Trigran Investments, Inc. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Trigran Investments, Inc. disclosed 17 US equity positions worth $507.6m in its Q4 2025 13F filing. The largest position was MTRN at 11.2% of the reported book, followed by THRM and SYNA. Against the Q3 2025 filing, it opened 0 new positions, added to 4 and reduced 9 among the top 17 holdings.
What did Trigran Investments, Inc. own in Q4 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MTRN MATERION CORP | Basic Materials | 11.2% | $56.9m | 458,073 | -8% | reduced |
| 2 | THRM GENTHERM INC | Consumer Cyclical | 10.5% | $53.2m | 1,463,143 | -16% | reduced |
| 3 | SYNA SYNAPTICS INC | Technology | 10.1% | $51.3m | 692,587 | 5% | added |
| 4 | SONO SONOS INC | Technology | 8.8% | $44.6m | 2,542,398 | -15% | reduced |
| 5 | MDXG MIMEDX GROUP INC | Healthcare | 8.2% | $41.7m | 6,163,384 | -20% | reduced |
| 6 | NPO ENPRO INC | Industrials | 7.6% | $38.3m | 179,047 | 0% | held |
| 7 | EXTR EXTREME NETWORKS | Technology | 7.5% | $38.1m | 2,285,391 | 4% | added |
| 8 | RDVT RED VIOLET INC | 6.5% | $33.1m | 581,243 | -6% | reduced | |
| 9 | HLIT HARMONIC INC | Technology | 6.3% | $31.9m | 3,221,401 | 0% | held |
| 10 | HAYW HAYWARD HLDGS INC | Industrials | 5.7% | $29.0m | 1,879,312 | 0% | held |
| 11 | TTGT TECHTARGET INC | Technology | 5.0% | $25.6m | 4,735,072 | -6% | reduced |
| 12 | BBSI BARRETT BUSINESS SVCS INC | Industrials | 4.6% | $23.5m | 648,738 | 62% | added |
| 13 | OOMA OOMA INC | Technology | 4.5% | $22.9m | 1,948,061 | -13% | reduced |
| 14 | HCKT HACKETT GROUP INC | Technology | 2.0% | $10.2m | 521,758 | -34% | reduced |
| 15 | CNM CORE & MAIN INC | Industrials | 0.9% | $4.4m | 84,661 | 276% | added |
| 16 | ANIK ANIKA THERAPEUTICS INC | Healthcare | 0.3% | $1.6m | 168,400 | -90% | reduced |
| 17 | BRK/B BERKSHIRE HATHAWAY INC DEL | 0.2% | $1.2m | 2,400 | 0% | held |
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.