Filed: 11/10/2025ACC: 0001398344-25-020592
📋 What this filing means
GRANITE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 249 equity positions with a total reported market value of $1.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
249
Positions
$1.76B
Total AUM (reported)
25.21M
Total Shares
Allocation by class
COM$1.26B71.6%
CL A$118.05M6.7%
COM NEW$91.45M5.2%
SHS$61.19M3.5%
COM CL A$48.00M2.7%
CAP STK CL C$41.64M2.4%
SHS NEW$22.97M1.3%
Portfolio Concentration
Top 3$169.64M9.6%
4–10$242.57M13.8%
11–25$300.27M17.0%
Rest$1.05B59.5%
Top 3 weight
9.6%
Top 10 weight
23.4%
Voting Authority Distribution
Total shares with voting rights: 25.21M
Sole
Full voting authority
24.35M
shares
% of voting shares96.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
862.18K
shares
% of voting shares3.4%
Investment Discretion (by position count)
Sole249
Shared0
Other0
Dominant voting typeSole · 96.6% of voting shares
Institutional Holdings249
Rows:
MICROSOFT CORP
SOLEShares144.73K
TypeSH
Market value$74.96M
4.26%
Sole
135.52K
Shared
0.00
None
9.21K
APPLE INC
SOLEShares190.66K
TypeSH
Market value$48.55M
2.76%
Sole
178.99K
Shared
0.00
None
11.67K
NVIDIA CORPORATION
SOLEShares247.21K
TypeSH
Market value$46.12M
2.62%
Sole
213.23K
Shared
0.00
None
33.98K
ALPHABET INC
SOLEShares170.95K
TypeSH
Market value$41.64M
2.36%
Sole
150.12K
Shared
0.00
None
20.84K
AMAZON COM INC
SOLEShares184.12K
TypeSH
Market value$40.43M
2.30%
Sole
165.33K
Shared
0.00
None
18.79K
GE AEROSPACE
SOLEShares126.15K
TypeSH
Market value$37.95M
2.15%
Sole
112.71K
Shared
0.00
None
13.44K
GE VERNOVA INC
SOLEShares59.33K
TypeSH
Market value$36.48M
2.07%
Sole
55.95K
Shared
0.00
None
3.38K
EATON CORP PLC
SOLEShares93.08K
TypeSH
Market value$34.84M
1.98%
Sole
84K
Shared
0.00
None
9.09K
VISA INC
SOLEShares76.02K
TypeSH
Market value$25.95M
1.47%
Sole
66.94K
Shared
0.00
None
9.07K
WINTRUST FINL CORP
SOLEShares190.96K
TypeSH
Market value$25.29M
1.44%
Sole
181.91K
Shared
0.00
None
9.06K
ROCKWELL AUTOMATION INC
SOLEShares67.01K
TypeSH
Market value$23.42M
1.33%
Sole
59.01K
Shared
0.00
None
7.99K
TOWER SEMICONDUCTOR LTD
SOLEShares317.73K
TypeSH
Market value$22.97M
1.30%
Sole
300.70K
Shared
0.00
None
17.03K
META PLATFORMS INC
SOLEShares30.89K
TypeSH
Market value$22.69M
1.29%
Sole
24.91K
Shared
0.00
None
5.98K
HUBBELL INC
SOLEShares52.06K
TypeSH
Market value$22.40M
1.27%
Sole
46.90K
Shared
0.00
None
5.16K
S&P GLOBAL INC
SOLEShares45.15K
TypeSH
Market value$21.97M
1.25%
Sole
40.79K
Shared
0.00
None
4.36K
STRYKER CORPORATION
SOLEShares58.12K
TypeSH
Market value$21.48M
1.22%
Sole
52.37K
Shared
0.00
None
5.75K
ELI LILLY & CO
SOLEShares28.01K
TypeSH
Market value$21.37M
1.21%
Sole
25.18K
Shared
0.00
None
2.83K
JPMORGAN CHASE & CO.
SOLEShares65.37K
TypeSH
Market value$20.62M
1.17%
Sole
61.17K
Shared
0.00
None
4.20K
ALPHATEC HLDGS INC
SOLEShares1.38M
TypeSH
Market value$20.07M
1.14%
Sole
1.33M
Shared
0.00
None
47.34K
AGILYSYS INC
SOLEShares170.34K
TypeSH
Market value$17.93M
1.02%
Sole
160.89K
Shared
0.00
None
9.45K
SHERWIN WILLIAMS CO
SOLEShares51.72K
TypeSH
Market value$17.91M
1.02%
Sole
45.27K
Shared
0.00
None
6.45K
DEERE & CO
SOLEShares38.29K
TypeSH
Market value$17.51M
0.99%
Sole
35.09K
Shared
0.00
None
3.20K
COSTCO WHSL CORP NEW
SOLEShares18.21K
TypeSH
Market value$16.86M
0.96%
Sole
18.21K
Shared
0.00
None
0.00
AMICUS THERAPEUTICS INC
SOLEShares2.12M
TypeSH
Market value$16.70M
0.95%
Sole
2.12M
Shared
0.00
None
0.00
VERACYTE INC
SOLEShares476.98K
TypeSH
Market value$16.37M
0.93%
Sole
476.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 144.73K | SH | $74.96M 4.26% | 135.52K | 0.00 | 9.21K |
APPLE INCSOLE | COM | 190.66K | SH | $48.55M 2.76% | 178.99K | 0.00 | 11.67K |
NVIDIA CORPORATIONSOLE | COM | 247.21K | SH | $46.12M 2.62% | 213.23K | 0.00 | 33.98K |
ALPHABET INCSOLE | CAP STK CL C | 170.95K | SH | $41.64M 2.36% | 150.12K | 0.00 | 20.84K |
AMAZON COM INCSOLE | COM | 184.12K | SH | $40.43M 2.30% | 165.33K | 0.00 | 18.79K |
GE AEROSPACESOLE | COM NEW | 126.15K | SH | $37.95M 2.15% | 112.71K | 0.00 | 13.44K |
GE VERNOVA INCSOLE | COM | 59.33K | SH | $36.48M 2.07% | 55.95K | 0.00 | 3.38K |
EATON CORP PLCSOLE | SHS | 93.08K | SH | $34.84M 1.98% | 84K | 0.00 | 9.09K |
VISA INCSOLE | COM CL A | 76.02K | SH | $25.95M 1.47% | 66.94K | 0.00 | 9.07K |
WINTRUST FINL CORPSOLE | COM | 190.96K | SH | $25.29M 1.44% | 181.91K | 0.00 | 9.06K |
ROCKWELL AUTOMATION INCSOLE | COM | 67.01K | SH | $23.42M 1.33% | 59.01K | 0.00 | 7.99K |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 317.73K | SH | $22.97M 1.30% | 300.70K | 0.00 | 17.03K |
META PLATFORMS INCSOLE | CL A | 30.89K | SH | $22.69M 1.29% | 24.91K | 0.00 | 5.98K |
HUBBELL INCSOLE | COM | 52.06K | SH | $22.40M 1.27% | 46.90K | 0.00 | 5.16K |
S&P GLOBAL INCSOLE | COM | 45.15K | SH | $21.97M 1.25% | 40.79K | 0.00 | 4.36K |
STRYKER CORPORATIONSOLE | COM | 58.12K | SH | $21.48M 1.22% | 52.37K | 0.00 | 5.75K |
ELI LILLY & COSOLE | COM | 28.01K | SH | $21.37M 1.21% | 25.18K | 0.00 | 2.83K |
JPMORGAN CHASE & CO.SOLE | COM | 65.37K | SH | $20.62M 1.17% | 61.17K | 0.00 | 4.20K |
ALPHATEC HLDGS INCSOLE | COM NEW | 1.38M | SH | $20.07M 1.14% | 1.33M | 0.00 | 47.34K |
AGILYSYS INCSOLE | COM | 170.34K | SH | $17.93M 1.02% | 160.89K | 0.00 | 9.45K |
SHERWIN WILLIAMS COSOLE | COM | 51.72K | SH | $17.91M 1.02% | 45.27K | 0.00 | 6.45K |
DEERE & COSOLE | COM | 38.29K | SH | $17.51M 0.99% | 35.09K | 0.00 | 3.20K |
COSTCO WHSL CORP NEWSOLE | COM | 18.21K | SH | $16.86M 0.96% | 18.21K | 0.00 | 0.00 |
AMICUS THERAPEUTICS INCSOLE | COM | 2.12M | SH | $16.70M 0.95% | 2.12M | 0.00 | 0.00 |
VERACYTE INCSOLE | COM | 476.98K | SH | $16.37M 0.93% | 476.98K | 0.00 | 0.00 |
Page 1 of 10
…