Vault-13

Trigran Investments, Inc.

NORTHBROOK, IL · CIK 1336800 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2011 · corporation

As an employer

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

CityCountryPeople
Northbrook, IL (main office)United States United Statesabout 4
Boulder, COUnited States United States3

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$545.3m reported value +30.4% vs Q1 2026
17positions
80.0%in top 10
2 new 6 added 9 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 MATERION CORP COM MTRN MTRN 219,877 $65.4m11.99% 11.99% ReducedShares held: Q3 2025 497.7k, Q4 2025 458.1k, Q1 2026 334.0k, Q2 2026 219.9k -114.1k -114,108 -34.2%
2 ENPRO INC COM NPO NPO 156,472 $59.0m10.82% 10.82% ReducedShares held: Q3 2025 179.0k, Q4 2025 179.0k, Q1 2026 170.0k, Q2 2026 156.5k -13.6k -13,571 -8.0%
3 SYNAPTICS INC COM SYNA SYNA 394,893 $49.1m9.00% 9.00% ReducedShares held: Q3 2025 661.4k, Q4 2025 692.6k, Q1 2026 655.7k, Q2 2026 394.9k -260.8k -260,818 -39.8%
4 EXTREME NETWORKS COM EXTR EXTR 1,507,325 $48.8m8.95% 8.95% ReducedShares held: Q3 2025 2.2m, Q4 2025 2.3m, Q1 2026 2.8m, Q2 2026 1.5m -1.3m -1,340,045 -47.1%
5 GENTHERM INC COM THRM THRM 1,164,206 $39.7m7.28% 7.28% ReducedShares held: Q3 2025 1.7m, Q4 2025 1.5m, Q1 2026 1.3m, Q2 2026 1.2m -184.2k -184,163 -13.7%
6 SONOS INC COM SONO SONO 2,862,915 $38.7m7.10% 7.10% AddedShares held: Q3 2025 3.0m, Q4 2025 2.5m, Q1 2026 2.5m, Q2 2026 2.9m +373.8k +373,752 15.0%
7 HAYWARD HLDGS INC COM HAYW HAYW 2,237,543 $38.7m7.10% 7.10% AddedShares held: Q3 2025 1.9m, Q4 2025 1.9m, Q1 2026 2.1m, Q2 2026 2.2m +101.4k +101,440 4.8%
8 RED VIOLET INC COM RDVT RDVT 600,169 $38.2m7.01% 7.01% ReducedShares held: Q3 2025 616.6k, Q4 2025 581.2k, Q1 2026 606.2k, Q2 2026 600.2k -6.0k -5,987 -1.0%
9 HARMONIC INC COM HLIT HLIT 1,897,838 $31.0m5.68% 5.68% ReducedShares held: Q3 2025 3.2m, Q4 2025 3.2m, Q1 2026 3.2m, Q2 2026 1.9m -1.3m -1,318,997 -41.0%
10 BARRETT BUSINESS SVCS INC COM BBSI BBSI 778,356 $27.6m5.07% 5.07% AddedShares held: Q3 2025 399.7k, Q4 2025 648.7k, Q1 2026 718.4k, Q2 2026 778.4k +60.0k +59,966 8.3%
11 MIMEDX GROUP INC COM MDXG MDXG 7,173,770 $27.6m5.07% 5.07% ReducedShares held: Q3 2025 7.7m, Q4 2025 6.2m, Q1 2026 7.2m, Q2 2026 7.2m -1.3k -1,339 -0.0%
12 CORE & MAIN INC CL A CNM CNM 472,746 $22.8m4.18% 4.18% AddedShares held: Q3 2025 22.5k, Q4 2025 84.7k, Q1 2026 159.4k, Q2 2026 472.7k +313.4k +313,378 196.6%
13 AMPLITUDE INC COM CL A AMPL AMPL 2,321,209 $17.8m3.26% 3.26% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 380.5k, Q2 2026 2.3m +1.9m +1,940,683 510.0%
14 CALIX INC COM CALX CALX 442,008 $16.5m3.03% 3.03% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 442.0k
15 TECHTARGET INC COM NEW TTGT TTGT 3,487,313 $12.6m2.30% 2.30% AddedShares held: Q3 2025 5.0m, Q4 2025 4.7m, Q1 2026 3.5m, Q2 2026 3.5m +26.1k +26,105 0.8%
16 MSA SAFETY INC COM MSA MSA 60,834 $10.6m1.95% 1.95% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 60.8k
17 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 2,290 $1.1m0.21% 0.21% ReducedShares held: Q3 2025 2.4k, Q4 2025 2.4k, Q1 2026 2.4k, Q2 2026 2.3k -110 -110 -4.6%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
OOMA INC OOMA OOMA 923,264 $13.4m923.3k shares
AVANOS MED INC AVNS AVNS 95,540 $1.3m95.5k shares