Trigran Investments as of March 31, 2020
Portfolio Holdings for Trigran Investments
Trigran Investments holds 21 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| SurModics (SRDX) | 14.2 | $65M | 1.9M | 33.32 | |
| Energy Recovery (ERII) | 8.5 | $39M | 5.2M | 7.44 | |
| Gentherm (THRM) | 7.8 | $35M | 1.1M | 31.40 | |
| Quotient Technology | 7.7 | $35M | 5.4M | 6.50 | |
| Hackett (HCKT) | 6.4 | $29M | 2.3M | 12.72 | |
| Brightcove (BCOV) | 6.2 | $28M | 4.1M | 6.97 | |
| Dolby Laboratories (DLB) | 6.2 | $28M | 522k | 54.21 | |
| Sierra Wireless | 6.2 | $28M | 4.9M | 5.68 | |
| CECO Environmental (CECO) | 5.8 | $26M | 5.7M | 4.67 | |
| Visteon Corporation (VC) | 5.6 | $25M | 529k | 47.98 | |
| Sonos (SONO) | 5.5 | $25M | 3.0M | 8.48 | |
| Audiocodes Ltd Com Stk (AUDC) | 3.8 | $17M | 720k | 23.89 | |
| Farmer Brothers (FARM) | 3.4 | $16M | 2.2M | 6.96 | |
| Visteon Corp cmn | 2.4 | $11M | 227k | 47.98 | |
| Luxfer Holdings (LXFR) | 2.4 | $11M | 766k | 14.14 | |
| Berkshire Hathaway (BRK.B) | 2.0 | $9.2M | 50k | 182.83 | |
| Panhandle Oil and Gas | 1.9 | $8.8M | 2.4M | 3.69 | |
| CalAmp | 1.4 | $6.3M | 1.4M | 4.50 | |
| TechTarget (TTGT) | 1.3 | $5.7M | 278k | 20.61 | |
| Pure Cycle Corporation (PCYO) | 1.1 | $5.0M | 449k | 11.15 | |
| Model N (MODN) | 0.3 | $1.5M | 68k | 22.21 |
