Q3 2025 · 13F-HR
Trigran Investments, Inc.holdings as filed
Filed 2025-11-12 · accession 0001062993-25-016675
$551.6M
Reported value
17
Positions
2025-09-30
Period end
The Brief · Trigran Investments, Inc. · Q3 2025
AI · grounded in 13F
Trigran Investments, Inc. established a new position in Materion Corp MTRN valued at $60.1M. The fund also initiated new stakes in Gentherm Inc THRM for $59.6M and MiMedx Group Inc MDXG for $53.8M. Additional new positions include Sonos Inc SONO, Extreme Networks EXTR, and Synaptics Inc SYNA. The fund ended the period with 17 positions and total AUM of $551.6M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 576690101 | MTRN | MATERION CORP | $60.1M | 10.9% | 497,729 | Common | SOLE |
| 37253A103 | THRM | GENTHERM INC | $59.6M | 10.8% | 1,749,467 | Common | SOLE |
| 602496101 | MDXG | MIMEDX GROUP INC | $53.8M | 9.74% | 7,701,028 | Common | SOLE |
| 83570H108 | SONO | SONOS INC | $47.4M | 8.60% | 3,002,734 | Common | SOLE |
| 30226D106 | EXTR | EXTREME NETWORKS | $45.3M | 8.21% | 2,192,401 | Common | SOLE |
| 87157D109 | SYNA | SYNAPTICS INC | $45.2M | 8.19% | 661,437 | Common | SOLE |
| 29355X107 | NPO | ENPRO INC | $40.5M | 7.34% | 179,047 | Common | SOLE |
| 413160102 | HLIT | HARMONIC INC | $32.8M | 5.94% | 3,221,401 | Common | SOLE |
| 75704L104 | RDVT | RED VIOLET INC | $32.2M | 5.84% | 616,554 | Common | SOLE |
| 87874R308 | TTGT | TECHTARGET INC | $29.1M | 5.28% | 5,013,868 | Common | SOLE |
| 421298100 | HAYW | HAYWARD HLDGS INC | $28.4M | 5.15% | 1,879,312 | Common | SOLE |
| 683416101 | OOMA | OOMA INC | $26.7M | 4.85% | 2,229,212 | Common | SOLE |
| 068463108 | BBSI | BARRETT BUSINESS SVCS INC | $17.7M | 3.21% | 399,686 | Common | SOLE |
| 035255108 | ANIK | ANIKA THERAPEUTICS INC | $15.2M | 2.76% | 1,621,215 | Common | SOLE |
| 404609109 | HCKT | HACKETT GROUP INC | $15.1M | 2.74% | 796,403 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $1.2M | 0.22% | 22,525 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.2M | 0.22% | 2,400 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.