Trigran Investments, Inc. Long-Term Concentrated

Location: Northbrook, IL

CIK: 0001336800 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $508M (100.0% shares, 0.0% debt)

Holdings (17)

MTRN MATERION CORP 11.2%

Value $56.95M Shares 458,073 Est. Cost $90.65 Unrealized +36.0%

THRM GENTHERM INC 10.5%

Value $53.21M Shares 1,463,143 Est. Cost $50.92 Unrealized -29.3%

SYNA SYNAPTICS INC 10.1%

Value $51.27M Shares 692,587 Est. Cost $109.23 Unrealized -35.7%

SONO SONOS INC 8.8%

Value $44.64M Shares 2,542,398 Est. Cost $20.75 Unrealized -16.0%

MDXG MIMEDX GROUP INC 8.2%

Value $41.73M Shares 6,163,384 Est. Cost $7.23 Unrealized -3.0%

NPO ENPRO INC 7.6%

Value $38.34M Shares 179,047 Est. Cost $138.33 Unrealized +59.9%

EXTR EXTREME NETWORKS 7.5%

Value $38.05M Shares 2,285,391 Est. Cost $13.83 Unrealized +32.8%

RDVT RED VIOLET INC 6.5%

Value $33.1M Shares 581,243 Est. Cost $22.06 Unrealized +145.9%

HLIT HARMONIC INC 6.3%

Value $31.86M Shares 3,221,401 Est. Cost $10.73 Unrealized -6.1%

HAYW HAYWARD HLDGS INC 5.7%

Value $29.04M Shares 1,879,312 Est. Cost $14.66 Unrealized +7.8%

TTGT TECHTARGET INC 5.0%

Value $25.57M Shares 4,735,072 Est. Cost $23.14 Unrealized -76.7%

BBSI BARRETT BUSINESS SVCS INC 4.6%

Value $23.49M Shares 648,738 Est. Cost $41.47 Unrealized -7.8%

OOMA OOMA INC 4.5%

Value $22.85M Shares 1,948,061 Est. Cost $14.63 Unrealized -22.0%

HCKT HACKETT GROUP INC 2.0%

Value $10.24M Shares 521,758 Est. Cost $17.29 Unrealized +9.7%

CNM CORE & MAIN INC 0.9%

Value $4.4M Shares 84,661 Est. Cost $53.76 Unrealized -4.6%

ANIK ANIKA THERAPEUTICS INC 0.3%

Value $1.618M Shares 168,400 Est. Cost $29.17 Unrealized -67.2%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value $1.206M Shares 2,400 Est. Cost $143.94 Unrealized +245.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MTRN	MATERION CORP	458,073	$56.95M	11.2%	$90.65	+36.0%	COM	576690101
THRM	GENTHERM INC	1,463,143	$53.21M	10.5%	$50.92	-29.3%	COM	37253A103
SYNA	SYNAPTICS INC	692,587	$51.27M	10.1%	$109.23	-35.7%	COM	87157D109
SONO	SONOS INC	2,542,398	$44.64M	8.8%	$20.75	-16.0%	COM	83570H108
MDXG	MIMEDX GROUP INC	6,163,384	$41.73M	8.2%	$7.23	-3.0%	COM	602496101
NPO	ENPRO INC	179,047	$38.34M	7.6%	$138.33	+59.9%	COM	29355X107
EXTR	EXTREME NETWORKS	2,285,391	$38.05M	7.5%	$13.83	+32.8%	COM	30226D106
RDVT	RED VIOLET INC	581,243	$33.1M	6.5%	$22.06	+145.9%	COM	75704L104
HLIT	HARMONIC INC	3,221,401	$31.86M	6.3%	$10.73	-6.1%	COM	413160102
HAYW	HAYWARD HLDGS INC	1,879,312	$29.04M	5.7%	$14.66	+7.8%	COM	421298100
TTGT	TECHTARGET INC	4,735,072	$25.57M	5.0%	$23.14	-76.7%	COM NEW	87874R308
BBSI	BARRETT BUSINESS SVCS INC	648,738	$23.49M	4.6%	$41.47	-7.8%	COM	068463108
OOMA	OOMA INC	1,948,061	$22.85M	4.5%	$14.63	-22.0%	COM	683416101
HCKT	HACKETT GROUP INC	521,758	$10.24M	2.0%	$17.29	+9.7%	COM	404609109
CNM	CORE & MAIN INC	84,661	$4.4M	0.9%	$53.76	-4.6%	CL A	21874C102
ANIK	ANIKA THERAPEUTICS INC	168,400	$1.618M	0.3%	$29.17	-67.2%	COM	035255108
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,400	$1.206M	0.2%	$143.94	+245.7%	CL B NEW	084670702