☆Trigran Investments, Inc.
Quality Q
0.721
AUM ($M)
545
Positions
17
Turnover
0.13
Top-10 wt
80%
Herfindahl
0.076
History (qtrs)
6
Excess Return
—
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Holdings · 19 positions · portfolio value $545M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆MTRN funds › | MATERION CORP | TRIM | — | 12.0% | +0.4% | 65.4 | 219,877 | -114,108 | 5 | — |
| ☆NPO funds › | ENPRO INC | TRIM | — | 10.8% | +0.6% | 59.0 | 156,472 | -13,571 | 5 | — |
| ☆SYNA funds › | SYNAPTICS INC | TRIM | — | 9.0% | -2.0% | 49.1 | 394,893 | -260,818 | 5 | — |
| ☆EXTR funds › | EXTREME NETWORKS INC | TRIM | — | 8.9% | -1.3% | 48.8 | 1,507,325 | -1,340,045 | 5 | — |
| ☆THRM funds › | GENTHERM INC | TRIM | — | 7.3% | -1.7% | 39.7 | 1,164,206 | -184,163 | 5 | — |
| ☆SONO funds › | SONOS INC | ADD | — | 7.1% | -0.9% | 38.7 | 2,862,915 | +373,752 | 5 | — |
| ☆HAYW funds › | HAYWARD HLDGS INC | ADD | — | 7.1% | +0.3% | 38.7 | 2,237,543 | +101,440 | 5 | — |
| ☆RDVT funds › | RED VIOLET INC | TRIM | — | 7.0% | +2.0% | 38.2 | 600,169 | -5,987 | 5 | — |
| ☆HLIT funds › | HARMONIC INC | TRIM | — | 5.7% | -1.2% | 31.0 | 1,897,838 | -1,318,997 | 5 | — |
| ☆BBSI funds › | BARRETT BUSINESS SVCS INC | ADD | — | 5.1% | +0.1% | 27.6 | 778,356 | +59,966 | 5 | — |
| ☆MDXG funds › | MIMEDX GROUP INC | TRIM | — | 5.1% | -1.7% | 27.6 | 7,173,770 | -1,339 | 5 | — |
| ☆CNM funds › | CORE & MAIN INC | ADD | — | 4.2% | +2.3% | 22.8 | 472,746 | +313,378 | 4 | — |
| ☆AMPL funds › | AMPLITUDE INC | ADD | — | 3.3% | +2.6% | 17.8 | 2,321,209 | +1,940,683 | 2 | — |
| ☆CALX funds › | CALIX INC | NEW | — | 3.0% | +3.0% | 16.5 | 442,008 | +442,008 | 1 | — |
| ☆TTGT funds › | TECHTARGET INC | ADD | — | 2.3% | -0.9% | 12.6 | 3,487,313 | +26,105 | 5 | — |
| ☆MSA funds › | MSA SAFETY INC | NEW | — | 1.9% | +1.9% | 10.6 | 60,834 | +60,834 | 1 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.2% | -0.1% | 1.1 | 2,290 | -110 | 4 | — |
| ☆OOMA funds › | OOMA INC | EXIT | — | 0.0% | -3.2% | 0.0 | 0 | -923,264 | 0 | — |
| ☆AVNS funds › | AVANOS MED INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -95,540 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 545 | 17 | 0.13 | 80% | 0.076 | 0.720 | — | in |
| 2026Q1 | 418 | 17 | 0.11 | 85% | 0.082 | 0.779 | — | in |
| 2025Q4 | 508 | 17 | 0.06 | 82% | 0.078 | 0.808 | — | in |
| 2025Q3 | 552 | 17 | 0.07 | 81% | 0.077 | 0.807 | — | in |
| 2025Q2 | 576 | 16 | 0.07 | 82% | 0.078 | 0.832 | — | entered |
| 2025Q1 | 680 | 16 | 0.00 | 81% | 0.077 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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