TRIGRAN INVESTMENTS, INC.

PrivateCIK: 1336800

Location

NORTHBROOK, IL

Positions

$545.28M

Total AUM (reported)

25.78M

Total Shares

Allocation by class

COM$491.01M90.0%

CL A$22.81M4.2%

COM CL A$17.76M3.3%

COM NEW$12.55M2.3%

CL B NEW$1.15M0.2%

Portfolio Concentration

Top 3$173.43M31.8%

4–10$262.85M48.2%

11–25$109.00M20.0%

Top 3 weight

31.8%

Top 10 weight

80.0%

Voting Authority Distribution

Total shares with voting rights: 25.78M

Sole

Full voting authority

23.69M

% of voting shares91.9%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.09M

% of voting shares8.1%

Investment Discretion (by position count)

Sole16

Shared0

Other1

Dominant voting typeSole · 91.9% of voting shares

Institutional Holdings17

Rows:

MATERION CORP

SOLE

COM

Shares219.88K

TypeSH

Market value$65.39M

11.99%

Sole

202.34K

Shared

0.00

None

17.54K

ENPRO INC

SOLE

COM

Shares156.47K

TypeSH

Market value$58.98M

10.82%

Sole

145.93K

Shared

0.00

None

10.54K

SYNAPTICS INC

SOLE

COM

Shares394.89K

TypeSH

Market value$49.06M

9.00%

Sole

370.98K

Shared

0.00

None

23.92K

EXTREME NETWORKS INC

SOLE

COM

Shares1.51M

TypeSH

Market value$48.79M

8.95%

Sole

1.39M

Shared

0.00

None

120.81K

GENTHERM INC

SOLE

COM

Shares1.16M

TypeSH

Market value$39.71M

7.28%

Sole

1.07M

Shared

0.00

None

93.93K

SONOS INC

SOLE

COM

Shares2.86M

TypeSH

Market value$38.74M

7.10%

Sole

2.64M

Shared

0.00

None

224.73K

HAYWARD HLDGS INC

SOLE

COM

Shares2.24M

TypeSH

Market value$38.73M

7.10%

Sole

2.07M

Shared

0.00

None

172.15K

RED VIOLET INC

SOLE

COM

Shares600.17K

TypeSH

Market value$38.24M

7.01%

Sole

556.76K

Shared

0.00

None

43.41K

HARMONIC INC

SOLE

COM

Shares1.90M

TypeSH

Market value$30.99M

5.68%

Sole

1.75M

Shared

0.00

None

143.74K

BARRETT BUSINESS SVCS INC

SOLE

COM

Shares778.36K

TypeSH

Market value$27.65M

5.07%

Sole

708.72K

Shared

0.00

None

69.64K

MIMEDX GROUP INC

SOLE

COM

Shares7.17M

TypeSH

Market value$27.62M

5.07%

Sole

6.57M

Shared

0.00

None

601.72K

CORE & MAIN INC

SOLE

CL A

Shares472.75K

TypeSH

Market value$22.81M

4.18%

Sole

436.35K

Shared

0.00

None

36.40K

AMPLITUDE INC

SOLE

COM CL A

Shares2.32M

TypeSH

Market value$17.76M

3.26%

Sole

2.14M

Shared

0.00

None

179.08K

CALIX INC

SOLE

COM

Shares442.01K

TypeSH

Market value$16.50M

3.03%

Sole

405.59K

Shared

0.00

None

36.42K

TECHTARGET INC

SOLE

COM NEW

Shares3.49M

TypeSH

Market value$12.55M

2.30%

Sole

3.17M

Shared

0.00

None

313.10K

MSA SAFETY INC

SOLE

COM

Shares60.83K

TypeSH

Market value$10.62M

1.95%

Sole

56.22K

Shared

0.00

None

4.62K

BERKSHIRE HATHAWAY INC DEL

OTR

CL B NEW

Shares2.29K

TypeSH

Market value$1.15M

0.21%

Sole

0.00

Shared

0.00

None

2.29K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
MATERION CORPSOLE	COM	219.88K	SH	$65.39M 11.99%	202.34K	17.54K
ENPRO INCSOLE	COM	156.47K	SH	$58.98M 10.82%	145.93K	10.54K
SYNAPTICS INCSOLE	COM	394.89K	SH	$49.06M 9.00%	370.98K	23.92K
EXTREME NETWORKS INCSOLE	COM	1.51M	SH	$48.79M 8.95%	1.39M	120.81K
GENTHERM INCSOLE	COM	1.16M	SH	$39.71M 7.28%	1.07M	93.93K
SONOS INCSOLE	COM	2.86M	SH	$38.74M 7.10%	2.64M	224.73K
HAYWARD HLDGS INCSOLE	COM	2.24M	SH	$38.73M 7.10%	2.07M	172.15K
RED VIOLET INCSOLE	COM	600.17K	SH	$38.24M 7.01%	556.76K	43.41K
HARMONIC INCSOLE	COM	1.90M	SH	$30.99M 5.68%	1.75M	143.74K
BARRETT BUSINESS SVCS INCSOLE	COM	778.36K	SH	$27.65M 5.07%	708.72K	69.64K
MIMEDX GROUP INCSOLE	COM	7.17M	SH	$27.62M 5.07%	6.57M	601.72K
CORE & MAIN INCSOLE	CL A	472.75K	SH	$22.81M 4.18%	436.35K	36.40K
AMPLITUDE INCSOLE	COM CL A	2.32M	SH	$17.76M 3.26%	2.14M	179.08K
CALIX INCSOLE	COM	442.01K	SH	$16.50M 3.03%	405.59K	36.42K
TECHTARGET INCSOLE	COM NEW	3.49M	SH	$12.55M 2.30%	3.17M	313.10K
MSA SAFETY INCSOLE	COM	60.83K	SH	$10.62M 1.95%	56.22K	4.62K
BERKSHIRE HATHAWAY INC DELOTR	CL B NEW	2.29K	SH	$1.15M 0.21%	0.00	2.29K