Trigran Investments, Inc.
Net seller this quarter
$545M
17
-$96.1M
80.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 MTRN | $65.4M | 11.99% | 1.06% | -34.2% | Q2 2022 |
 NPO | $59M | 10.82% | 0.74% | -8.0% | Q2 2023 |
 SYNA | $49.1M | 9.00% | 1.01% | -39.8% | Q1 2021 |
 EXTR | $48.8M | 8.95% | 1.15% | -47.1% | Q4 2014 |
 THRM | $39.7M | 7.28% | 3.79% | -13.7% | Q2 2016 |
 SONO | $38.7M | 7.10% | 2.40% | +15.0% | Q1 2019 |
 HAYW | $38.7M | 7.10% | 1.05% | +4.8% | Q2 2024 |
 RDVT | $38.2M | 7.01% | 4.25% | -1.0% | Q4 2020 |
 HLIT | $31M | 5.68% | 1.75% | -41.0% | Q2 2021 |
 BBSI | $27.6M | 5.07% | 3.23% | +8.4% | Q2 2024 |
 MDXG | $27.6M | 5.07% | 4.92% | 0.0% | Q1 2024 |
 CNM | $22.8M | 4.18% | Not reported | +196.6% | Q3 2025 |
 AMPL | $17.8M | 3.26% | Not reported | +510.0% | Q1 2026 |
 CALX | $16.5M | 3.03% | 0.70% | Not reported | Q3 2017 |
 TTGT | $12.6M | 2.30% | 4.82% | +0.8% | Q4 2024 |
 MSA | $10.6M | 1.95% | 0.16% | New | Q2 2026 |
 BRK.B | $1.15M | 0.21% | Not reported | -4.6% | Q2 2013 |
| Q1 2026 | |||||
| MTRN | $48.3M | 11.55% | 1.61% | -27.1% | Q2 2022 |
| SYNA | $45.9M | 10.98% | 1.69% | -5.3% | Q1 2021 |
| EXTR | $42.9M | 10.27% | 2.15% | +24.6% | Q4 2014 |
| NPO | $42.6M | 10.19% | 0.80% | -5.0% | Q2 2023 |
| THRM | $37.5M | 8.96% | 4.40% | -7.8% | Q2 2016 |
| SONO | $33.4M | 7.98% | 2.06% | -2.1% | Q1 2019 |
| HLIT | $28.9M | 6.91% | 2.92% | -0.1% | Q2 2021 |
| HAYW | $28.6M | 6.83% | 0.98% | +13.7% | Q2 2024 |
| MDXG | $28.3M | 6.78% | 4.82% | +16.4% | Q1 2024 |
| RDVT | $21M | 5.02% | 4.30% | +4.3% | Q4 2020 |
| BBSI | $21M | 5.01% | 2.93% | +10.7% | Q2 2024 |
 OOMA | $13.4M | 3.21% | 3.36% | -52.6% | Q2 2020 |
| TTGT | $13.4M | 3.21% | 4.79% | -26.9% | Q4 2024 |
| CNM | $7.87M | 1.88% | Not reported | +88.2% | Q3 2025 |
| AMPL | $2.6M | 0.62% | Not reported | New | Q1 2026 |
| AVNS | $1.34M | 0.32% | 0.20% | New | Q1 2026 |
| BRK.B | $1.15M | 0.28% | Not reported | Not reported | Q2 2013 |
| Q4 2025 | |||||
| MTRN | $56.9M | 11.22% | 2.21% | -8.0% | Q2 2022 |
| THRM | $53.2M | 10.48% | 4.79% | -16.4% | Q2 2016 |
| SYNA | $51.3M | 10.10% | 1.79% | +4.7% | Q1 2021 |
| SONO | $44.6M | 8.80% | 2.11% | -15.3% | Q1 2019 |
| MDXG | $41.7M | 8.22% | 4.16% | -20.0% | Q1 2024 |
| NPO | $38.3M | 7.55% | 0.85% | Not reported | Q2 2023 |
| EXTR | $38.1M | 7.50% | 1.70% | +4.2% | Q4 2014 |
| RDVT | $33.1M | 6.52% | 4.11% | -5.7% | Q4 2020 |
| HLIT | $31.9M | 6.28% | 2.90% | Not reported | Q2 2021 |
| HAYW | $29M | 5.72% | 0.86% | Not reported | Q2 2024 |
| TTGT | $25.6M | 5.04% | 6.55% | -5.6% | Q4 2024 |
| BBSI | $23.5M | 4.63% | 2.58% | +62.3% | Q2 2024 |
| OOMA | $22.9M | 4.50% | 7.06% | -12.6% | Q2 2020 |
 HCKT | $10.2M | 2.02% | 1.92% | -34.5% | Q1 2017 |
| CNM | $4.4M | 0.87% | Not reported | +275.9% | Q3 2025 |
 ANIK | $1.62M | 0.32% | 1.21% | -89.6% | Q2 2021 |
| BRK.B | $1.21M | 0.24% | Not reported | Not reported | Q2 2013 |
| Q3 2025 | |||||
| MTRN | $60.1M | 10.90% | 2.40% | -37.7% | Q2 2022 |
| THRM | $59.6M | 10.80% | 5.73% | -20.3% | Q2 2016 |
| MDXG | $53.8M | 9.74% | 5.20% | -8.2% | Q1 2024 |
| SONO | $47.4M | 8.60% | 2.50% | -31.8% | Q1 2019 |
| EXTR | $45.3M | 8.21% | 1.64% | -5.6% | Q4 2014 |
| SYNA | $45.2M | 8.19% | 1.69% | -24.7% | Q1 2021 |
| NPO | $40.5M | 7.34% | 0.85% | -8.0% | Q2 2023 |
| HLIT | $32.8M | 5.94% | 2.87% | -10.3% | Q2 2021 |
| RDVT | $32.2M | 5.84% | 4.41% | -1.5% | Q4 2020 |
| TTGT | $29.1M | 5.28% | 6.95% | +0.8% | Q4 2024 |
| HAYW | $28.4M | 5.15% | 0.87% | Not reported | Q2 2024 |
| OOMA | $26.7M | 4.85% | 8.08% | -25.9% | Q2 2020 |
| BBSI | $17.7M | 3.21% | 1.56% | +121.3% | Q2 2024 |
| ANIK | $15.2M | 2.76% | 11.24% | -20.4% | Q2 2021 |
| HCKT | $15.1M | 2.74% | 2.89% | +17.9% | Q1 2017 |
| CNM | $1.21M | 0.22% | Not reported | New | Q3 2025 |
| BRK.B | $1.21M | 0.22% | Not reported | -4.0% | Q2 2013 |