Trigran Investments, Inc.: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1336800) · Explore on the interactive board
Trigran Investments, Inc. disclosed 17 US equity positions worth $545.3m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 12, 2026). Its largest position is MTRN at 12.0% of the reported book, followed by NPO, SYNA. The top ten holdings are 80.0% of the book, and the portfolio behaves like about 13 equal-weight positions. Versus the prior filing it opened 2 new positions, added to 6, reduced 8 and exited 2. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Trigran Investments, Inc. own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 2 new, 6 added, 8 reduced, 2 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | MTRN MATERION CORP | Basic Materials | 12.0% | $65.4m | 219,877 | -34% | reduced |
| 2 | NPO ENPRO INC | Industrials | 10.8% | $59.0m | 156,472 | -8% | reduced |
| 3 | SYNA SYNAPTICS INC | Technology | 9.0% | $49.1m | 394,893 | -40% | reduced |
| 4 | EXTR EXTREME NETWORKS INC | Technology | 8.9% | $48.8m | 1,507,325 | -47% | reduced |
| 5 | THRM GENTHERM INC | Consumer Cyclical | 7.3% | $39.7m | 1,164,206 | -14% | reduced |
| 6 | SONO SONOS INC | Technology | 7.1% | $38.7m | 2,862,915 | 15% | added |
| 7 | HAYW HAYWARD HLDGS INC | Industrials | 7.1% | $38.7m | 2,237,543 | 5% | added |
| 8 | RDVT RED VIOLET INC | 7.0% | $38.2m | 600,169 | -1% | reduced | |
| 9 | HLIT HARMONIC INC | Technology | 5.7% | $31.0m | 1,897,838 | -41% | reduced |
| 10 | BBSI BARRETT BUSINESS SVCS INC | Industrials | 5.1% | $27.6m | 778,356 | 8% | added |
| 11 | MDXG MIMEDX GROUP INC | Healthcare | 5.1% | $27.6m | 7,173,770 | -0% | held |
| 12 | CNM CORE & MAIN INC | Industrials | 4.2% | $22.8m | 472,746 | 197% | added |
| 13 | AMPL AMPLITUDE INC | Technology | 3.3% | $17.8m | 2,321,209 | 510% | added |
| 14 | CALX CALIX INC | Technology | 3.0% | $16.5m | 442,008 | – | new |
| 15 | TTGT TECHTARGET INC | Technology | 2.3% | $12.6m | 3,487,313 | 1% | added |
| 16 | MSA MSA SAFETY INC | Industrials | 1.9% | $10.6m | 60,834 | – | new |
| 17 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.2% | $1.1m | 2,290 | -5% | reduced |
What did Trigran Investments, Inc. sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| OOMA OOMA INC | 90.9% | $13.4m |
| 8HH AVANOS MED INC | 9.1% | $1.3m |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 39.3% |
| Industrials | 29.1% |
| Basic Materials | 12.0% |
| Consumer Cyclical | 7.3% |
| Healthcare | 5.1% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Trigran Investments, Inc.'s portfolio?
Across every quarter Trigran Investments, Inc. has filed, its median largest position is 11.8% of the book and its median top-ten weight is 82.7%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 2.0 completed holding spells, the median lasted 1.0 quarters; 17.0 positions are still open and their final length is unknown.