Trigran Investments, Inc.

CIK

1336800

Location

NORTHBROOK, IL

Portfolio Value

Small $418,174,083

Diversification

Diversified

Filing Date

Global Rank

#2,888 / 8,604 ▼ 243 · as of Mar 2026

Top Industry

Communication Equipment 17.2%

3Y Alpha vs SPY

-17.1%

Period ended 3 months ago

Filed May 13, 2026 · 57d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+11.3%

SPY

+76.5%

Annualised alpha

-17.2%

Max drawdown

−37.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

17 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 positions · $418,174,083 total · 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%