Trigran Investments, Inc.
Follow13F filer, CIK 1336800, NORTHBROOK, IL
Trigran Investments, Inc. reported $869,547,500 across 18 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-13. Its ten largest share positions make up 76.75% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001062993-25-002307
- Period
- 2024-12-31
- Reported value
- $870M
- Holdings
- 18
- Top 10 weight
- 76.75%
- New
- 1
- Sold out
- 3
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TTGTnew | +3,759,509 | $74.5M |
| HAYWadded | +1,034,610 | $15.8M |
| THRMadded | +135,458 | $5.41M |
| SYNAadded | +59,647 | $4.55M |
| MTRNadded | +23,208 | $2.29M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TECHTARGET INCexited | -3,804,824 | -$93M |
| SSTKexited | -751,347 | -$26.6M |
| RDVTreduced | -316,588 | -$11.5M |
| HLITreduced | -696,651 | -$9.22M |
| SONOreduced | -585,923 | -$8.81M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2024
Share positions as resolved from 13F-HR 0001062993-25-002307, largest first. % of portfolio is the value over $869,547,500, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| SYNASYNAPTICS INC | 1,072,222 | $81.8M | 9.41% | +59,647 | Timeline | ||
| THRMGENTHERM INC | 1,990,938 | $79.5M | 9.14% | +135,458 | Timeline | ||
| TTGTTECHTARGET INC | 3,759,509 | $74.5M | 8.57% | new | Timeline | ||
| MDXGMIMEDX GROUP INC | 7,621,517 | $73.3M | 8.43% | -68,852 | Timeline | ||
| MTRNMATERION CORP | 737,830 | $73M | 8.39% | +23,208 | Timeline | ||
| HLITHARMONIC INC | 4,979,294 | $65.9M | 7.58% | -696,651 | Timeline | ||
| SONOSONOS INC | 4,231,712 | $63.6M | 7.32% | -585,923 | Timeline | ||
| RDVTRED VIOLET INC | 1,595,399 | $57.8M | 6.64% | -316,588 | Timeline | ||
| OOMAOOMA INC | 3,487,277 | $49M | 5.64% | -337,002 | Timeline | ||
| NPOENPRO INC | 283,906 | $49M | 5.63% | -4,859 | Timeline | ||
| EXTREXTREME NETWORKS INC | 2,384,325 | $39.9M | 4.59% | +94,508 | Timeline | ||
| HAYWHAYWARD HLDGS INC | 2,400,037 | $36.7M | 4.22% | +1,034,610 | Timeline | ||
| ANIKANIKA THERAPEUTICS INC | 2,021,778 | $33.3M | 3.83% | -102,682 | Timeline | ||
| HCKTHACKETT GROUP INC | 877,554 | $27M | 3.1% | -201,283 | Timeline | ||
| CALXCALIX INC | 721,648 | $25.2M | 2.89% | -20,665 | Timeline | ||
| FROGJFROG LTD | 821,250 | $24.2M | 2.78% | -10,000 | Timeline | ||
| Surmodics IncSurmodics Inc | 368,215 | $14.6M | 1.68% | -175,127 | |||
| BRK-BBERKSHIRE HATHAWAY INC DEL | 3,150 | $1.43M | 0.16% | 0 | Timeline |
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| TECHTARGET INCTECHTARGET INC | 3,804,824 | $93M | shares |
| SSTKSHUTTERSTOCK INC | 751,347 | $26.6M | shares |
| BRIGHTCOVE INCBRIGHTCOVE INC | 2,417,344 | $5.22M | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001062993-25-002307 | base | 2025-02-13 | acceptance time not in the bulk data set |