Filed: 2/13/2025ACC: 0001398344-25-002698
📋 What this filing means
GRANITE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 261 equity positions with a total reported market value of $2.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
261
Positions
$2.31B
Total AUM (reported)
39.28M
Total Shares
Allocation by class
COM$1.70B73.5%
CL A$210.30M9.1%
COM NEW$82.79M3.6%
SHS$74.68M3.2%
COM CL A$59.12M2.6%
CAP STK CL C$38.79M1.7%
SHS NEW$31.25M1.4%
Portfolio Concentration
Top 3$187.76M8.1%
4–10$276.47M12.0%
11–25$416.87M18.0%
Rest$1.43B61.9%
Top 3 weight
8.1%
Top 10 weight
20.1%
Voting Authority Distribution
Total shares with voting rights: 39.28M
Sole
Full voting authority
38.34M
shares
% of voting shares97.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
944.99K
shares
% of voting shares2.4%
Investment Discretion (by position count)
Sole261
Shared0
Other0
Dominant voting typeSole · 97.6% of voting shares
Institutional Holdings261
Rows:
MICROSOFT CORP
SOLEShares171.44K
TypeSH
Market value$72.26M
3.12%
Sole
161.39K
Shared
0.00
None
10.05K
APPLE INC
SOLEShares271.35K
TypeSH
Market value$67.95M
2.94%
Sole
255.30K
Shared
0.00
None
16.05K
AMAZON COM INC
SOLEShares216.71K
TypeSH
Market value$47.54M
2.06%
Sole
196.43K
Shared
0.00
None
20.27K
CBIZ INC
SOLEShares561.25K
TypeSH
Market value$45.93M
1.99%
Sole
552.20K
Shared
0.00
None
9.05K
NVIDIA CORPORATION
SOLEShares319.77K
TypeSH
Market value$42.94M
1.86%
Sole
278.55K
Shared
0.00
None
41.21K
CASELLA WASTE SYS INC
SOLEShares383.56K
TypeSH
Market value$40.58M
1.75%
Sole
369.25K
Shared
0.00
None
14.30K
ALPHABET INC
SOLEShares203.70K
TypeSH
Market value$38.79M
1.68%
Sole
180.79K
Shared
0.00
None
22.91K
FRESHPET INC
SOLEShares246.87K
TypeSH
Market value$36.56M
1.58%
Sole
241.34K
Shared
0.00
None
5.54K
DUTCH BROS INC
SOLEShares695.43K
TypeSH
Market value$36.43M
1.57%
Sole
670.37K
Shared
0.00
None
25.06K
WINTRUST FINL CORP
SOLEShares282.55K
TypeSH
Market value$35.24M
1.52%
Sole
282.55K
Shared
0.00
None
0.00
AGILYSYS INC
SOLEShares258.22K
TypeSH
Market value$34.01M
1.47%
Sole
247.50K
Shared
0.00
None
10.73K
EATON CORP PLC
SOLEShares102.38K
TypeSH
Market value$33.98M
1.47%
Sole
92.56K
Shared
0.00
None
9.82K
ELI LILLY & CO
SOLEShares41.81K
TypeSH
Market value$32.27M
1.40%
Sole
37.38K
Shared
0.00
None
4.43K
TOWER SEMICONDUCTOR LTD
SOLEShares606.59K
TypeSH
Market value$31.25M
1.35%
Sole
587.14K
Shared
0.00
None
19.45K
VISA INC
SOLEShares98.50K
TypeSH
Market value$31.13M
1.35%
Sole
86.98K
Shared
0.00
None
11.52K
PAYCOR HCM INC
SOLEShares1.52M
TypeSH
Market value$28.27M
1.22%
Sole
1.52M
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares332.46K
TypeSH
Market value$27.91M
1.21%
Sole
332.46K
Shared
0.00
None
0.00
KRATOS DEFENSE & SEC SOLUTIO
SOLEShares1.02M
TypeSH
Market value$26.91M
1.16%
Sole
1.02M
Shared
0.00
None
0.00
HUBBELL INC
SOLEShares61.55K
TypeSH
Market value$25.78M
1.11%
Sole
55.96K
Shared
0.00
None
5.59K
VERACYTE INC
SOLEShares649.02K
TypeSH
Market value$25.70M
1.11%
Sole
649.02K
Shared
0.00
None
0.00
BELDEN INC
SOLEShares226.20K
TypeSH
Market value$25.47M
1.10%
Sole
226.20K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares50.63K
TypeSH
Market value$25.22M
1.09%
Sole
45.92K
Shared
0.00
None
4.71K
GE AEROSPACE
SOLEShares144.45K
TypeSH
Market value$24.09M
1.04%
Sole
129.93K
Shared
0.00
None
14.52K
LOUISIANA PAC CORP
SOLEShares220.54K
TypeSH
Market value$22.84M
0.99%
Sole
220.54K
Shared
0.00
None
0.00
NEOGEN CORP
SOLEShares1.82M
TypeSH
Market value$22.05M
0.95%
Sole
1.76M
Shared
0.00
None
51.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 171.44K | SH | $72.26M 3.12% | 161.39K | 0.00 | 10.05K |
APPLE INCSOLE | COM | 271.35K | SH | $67.95M 2.94% | 255.30K | 0.00 | 16.05K |
AMAZON COM INCSOLE | COM | 216.71K | SH | $47.54M 2.06% | 196.43K | 0.00 | 20.27K |
CBIZ INCSOLE | COM | 561.25K | SH | $45.93M 1.99% | 552.20K | 0.00 | 9.05K |
NVIDIA CORPORATIONSOLE | COM | 319.77K | SH | $42.94M 1.86% | 278.55K | 0.00 | 41.21K |
CASELLA WASTE SYS INCSOLE | CL A | 383.56K | SH | $40.58M 1.75% | 369.25K | 0.00 | 14.30K |
ALPHABET INCSOLE | CAP STK CL C | 203.70K | SH | $38.79M 1.68% | 180.79K | 0.00 | 22.91K |
FRESHPET INCSOLE | COM | 246.87K | SH | $36.56M 1.58% | 241.34K | 0.00 | 5.54K |
DUTCH BROS INCSOLE | CL A | 695.43K | SH | $36.43M 1.57% | 670.37K | 0.00 | 25.06K |
WINTRUST FINL CORPSOLE | COM | 282.55K | SH | $35.24M 1.52% | 282.55K | 0.00 | 0.00 |
AGILYSYS INCSOLE | COM | 258.22K | SH | $34.01M 1.47% | 247.50K | 0.00 | 10.73K |
EATON CORP PLCSOLE | SHS | 102.38K | SH | $33.98M 1.47% | 92.56K | 0.00 | 9.82K |
ELI LILLY & COSOLE | COM | 41.81K | SH | $32.27M 1.40% | 37.38K | 0.00 | 4.43K |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 606.59K | SH | $31.25M 1.35% | 587.14K | 0.00 | 19.45K |
VISA INCSOLE | COM CL A | 98.50K | SH | $31.13M 1.35% | 86.98K | 0.00 | 11.52K |
PAYCOR HCM INCSOLE | COM | 1.52M | SH | $28.27M 1.22% | 1.52M | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 332.46K | SH | $27.91M 1.21% | 332.46K | 0.00 | 0.00 |
KRATOS DEFENSE & SEC SOLUTIOSOLE | COM NEW | 1.02M | SH | $26.91M 1.16% | 1.02M | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 61.55K | SH | $25.78M 1.11% | 55.96K | 0.00 | 5.59K |
VERACYTE INCSOLE | COM | 649.02K | SH | $25.70M 1.11% | 649.02K | 0.00 | 0.00 |
BELDEN INCSOLE | COM | 226.20K | SH | $25.47M 1.10% | 226.20K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 50.63K | SH | $25.22M 1.09% | 45.92K | 0.00 | 4.71K |
GE AEROSPACESOLE | COM NEW | 144.45K | SH | $24.09M 1.04% | 129.93K | 0.00 | 14.52K |
LOUISIANA PAC CORPSOLE | COM | 220.54K | SH | $22.84M 0.99% | 220.54K | 0.00 | 0.00 |
NEOGEN CORPSOLE | COM | 1.82M | SH | $22.05M 0.95% | 1.76M | 0.00 | 51.72K |
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