Trigran Investments, Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EXTREME NETWORKS(EXTR) | 2,285,391 | 2,847,370 | +561,979 | 38,051,760 | 42,938,540 | 10.27% | +4,886,780 |
| ENPRO INC(NPO) | 179,047 | 170,043 | -9,004 | 38,339,334 | 42,621,278 | 10.19% | +4,281,944 |
| CORE & MAIN INC(CNM) | 84,661 | 159,368 | +74,707 | 4,399,832 | 7,872,779 | 1.88% | +3,472,947 |
| AMPLITUDE INC(AMPL) | 0 | 380,526 | +380,526 | 0 | 2,595,188 | 0.62% | +2,595,188 |
| AVANOS MED INC(AVNS) | 0 | 95,540 | +95,540 | 0 | 1,338,515 | 0.32% | +1,338,515 |
| BERKSHIRE HATHAWAY INC DEL | 2,400 | 2,400 | 0 | 1,206,360 | 1,150,080 | 0.28% | -56,280 |
| HAYWARD HLDGS INC(HAYW) | 1,879,312 | 2,136,103 | +256,791 | 29,035,371 | 28,581,058 | 6.83% | -454,313 |
| ANIKA THERAPEUTICS INC | 168,400 | 0 | -168,400 | 1,618,324 | 0 | — | -1,618,324 |
| BARRETT BUSINESS SVCS INC | 648,738 | 718,390 | +69,652 | 23,490,803 | 20,962,620 | 5.01% | -2,528,183 |
| HARMONIC INC(HLIT) | 3,221,401 | 3,216,835 | -4,566 | 31,859,656 | 28,887,178 | 6.91% | -2,972,478 |
| SYNAPTICS INC(SYNA) | 692,587 | 655,711 | -36,876 | 51,265,290 | 45,925,998 | 10.98% | -5,339,292 |
| MATERION CORP(MTRN) | 458,073 | 333,985 | -124,088 | 56,947,636 | 48,310,930 | 11.55% | -8,636,706 |
| OOMA INC | 1,948,061 | 923,264 | -1,024,797 | 22,850,756 | 13,433,491 | 3.21% | -9,417,265 |
| HACKETT GROUP INC | 521,758 | 0 | -521,758 | 10,242,110 | 0 | — | -10,242,110 |
| SONOS INC(SONO) | 2,542,398 | 2,489,163 | -53,235 | 44,644,508 | 33,354,784 | 7.98% | -11,289,724 |
| RED VIOLET INC | 581,243 | 606,156 | +24,913 | 33,101,789 | 20,972,997 | 5.02% | -12,128,792 |
| TECHTARGET INC | 4,735,072 | 3,461,208 | -1,273,864 | 25,569,389 | 13,429,487 | 3.21% | -12,139,902 |
| MIMEDX GROUP INC | 6,163,384 | 7,175,109 | +1,011,725 | 41,726,110 | 28,341,680 | 6.78% | -13,384,430 |
| GENTHERM INC(THRM) | 1,463,143 | 1,348,369 | -114,774 | 53,214,511 | 37,457,691 | 8.96% | -15,756,820 |