Trigran Investments as of Dec. 31, 2020
Portfolio Holdings for Trigran Investments
Trigran Investments holds 20 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Quotient Technology | 10.5 | $83M | 8.8M | 9.42 | |
| SurModics (SRDX) | 9.9 | $78M | 1.8M | 43.52 | |
| Sierra Wireless | 9.8 | $77M | 5.2M | 14.61 | |
| Energy Recovery (ERII) | 9.6 | $76M | 5.5M | 13.64 | |
| Brightcove (BCOV) | 9.1 | $71M | 3.9M | 18.40 | |
| Absolute Software Corporation | 8.4 | $66M | 5.6M | 11.90 | |
| Gentherm (THRM) | 8.4 | $65M | 1.0M | 65.22 | |
| Sonos (SONO) | 7.7 | $60M | 2.6M | 23.39 | |
| CECO Environmental (CECO) | 4.9 | $38M | 5.5M | 6.96 | |
| Hackett (HCKT) | 4.5 | $35M | 2.5M | 14.39 | |
| Sitime Corp (SITM) | 4.0 | $31M | 277k | 111.93 | |
| CalAmp | 2.5 | $20M | 2.0M | 9.92 | |
| Dolby Laboratories (DLB) | 2.5 | $20M | 200k | 97.13 | |
| Ooma (OOMA) | 1.8 | $14M | 983k | 14.40 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $12M | 53k | 231.87 | |
| HealthStream (HSTM) | 1.5 | $12M | 555k | 21.84 | |
| Red Violet (RDVT) | 1.4 | $11M | 411k | 26.11 | |
| Phx Minerals Cl A (PHX) | 0.7 | $5.4M | 2.4M | 2.30 | |
| Farmer Brothers (FARM) | 0.7 | $5.2M | 1.1M | 4.67 | |
| Codexis (CDXS) | 0.6 | $4.4M | 203k | 21.83 |
