Trigran Investments, Inc. Q4 2018 Filing
Filed February 11, 2019
Portfolio Value
$538.7M
Holdings
22
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —MONOTYPE IMAGING HOLDINGS IN | 3,664,425 | $56.9M | 10.56% | |
| 2 | TPICQTPI COMPOSITES INC | 1,892,818 | $46.5M | 8.64% | |
| 3 | QA4AGENTHERM INC | 1,141,413 | $45.6M | 8.47% | |
| 4 | FARMFARMER BROS CO | 1,729,685 | $40.4M | 7.49% | |
| 5 | SU6SURMODICS INC | 795,202 | $37.6M | 6.98% | |
| 6 | —PANHANDLE OIL AND GAS INC | 2,175,069 | $33.7M | 6.26% | |
| 7 | CECOCECO ENVIRONMENTAL CORP | 4,637,498 | $31.3M | 5.81% | |
| 8 | MODNEURMODEL N INC | 1,976,779 | $26.2M | 4.85% | |
| 9 | HCKTHACKETT GROUP INC | 1,607,853 | $25.7M | 4.78% | |
| 10 | BCOVUSDBRIGHTCOVE INC | 3,425,086 | $24.1M | 4.48% | |
| 11 | SWCHFSIERRA WIRELESS INC | 1,773,861 | $23.8M | 4.42% | |
| 12 | —QUANTENNA COMMUNICATIONS INC | 1,487,486 | $21.3M | 3.96% | |
| 13 | ERIIENERGY RECOVERY INC | 2,843,802 | $19.1M | 3.55% | |
| 14 | PCYOPURECYCLE CORP | 1,806,463 | $17.9M | 3.33% | |
| 15 | —XPERI CORP | 915,502 | $16.8M | 3.13% | |
| 16 | ENQENTEGRIS INC | 544,061 | $15.2M | 2.82% | |
| 17 | FUODOLBY LABORATORIES INC | 236,087 | $14.6M | 2.71% | |
| 18 | VCVISTEON CORP | 229,259 | $13.8M | 2.57% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 48,342 | $9.9M | 1.83% | |
| 20 | —INTEGRATED DEVICE TECHNOLOGY | 165,350 | $8.0M | 1.49% | |
| 21 | VCVISTEON CORP | 103,734 | $6.3M | 1.16% | |
| 22 | EFTTECHTARGET INC | 321,316 | $3.9M | 0.73% |