Trigran Investments, Inc. Long-Term Concentrated

CIK: 0001336800 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 13, 2026

Total Value ($000): $507,564 (100.0% shares, 0.0% debt)

Holdings (17)

Increased Positions (4)

EXTR EXTREME NETWORKS 7.5%

Value ($000) $38,052 (-16.0%) Shares 2,285,391 (+4.2%) Est. Cost $13.83 Unrealized +32.8%

SYNA SYNAPTICS INC 10.1%

Value ($000) $51,265 (+13.4%) Shares 692,587 (+4.7%) Est. Cost $109.23 Unrealized -35.7%

BBSI BARRETT BUSINESS SVCS INC 4.6%

Value ($000) $23,491 (+32.6%) Shares 648,738 (+62.3%) Est. Cost $41.47 Unrealized -7.8%

CNM CORE & MAIN INC 0.9%

Value ($000) $4,400 (+262.9%) Shares 84,661 (+275.9%) Est. Cost $53.76 Unrealized -4.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
EXTR	EXTREME NETWORKS	2,285,391 (+4.2%)	$38,052 (-16.0%)	7.5%	$13.83	+32.8%	COM	30226D106
SYNA	SYNAPTICS INC	692,587 (+4.7%)	$51,265 (+13.4%)	10.1%	$109.23	-35.7%	COM	87157D109
BBSI	BARRETT BUSINESS SVCS INC	648,738 (+62.3%)	$23,491 (+32.6%)	4.6%	$41.47	-7.8%	COM	068463108
CNM	CORE & MAIN INC	84,661 (+275.9%)	$4,400 (+262.9%)	0.9%	$53.76	-4.6%	CL A	21874C102

Decreased Positions (9)

ANIK ANIKA THERAPEUTICS INC 0.3%

Value ($000) $1,618 (-89.4%) Shares 168,400 (-89.6%) Est. Cost $29.17 Unrealized -67.2%

MDXG MIMEDX GROUP INC 8.2%

Value ($000) $41,726 (-22.4%) Shares 6,163,384 (-20.0%) Est. Cost $7.23 Unrealized -3.0%

THRM GENTHERM INC 10.5%

Value ($000) $53,215 (-10.7%) Shares 1,463,143 (-16.4%) Est. Cost $50.92 Unrealized -29.3%

HCKT HACKETT GROUP INC 2.0%

Value ($000) $10,242 (-32.3%) Shares 521,758 (-34.5%) Est. Cost $17.29 Unrealized +9.7%

OOMA OOMA INC 4.5%

Value ($000) $22,851 (-14.5%) Shares 1,948,061 (-12.6%) Est. Cost $14.63 Unrealized -22.0%

TTGT TECHTARGET INC 5.0%

Value ($000) $25,569 (-12.2%) Shares 4,735,072 (-5.6%) Est. Cost $23.14 Unrealized -76.7%

MTRN MATERION CORP 11.2%

Value ($000) $56,948 (-5.3%) Shares 458,073 (-8.0%) Est. Cost $90.65 Unrealized +36.0%

SONO SONOS INC 8.8%

Value ($000) $44,645 (-5.9%) Shares 2,542,398 (-15.3%) Est. Cost $20.75 Unrealized -16.0%

RDVT RED VIOLET INC 6.5%

Value ($000) $33,102 (+2.8%) Shares 581,243 (-5.7%) Est. Cost $22.06 Unrealized +145.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ANIK	ANIKA THERAPEUTICS INC	168,400 (-89.6%)	$1,618 (-89.4%)	0.3%	$29.17	-67.2%	COM	035255108
MDXG	MIMEDX GROUP INC	6,163,384 (-20.0%)	$41,726 (-22.4%)	8.2%	$7.23	-3.0%	COM	602496101
THRM	GENTHERM INC	1,463,143 (-16.4%)	$53,215 (-10.7%)	10.5%	$50.92	-29.3%	COM	37253A103
HCKT	HACKETT GROUP INC	521,758 (-34.5%)	$10,242 (-32.3%)	2.0%	$17.29	+9.7%	COM	404609109
OOMA	OOMA INC	1,948,061 (-12.6%)	$22,851 (-14.5%)	4.5%	$14.63	-22.0%	COM	683416101
TTGT	TECHTARGET INC	4,735,072 (-5.6%)	$25,569 (-12.2%)	5.0%	$23.14	-76.7%	COM NEW	87874R308
MTRN	MATERION CORP	458,073 (-8.0%)	$56,948 (-5.3%)	11.2%	$90.65	+36.0%	COM	576690101
SONO	SONOS INC	2,542,398 (-15.3%)	$44,645 (-5.9%)	8.8%	$20.75	-16.0%	COM	83570H108
RDVT	RED VIOLET INC	581,243 (-5.7%)	$33,102 (+2.8%)	6.5%	$22.06	+145.9%	COM	75704L104

Unchanged Positions (4)

NPO ENPRO INC 7.6%

Value ($000) $38,339 Shares 179,047 Est. Cost $138.33 Unrealized +59.9%

HLIT HARMONIC INC 6.3%

Value ($000) $31,860 Shares 3,221,401 Est. Cost $10.73 Unrealized -6.1%

HAYW HAYWARD HLDGS INC 5.7%

Value ($000) $29,035 Shares 1,879,312 Est. Cost $14.66 Unrealized +7.8%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value ($000) $1,206 Shares 2,400 Est. Cost $143.94 Unrealized +245.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NPO	ENPRO INC	179,047	$38,339	7.6%	$138.33	+59.9%	COM	29355X107
HLIT	HARMONIC INC	3,221,401	$31,860	6.3%	$10.73	-6.1%	COM	413160102
HAYW	HAYWARD HLDGS INC	1,879,312	$29,035	5.7%	$14.66	+7.8%	COM	421298100
BRK/B	BERKSHIRE HATHAWAY INC DEL	2,400	$1,206	0.2%	$143.94	+245.7%	CL B NEW	084670702