Trigran Investments, Inc. Portfolio Holdings
Q3 2025•17 long positions•$551.6M portfolio value
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Holding18 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Industrial Materials Basic Materials | $60.1M 10.9% | -$36.4M Sold | 2.4% 497.7K shares | 798.7K → 497.7K −$36.4M | -37.69% | $2.5B Mid Cap | Q2 2022 Held for 3y 5m | |
Auto - Parts Consumer Cyclical | $59.6M 10.8% | -$15.2M Sold | 5.73% 1.7M shares | 2.2M → 1.7M −$15.2M | -20.28% | $1.0B Small Cap | Q2 2016 Held for 9y 5m | |
Biotechnology Healthcare | $53.8M 9.74% | -$4.8M Sold | 5.2% 7.7M shares | 8.4M → 7.7M −$4.8M | -8.22% | $1.0B Small Cap | Q1 2024 Held for 1y 8m | |
Consumer Electronics Technology | $47.4M 8.6% | -$22.1M Sold | 2.48% 3.0M shares | 4.4M → 3.0M −$22.1M | -31.83% | $1.9B Small Cap | Q1 2019 Held for 6y 8m | |
Communication Equipment Technology | $45.3M 8.21% | -$2.7M Sold | 1.64% 2.2M shares | 2.3M → 2.2M −$2.7M | -5.64% | $2.8B Mid Cap | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $45.2M 8.19% | -$14.8M Sold | 1.69% 661.4K shares | 878.2K → 661.4K −$14.8M | -24.68% | $2.7B Mid Cap | Q1 2021 Held for 4y 8m | |
Industrial - Machinery Industrials | $40.5M 7.34% | -$3.5M Sold | 0.858% 179.0K shares | 194.5K → 179.0K −$3.5M | -7.97% | $4.7B Mid Cap | Q2 2023 Held for 2y 5m | |
Communication Equipment Technology | $32.8M 5.94% | -$3.8M Sold | 2.83% 3.2M shares | 3.6M → 3.2M −$3.8M | -10.34% | $1.2B Small Cap | Q2 2021 Held for 4y 5m | |
Software - Application Technology | $32.2M 5.84% | -$492.0K Sold | 4.41% 616.6K shares | 626.0K → 616.6K −$492.0K | -1.5% | $730.3M Small Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $29.1M 5.28% | +$229.1K Bought | 7.01% 5.0M shares | 5.0M → 5.0M +$229.1K | +0.79% | $415.4M Small Cap | Q4 2022 Held for 2y 11m | |
Electrical Equipment & Parts Industrials | $28.4M 5.15% | — | 0.867% 1.9M shares | — | — | $3.3B Mid Cap | Q2 2024 Held for 1y 5m | |
Telecommunications Services Communication Services | $26.7M 4.85% | -$9.3M Sold | 8.09% 2.2M shares | 3.0M → 2.2M −$9.3M | -25.91% | $330.5M Small Cap | Q2 2020 Held for 5y 5m | |
Staffing & Employment Services Industrials | $17.7M 3.21% | +$9.7M Bought | 1.56% 399.7K shares | 180.6K → 399.7K +$9.7M | +121.26% | $1.1B Small Cap | Q2 2025 Held for 5 months | |
Medical - Devices Healthcare | $15.2M 2.76% | -$3.9M Sold | 11.24% 1.6M shares | 2.0M → 1.6M −$3.9M | -20.39% | $135.5M Micro Cap | Q2 2021 Held for 4y 5m | |
Information Technology Services Technology | $15.1M 2.74% | +$2.3M Bought | 2.89% 796.4K shares | 675.3K → 796.4K +$2.3M | +17.93% | $523.0M Small Cap | Q1 2017 Held for 8y 8m | |
Industrial - Distribution Industrials | $1.2M 0.22% | +$1.2M New | 0.012% 22.5K shares | 0 → 22.5K +$1.2M | New | $10.3B Large Cap | Q3 2025 Held for 2 months | |
Insurance - Diversified Financial Services | $1.2M 0.219% | -$50.3K Sold | 0.0% 2.4K shares | 2.5K → 2.4K −$50.3K | -4.0% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Insurance - Diversified Financial Services | - — | -$1.2M Sold | — - shares | 2.5K → 0 −$1.2M | Sold | $1.06T Mega Cap | Q2 2025 Held for 5 months |
