Filed: 2/12/2026ACC: 0001398344-26-002843
📋 What this filing means
GRANITE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 244 equity positions with a total reported market value of $1.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
244
Positions
$1.69B
Total AUM (reported)
21.55M
Total Shares
Allocation by class
COM$1.25B73.9%
CL A$91.82M5.4%
COM NEW$89.46M5.3%
CAP STK CL C$52.89M3.1%
SHS$41.32M2.4%
COM CL A$39.68M2.4%
SHS NEW$12.75M0.8%
Portfolio Concentration
Top 3$178.27M10.6%
4–10$244.70M14.5%
11–25$289.85M17.2%
Rest$974.37M57.8%
Top 3 weight
10.6%
Top 10 weight
25.1%
Voting Authority Distribution
Total shares with voting rights: 21.55M
Sole
Full voting authority
21.19M
shares
% of voting shares98.3%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
360.12K
shares
% of voting shares1.7%
Investment Discretion (by position count)
Sole244
Shared0
Other0
Dominant voting typeSole · 98.3% of voting shares
Institutional Holdings244
Rows:
MICROSOFT CORP
SOLEShares147.41K
TypeSH
Market value$71.29M
4.23%
Sole
138.30K
Shared
0.00
None
9.11K
APPLE INC
SOLEShares198.98K
TypeSH
Market value$54.10M
3.21%
Sole
187.44K
Shared
0.00
None
11.54K
ALPHABET INC
SOLEShares168.54K
TypeSH
Market value$52.89M
3.13%
Sole
147.94K
Shared
0.00
None
20.60K
NVIDIA CORPORATION
SOLEShares232.77K
TypeSH
Market value$43.41M
2.57%
Sole
200.63K
Shared
0.00
None
32.14K
AMAZON COM INC
SOLEShares177.56K
TypeSH
Market value$40.98M
2.43%
Sole
158.98K
Shared
0.00
None
18.58K
GE AEROSPACE
SOLEShares124.49K
TypeSH
Market value$38.35M
2.27%
Sole
111.20K
Shared
0.00
None
13.29K
GE VERNOVA INC
SOLEShares58.18K
TypeSH
Market value$38.02M
2.25%
Sole
54.84K
Shared
0.00
None
3.34K
ELI LILLY & CO
SOLEShares27.40K
TypeSH
Market value$29.45M
1.75%
Sole
24.60K
Shared
0.00
None
2.80K
EATON CORP PLC
SOLEShares90.44K
TypeSH
Market value$28.81M
1.71%
Sole
81.46K
Shared
0.00
None
8.99K
VISA INC
SOLEShares73.21K
TypeSH
Market value$25.68M
1.52%
Sole
64.24K
Shared
0.00
None
8.98K
ROCKWELL AUTOMATION INC
SOLEShares65.44K
TypeSH
Market value$25.46M
1.51%
Sole
57.53K
Shared
0.00
None
7.90K
ALPHATEC HLDGS INC
SOLEShares1.14M
TypeSH
Market value$24.01M
1.42%
Sole
1.13M
Shared
0.00
None
8.07K
S&P GLOBAL INC
SOLEShares44.59K
TypeSH
Market value$23.30M
1.38%
Sole
40.28K
Shared
0.00
None
4.31K
WINTRUST FINL CORP
SOLEShares162.99K
TypeSH
Market value$22.79M
1.35%
Sole
161.45K
Shared
0.00
None
1.54K
HUBBELL INC
SOLEShares47.94K
TypeSH
Market value$21.29M
1.26%
Sole
43.45K
Shared
0.00
None
4.50K
JPMORGAN CHASE & CO.
SOLEShares64.50K
TypeSH
Market value$20.78M
1.23%
Sole
60.35K
Shared
0.00
None
4.14K
STRYKER CORPORATION
SOLEShares55.99K
TypeSH
Market value$19.68M
1.17%
Sole
50.31K
Shared
0.00
None
5.68K
META PLATFORMS INC
SOLEShares27.98K
TypeSH
Market value$18.47M
1.09%
Sole
22.07K
Shared
0.00
None
5.91K
DEERE & CO
SOLEShares37.47K
TypeSH
Market value$17.44M
1.03%
Sole
34.30K
Shared
0.00
None
3.17K
AGILYSYS INC
SOLEShares142.99K
TypeSH
Market value$16.99M
1.01%
Sole
141.40K
Shared
0.00
None
1.59K
CASELLA WASTE SYS INC
SOLEShares172.62K
TypeSH
Market value$16.91M
1.00%
Sole
170.62K
Shared
0.00
None
2.01K
GUARDANT HEALTH INC
SOLEShares158.20K
TypeSH
Market value$16.16M
0.96%
Sole
156.66K
Shared
0.00
None
1.53K
F N B CORP
SOLEShares914.22K
TypeSH
Market value$15.63M
0.93%
Sole
913.73K
Shared
0.00
None
493.00
AXSOME THERAPEUTICS INC
SOLEShares84.89K
TypeSH
Market value$15.51M
0.92%
Sole
84.02K
Shared
0.00
None
870.00
COSTCO WHSL CORP NEW
SOLEShares17.88K
TypeSH
Market value$15.42M
0.91%
Sole
17.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 147.41K | SH | $71.29M 4.23% | 138.30K | 0.00 | 9.11K |
APPLE INCSOLE | COM | 198.98K | SH | $54.10M 3.21% | 187.44K | 0.00 | 11.54K |
ALPHABET INCSOLE | CAP STK CL C | 168.54K | SH | $52.89M 3.13% | 147.94K | 0.00 | 20.60K |
NVIDIA CORPORATIONSOLE | COM | 232.77K | SH | $43.41M 2.57% | 200.63K | 0.00 | 32.14K |
AMAZON COM INCSOLE | COM | 177.56K | SH | $40.98M 2.43% | 158.98K | 0.00 | 18.58K |
GE AEROSPACESOLE | COM NEW | 124.49K | SH | $38.35M 2.27% | 111.20K | 0.00 | 13.29K |
GE VERNOVA INCSOLE | COM | 58.18K | SH | $38.02M 2.25% | 54.84K | 0.00 | 3.34K |
ELI LILLY & COSOLE | COM | 27.40K | SH | $29.45M 1.75% | 24.60K | 0.00 | 2.80K |
EATON CORP PLCSOLE | SHS | 90.44K | SH | $28.81M 1.71% | 81.46K | 0.00 | 8.99K |
VISA INCSOLE | COM CL A | 73.21K | SH | $25.68M 1.52% | 64.24K | 0.00 | 8.98K |
ROCKWELL AUTOMATION INCSOLE | COM | 65.44K | SH | $25.46M 1.51% | 57.53K | 0.00 | 7.90K |
ALPHATEC HLDGS INCSOLE | COM NEW | 1.14M | SH | $24.01M 1.42% | 1.13M | 0.00 | 8.07K |
S&P GLOBAL INCSOLE | COM | 44.59K | SH | $23.30M 1.38% | 40.28K | 0.00 | 4.31K |
WINTRUST FINL CORPSOLE | COM | 162.99K | SH | $22.79M 1.35% | 161.45K | 0.00 | 1.54K |
HUBBELL INCSOLE | COM | 47.94K | SH | $21.29M 1.26% | 43.45K | 0.00 | 4.50K |
JPMORGAN CHASE & CO.SOLE | COM | 64.50K | SH | $20.78M 1.23% | 60.35K | 0.00 | 4.14K |
STRYKER CORPORATIONSOLE | COM | 55.99K | SH | $19.68M 1.17% | 50.31K | 0.00 | 5.68K |
META PLATFORMS INCSOLE | CL A | 27.98K | SH | $18.47M 1.09% | 22.07K | 0.00 | 5.91K |
DEERE & COSOLE | COM | 37.47K | SH | $17.44M 1.03% | 34.30K | 0.00 | 3.17K |
AGILYSYS INCSOLE | COM | 142.99K | SH | $16.99M 1.01% | 141.40K | 0.00 | 1.59K |
CASELLA WASTE SYS INCSOLE | CL A | 172.62K | SH | $16.91M 1.00% | 170.62K | 0.00 | 2.01K |
GUARDANT HEALTH INCSOLE | COM | 158.20K | SH | $16.16M 0.96% | 156.66K | 0.00 | 1.53K |
F N B CORPSOLE | COM | 914.22K | SH | $15.63M 0.93% | 913.73K | 0.00 | 493.00 |
AXSOME THERAPEUTICS INCSOLE | COM | 84.89K | SH | $15.51M 0.92% | 84.02K | 0.00 | 870.00 |
COSTCO WHSL CORP NEWSOLE | COM | 17.88K | SH | $15.42M 0.91% | 17.88K | 0.00 | 0.00 |
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