Trigran Investments
Trigran Investments
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
17
Market Value
$418.2M
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
1
M
$MTRN
Materion Corporation
11.6%
% of Portfolio
Decreased 27.09%
2S
$SYNA
Synaptics Incorporated
11.0%
% of Portfolio
Decreased 5.32%
3E
$EXTR
Extreme Networks, Inc.
10.3%
% of Portfolio
Increased 24.59%
4N
$NPO
Enpro Inc.
10.2%
% of Portfolio
Decreased 5.03%
5T
$THRM
Gentherm Incorporated
9.0%
% of Portfolio
Decreased 7.84%
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| MTRN | 11.6% | 11.2% | 10.9% | 11.0% |
| SYNA | 11.0% | 10.1% | 8.2% | 9.9% |
| EXTR | 10.3% | 7.5% | 8.2% | 7.2% |
| NPO | 10.2% | 7.5% | 7.3% | 6.5% |
| THRM | 9.0% | 10.5% | 10.8% | 10.8% |
| SONO | 8.0% | 8.8% | 8.6% | 8.3% |
| HLIT | 6.9% | 6.3% | 5.9% | 5.9% |
| HAYW | 6.8% | 5.7% | - | - |
| MDXG | 6.8% | 8.2% | 9.7% | 8.9% |
| RDVT | 5.0% | 6.5% | 5.8% | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
EXTR+111.21%
SYNA+105.30%
MTRN+91.97%
HLIT+66.59%
NPO+54.66%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
MDXG-7.09%
TTGT-7.73%
Sector Analysis
Materials11.6%
Financials0.3%
Healthcare7.1%
Technology48.2%
Industrials23.9%
Consumer Discretionary9.0%
Trading Summary
All Holdings
1
M
$MTRN
11.6%
Decreased 27.09%
2S
$SYNA
11.0%
Decreased 5.32%
3E
$EXTR
10.3%
Increased 24.59%
4N
$NPO
10.2%
Decreased 5.03%
5T
$THRM
9.0%
Decreased 7.84%
6S
$SONO
8.0%
Decreased 2.09%
7H
$HLIT
6.9%
Decreased 0.14%
8H
$HAYW
6.8%
Increased 13.66%
9M
$MDXG
6.8%
Increased 16.42%
10R
$RDVT
5.0%
Increased 4.29%
11B
$BBSI
5.0%
Increased 10.74%
12O
$OOMA
3.2%
Decreased 52.61%
13T
$TTGT
3.2%
Decreased 26.90%
14C
$CNM
1.9%
Increased 88.24%
15A
$AMPL
0.6%
New
16A
$AVNS
0.3%
New
17B
$BRK.B
0.3%