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Trigran Investments, Inc.
hedge fundUpdated 29 days agoManaged by Trigran Investments, Inc. • Latest filing Q2 2026
Portfolio value
$545.3M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-17.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $1B |
| Q2 2023 | $1B |
| Q3 2023 | $938.3M |
| Q4 2023 | $1B |
| Q1 2024 | $1B |
| Q2 2024 | $956.3M |
| Q3 2024 | $913.5M |
| Q4 2024 | $869.5M |
| Q1 2025 | $679.6M |
| Q2 2025 | $575.9M |
| Q3 2025 | $551.6M |
| Q4 2025 | $507.6M |
| Q1 2026 | $418.2M |
| Q2 2026 | $545.3M |
Top holdings
33 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MTRN MATERION CORP | $60.2M | 202.3K | 11.04% | Added(+624.3%) |
| 2 | N NPO ENPRO INC | $55M | 145.9K | 10.09% | Added(+1075.8%) |
| 3 | S SYNA SYNAPTICS INC | $46.1M | 371.0K | 8.45% | Added(+535.4%) |
| 4 | E EXTR EXTREME NETWORKS INC | $44.9M | 1.39M | 8.23% | Added(+464.0%) |
| 5 | T THRM GENTHERM INC | $36.5M | 1.07M | 6.70% | Added(+808.6%) |
| 6 | H HAYW HAYWARD HLDGS INC | $35.8M | 2.07M | 6.56% | Added(+1055.3%) |
| 7 | S SONO SONOS INC | $35.7M | 2.64M | 6.55% | Added(+1095.1%) |
| 8 | C CNTMF RED VIOLET INC | $35.5M | 556.8K | 6.51% | Added(+1025.0%) |
| 9 | H HLIT HARMONIC INC | $28.6M | 1.75M | 5.25% | Added(+541.3%) |
| 10 | M MDXG MIMEDX GROUP INC | $25.3M | 6.57M | 4.64% | Added(+989.8%) |
| 11 | B BBSI BARRETT BUSINESS SVCS INC | $25.2M | 708.7K | 4.62% | Added(+1040.7%) |
| 12 | C CNM CORE & MAIN INC | $21.1M | 436.4K | 3.86% | Added(+3230.7%) |
| 13 | A AMPL AMPLITUDE INC | $16.4M | 2.14M | 3.01% | Added(+6417.2%) |
| 14 | C CALX CALIX INC | $15.1M | 405.6K | 2.78% | — |
| 15 | ? N/A TECHTARGET INC | $11.4M | 3.17M | 2.10% | Added(+805.0%) |
| 16 | M MNESP MSA SAFETY INC | $9.8M | 56.2K | 1.80% | — |
| 17 | M MTRN MATERION CORP | $5.2M | 17.5K | 0.96% | Trimmed(-37.2%) |
| 18 | N NPO ENPRO INC | $4M | 10.5K | 0.73% | Trimmed(-15.1%) |
| 19 | E EXTR EXTREME NETWORKS INC | $3.9M | 120.8K | 0.72% | Trimmed(-50.9%) |
| 20 | T THRM GENTHERM INC | $3.2M | 93.9K | 0.59% | Trimmed(-20.3%) |