GI

Granite Investment Partners, LLC

13F
Granite Investment Partners, LLC
Last update 2025-05-13 256 Stocks (16 new)
Value $1.97 Bil Turnover 12 %
Countries:
Top Holdings: MSFT(3.04%)AAPL(2.62%)CBZ(2.08%)CWST(2.05%)AMZN(1.94%)
Summary Stock Picks Current Portfolio
Granite Investment Partners, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
159,588
59,907.7
-6.91%
3.040
-0.22%
0.000
+16.84%
+11.38%
3,476,052.1
Software
AAPL 		Apple Inc
232,438
51,631.4
-14.34%
2.620
-0.42%
0.000
-14.78%
-19.69%
2,996,574.8
Hardware
CBZ 		CBIZ Inc
538,292
40,834.8
-4.09%
2.080
-0.08%
0.990
+0.74%
-10.13%
4,000.2
Business Services
CWST 		Casella Waste Systems Inc
361,228
40,280.5
-5.82%
2.050
-0.10%
0.570
+3.18%
+8.85%
7,309.1
Waste Management
AMZN 		Amazon.com Inc
200,455
38,138.6
-7.50%
1.940
-0.15%
0.000
-0.22%
-5.23%
2,207,245.8
Retail - Cyclical
WTFC 		Wintrust Financial Corp
298,116
33,526.1
+5.51%
1.700
+0.09%
0.450
+3.08%
-3.88%
7,957.3
Banks
V 		Visa Inc
90,124
31,584.9
-8.50%
1.610
-0.11%
0.000
+4.17%
+16.44%
702,611.7
Credit Services
NVDA 		NVIDIA Corp
291,033
31,542.2
-8.99%
1.600
-0.17%
0.000
+19.35%
+4.25%
3,413,965.3
Semiconductors
GOOG 		Alphabet Inc
184,765
28,865.8
-9.30%
1.470
-0.16%
0.000
-2.85%
-10.73%
2,051,634.4
Interactive Media
GE 		GE Aerospace
137,917
27,604.1
-4.52%
1.400
-0.05%
0.010
+24.64%
+51.32%
268,644.1
Aerospace & Defense

Granite Investment Partners, LLC's Historical Top Holdings Breakdowns

Granite Investment Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PYCR Unlock Delisted Paycor HCM Inc2025-03-31Sold Out
-1.22%
●
18.34 ($22.13) 22.86
$22.49
1.63%
Sold Out
0
-1,522,098
LITE 		Lumentum Holdings Inc2025-03-31Sold Out
-1.21%
●
57.41 ($76.95) 100.38
$81.64
6.09%
Sold Out
0
-332,459
GENI 		Genius Sports Ltd2025-03-31New Buy
+1.06%
●
8.32 ($9.27) 11.08
$9.40
1.40%
New holding
2,086,715
2,086,715
BROS 		Dutch Bros Inc2025-03-31Reduce
-1.05%
●
55.77 ($65.86) 85.37
$73.02
10.87%
Reduce -67.08%
228,938
-466,492
SKY 		Champion Homes Inc2025-03-31New Buy
+0.93%
●
85.72 ($95.92) 108.14
$65.38
-31.84%
New holding
194,114
194,114
GH 		Guardant Health Inc2025-03-31New Buy
+0.91%
●
31.77 ($43.14) 49.94
$48.42
12.24%
New holding
419,004
419,004
LMB 		Limbach Holdings Inc2025-03-31New Buy
+0.76%
●
68.92 ($87.39) 105.33
$134.12
53.47%
New holding
200,773
200,773
INSP 		Inspire Medical Systems Inc2025-03-31Add
+0.73%
●
157.24 ($180.91) 215.42
$135.87
-24.90%
Add 672.83%
104,116
90,644
RUSHA 		Rush Enterprises Inc2025-03-31New Buy
+0.68%
●
52.01 ($57.35) 61.99
$50.27
-12.35%
New holding
251,916
251,916
NARI Unlock Delisted Inari Medical Inc2025-03-31Sold Out
-0.66%
●
49.77 ($77.39) 79.97
$79.97
3.33%
Sold Out
0
-299,319

Granite Investment Partners, LLC Total Holding History ($B)

To

Granite Investment Partners, LLC's Asset Allocation

To

Granite Investment Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Granite Investment Partners, LLC's Hypothetical Growth since 2025-03-31

Granite Investment Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Granite Investment Partners, LLC's Holdings Heat Map

Size field:

Granite Investment Partners, LLC's Holdings Bubble Chart

Granite Investment Partners, LLC News

  • 1

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