Trigran Investments, Inc. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Trigran Investments, Inc. disclosed 17 US equity positions worth $545.3m in its Q2 2026 13F filing. The largest position was MTRN at 12.0% of the reported book, followed by NPO and SYNA. Against the Q1 2026 filing, it opened 2 new positions, added to 6 and reduced 8 among the top 17 holdings.
What did Trigran Investments, Inc. own in Q2 2026? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.