Filed: 4/30/2026ACC: 0001398344-26-007897
📋 What this filing means
GRANITE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 263 equity positions with a total reported market value of $1.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
263
Positions
$1.63B
Total AUM (reported)
22.74M
Total Shares
Allocation by class
COM$1.24B76.4%
CL A$82.90M5.1%
COM NEW$80.59M5.0%
CAP STK CL C$46.81M2.9%
SHS$45.50M2.8%
COM CL A$39.97M2.5%
SHS NEW$18.05M1.1%
Portfolio Concentration
Top 3$156.65M9.6%
4–10$240.38M14.8%
11–25$275.92M17.0%
Rest$953.39M58.6%
Top 3 weight
9.6%
Top 10 weight
24.4%
Voting Authority Distribution
Total shares with voting rights: 22.74M
Sole
Full voting authority
22.72M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
20.64K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole263
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings263
Rows:
APPLE INC
SOLEShares219.05K
TypeSH
Market value$55.59M
3.42%
Sole
218.44K
Shared
0.00
None
609.00
MICROSOFT CORP
SOLEShares139.81K
TypeSH
Market value$51.75M
3.18%
Sole
139.47K
Shared
0.00
None
341.00
GE VERNOVA INC
SOLEShares56.48K
TypeSH
Market value$49.30M
3.03%
Sole
56.36K
Shared
0.00
None
120.00
ALPHABET INC
SOLEShares163.18K
TypeSH
Market value$46.81M
2.88%
Sole
162.56K
Shared
0.00
None
614.00
NVIDIA CORPORATION
SOLEShares232.95K
TypeSH
Market value$40.63M
2.50%
Sole
232.28K
Shared
0.00
None
666.00
AMAZON COM INC
SOLEShares178.13K
TypeSH
Market value$37.10M
2.28%
Sole
177.25K
Shared
0.00
None
886.00
GE AEROSPACE
SOLEShares126.31K
TypeSH
Market value$35.84M
2.20%
Sole
126.01K
Shared
0.00
None
301.00
EATON CORP PLC
SOLEShares86.20K
TypeSH
Market value$30.83M
1.90%
Sole
85.92K
Shared
0.00
None
279.00
ELI LILLY & CO
SOLEShares27.14K
TypeSH
Market value$24.96M
1.53%
Sole
27.02K
Shared
0.00
None
119.00
ROCKWELL AUTOMATION INC
SOLEShares67.45K
TypeSH
Market value$24.21M
1.49%
Sole
67.17K
Shared
0.00
None
276.00
HUBBELL INC
SOLEShares48.39K
TypeSH
Market value$23.75M
1.46%
Sole
48.39K
Shared
0.00
None
0.00
VISA INC
SOLEShares71.96K
TypeSH
Market value$21.75M
1.34%
Sole
71.96K
Shared
0.00
None
0.00
WINTRUST FINL CORP
SOLEShares153.45K
TypeSH
Market value$21.32M
1.31%
Sole
153.45K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares37.36K
TypeSH
Market value$21.05M
1.29%
Sole
37.36K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares45.18K
TypeSH
Market value$19.22M
1.18%
Sole
45.18K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares65.02K
TypeSH
Market value$19.13M
1.18%
Sole
65.02K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares18.33K
TypeSH
Market value$18.26M
1.12%
Sole
18.20K
Shared
0.00
None
130.00
METHANEX CORP
SOLEShares303.63K
TypeSH
Market value$18.08M
1.11%
Sole
302.51K
Shared
0.00
None
1.12K
TOWER SEMICONDUCTOR LTD
SOLEShares102.86K
TypeSH
Market value$18.05M
1.11%
Sole
102.86K
Shared
0.00
None
0.00
OLD DOMINION FREIGHT LINE IN
SOLEShares90.09K
TypeSH
Market value$17.60M
1.08%
Sole
89.45K
Shared
0.00
None
641.00
POWER INTEGRATIONS INC
SOLEShares324.93K
TypeSH
Market value$16.64M
1.02%
Sole
324.93K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares28.20K
TypeSH
Market value$16.13M
0.99%
Sole
28.20K
Shared
0.00
None
0.00
STRYKER CORPORATION
SOLEShares47.29K
TypeSH
Market value$15.54M
0.96%
Sole
47.29K
Shared
0.00
None
0.00
PACCAR INC
SOLEShares129.66K
TypeSH
Market value$14.98M
0.92%
Sole
129.66K
Shared
0.00
None
0.00
DIGITALOCEAN HLDGS INC
SOLEShares168.31K
TypeSH
Market value$14.44M
0.89%
Sole
168.31K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 219.05K | SH | $55.59M 3.42% | 218.44K | 0.00 | 609.00 |
MICROSOFT CORPSOLE | COM | 139.81K | SH | $51.75M 3.18% | 139.47K | 0.00 | 341.00 |
GE VERNOVA INCSOLE | COM | 56.48K | SH | $49.30M 3.03% | 56.36K | 0.00 | 120.00 |
ALPHABET INCSOLE | CAP STK CL C | 163.18K | SH | $46.81M 2.88% | 162.56K | 0.00 | 614.00 |
NVIDIA CORPORATIONSOLE | COM | 232.95K | SH | $40.63M 2.50% | 232.28K | 0.00 | 666.00 |
AMAZON COM INCSOLE | COM | 178.13K | SH | $37.10M 2.28% | 177.25K | 0.00 | 886.00 |
GE AEROSPACESOLE | COM NEW | 126.31K | SH | $35.84M 2.20% | 126.01K | 0.00 | 301.00 |
EATON CORP PLCSOLE | SHS | 86.20K | SH | $30.83M 1.90% | 85.92K | 0.00 | 279.00 |
ELI LILLY & COSOLE | COM | 27.14K | SH | $24.96M 1.53% | 27.02K | 0.00 | 119.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 67.45K | SH | $24.21M 1.49% | 67.17K | 0.00 | 276.00 |
HUBBELL INCSOLE | COM | 48.39K | SH | $23.75M 1.46% | 48.39K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 71.96K | SH | $21.75M 1.34% | 71.96K | 0.00 | 0.00 |
WINTRUST FINL CORPSOLE | COM | 153.45K | SH | $21.32M 1.31% | 153.45K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 37.36K | SH | $21.05M 1.29% | 37.36K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 45.18K | SH | $19.22M 1.18% | 45.18K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 65.02K | SH | $19.13M 1.18% | 65.02K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 18.33K | SH | $18.26M 1.12% | 18.20K | 0.00 | 130.00 |
METHANEX CORPSOLE | COM | 303.63K | SH | $18.08M 1.11% | 302.51K | 0.00 | 1.12K |
TOWER SEMICONDUCTOR LTDSOLE | SHS NEW | 102.86K | SH | $18.05M 1.11% | 102.86K | 0.00 | 0.00 |
OLD DOMINION FREIGHT LINE INSOLE | COM | 90.09K | SH | $17.60M 1.08% | 89.45K | 0.00 | 641.00 |
POWER INTEGRATIONS INCSOLE | COM | 324.93K | SH | $16.64M 1.02% | 324.93K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 28.20K | SH | $16.13M 0.99% | 28.20K | 0.00 | 0.00 |
STRYKER CORPORATIONSOLE | COM | 47.29K | SH | $15.54M 0.96% | 47.29K | 0.00 | 0.00 |
PACCAR INCSOLE | COM | 129.66K | SH | $14.98M 0.92% | 129.66K | 0.00 | 0.00 |
DIGITALOCEAN HLDGS INCSOLE | COM | 168.31K | SH | $14.44M 0.89% | 168.31K | 0.00 | 0.00 |
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