Trigran Investments, Inc.

Fundamental concentrated ★Highest signal CIK 1336800
League rank
#48
in Fundamental concentrated · #56 overall
Long book
$418.2M
Q1 2026
Positions
17
Top-10 weight
85%
concentration
Last quarter
+46.2%
SPY +14.8%
Turnover
21%
of book per quarter

Strategy in plain words

auto-generated from filings

Trigran Investments, Inc. is a concentrated fundamental stock-picker, running a $418.2M US long book across 17 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: MATERION CORP, SYNAPTICS INC, EXTREME NETWORKS INC, ENPRO INC, GENTHERM INC.

Over the last 9 quarters its long book ran on average 1.5pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-7.5%
Q2 2024
+1.9%
Q3 2024
+3.1%
Q4 2024
-16.4%
Q1 2025
-2.2%
Q2 2025
+13.8%
Q3 2025
+0.0%
Q4 2025
-11.8%
Q1 2026
+46.2%

Sector allocation

Technology
37%
Industrials
35%
Other
10%
Healthcare
7%
Services media
5%
Communications
3%
Consumer discretionary
2%
Financials
0%

Long book by quarter

$1.03B
Q1 2024
$956.3M
Q2 2024
$913.5M
Q3 2024
$869.5M
Q4 2024
$679.6M
Q1 2025
$575.9M
Q2 2025
$551.6M
Q3 2025
$507.6M
Q4 2025
$418.2M
Q1 2026

What does Trigran Investments, own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
MTRN MATERION CORPIndustrials334.0K$48.3M11.6%-27.1%
SYNA SYNAPTICS INCTechnology655.7K$45.9M11.0%-5.3%
EXTR EXTREME NETWORKS INCTechnology2.8M$42.9M10.3%+24.6%
NPO ENPRO INCOther170.0K$42.6M10.2%-5.0%
THRM GENTHERM INCIndustrials1.3M$37.5M9.0%-7.8%
SONO SONOS INCIndustrials2.5M$33.4M8.0%-2.1%
HLIT HARMONIC INCTechnology3.2M$28.9M6.9%-0.1%
HAYW HAYWARD HOLDINGS INCIndustrials2.1M$28.6M6.8%+13.7%
MDXG MIMEDX GROUP INCHealthcare7.2M$28.3M6.8%+16.4%
RDVT RED VIOLET INCTechnology606.2K$21.0M5.0%+4.3%
BBSI BARRETT BUSINESS SVCS INCServices media718.4K$21.0M5.0%+10.7%
OOMA OOMA INCTechnology923.3K$13.4M3.2%-52.6%
TTGT TECHTARGET INCCommunications3.5M$13.4M3.2%-26.9%
CNM CORE & MAIN INC-CLASS AConsumer discretionary159.4K$7.9M1.9%+88.2%
AMPL AMPLITUDE INC-CLASS ATechnology380.5K$2.6M0.6%New
AVNS AVANOS MEDICAL INCHealthcare95.5K$1.3M0.3%New
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials2.4K$1.2M0.3%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 13, 202633$418.2M canonicalSEC ↗
Q4 202513F-HRFeb 13, 202634$507.6M canonicalSEC ↗
Q3 202513F-HRNov 12, 202538$551.6M canonicalSEC ↗
Q2 202513F-HR/ARESTATEMENTAug 19, 202540$575.9M canonicalSEC ↗
Q2 202513F-HRAug 13, 202540$575.9M SEC ↗
Q1 202513F-HRMay 13, 202545$679.6M canonicalSEC ↗
Q4 202413F-HRFeb 13, 202552$869.5M canonicalSEC ↗
Q3 202413F-HRNov 14, 202458$913.5M canonicalSEC ↗
Q2 202413F-HRAug 14, 202457$956.3M canonicalSEC ↗
Q1 202413F-HRMay 14, 202458$1.03B canonicalSEC ↗