Trigran Investments, Inc.

CIK

1336800

Location

NORTHBROOK, IL

Portfolio Value

Small $100,037,731

Diversification

Diversified

Filing Date

Global Rank

#2,885 / 8,578 ▼ 271

Top Industry

Communication Equipment 17.2%

3Y Alpha vs SPY

-17.8%

Period ended 3 months ago

Filed May 13, 2026 · 34d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+10.0%

SPY

+78.1%

Annualised alpha

-18.0%

Max drawdown

−37.1%

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

4 positions · $100,037,731 total · Industrials only · 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
NPO	Enpro Inc. Industrials	Reduced	170,043	-9,004	$42,621,277	+11.2%	42.61%
HAYW	Hayward Holdings, Inc. Industrials	Added	2,136,103	+256,791	$28,581,057	−1.6%	28.57%
BBSI	Barrett Business Services Inc Industrials	Added	718,390	+69,652	$20,962,619	−10.8%	20.95%
CNM	Core & Main, Inc. Industrials	Added	159,368	+74,707	$7,872,778	+78.9%	7.87%