Trigran Investments, Inc.
Trigran Investments, Inc. reported 17 US-listed holdings worth $545.3 million in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: Materion Corp. (12.0%), Enpro Inc. (10.8%) and Synaptics Inc. (9.0%). Against the quarter before, it opened 2 positions, added to 6, trimmed 8 and sold out of 2.
The 14 largest of its 17 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +30.2% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Calix, Inc. CALX$16.5 million
- MSA Safety Inc. MSA$10.6 million
Added to 6
- Core & Main, Inc. CNM+313,378 shares · +197%
- Amplitude Inc. AMPL+1.9 million shares · +510%
- Sonos Inc. SONO+373,752 shares · +15%
- Barrett Business Svcs Inc. BBSI+59,966 shares · +8%
- Hayward Holdings, Inc. HAYW+101,440 shares · +5%
- Techtarget Inc. TTGT+26,105 shares · +1%
Trimmed 8
- Extreme Networks Inc. EXTR-1.3 million shares · -47%
- Materion Corp. MTRN-114,108 shares · -34%
- Synaptics Inc. SYNA-260,818 shares · -40%
- Harmonic Inc. HLIT-1.3 million shares · -41%
- Gentherm Inc. THRM-184,163 shares · -14%
- Enpro Inc. NPO-13,571 shares · -8%
- Fluent Inc RDVT-5,987 shares · -1%
- Berkshire Hathaway Inc. Class B BRKB-110 shares · -5%
Sold out of 2
- Ooma Inc. OOMA$13.4 million last quarter
- Avanos Med Inc. AVNS$1.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Materion Corp. MTRN | 219.9K | $65.4 million | 11.99% | -114.1K |
| Enpro Inc. NPO | 156.5K | $59.0 million | 10.82% | -13.6K |
| Synaptics Inc. SYNA | 394.9K | $49.1 million | 9.00% | -260.8K |
| Extreme Networks Inc. EXTR | 1.5M | $48.8 million | 8.95% | -1.3M |
| Gentherm Inc. THRM | 1.2M | $39.7 million | 7.28% | -184.2K |
| Sonos Inc. SONO | 2.9M | $38.7 million | 7.10% | +373.8K |
| Hayward Holdings, Inc. HAYW | 2.2M | $38.7 million | 7.10% | +101.4K |
| Fluent Inc RDVT | 600.2K | $38.2 million | 7.01% | -6.0K |
| Harmonic Inc. HLIT | 1.9M | $31.0 million | 5.68% | -1.3M |
| Barrett Business Svcs Inc. BBSI | 778.4K | $27.6 million | 5.07% | +60.0K |
| Mimedx Group Inc. MDXG | 7.2M | $27.6 million | 5.07% | -1.3K |
| Core & Main, Inc. CNM | 472.7K | $22.8 million | 4.18% | +313.4K |
| Amplitude Inc. AMPL | 2.3M | $17.8 million | 3.26% | +1.9M |
| Calix, Inc. CALX | 442.0K | $16.5 million | 3.03% | new |
| Techtarget Inc. TTGT | 3.5M | $12.6 million | 2.30% | +26.1K |
| MSA Safety Inc. MSA | 60.8K | $10.6 million | 1.95% | new |
| Berkshire Hathaway Inc. Class B BRKB | 2.3K | $1.1 million | 0.21% | -110 |