
| 13 | AMPL | AMPLITUDE INC | $17.8M | 3.26% | 2.3M | Added |
| 14 | CALX | CALIX INC | $16.5M | 3.03% | 442,008 | New |
| 15 | TTGT | TECHTARGET INC | $12.6M | 2.30% | 3.5M | Added |
| 16 | MSA | MSA SAFETY INC | $10.6M | 1.95% | 60,834 | New |
| 17 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.1M | 0.21% | 2,290 | Trimmed |
| 18 | AVNS | AVANOS MED INC | $0 | 0.00% | 0 | Exited |
| 19 | OOMA | OOMA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR