Filed: 8/7/2026ACC: 0001398344-26-013762
📋 What this filing means
GRANITE INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 277 equity positions with a total reported market value of $1.95B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
277
Positions
$1.95B
Total AUM (reported)
22.82M
Total Shares
Allocation by class
COM$1.48B75.9%
COM NEW$108.96M5.6%
CL A$106.09M5.4%
CAP STK CL C$57.71M3.0%
SHS$55.10M2.8%
COM CL A$36.71M1.9%
CAP STK CL A$12.75M0.7%
Portfolio Concentration
Top 3$185.62M9.5%
4–10$288.23M14.8%
11–25$321.22M16.5%
Rest$1.16B59.3%
Top 3 weight
9.5%
Top 10 weight
24.3%
Voting Authority Distribution
Total shares with voting rights: 22.82M
Sole
Full voting authority
22.79M
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
23.12K
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole277
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings277
Rows:
GE VERNOVA INC
SOLEShares55.18K
TypeSH
Market value$64.83M
3.32%
Sole
55.06K
Shared
0.00
None
120.00
APPLE INC
SOLEShares218.01K
TypeSH
Market value$63.08M
3.23%
Sole
217.40K
Shared
0.00
None
609.00
ALPHABET INC
SOLEShares163.32K
TypeSH
Market value$57.71M
2.96%
Sole
162.76K
Shared
0.00
None
564.00
MICROSOFT CORP
SOLEShares136.25K
TypeSH
Market value$50.82M
2.60%
Sole
135.78K
Shared
0.00
None
472.00
GE AEROSPACE
SOLEShares125.39K
TypeSH
Market value$46.86M
2.40%
Sole
125.09K
Shared
0.00
None
301.00
NVIDIA CORPORATION
SOLEShares231.23K
TypeSH
Market value$46.27M
2.37%
Sole
230.56K
Shared
0.00
None
666.00
AMAZON COM INC
SOLEShares176.44K
TypeSH
Market value$42.05M
2.15%
Sole
175.65K
Shared
0.00
None
795.00
EATON CORP PLC
SOLEShares85.92K
TypeSH
Market value$36.61M
1.88%
Sole
85.65K
Shared
0.00
None
279.00
ROCKWELL AUTOMATION INC
SOLEShares67.12K
TypeSH
Market value$33.23M
1.70%
Sole
66.84K
Shared
0.00
None
276.00
ELI LILLY & CO
SOLEShares27K
TypeSH
Market value$32.38M
1.66%
Sole
26.88K
Shared
0.00
None
119.00
NOVANTA INC
SOLEShares161.75K
TypeSH
Market value$26.24M
1.34%
Sole
161.75K
Shared
0.00
None
0.00
HUBBELL INC
SOLEShares48.39K
TypeSH
Market value$25.32M
1.30%
Sole
48.39K
Shared
0.00
None
0.00
WINTRUST FINL CORP
SOLEShares153.32K
TypeSH
Market value$24.64M
1.26%
Sole
153.32K
Shared
0.00
None
0.00
VISA INC
SOLEShares71.16K
TypeSH
Market value$24.41M
1.25%
Sole
71.16K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares37K
TypeSH
Market value$23.47M
1.20%
Sole
36.89K
Shared
0.00
None
114.00
DIGITALOCEAN HLDGS INC
SOLEShares148.58K
TypeSH
Market value$23.33M
1.20%
Sole
148.58K
Shared
0.00
None
0.00
REGAL REXNORD CORPORATION
SOLEShares91.97K
TypeSH
Market value$21.91M
1.12%
Sole
91.97K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares64.99K
TypeSH
Market value$21.27M
1.09%
Sole
64.99K
Shared
0.00
None
0.00
CALLAWAY GOLF CO
SOLEShares1.11M
TypeSH
Market value$20.84M
1.07%
Sole
1.11M
Shared
0.00
None
0.00
AXSOME THERAPEUTICS INC.
SOLEShares80.12K
TypeSH
Market value$19.61M
1.00%
Sole
80.12K
Shared
0.00
None
0.00
OLD DOMINION FREIGHT LINE IN
SOLEShares90.47K
TypeSH
Market value$19.60M
1.00%
Sole
89.61K
Shared
0.00
None
862.00
ONTO INNOVATION INC
SOLEShares48.38K
TypeSH
Market value$18.31M
0.94%
Sole
48.38K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares44.86K
TypeSH
Market value$18.27M
0.94%
Sole
44.86K
Shared
0.00
None
0.00
LIGAND PHARMACEUTICALS INC
SOLEShares54.13K
TypeSH
Market value$17.11M
0.88%
Sole
54.13K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares22.13K
TypeSH
Market value$16.89M
0.87%
Sole
22.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GE VERNOVA INCSOLE | COM | 55.18K | SH | $64.83M 3.32% | 55.06K | 0.00 | 120.00 |
APPLE INCSOLE | COM | 218.01K | SH | $63.08M 3.23% | 217.40K | 0.00 | 609.00 |
ALPHABET INCSOLE | CAP STK CL C | 163.32K | SH | $57.71M 2.96% | 162.76K | 0.00 | 564.00 |
MICROSOFT CORPSOLE | COM | 136.25K | SH | $50.82M 2.60% | 135.78K | 0.00 | 472.00 |
GE AEROSPACESOLE | COM NEW | 125.39K | SH | $46.86M 2.40% | 125.09K | 0.00 | 301.00 |
NVIDIA CORPORATIONSOLE | COM | 231.23K | SH | $46.27M 2.37% | 230.56K | 0.00 | 666.00 |
AMAZON COM INCSOLE | COM | 176.44K | SH | $42.05M 2.15% | 175.65K | 0.00 | 795.00 |
EATON CORP PLCSOLE | SHS | 85.92K | SH | $36.61M 1.88% | 85.65K | 0.00 | 279.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 67.12K | SH | $33.23M 1.70% | 66.84K | 0.00 | 276.00 |
ELI LILLY & COSOLE | COM | 27K | SH | $32.38M 1.66% | 26.88K | 0.00 | 119.00 |
NOVANTA INCSOLE | COM | 161.75K | SH | $26.24M 1.34% | 161.75K | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 48.39K | SH | $25.32M 1.30% | 48.39K | 0.00 | 0.00 |
WINTRUST FINL CORPSOLE | COM | 153.32K | SH | $24.64M 1.26% | 153.32K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 71.16K | SH | $24.41M 1.25% | 71.16K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 37K | SH | $23.47M 1.20% | 36.89K | 0.00 | 114.00 |
DIGITALOCEAN HLDGS INCSOLE | COM | 148.58K | SH | $23.33M 1.20% | 148.58K | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 91.97K | SH | $21.91M 1.12% | 91.97K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 64.99K | SH | $21.27M 1.09% | 64.99K | 0.00 | 0.00 |
CALLAWAY GOLF COSOLE | COM | 1.11M | SH | $20.84M 1.07% | 1.11M | 0.00 | 0.00 |
AXSOME THERAPEUTICS INC.SOLE | COM | 80.12K | SH | $19.61M 1.00% | 80.12K | 0.00 | 0.00 |
OLD DOMINION FREIGHT LINE INSOLE | COM | 90.47K | SH | $19.60M 1.00% | 89.61K | 0.00 | 862.00 |
ONTO INNOVATION INCSOLE | COM | 48.38K | SH | $18.31M 0.94% | 48.38K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 44.86K | SH | $18.27M 0.94% | 44.86K | 0.00 | 0.00 |
LIGAND PHARMACEUTICALS INCSOLE | COM NEW | 54.13K | SH | $17.11M 0.88% | 54.13K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 22.13K | SH | $16.89M 0.87% | 22.13K | 0.00 | 0.00 |
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