Trigran Investments, Inc.

Q1 2026 13F-HR Holdings

Location
Northbrook, IL
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
17
Total value ($000)
$418,174
Net value change ($000)
-89,390 (-17.6%)
New positions
2
Sold out positions
2
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EXTR 4,887 12.8%
NPO 4,282 11.2%
CNM 3,473 78.9%
AMPL 2,595 NEW
AVNS 1,339 NEW
Top Reduces (Value $000, Stocks/ETFs)
THRM -15,757 -29.6%
MDXG -13,384 -32.1%
TTGT -12,140 -47.5%
RDVT -12,129 -36.6%
SONO -11,290 -25.3%
HCKT -10,242 -100.0%
OOMA -9,418 -41.2%
MTRN -8,637 -15.2%
SYNA -5,339 -10.4%
HLIT -2,973 -9.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type