Filed: 8/13/2025ACC: 0001398344-25-015229
📋 What this filing means
GRANITE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 255 equity positions with a total reported market value of $2.05B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
255
Positions
$2.05B
Total AUM (reported)
33.07M
Total Shares
Allocation by class
COM$1.46B71.4%
CL A$146.19M7.1%
COM NEW$101.41M4.9%
COM CL A$81.43M4.0%
SHS$59.55M2.9%
CAP STK CL C$31.53M1.5%
COMMON STOCK$30.70M1.5%
Portfolio Concentration
Top 3$167.14M8.2%
4–10$240.41M11.7%
11–25$347.27M16.9%
Rest$1.29B63.2%
Top 3 weight
8.2%
Top 10 weight
19.9%
Voting Authority Distribution
Total shares with voting rights: 33.07M
Sole
Full voting authority
32.18M
shares
% of voting shares97.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
885.38K
shares
% of voting shares2.7%
Investment Discretion (by position count)
Sole255
Shared0
Other0
Dominant voting typeSole · 97.3% of voting shares
Institutional Holdings255
Rows:
MICROSOFT CORP
SOLEShares156.41K
TypeSH
Market value$77.80M
3.80%
Sole
146.60K
Shared
0.00
None
9.81K
APPLE INC
SOLEShares218.40K
TypeSH
Market value$44.81M
2.19%
Sole
205.93K
Shared
0.00
None
12.47K
NVIDIA CORPORATION
SOLEShares281.86K
TypeSH
Market value$44.53M
2.17%
Sole
241.07K
Shared
0.00
None
40.79K
AMAZON COM INC
SOLEShares193.61K
TypeSH
Market value$42.48M
2.07%
Sole
173.55K
Shared
0.00
None
20.07K
GE AEROSPACE
SOLEShares133.90K
TypeSH
Market value$34.47M
1.68%
Sole
119.53K
Shared
0.00
None
14.37K
EATON CORP PLC
SOLEShares96.11K
TypeSH
Market value$34.31M
1.67%
Sole
86.39K
Shared
0.00
None
9.72K
WINTRUST FINL CORP
SOLEShares273.98K
TypeSH
Market value$33.97M
1.66%
Sole
268.15K
Shared
0.00
None
5.82K
GE VERNOVA INC
SOLEShares61.48K
TypeSH
Market value$32.53M
1.59%
Sole
57.87K
Shared
0.00
None
3.61K
ALPHABET INC
SOLEShares177.74K
TypeSH
Market value$31.53M
1.54%
Sole
155.44K
Shared
0.00
None
22.30K
CBIZ INC
SOLEShares433.99K
TypeSH
Market value$31.12M
1.52%
Sole
425.02K
Shared
0.00
None
8.97K
VISA INC
SOLEShares86.50K
TypeSH
Market value$30.71M
1.50%
Sole
75.09K
Shared
0.00
None
11.41K
AGILYSYS INC
SOLEShares259.95K
TypeSH
Market value$29.80M
1.45%
Sole
250.17K
Shared
0.00
None
9.78K
S&P GLOBAL INC
SOLEShares46.24K
TypeSH
Market value$24.38M
1.19%
Sole
41.56K
Shared
0.00
None
4.68K
STRYKER CORPORATION
SOLEShares61.14K
TypeSH
Market value$24.19M
1.18%
Sole
54.97K
Shared
0.00
None
6.18K
WINGSTOP INC
SOLEShares69.72K
TypeSH
Market value$23.48M
1.15%
Sole
67.77K
Shared
0.00
None
1.95K
ROCKWELL AUTOMATION INC
SOLEShares69.82K
TypeSH
Market value$23.19M
1.13%
Sole
61.28K
Shared
0.00
None
8.54K
HUBBELL INC
SOLEShares54.64K
TypeSH
Market value$22.32M
1.09%
Sole
49.09K
Shared
0.00
None
5.56K
KRATOS DEFENSE & SEC SOLUTIO
SOLEShares477.07K
TypeSH
Market value$22.16M
1.08%
Sole
477.07K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares28.09K
TypeSH
Market value$21.90M
1.07%
Sole
25.09K
Shared
0.00
None
3K
META PLATFORMS INC
SOLEShares29.57K
TypeSH
Market value$21.82M
1.06%
Sole
22.88K
Shared
0.00
None
6.68K
CASELLA WASTE SYS INC
SOLEShares182.96K
TypeSH
Market value$21.11M
1.03%
Sole
173.95K
Shared
0.00
None
9.01K
TOWER SEMICONDUCTOR LTD
SOLEShares484.17K
TypeSH
Market value$20.99M
1.02%
Sole
466.54K
Shared
0.00
None
17.63K
E L F BEAUTY INC
SOLEShares166.97K
TypeSH
Market value$20.78M
1.01%
Sole
166.97K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares39.84K
TypeSH
Market value$20.26M
0.99%
Sole
36.44K
Shared
0.00
None
3.40K
ARLO TECHNOLOGIES INC
SOLEShares1.19M
TypeSH
Market value$20.19M
0.99%
Sole
1.19M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 156.41K | SH | $77.80M 3.80% | 146.60K | 0.00 | 9.81K |
APPLE INCSOLE | COM | 218.40K | SH | $44.81M 2.19% | 205.93K | 0.00 | 12.47K |
NVIDIA CORPORATIONSOLE | COM | 281.86K | SH | $44.53M 2.17% | 241.07K | 0.00 | 40.79K |
AMAZON COM INCSOLE | COM | 193.61K | SH | $42.48M 2.07% | 173.55K | 0.00 | 20.07K |
GE AEROSPACESOLE | COM NEW | 133.90K | SH | $34.47M 1.68% | 119.53K | 0.00 | 14.37K |
EATON CORP PLCSOLE | SHS | 96.11K | SH | $34.31M 1.67% | 86.39K | 0.00 | 9.72K |
WINTRUST FINL CORPSOLE | COM | 273.98K | SH | $33.97M 1.66% | 268.15K | 0.00 | 5.82K |
GE VERNOVA INCSOLE | COM | 61.48K | SH | $32.53M 1.59% | 57.87K | 0.00 | 3.61K |
ALPHABET INCSOLE | CAP STK CL C | 177.74K | SH | $31.53M 1.54% | 155.44K | 0.00 | 22.30K |
CBIZ INCSOLE | COM | 433.99K | SH | $31.12M 1.52% | 425.02K | 0.00 | 8.97K |
VISA INCSOLE | COM CL A | 86.50K | SH | $30.71M 1.50% | 75.09K | 0.00 | 11.41K |
AGILYSYS INCSOLE | COM | 259.95K | SH | $29.80M 1.45% | 250.17K | 0.00 | 9.78K |
S&P GLOBAL INCSOLE | COM | 46.24K | SH | $24.38M 1.19% | 41.56K | 0.00 | 4.68K |
STRYKER CORPORATIONSOLE | COM | 61.14K | SH | $24.19M 1.18% | 54.97K | 0.00 | 6.18K |
WINGSTOP INCSOLE | COM | 69.72K | SH | $23.48M 1.15% | 67.77K | 0.00 | 1.95K |
ROCKWELL AUTOMATION INCSOLE | COM | 69.82K | SH | $23.19M 1.13% | 61.28K | 0.00 | 8.54K |
HUBBELL INCSOLE | COM | 54.64K | SH | $22.32M 1.09% | 49.09K | 0.00 | 5.56K |
KRATOS DEFENSE & SEC SOLUTIOSOLE | COM NEW | 477.07K | SH | $22.16M 1.08% | 477.07K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 28.09K | SH | $21.90M 1.07% | 25.09K | 0.00 | 3K |
META PLATFORMS INCSOLE | CL A | 29.57K | SH | $21.82M 1.06% | 22.88K | 0.00 | 6.68K |
CASELLA WASTE SYS INCSOLE | CL A | 182.96K | SH | $21.11M 1.03% | 173.95K | 0.00 | 9.01K |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 484.17K | SH | $20.99M 1.02% | 466.54K | 0.00 | 17.63K |
E L F BEAUTY INCSOLE | COM | 166.97K | SH | $20.78M 1.01% | 166.97K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 39.84K | SH | $20.26M 0.99% | 36.44K | 0.00 | 3.40K |
ARLO TECHNOLOGIES INCSOLE | COM | 1.19M | SH | $20.19M 0.99% | 1.19M | 0.00 | 0.00 |
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