Trigran Investments as of Sept. 30, 2019
Portfolio Holdings for Trigran Investments
Trigran Investments holds 19 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Gentherm (THRM) | 9.5 | $50M | 1.2M | 41.09 | |
| SurModics (SRDX) | 9.3 | $49M | 1.1M | 45.74 | |
| Visteon Corporation (VC) | 8.1 | $43M | 518k | 82.54 | |
| Sierra Wireless | 7.3 | $38M | 3.6M | 10.70 | |
| CECO Environmental (CECO) | 7.1 | $38M | 5.4M | 6.99 | |
| Brightcove (BCOV) | 7.0 | $37M | 3.5M | 10.48 | |
| Energy Recovery (ERII) | 6.6 | $35M | 3.8M | 9.26 | |
| Panhandle Oil and Gas | 6.3 | $34M | 2.4M | 13.98 | |
| Model N (MODN) | 5.8 | $31M | 1.1M | 27.76 | |
| Hackett (HCKT) | 5.2 | $27M | 1.7M | 16.46 | |
| Farmer Brothers (FARM) | 4.8 | $26M | 2.0M | 12.95 | |
| Quotient Technology | 4.3 | $23M | 2.9M | 7.82 | |
| Dolby Laboratories (DLB) | 4.0 | $21M | 331k | 64.64 | |
| Visteon Corp cmn | 3.4 | $18M | 220k | 82.54 | |
| Pure Cycle Corporation (PCYO) | 3.1 | $16M | 1.6M | 10.28 | |
| Monotype Imaging Holdings | 3.0 | $16M | 810k | 19.81 | |
| Sonos (SONO) | 2.2 | $12M | 880k | 13.41 | |
| Berkshire Hathaway (BRK.B) | 2.0 | $10M | 50k | 208.03 | |
| Luxfer Holdings (LXFR) | 1.0 | $5.4M | 346k | 15.58 |