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Trigran Investments, Inc.

CIK:0001336800
Investment Adviser
$576M AUM
17 holdings
Northbrook, IL, United States
Founded:1992
6 employees
Latest filing:Jun 30, 2025

Trigran Investments, Inc. is a privately held investment adviser based in Northbrook, Illinois, founded in 1992. The firm specializes in managing concentrated, long-only portfolios of small-cap equities, primarily for institutional investors and high net worth individuals. With a boutique structure, Trigran delivers customized investment solutions and focuses on in-depth research and long-term capital appreciation strategies.

Investment Strategy

Trigran Investments, Inc. employs a concentrated, long-only investment approach focused on small-cap stocks. The firm seeks to identify high-quality companies with sustainable business models, strong management teams, and compelling value propositions. By conducting exhaustive fundamental research, Trigran aims to invest in a limited number of undervalued businesses believed to possess significant appreciation potential. The strategy emphasizes long-term holding periods, capital preservation, and risk management, often resulting in portfolios that differ substantially from market indices.

Latest 13F Filing Activity

Trigran Investments, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 17 equity positions with a total 13F market value of $577M. The fund increased holdings in Barrett Business SVCS Inc., Gentherm Inc., Berkshire Hathaway Inc. Del among other positions. Trigran Investments, Inc. reduced exposure to Techtarget Inc., Synaptics Inc., Red Violet Inc. among others.

Top Buys
B
BBSIBARRETT BUSINESS SVCS INC
+$7.5M
H
HCKTHACKETT GROUP INC
-$5.6M
H
HLITHARMONIC INC
-$5.2M
O
OOMAOOMA INC
-$4.4M
T
THRMGENTHERM INC
+$3.0M
Top Sells
T
TTGTTECHTARGET INC
-$28.4M
S
SYNASYNAPTICS INC
-$15.1M
R
RDVTRED VIOLET INC
-$14.6M
A
ANIKANIKA THERAPEUTICS INC
-$9.1M
S
SONOSONOS INC
-$8.4M

Top Holdings

M
MTRNMATERION CORP
+11.0%$63.4M
T
THRMGENTHERM INC
+10.8%$62.1M
S
SYNASYNAPTICS INC
+9.9%$56.9M
M
MDXGMIMEDX GROUP INC
+8.9%$51.3M
S
SONOSONOS INC
+8.2%$47.6M

Equity Positions (17)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MATERION CORP10.98%$63.4M798,747$86.14$79.37-$1.5M
GENTHERM INC10.76%$62.1M2,194,560$47.58$28.29+$3.0M
SYNAPTICS INC9.86%$56.9M878,169$109.60$64.82-$15.1M
MIMEDX GROUP INC8.88%$51.3M8,390,458$6.63$6.11-$6.5M
SONOS INC8.25%$47.6M4,404,484$18.90$10.81-$8.4M

Industry Allocation

SURGICAL & MEDICAL INSTRUMENTS & APPARATUS
+12.5%
METAL FORGINGS & STAMPINGS
+10.9%
MOTOR VEHICLE PARTS & ACCESSORIES
+10.8%
TELEGRAPH & OTHER MESSAGE COMMUNICATIONS
+10.6%
HOUSEHOLD AUDIO & VIDEO EQUIPMENT
+8.6%