Filed: 5/13/2025ACC: 0001398344-25-009267
📋 What this filing means
GRANITE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 256 equity positions with a total reported market value of $1.97B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
256
Positions
$1.97B
Total AUM (reported)
37.59M
Total Shares
Allocation by class
COM$1.43B72.5%
CL A$178.79M9.1%
COM NEW$77.91M4.0%
COM CL A$77.13M3.9%
SHS$49.46M2.5%
CAP STK CL C$28.87M1.5%
SHARES CL A$20.89M1.1%
Portfolio Concentration
Top 3$152.37M7.7%
4–10$231.54M11.8%
11–25$315.11M16.0%
Rest$1.27B64.5%
Top 3 weight
7.7%
Top 10 weight
19.5%
Voting Authority Distribution
Total shares with voting rights: 37.59M
Sole
Full voting authority
36.64M
shares
% of voting shares97.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
951.26K
shares
% of voting shares2.5%
Investment Discretion (by position count)
Sole256
Shared0
Other0
Dominant voting typeSole · 97.5% of voting shares
Institutional Holdings256
Rows:
MICROSOFT CORP
SOLEShares159.59K
TypeSH
Market value$59.91M
3.04%
Sole
149.70K
Shared
0.00
None
9.89K
APPLE INC
SOLEShares232.44K
TypeSH
Market value$51.63M
2.62%
Sole
219.94K
Shared
0.00
None
12.50K
CBIZ INC
SOLEShares538.29K
TypeSH
Market value$40.83M
2.08%
Sole
528.51K
Shared
0.00
None
9.78K
CASELLA WASTE SYS INC
SOLEShares361.23K
TypeSH
Market value$40.28M
2.05%
Sole
348.32K
Shared
0.00
None
12.90K
AMAZON COM INC
SOLEShares200.46K
TypeSH
Market value$38.14M
1.94%
Sole
180.25K
Shared
0.00
None
20.21K
WINTRUST FINL CORP
SOLEShares298.12K
TypeSH
Market value$33.53M
1.70%
Sole
291.75K
Shared
0.00
None
6.36K
VISA INC
SOLEShares90.12K
TypeSH
Market value$31.58M
1.61%
Sole
78.64K
Shared
0.00
None
11.49K
NVIDIA CORPORATION
SOLEShares291.03K
TypeSH
Market value$31.54M
1.60%
Sole
249.94K
Shared
0.00
None
41.09K
ALPHABET INC
SOLEShares184.76K
TypeSH
Market value$28.87M
1.47%
Sole
162.31K
Shared
0.00
None
22.45K
GE AEROSPACE
SOLEShares137.92K
TypeSH
Market value$27.60M
1.40%
Sole
123.44K
Shared
0.00
None
14.47K
EATON CORP PLC
SOLEShares95.25K
TypeSH
Market value$25.89M
1.32%
Sole
85.46K
Shared
0.00
None
9.79K
S&P GLOBAL INC
SOLEShares47.68K
TypeSH
Market value$24.23M
1.23%
Sole
42.99K
Shared
0.00
None
4.70K
FRESHPET INC
SOLEShares288.44K
TypeSH
Market value$23.99M
1.22%
Sole
281.03K
Shared
0.00
None
7.41K
ELI LILLY & CO
SOLEShares28.89K
TypeSH
Market value$23.86M
1.21%
Sole
25.87K
Shared
0.00
None
3.01K
STRYKER CORPORATION
SOLEShares62.53K
TypeSH
Market value$23.28M
1.18%
Sole
56.34K
Shared
0.00
None
6.20K
GENIUS SPORTS LIMITED
SOLEShares2.09M
TypeSH
Market value$20.89M
1.06%
Sole
2.09M
Shared
0.00
None
0.00
AGILYSYS INC
SOLEShares279.53K
TypeSH
Market value$20.28M
1.03%
Sole
269.86K
Shared
0.00
None
9.68K
FIRSTCASH HOLDINGS INC
SOLEShares168.41K
TypeSH
Market value$20.26M
1.03%
Sole
168.41K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares41.07K
TypeSH
Market value$19.27M
0.98%
Sole
37.66K
Shared
0.00
None
3.41K
VERACYTE INC
SOLEShares647.43K
TypeSH
Market value$19.20M
0.98%
Sole
647.43K
Shared
0.00
None
0.00
VSE CORP
SOLEShares159.22K
TypeSH
Market value$19.10M
0.97%
Sole
159.22K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares62.05K
TypeSH
Market value$18.94M
0.96%
Sole
58.44K
Shared
0.00
None
3.62K
TOWER SEMICONDUCTOR LTD
SOLEShares528.59K
TypeSH
Market value$18.85M
0.96%
Sole
509.34K
Shared
0.00
None
19.25K
HUBBELL INC
SOLEShares56.43K
TypeSH
Market value$18.67M
0.95%
Sole
50.85K
Shared
0.00
None
5.57K
COSTCO WHSL CORP NEW
SOLEShares19.45K
TypeSH
Market value$18.40M
0.94%
Sole
19.45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 159.59K | SH | $59.91M 3.04% | 149.70K | 0.00 | 9.89K |
APPLE INCSOLE | COM | 232.44K | SH | $51.63M 2.62% | 219.94K | 0.00 | 12.50K |
CBIZ INCSOLE | COM | 538.29K | SH | $40.83M 2.08% | 528.51K | 0.00 | 9.78K |
CASELLA WASTE SYS INCSOLE | CL A | 361.23K | SH | $40.28M 2.05% | 348.32K | 0.00 | 12.90K |
AMAZON COM INCSOLE | COM | 200.46K | SH | $38.14M 1.94% | 180.25K | 0.00 | 20.21K |
WINTRUST FINL CORPSOLE | COM | 298.12K | SH | $33.53M 1.70% | 291.75K | 0.00 | 6.36K |
VISA INCSOLE | COM CL A | 90.12K | SH | $31.58M 1.61% | 78.64K | 0.00 | 11.49K |
NVIDIA CORPORATIONSOLE | COM | 291.03K | SH | $31.54M 1.60% | 249.94K | 0.00 | 41.09K |
ALPHABET INCSOLE | CAP STK CL C | 184.76K | SH | $28.87M 1.47% | 162.31K | 0.00 | 22.45K |
GE AEROSPACESOLE | COM NEW | 137.92K | SH | $27.60M 1.40% | 123.44K | 0.00 | 14.47K |
EATON CORP PLCSOLE | SHS | 95.25K | SH | $25.89M 1.32% | 85.46K | 0.00 | 9.79K |
S&P GLOBAL INCSOLE | COM | 47.68K | SH | $24.23M 1.23% | 42.99K | 0.00 | 4.70K |
FRESHPET INCSOLE | COM | 288.44K | SH | $23.99M 1.22% | 281.03K | 0.00 | 7.41K |
ELI LILLY & COSOLE | COM | 28.89K | SH | $23.86M 1.21% | 25.87K | 0.00 | 3.01K |
STRYKER CORPORATIONSOLE | COM | 62.53K | SH | $23.28M 1.18% | 56.34K | 0.00 | 6.20K |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 2.09M | SH | $20.89M 1.06% | 2.09M | 0.00 | 0.00 |
AGILYSYS INCSOLE | COM | 279.53K | SH | $20.28M 1.03% | 269.86K | 0.00 | 9.68K |
FIRSTCASH HOLDINGS INCSOLE | COM | 168.41K | SH | $20.26M 1.03% | 168.41K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 41.07K | SH | $19.27M 0.98% | 37.66K | 0.00 | 3.41K |
VERACYTE INCSOLE | COM | 647.43K | SH | $19.20M 0.98% | 647.43K | 0.00 | 0.00 |
VSE CORPSOLE | COM | 159.22K | SH | $19.10M 0.97% | 159.22K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 62.05K | SH | $18.94M 0.96% | 58.44K | 0.00 | 3.62K |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 528.59K | SH | $18.85M 0.96% | 509.34K | 0.00 | 19.25K |
HUBBELL INCSOLE | COM | 56.43K | SH | $18.67M 0.95% | 50.85K | 0.00 | 5.57K |
COSTCO WHSL CORP NEWSOLE | COM | 19.45K | SH | $18.40M 0.94% | 19.45K | 0.00 | 0.00 |
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