Trigran Investments, Inc.
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.
Top Holdings
Equity Positions (17)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MTRN | MATERION CORP | 10.98% | $63.4M | 798,747 | $86.14 | $79.37 | -$1.5M |
T THRM | GENTHERM INC | 10.76% | $62.1M | 2,194,560 | $47.58 | $28.29 | +$3.0M |
S SYNA | SYNAPTICS INC | 9.86% | $56.9M | 878,169 | $109.60 | $64.82 | -$15.1M |
M MDXG | MIMEDX GROUP INC | 8.88% | $51.3M | 8,390,458 | $6.63 | $6.11 | -$6.5M |
S SONO | SONOS INC | 8.25% | $47.6M | 4,404,484 | $18.90 | $10.81 | -$8.4M |