Back to Trigran Investments, Inc.
Q2 2026 13F filing
Updated 29 days ago33 disclosed positions worth $545.3M
Portfolio value
$545.3M
Total holdings
33
New positions
2
Closed positions
2
Increased
6
Decreased
9
Turnover
12.1%
Filed
2026-08-12
Full holdings
Every line item disclosed in 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%) |
| 21 | S SONO SONOS INC | $3M | 224.7K | 0.56% | Added(+1.8%) |
| 22 | H HAYW HAYWARD HLDGS INC | $3M | 172.1K | 0.55% | Trimmed(-3.7%) |
| 23 | S SYNA SYNAPTICS INC | $3M | 23.9K | 0.54% | Trimmed(-59.0%) |
| 24 | C CNTMF RED VIOLET INC | $2.8M | 43.4K | 0.51% | Trimmed(-12.3%) |
| 25 | B BBSI BARRETT BUSINESS SVCS INC | $2.5M | 69.6K | 0.45% | Added(+12.1%) |
| 26 | H HLIT HARMONIC INC | $2.3M | 143.7K | 0.43% | Trimmed(-47.5%) |
| 27 | M MDXG MIMEDX GROUP INC | $2.3M | 601.7K | 0.42% | Trimmed(-0.2%) |
| 28 | C CNM CORE & MAIN INC | $1.8M | 36.4K | 0.32% | Added(+177.8%) |
| 29 | A AMPL AMPLITUDE INC | $1.4M | 179.1K | 0.25% | Added(+444.8%) |
| 30 | C CALX CALIX INC | $1.4M | 36.4K | 0.25% | — |
| 31 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $1.1M | 2.3K | 0.21% | Trimmed(-4.6%) |
| 32 | ? N/A TECHTARGET INC | $1.1M | 313.1K | 0.21% | Trimmed(-10.7%) |
| 33 | M MNESP MSA SAFETY INC | $806K | 4.6K | 0.15% | — |