Trigran Investments, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Trigran Investments, Inc. reported 17 stock positions worth $545.3 million. Its top holding was Materion (MTRN) at 12.0% of the portfolio, followed by Enpro (NPO, 10.8%) and Synaptics (SYNA, 9.0%). Compared with Q1 2026, it opened 2 new positions, sold out of 2, added to 6 and reduced 9. The biggest buy was a new position in Calix (CALX) and the biggest sale an exit from Ooma (OOMA).
- Most Recent 13F
- Q2 2026
- Location
- NORTHBROOK, IL
- CIK
- 0001336800
- Portfolio Value
- $545.3M (Q2 2026)
- SEC Filing
- 0001062993-26-004214 ↗ filed Aug 12, 2026
Holdings Value
Holdings 17 stocks · $545.3M
| MTRN Materion Corp. | 11.99% | 219,877 | $65.4M | Reduce -34.2% |
| NPO Enpro Inc. | 10.82% | 156,472 | $59.0M | Reduce -8.0% |
| SYNA Synaptics Inc. | 9.00% | 394,893 | $49.1M | Reduce -39.8% |
| EXTR Extreme Networks Inc. | 8.95% | 1,507,325 | $48.8M | Reduce -47.1% |
| THRM Gentherm Inc. | 7.28% | 1,164,206 | $39.7M | Reduce -13.7% |
| SONO Sonos Inc. | 7.10% | 2,862,915 | $38.7M | Add +15.0% |
| HAYW Hayward Holdings Inc. | 7.10% | 2,237,543 | $38.7M | Add +4.8% |
| RDVT Red Violet Inc. | 7.01% | 600,169 | $38.2M | Reduce -1.0% |
| HLIT Harmonic Inc. | 5.68% | 1,897,838 | $31.0M | Reduce -41.0% |
| BBSI Barrett Business SVCS Inc. | 5.07% | 778,356 | $27.6M | Add +8.3% |
| MDXG Mimedx Group Inc. | 5.07% | 7,173,770 | $27.6M | Reduce -0.0% |
| CNM Core & Main Inc. Class A | 4.18% | 472,746 | $22.8M | Add +196.6% |
| AMPL Amplitude Inc. Class A | 3.26% | 2,321,209 | $17.8M | Add +510.0% |
| CALX Calix Inc. | 3.03% | 442,008 | $16.5M | New |
| TTGT Techtarget Inc. | 2.30% | 3,487,313 | $12.6M | Add +0.8% |
| MSA Msa Safety Inc. | 1.95% | 60,834 | $10.6M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 2,290 | $1.1M | Reduce -4.6% |
Portfolio Sells Q1 2026 → Q2 2026
| OOMA Ooma Inc. | Sold out | 0.00% | −3.21 |
| SYNA Synaptics Inc. | Reduce -39.8% | 9.00% | −1.99 |
| MDXG Mimedx Group Inc. | Reduce -0.0% | 5.07% | −1.71 |
| THRM Gentherm Inc. | Reduce -13.7% | 7.28% | −1.67 |
| EXTR Extreme Networks Inc. | Reduce -47.1% | 8.95% | −1.32 |
| HLIT Harmonic Inc. | Reduce -41.0% | 5.68% | −1.22 |
| AVNS Avanos Medical Inc. | Sold out | 0.00% | −0.32 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.6% | 0.21% | −0.06 |
| MTRN Materion Corp. | Reduce -34.2% | 11.99% | +0.44 |
| NPO Enpro Inc. | Reduce -8.0% | 10.82% | +0.62 |
| RDVT Red Violet Inc. | Reduce -1.0% | 7.01% | +2.00 |
Portfolio Buys Q1 2026 → Q2 2026
| CALX Calix Inc. | New | 3.03% | +3.03 |
| AMPL Amplitude Inc. Class A | Add +510.0% | 3.26% | +2.64 |
| CNM Core & Main Inc. Class A | Add +196.6% | 4.18% | +2.30 |
| MSA Msa Safety Inc. | New | 1.95% | +1.95 |
| HAYW Hayward Holdings Inc. | Add +4.8% | 7.10% | +0.27 |
| BBSI Barrett Business SVCS Inc. | Add +8.3% | 5.07% | +0.06 |
| SONO Sonos Inc. | Add +15.0% | 7.10% | −0.87 |
| TTGT Techtarget Inc. | Add +0.8% | 2.30% | −0.91 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 17 | $545.3M | MTRN, NPO, SYNA, EXTR, THRM |
| Q1 2026 | 17 | $418.2M | MTRN, SYNA, EXTR, NPO, THRM |
| Q4 2025 | 17 | $507.6M | MTRN, THRM, SYNA, SONO, MDXG |
| Q3 2025 | 17 | $551.6M | MTRN, THRM, MDXG, SONO, EXTR |
| Q2 2025Amended | 16 | $575.9M | MTRN, THRM, SYNA, MDXG, SONO |
| Q1 2025 | 16 | $679.6M | SYNA, TTGT, MTRN, THRM, MDXG |
| Q4 2024 | 18 | $869.5M | SYNA, THRM, TTGT, MDXG, MTRN |
| Q3 2024 | 20 | $913.5M | TTGT, THRM, HLIT, MTRN, SYNA |
| Q2 2024 | 20 | $956.3M | TTGT, THRM, SYNA, MTRN, HLIT |
| Q1 2024 | 20 | $1.0B | SONO, SYNA, THRM, HLIT, MTRN |