Granite Investment Partners, LLC Top Holdings and 13F Report (2024)

About Granite Investment Partners, LLC

Investment Activity

Granite Investment Partners, LLC has $2.34 billion in total holdings as of September 30, 2024.
Granite Investment Partners, LLC owns shares of 245 different stocks, but just 97 companies or ETFs make up 80% of its holdings.
Approximately 7.86% of the portfolio was purchased this quarter.
About 16.89% of the portfolio was sold this quarter.
This quarter, Granite Investment Partners, LLC has purchased 253 new stocks and bought additional shares in 47 stocks.
Granite Investment Partners, LLC sold shares of 152 stocks and completely divested from 24 stocks this quarter.

Largest Holdings

Microsoft: $74,148,435
Apple: $64,805,455
NVIDIA: $41,133,671
Amazon.com: $40,990,178
Casella Waste Systems: $39,587,071

Largest New Holdings this Quarter

First Hawaiian: $17,335,715 Holding
MDU Resources Group: $16,489,719 Holding
Inari Medical: $12,606,532 Holding
Ligand Pharmaceuticals: $11,810,720 Holding
Donnelley Financial Solutions: $10,206,744 Holding

Largest Purchases this Quarter

First Hawaiian: 748,843 shares (about $17.34M)
MDU Resources Group: 601,595 shares (about $16.49M)
SiteOne Landscape Supply: 109,251 shares (about $16.49M)
Inari Medical: 305,687 shares (about $12.61M)
Ligand Pharmaceuticals: 118,001 shares (about $11.81M)

Largest Sales this Quarter

Halozyme Therapeutics: 313,542 shares (about $17.95M)
The Descartes Systems Group: 163,571 shares (about $16.84M)
Noble: 443,962 shares (about $16.04M)
Freshpet: 95,826 shares (about $13.11M)
ICF International: 60,783 shares (about $10.14M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$74,148,435	$1,891,168 ▼	-2.5%	172,318	3.2%	Computer and Technology
AAPL Apple	$64,805,455	$2,629,638 ▼	-3.9%	278,135	2.8%	Computer and Technology
NVDA NVIDIA	$41,133,671	$6,506,512 ▼	-13.7%	338,716	1.8%	Computer and Technology
AMZN Amazon.com	$40,990,178	$1,401,574 ▲	3.5%	219,987	1.8%	Retail/Wholesale
CWST Casella Waste Systems	$39,587,071	$5,061,056 ▼	-11.3%	397,900	1.7%	Industrial Products
CBZ CBIZ	$39,322,796	$233,900 ▲	0.6%	584,378	1.7%	Business Services
FRPT Freshpet	$36,995,875	$13,106,122 ▼	-26.2%	270,497	1.6%	Consumer Staples
GOOG Alphabet	$35,126,786	$641,341 ▼	-1.8%	210,101	1.5%	Computer and Technology
NEOG Neogen	$34,564,302	$225,893 ▼	-0.6%	2,056,175	1.5%	Medical
ETN Eaton	$34,343,481	$3,045,602 ▼	-8.1%	103,619	1.5%	Industrial Products
LLY Eli Lilly and Company	$33,197,058	$625,474 ▼	-1.8%	37,471	1.4%	Medical
WTFC Wintrust Financial	$31,321,649	$681,026 ▲	2.2%	288,599	1.3%	Finance
LPX Louisiana-Pacific	$31,062,495	$2,494,791 ▼	-7.4%	289,061	1.3%	Construction
AGYS Agilysys	$29,226,953	$3,856,448 ▼	-11.7%	268,211	1.3%	Computer and Technology
V Visa	$27,397,668	$2,988,707 ▼	-9.8%	99,646	1.2%	Business Services
IPAR Inter Parfums	$27,134,735	$3,364,149 ▼	-11.0%	209,567	1.2%	Consumer Discretionary
BDC Belden	$27,050,939	$4,090,414 ▲	17.8%	230,948	1.2%	Industrial Products
TSEM Tower Semiconductor	$26,878,301	$1,800,010 ▲	7.2%	607,282	1.2%	Computer and Technology
HUBB Hubbell	$26,705,909	$58,256 ▲	0.2%	62,346	1.1%	Industrial Products
SPGI S&P Global	$26,432,862	$982,611 ▲	3.9%	51,165	1.1%	Business Services
HALO Halozyme Therapeutics	$25,145,360	$17,947,144 ▼	-41.6%	439,297	1.1%	Medical
VCYT Veracyte	$24,629,778	$7,197,418 ▼	-22.6%	723,554	1.1%	Medical
KTOS Kratos Defense & Security Solutions	$23,712,527	$1,972,718 ▼	-7.7%	1,017,705	1.0%	Aerospace
SITE SiteOne Landscape Supply	$23,544,073	$16,487,069 ▲	233.6%	156,014	1.0%	Industrial Products
CRS Carpenter Technology	$23,061,704	$4,414,940 ▼	-16.1%	144,515	1.0%	Basic Materials
PYCR Paycor HCM	$22,965,068	$4,513,073 ▲	24.5%	1,618,398	1.0%	Computer and Technology
NSSC Napco Security Technologies	$22,235,238	$1,763,085 ▼	-7.3%	549,561	1.0%	Industrial Products
STC Stewart Information Services	$21,591,489	$1,725,747 ▼	-7.4%	288,888	0.9%	Finance
LITE Lumentum	$21,522,644	$1,570,747 ▼	-6.8%	339,581	0.9%	Computer and Technology
OUT OUTFRONT Media	$20,549,612	$1,601,449 ▼	-7.2%	1,118,042	0.9%	Finance
AMPH Amphastar Pharmaceuticals	$19,689,495	$398,140 ▲	2.1%	405,718	0.8%	Medical
GE General Electric	$19,366,600	$262,692 ▼	-1.3%	102,697	0.8%	Transportation
FLR Fluor	$19,288,247	$1,356,204 ▼	-6.6%	404,281	0.8%	Construction
SITM SiTime	$19,146,690	$1,448,573 ▼	-7.0%	111,636	0.8%	Computer and Technology
DE Deere & Company	$19,070,312	$2,382,954 ▼	-11.1%	45,696	0.8%	Industrial Products
ICUI ICU Medical	$19,005,910	$2,663,145 ▲	16.3%	104,302	0.8%	Medical
ACLS Axcelis Technologies	$18,471,844	$2,028,533 ▼	-9.9%	176,174	0.8%	Computer and Technology
ODFL Old Dominion Freight Line	$18,275,675	$3,244,586 ▲	21.6%	92,004	0.8%	Transportation
ABBV AbbVie	$17,865,028	$74,647 ▼	-0.4%	90,465	0.8%	Medical
HP Helmerich & Payne	$17,798,164	$2,303,463 ▼	-11.5%	585,081	0.8%	Oils/Energy
COST Costco Wholesale	$17,523,841	$426,416 ▼	-2.4%	19,767	0.8%	Retail/Wholesale
TRNO Terreno Realty	$17,416,433	$1,421,541 ▼	-7.5%	260,608	0.7%	Finance
FHB First Hawaiian	$17,335,715	$17,335,715 ▲	New Holding	748,843	0.7%	Finance
CWK Cushman & Wakefield	$17,289,696	$1,056,298 ▼	-5.8%	1,268,503	0.7%	Finance
AZEK AZEK	$17,249,310	$2,363,587 ▼	-12.1%	368,575	0.7%	Construction
ARCB ArcBest	$16,958,760	$1,966,741 ▼	-10.4%	156,374	0.7%	Transportation
ARLO Arlo Technologies	$16,916,265	$1,278,973 ▼	-7.0%	1,396,884	0.7%	Computer and Technology
HAYW Hayward	$16,747,169	$8,190,900 ▲	95.7%	1,091,732	0.7%	Computer and Technology
SYK Stryker	$16,673,955	$272,029 ▼	-1.6%	46,155	0.7%	Medical
CR Crane	$16,653,747	$8,842,312 ▼	-34.7%	105,217	0.7%	Industrials
MDU MDU Resources Group	$16,489,719	$16,489,719 ▲	New Holding	601,595	0.7%	Utilities
META Meta Platforms	$16,423,876	$402,425 ▼	-2.4%	28,691	0.7%	Computer and Technology
FOLD Amicus Therapeutics	$16,050,726	$7,280,545 ▲	83.0%	1,502,877	0.7%	Medical
VESTIS CORPORATION	$15,747,259	$1,006,614 ▼	-6.0%	1,056,863	0.7%	COM SHS
FCFS FirstCash	$15,614,063	$1,237,200 ▼	-7.3%	136,011	0.7%	Business Services
PCAR PACCAR	$15,194,253	$1,049,166 ▲	7.4%	153,975	0.7%	Auto/Tires/Trucks
BLK BlackRock	$15,157,028	$155,720 ▼	-1.0%	15,963	0.6%	Finance
BRP The Baldwin Insurance Group	$15,139,698	$1,209,343 ▼	-7.4%	304,010	0.6%	Finance
SHW Sherwin-Williams	$15,022,913	$966,770 ▲	6.9%	39,361	0.6%	Basic Materials
ROK Rockwell Automation	$14,113,211	$123,492 ▼	-0.9%	52,571	0.6%	Computer and Technology
GE VERNOVA INC	$13,776,059	$96,637 ▲	0.7%	54,028	0.6%	COM
MEG Montrose Environmental Group	$13,754,006	$1,960,744 ▼	-12.5%	522,966	0.6%	Business Services
KRUS Kura Sushi USA	$13,628,899	$2,621,906 ▲	23.8%	169,177	0.6%	Retail/Wholesale
TMO Thermo Fisher Scientific	$13,572,044	$924,144 ▼	-6.4%	21,941	0.6%	Medical
ESAB ESAB	$13,531,137	$4,784,907 ▼	-26.1%	127,280	0.6%	Industrial Products
SIG Signet Jewelers	$13,016,062	$7,482,395 ▼	-36.5%	126,198	0.6%	Retail/Wholesale
MGNI Magnite	$12,851,207	$1,151,309 ▲	9.8%	927,885	0.6%	Computer and Technology
ZTS Zoetis	$12,622,916	$164,510 ▼	-1.3%	64,607	0.5%	Medical
NARI Inari Medical	$12,606,532	$12,606,532 ▲	New Holding	305,687	0.5%	Medical
MRTN Marten Transport	$12,506,431	$1,031,857 ▼	-7.6%	706,578	0.5%	Transportation
MEOH Methanex	$12,495,676	$996,459 ▼	-7.4%	302,266	0.5%	Basic Materials
ADBE Adobe	$11,978,840	$136,176 ▼	-1.1%	23,135	0.5%	Computer and Technology
LGND Ligand Pharmaceuticals	$11,810,720	$11,810,720 ▲	New Holding	118,001	0.5%	Medical
IDXX IDEXX Laboratories	$11,358,356	$130,852 ▼	-1.1%	22,482	0.5%	Medical
SHOP Shopify	$11,014,602	$1,555,598 ▼	-12.4%	137,442	0.5%	Computer and Technology
STAA STAAR Surgical	$10,989,230	$2,460,927 ▼	-18.3%	295,807	0.5%	Medical
ADP Automatic Data Processing	$10,795,514	$294,717 ▼	-2.7%	39,011	0.5%	Business Services
DHR Danaher	$10,727,958	$1,002,262 ▼	-8.5%	38,587	0.5%	Multi-Sector Conglomerates
NCNO nCino	$10,628,456	$5,269,749 ▼	-33.1%	336,450	0.5%	Computer and Technology
PTC PTC	$10,520,374	$2,526,349 ▲	31.6%	58,233	0.5%	Computer and Technology
DFIN Donnelley Financial Solutions	$10,206,744	$10,206,744 ▲	New Holding	155,047	0.4%	Computer and Technology
ADI Analog Devices	$10,187,554	$159,047 ▼	-1.5%	44,261	0.4%	Computer and Technology
CRWD CrowdStrike	$10,184,146	$1,404,313 ▼	-12.1%	36,311	0.4%	Computer and Technology
BRZE Braze	$10,016,668	$745,566 ▼	-6.9%	309,730	0.4%	Business Services
ZIP ZipRecruiter	$10,010,027	$754,082 ▼	-7.0%	1,053,687	0.4%	Business Services
CCCS CCC Intelligent Solutions	$9,941,795	$1,868,478 ▲	23.1%	899,710	0.4%	Finance
RARE Ultragenyx Pharmaceutical	$9,722,694	$9,722,694 ▲	New Holding	175,026	0.4%	Medical
JPM JPMorgan Chase & Co.	$9,277,840	$80,970 ▲	0.9%	44,000	0.4%	Finance
TXG 10x Genomics	$9,252,968	$1,156,706 ▼	-11.1%	409,786	0.4%	Medical
BROS Dutch Bros	$9,233,032	$1,427,865 ▼	-13.4%	288,262	0.4%	Retail/Wholesale
RXST RxSight	$9,205,547	$706,997 ▼	-7.1%	186,234	0.4%	Medical
MODG Topgolf Callaway Brands	$9,152,884	$719,563 ▼	-7.3%	833,596	0.4%	Consumer Discretionary
NE Noble	$9,078,693	$16,044,786 ▼	-63.9%	251,209	0.4%	Oils/Energy
NTRA Natera	$9,055,597	$4,482,858 ▼	-33.1%	71,332	0.4%	Medical
CB Chubb	$9,055,158	$9,055,158 ▲	New Holding	31,399	0.4%	Finance
ICFI ICF International	$8,814,685	$10,137,997 ▼	-53.5%	52,849	0.4%	Business Services
ECL Ecolab	$8,694,242	$310,226 ▼	-3.4%	34,051	0.4%	Basic Materials
ROG Rogers	$8,686,853	$2,383,946 ▼	-21.5%	76,868	0.4%	Computer and Technology
MGM MGM Resorts International	$8,358,771	$509,851 ▼	-5.7%	213,834	0.4%	Consumer Discretionary
PEP PepsiCo	$8,179,405	$634,627 ▼	-7.2%	48,100	0.4%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Granite Investment Partners, LLC Top Holdings and 13F Report (2024)

About Granite Investment Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Granite Investment Partners, LLC Top Holdings and 13F Report (2024)

About Granite Investment Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofGranite Investment Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools