Trigran Investments as of Dec. 31, 2019
Portfolio Holdings for Trigran Investments
Trigran Investments holds 19 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SurModics (SRDX) | 11.2 | $62M | 1.5M | 41.43 | |
| Gentherm (THRM) | 9.2 | $51M | 1.2M | 44.39 | |
| Energy Recovery (ERII) | 8.8 | $49M | 5.0M | 9.79 | |
| CECO Environmental (CECO) | 7.5 | $42M | 5.4M | 7.66 | |
| Sierra Wireless | 7.2 | $40M | 4.2M | 9.55 | |
| Visteon Corporation (VC) | 7.0 | $39M | 450k | 86.59 | |
| Brightcove (BCOV) | 6.1 | $34M | 3.9M | 8.69 | |
| Quotient Technology | 5.8 | $33M | 3.3M | 9.86 | |
| Farmer Brothers (FARM) | 5.3 | $29M | 1.9M | 15.06 | |
| Hackett (HCKT) | 5.2 | $29M | 1.8M | 16.14 | |
| Panhandle Oil and Gas | 4.8 | $27M | 2.4M | 11.21 | |
| Model N (MODN) | 4.2 | $23M | 663k | 35.07 | |
| Dolby Laboratories (DLB) | 4.1 | $23M | 331k | 68.80 | |
| Pure Cycle Corporation (PCYO) | 3.2 | $18M | 1.4M | 12.59 | |
| Sonos (SONO) | 2.8 | $16M | 1.0M | 15.62 | |
| Visteon Corp cmn | 2.8 | $16M | 180k | 86.59 | |
| Berkshire Hathaway (BRK.B) | 2.0 | $11M | 50k | 226.50 | |
| Luxfer Holdings (LXFR) | 1.9 | $10M | 561k | 18.51 | |
| Logmein Inc cmn | 0.9 | $5.3M | 61k | 85.73 |
