Trigran Investments
Trigran Investments reported 17 stocks worth $545M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are MTRN (12.0%), NPO (10.8%) and SYNA (9.0%). Compared with Q1 2026, the fund opened new positions in CALX and MSA, added to SONO, HAYW and BBSI, trimmed MTRN, NPO and SYNA and sold out of OOMA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MTRN Materion Corp | $65.4M | 12.0% | 220K | −114K (−34%) | 8 of 8 | |
| 2 |  NPO Enpro Inc | $59M | 10.8% | 156K | −14K (−8%) | 8 of 8 | |
| 3 |  SYNA Synaptics Inc | $49.1M | 9.0% | 395K | −261K (−40%) | 8 of 8 | |
| 4 |  EXTR Extreme Networks | $48.8M | 8.9% | 1.5M | −1.3M (−47%) | 8 of 8 | |
| 5 |  THRM Gentherm Inc | $39.7M | 7.3% | 1.2M | −184K (−14%) | 8 of 8 | |
| 6 |  SONO Sonos Inc | $38.7M | 7.1% | 2.9M | +374K (+15%) | 8 of 8 | |
| 7 |  HAYW Hayward Hldgs Inc | $38.7M | 7.1% | 2.2M | +101K (+5%) | 8 of 8 | |
| 8 |  RDVT Red Violet Inc | $38.2M | 7.0% | 600K | −5,987 (−1%) | 8 of 8 | |
| 9 |  HLIT Harmonic Inc | $31M | 5.7% | 1.9M | −1.3M (−41%) | 8 of 8 | |
| 10 |  BBSI Barrett Business Svcs Inc | $27.6M | 5.1% | 778K | +60K (+8%) | 5 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 OOMA Ooma Inc | $13.4M | 923K |
AVANOS MED INC | $1.3M | 96K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Trigran Investments 13F FAQ
What does Trigran Investments own?
Trigran Investments reported 17 stocks worth $545M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are MTRN (12.0%), NPO (10.8%) and SYNA (9.0%). The table above lists every position in the filing (the top 10 without an account).
What did Trigran Investments buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 6 added to, 8 trimmed and 2 sold out. New positions include CALX and MSA. It sold all of OOMA.
When will Trigran Investments file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Trigran Investments's portfolio worth?
The Q2 2026 filing reports $545M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.