Trigran Investments, Inc. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Trigran Investments, Inc. disclosed 17 US equity positions worth $551.6m in its Q3 2025 13F filing. The largest position was MTRN at 10.9% of the reported book, followed by THRM and MDXG. Against the Q2 2025 filing, it opened 1 new position, added to 3 and reduced 12 among the top 17 holdings.
What did Trigran Investments, Inc. own in Q3 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MTRN MATERION CORP | Basic Materials | 10.9% | $60.1m | 497,729 | -38% | reduced |
| 2 | THRM GENTHERM INC | Consumer Cyclical | 10.8% | $59.6m | 1,749,467 | -20% | reduced |
| 3 | MDXG MIMEDX GROUP INC | Healthcare | 9.7% | $53.8m | 7,701,028 | -8% | reduced |
| 4 | SONO SONOS INC | Technology | 8.6% | $47.4m | 3,002,734 | -32% | reduced |
| 5 | EXTR EXTREME NETWORKS | Technology | 8.2% | $45.3m | 2,192,401 | -6% | reduced |
| 6 | SYNA SYNAPTICS INC | Technology | 8.2% | $45.2m | 661,437 | -25% | reduced |
| 7 | NPO ENPRO INC | Industrials | 7.3% | $40.5m | 179,047 | -8% | reduced |
| 8 | HLIT HARMONIC INC | Technology | 5.9% | $32.8m | 3,221,401 | -10% | reduced |
| 9 | RDVT RED VIOLET INC | 5.8% | $32.2m | 616,554 | -2% | reduced | |
| 10 | TTGT TECHTARGET INC | Technology | 5.3% | $29.1m | 5,013,868 | 1% | added |
| 11 | HAYW HAYWARD HLDGS INC | Industrials | 5.2% | $28.4m | 1,879,312 | 0% | held |
| 12 | OOMA OOMA INC | Technology | 4.8% | $26.7m | 2,229,212 | -26% | reduced |
| 13 | BBSI BARRETT BUSINESS SVCS INC | Industrials | 3.2% | $17.7m | 399,686 | 121% | added |
| 14 | ANIK ANIKA THERAPEUTICS INC | Healthcare | 2.8% | $15.2m | 1,621,215 | -20% | reduced |
| 15 | HCKT HACKETT GROUP INC | Technology | 2.7% | $15.1m | 796,403 | 18% | added |
| 16 | CNM CORE & MAIN INC | Industrials | 0.2% | $1.2m | 22,525 | – | new |
| 17 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.2% | $1.2m | 2,400 | -4% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.