Trigran Investments
NORTHBROOK, ILfiles as Trigran Investments, Inc.
$545m in 17 US stocks at the end of 30 June 2026. The top 10 are 80.0% of the money. It changed about 13.3% of the portfolio this quarter.
Value
$545m
Stocks
17
Top 10 share
80.0%
Turnover
13.3%
What changed this quarter
New
Bought for the first time this quarter.
- CalixCALX3.0% of the fund
- MSA SafetyMSA1.9% of the fund
Added
Bought more of a stock they already held.
- SonosSONO7.1% of the fund+15%
- Hayward HoldingsHAYW7.1% of the fund+5%
- Barrett Business ServicesBBSI5.1% of the fund+8%
- Core & MainCNM4.2% of the fund+197%
- AmplitudeAMPL3.3% of the fund+510%
Cut
Sold some of their stake.
- MaterionMTRN12.0% of the fund-34%
- EnproNPO10.8% of the fund-8%
- SynapticsSYNA9.0% of the fund-40%
- Extreme NetworksEXTR8.9% of the fund-47%
- GenthermTHRM7.3% of the fund-14%
- HarmonicHLIT5.7% of the fund-41%
- Berkshire HathawayBRK-B0.2% of the fund-5%
Sold out
Sold their entire stake.
- OomaOOMA-100%
- Avanos MED-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MaterionMTRN | 12.0% | $65m | 219,877 | -34% |
| EnproNPO | 10.8% | $59m | 156,472 | -8% |
| SynapticsSYNA | 9.0% | $49m | 394,893 | -40% |
| Extreme NetworksEXTR | 8.9% | $49m | 1,507,325 | -47% |
| GenthermTHRM | 7.3% | $40m | 1,164,206 | -14% |
| SonosSONO | 7.1% | $39m | 2,862,915 | +15% |
| Hayward HoldingsHAYW | 7.1% | $39m | 2,237,543 | +5% |
| Red VioletRDVT | 7.0% | $38m | 600,169 | Held |
| HarmonicHLIT | 5.7% | $31m | 1,897,838 | -41% |
| Barrett Business ServicesBBSI | 5.1% | $28m | 778,356 | +8% |
| Mimedx GroupMDXG | 5.1% | $28m | 7,173,770 | Held |
| Core & MainCNM | 4.2% | $23m | 472,746 | +197% |
| AmplitudeAMPL | 3.3% | $18m | 2,321,209 | +510% |
| CalixCALX | 3.0% | $16m | 442,008 | New |
| TechTargetTTGT | 2.3% | $13m | 3,487,313 | Held |
| MSA SafetyMSA | 1.9% | $11m | 60,834 | New |
| Berkshire HathawayBRK-B | 0.2% | $1m | 2,290 | -5% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 5.3% since 30 June 2025.
Where the money is
Technology46.1%
Industrials25.2%
Materials10.8%
Retail & consumer7.3%
Media & telecom5.3%
Health care5.1%
Financial services0.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.