Trigran Investments, Inc.

CIK

1336800

Location

NORTHBROOK, IL

Portfolio Value

Small $418,174,083

Diversification

Diversified

Filing Date

Global Rank

#2,893 / 8,623 ▼ 244 · as of Mar 2026

Top Industry

Communication Equipment 17.2%

3Y Alpha vs SPY

-16.1%

Period ended 4 months ago

Filed May 13, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+5.9%

SPY

+65.3%

Annualised alpha

-16.3%

Max drawdown

−36.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

17 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.6%

+0.3 pts

Top 5

52.0%

+3.1 pts

Top 10

85.5%

+3.1 pts

HHI

823

Diversified+40

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	48.2%	$201,537,458	8
Industrials	23.9%	$100,037,731	4
Basic Materials	11.6%	$48,310,929	1
Consumer Cyclical	9.0%	$37,457,690	1
Healthcare	7.1%	$29,680,195	2
Financial Services	0.3%	$1,150,080	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
MDXG	Mimedx Group, Inc.	+1,011,725	7,175,109	$28,341,680
EXTR	Extreme Networks Inc	+561,979	2,847,370	$42,938,339
HAYW	Hayward Holdings, Inc.	+256,791	2,136,103	$28,581,057
CNM	Core & Main, Inc.	+74,707	159,368	$7,872,778
BBSI	Barrett Business Services Inc	+69,652	718,390	$20,962,619
RDVT	Red Violet, Inc.	+24,913	606,156	$20,972,997
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
TTGT	TechTarget, Inc.	−1,273,864	3,461,208	$13,429,486
OOMA	Ooma Inc	−1,024,797	923,264	$13,433,490
MTRN	MATERION Corp	−124,088	333,985	$48,310,929
THRM	Gentherm Inc	−114,774	1,348,369	$37,457,690
SONO	Sonos Inc	−53,235	2,489,163	$33,354,784
SYNA	SYNAPTICS Inc	−36,876	655,711	$45,925,998
NPO	Enpro Inc.	−9,004	170,043	$42,621,277
HLIT	Harmonic Inc.	−4,566	3,216,835	$28,887,178
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
AMPL	Amplitude, Inc.	380,526	$2,595,186
AVNS	Avanos Medical, Inc.	95,540	$1,338,515
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
HCKT	Hackett Group, Inc.	521,758	$10,242,109
ANIK	Anika Therapeutics, Inc.	168,400	$1,618,323
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

17 tracked positions · $418,174,083 total · filing declares 33 positions · $418,174,294 · as of Mar 31, 2026

All sectors Basic Materials Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MTRN	MATERION Corp Basic Materials	Reduced	333,985	-124,088	$48,310,929	−15.2%	11.55%
SYNA	SYNAPTICS Inc Technology	Reduced	655,711	-36,876	$45,925,998	−10.4%	10.98%
EXTR	Extreme Networks Inc Technology	Added	2,847,370	+561,979	$42,938,339	+12.8%	10.27%
NPO	Enpro Inc. Industrials	Reduced	170,043	-9,004	$42,621,277	+11.2%	10.19%
THRM	Gentherm Inc Consumer Cyclical	Reduced	1,348,369	-114,774	$37,457,690	−29.6%	8.96%
SONO	Sonos Inc Technology	Reduced	2,489,163	-53,235	$33,354,784	−25.3%	7.98%
HLIT	Harmonic Inc. Technology	Reduced	3,216,835	-4,566	$28,887,178	−9.3%	6.91%
HAYW	Hayward Holdings, Inc. Industrials	Added	2,136,103	+256,791	$28,581,057	−1.6%	6.83%
MDXG	Mimedx Group, Inc. Healthcare	Reduced	7,175,109	-5,151,659	$28,341,680	−66.0%	6.78%
RDVT	Red Violet, Inc. Technology	Added	606,156	+24,913	$20,972,997	−36.6%	5.02%
BBSI	Barrett Business Services Inc Industrials	Added	718,390	+69,652	$20,962,619	−10.8%	5.01%
OOMA	Ooma Inc Technology	Reduced	923,264	-1,024,797	$13,433,490	−41.2%	3.21%
TTGT	TechTarget, Inc. Technology	Reduced	3,461,208	-1,273,864	$13,429,486	−47.5%	3.21%
CNM	Core & Main, Inc. Industrials	Added	159,368	+74,707	$7,872,778	+78.9%	1.88%
AMPL	Amplitude, Inc. Technology	NEW	380,526	NEW	$2,595,186	NEW	0.62%
AVNS	Avanos Medical, Inc. Healthcare	NEW	95,540	NEW	$1,338,515	NEW	0.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,400	0	$1,150,080	−4.7%	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.