Trigran Investments as of Sept. 30, 2014
Portfolio Holdings for Trigran Investments
Trigran Investments holds 23 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| DTS | 11.7 | $32M | 1.3M | 25.25 | |
| NVE Corporation (NVEC) | 10.1 | $27M | 425k | 64.54 | |
| Mercury Computer Systems (MRCY) | 8.6 | $23M | 2.1M | 11.01 | |
| Tessera Technologies | 7.4 | $20M | 754k | 26.58 | |
| KMG Chemicals | 7.4 | $20M | 1.2M | 16.28 | |
| DigitalGlobe | 7.3 | $20M | 694k | 28.50 | |
| Rentrak Corporation | 5.5 | $15M | 243k | 60.94 | |
| Kofax | 4.8 | $13M | 1.7M | 7.74 | |
| Pure Cycle Corporation (PCYO) | 4.6 | $12M | 1.9M | 6.47 | |
| Progress Software Corporation (PRGS) | 4.3 | $12M | 488k | 23.91 | |
| Acacia Research Corporation (ACTG) | 4.2 | $12M | 745k | 15.48 | |
| CECO Environmental (CECO) | 3.1 | $8.3M | 621k | 13.40 | |
| Avg Technologies | 2.6 | $7.1M | 431k | 16.58 | |
| ReachLocal | 2.5 | $6.7M | 1.8M | 3.61 | |
| Callidus Software | 2.4 | $6.5M | 542k | 12.02 | |
| Berkshire Hathaway (BRK.B) | 2.3 | $6.2M | 45k | 138.14 | |
| Farmer Brothers (FARM) | 2.3 | $6.1M | 212k | 28.95 | |
| SurModics (SRDX) | 2.1 | $5.8M | 317k | 18.16 | |
| SeaChange International | 2.0 | $5.5M | 790k | 6.96 | |
| Rosetta Stone | 1.7 | $4.7M | 580k | 8.05 | |
| TechTarget | 1.4 | $3.8M | 444k | 8.59 | |
| Cui Global | 1.3 | $3.4M | 473k | 7.24 | |
| Yume | 0.6 | $1.7M | 345k | 5.00 |
