Q4 2025 · 13F-HR
Trigran Investments, Inc.holdings as filed
Filed 2026-02-13 · accession 0001062993-26-000909
$507.6M
Reported value
17
Positions
2025-12-31
Period end
The Brief · Trigran Investments, Inc. · Q4 2025
AI · grounded in 13F
Trigran Investments, Inc. increased its position in CNM by 275.85% to lead its activity for the period. The fund also accumulated shares of BBSI by 62.31% and SYNA by 4.71%. These additions occurred alongside a significant reduction in ANIK, where the fund trimmed its holdings by 89.61%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 576690101 | MTRN | MATERION CORP | $56.9M | 11.2% | 458,073 | Common | SOLE |
| 37253A103 | THRM | GENTHERM INC | $53.2M | 10.5% | 1,463,143 | Common | SOLE |
| 87157D109 | SYNA | SYNAPTICS INC | $51.3M | 10.1% | 692,587 | Common | SOLE |
| 83570H108 | SONO | SONOS INC | $44.6M | 8.80% | 2,542,398 | Common | SOLE |
| 602496101 | MDXG | MIMEDX GROUP INC | $41.7M | 8.22% | 6,163,384 | Common | SOLE |
| 29355X107 | NPO | ENPRO INC | $38.3M | 7.55% | 179,047 | Common | SOLE |
| 30226D106 | EXTR | EXTREME NETWORKS | $38.1M | 7.50% | 2,285,391 | Common | SOLE |
| 75704L104 | RDVT | RED VIOLET INC | $33.1M | 6.52% | 581,243 | Common | SOLE |
| 413160102 | HLIT | HARMONIC INC | $31.9M | 6.28% | 3,221,401 | Common | SOLE |
| 421298100 | HAYW | HAYWARD HLDGS INC | $29.0M | 5.72% | 1,879,312 | Common | SOLE |
| 87874R308 | TTGT | TECHTARGET INC | $25.6M | 5.04% | 4,735,072 | Common | SOLE |
| 068463108 | BBSI | BARRETT BUSINESS SVCS INC | $23.5M | 4.63% | 648,738 | Common | SOLE |
| 683416101 | OOMA | OOMA INC | $22.9M | 4.50% | 1,948,061 | Common | SOLE |
| 404609109 | HCKT | HACKETT GROUP INC | $10.2M | 2.02% | 521,758 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $4.4M | 0.87% | 84,661 | Common | SOLE |
| 035255108 | ANIK | ANIKA THERAPEUTICS INC | $1.6M | 0.32% | 168,400 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.2M | 0.24% | 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.