StockDriftsStockDriftsTop 17 Trigran Investments INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTRN | MATERION CORP | 11.99% | 219.9K | $65.4M | -34.17%(-114.11K) | $89.98(+215.51%) | 2026-06-30 | |
| NPO | ENPRO INC | 10.82% | 156.5K | $59.0M | -7.98%(-13.57K) | $143.92(+138.36%) | 2026-06-30 | |
| SYNA | SYNAPTICS INC | 9% | 394.9K | $49.1M | -39.78%(-260.82K) | $112.37(-4.23%) | 2026-06-30 | |
| EXTR | EXTREME NETWORKS INC | 8.95% | 1.51M | $48.8M | -47.06%(-1.34M) | $14.66(+65.65%) | 2026-06-30 | |
| THRM | GENTHERM INC | 7.28% | 1.16M | $39.7M | -13.66%(-184.16K) | $50.56(-16.54%) | 2026-06-30 | |
| SONO | SONOS INC | 7.1% | 2.86M | $38.7M | +15.02%(+373.75K) | $19.51(-20.60%) | 2026-06-30 | |
| HAYW | HAYWARD HLDGS INC | 7.1% | 2.24M | $38.7M | +4.75%(+101.44K) | $14.49(+8.45%) | 2026-06-30 | |
| RDVT | RED VIOLET INC | 7.01% | 600.2K | $38.2M | -0.99%(-5.99K) | $22.77(+202.16%) | 2026-06-30 | |
| HLIT | HARMONIC INC | 5.68% | 1.90M | $31.0M | -41.00%(-1.32M) | $11.08(+5.35%) | 2026-06-30 | |
| BBSI | BARRETT BUSINESS SVCS INC | 5.07% | 778.4K | $27.6M | +8.35%(+59.97K) | $39.83(-20.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.67% | +14.66% | +2.85% | +15.11% |
| Top 20 Holdings Unweighted | +7.68% | +24.86% | +6.20% | +35.11% |
Trigran Investments INC reports $545.28M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are MTRN (12.0%), NPO (10.8%) and SYNA (9.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +14.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Trigran Investments INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1336800). View Trigran Investments INC’s 13F filings on SEC