Trigran Investments, Inc.

Q3 2026 13F-HR Holdings

Location
Northbrook, IL
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
18
Total value ($000)
$529,158
Net value change ($000)
-16,122 (-3.0%)
New positions
0
Sold out positions
1
Turnover %
7.3%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q2 2026
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)
AMPL 22,841 128.6%
CALX 19,522 118.3%
SONO 15,564 40.2%
CNM 8,582 37.6%
MDXG 6,825 24.7%
MSA 3,483 32.8%
BBSI 624 2.3%
Top Reduces (Value $000, Stocks/ETFs)
RDVT -38,243 -100.0%
SYNA -18,142 -37.0%
HLIT -13,602 -43.9%
MTRN -11,645 -17.8%
NPO -9,739 -16.5%
EXTR -2,577 -5.3%
HAYW -2,535 -6.5%
TTGT -2,454 -19.5%
THRM -2,112 -5.3%
BRK-B -6 -0.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7,493 (1.4% of total reported value)
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