- New Purchases: TEX, LTHM, USCR, NVDA, ALC, HXL, TTEC, COHR, PSN, WCC, ROG, VSAT, AERI, CLNE, EFV, IWO, JKH, LQD, VPL,
- Added Positions: APY, HEES, HALO, IWM, ROK, SMPL, RMAX, KEYS, NEO, SITE, IWF, RAMP, LOPE, ALGN, KN, DIS, WST, HZNP, PFPT, PCTY, CRS, NYT, SKX, TKR, NVCR, IAA, AIN, WTRG, BOH, BRKS, CVCO, FLS, HE, LPX, MRCY, WBS, REXR, WIX, PRAH, PLNT, FLIR, GNTX, IART, AXGN, LGND, LFUS, LPSN, DORM, KTOS, GNMK, AAT, SPLK, PNR, BFAM, ZEN, USFD, ATR, CMD, FISV, HMSY, HTLD, IDA, OMCL, SKY, GTLS, COR, NEWR, GKOS, APPF, EAF, AWR, DSGX, WIRE, HSKA, ISRG, MRTN, MNRO, PZZA, RGLD, SJW, VC, NTRA, GOLF, APPN, BLKB, BMY, CPF, C, COLB, HCSG, HUBG, MNR, NEOG, RBA, SBCF, HTGC, FIBK, FEYE, MMI, CBPX, TWOU, INSP, DE, NEE, HON, NTCT, SLAB, HYT, AMBA, DSL, EEM, EFA, IJH, IJR, SCHF, VGK, VWO,
- Reduced Positions: CLB, PANW, FIVN, J, CUB, MSFT, CCI, ALXN, PEP, PTC, GOOG, NSSC, JYNT, AMZN, WIFI, CTT, SHSP, SFM, MRK, SSD, CVX, RDVT, TMO, V, CELH, HROW, UNH, NKE, BLK, ACIW, ATVI, TRC, AAPL, ADP, WPRT, BKNG, MTCH, CSCO, ILMN, ECL, ICAD, SPGI, CDXC, FB, GOOGL, BRK.B, CRM, INVE, PYPL, VRSK, MDT, SPOT, DOCU, OII, FRPT, ABT, CDXS, FRC, HCA, THR, ODFL, DXCM, COST, XOM, CME, HUBB, INTC, JPM, MDLZ, LMT, MAR, SCHW, RIGL, SLB, SCHL, SYY, FIS, MMM, UPS, GWW, FXI, FTV, CL, DCI, EMR, HST, ORCL, PG, UNP, PAI, WBA,
- Sold Out: CMO, CBM, ORBC, TYL, VRAY, LNTH, TRV, MODN, KAR, DRQ, AGYS, VRNT, QADA, MITK, MMS, HFWA, CYBR, SNDR, BLFS, SLP, XONE, MTLS, AMSWA, SPAR, HEAR, SLYV, CSBR, AXNX, ESQ, RST, GWRS, ENVA, LIND, OXFD, WINA, HTBK, PAR, YUM, LXFR, CELG, MRUS, LOAN, IIIN, ITI, MIXT, LAKE, LNDC, NTIC, RADA, RVSB, USLM, OPRX, HOFT, ACU, APT, EOLS, CODA, AXP, VERI, ZYME, PIXY, PTY, TWIN, PIRS, LIQT, PFNX, DHX, AMRK, CRCM, MAXR, CTSO, MKGI, SAMG, YGYI, PMD, ECPG, MMC,
For the details of Granite Investment Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/granite+investment+partners%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Granite Investment Partners, LLC- NeoGenomics Inc (NEO) - 1,920,723 shares, 2.64% of the total portfolio. Shares added by 4.95%
- SiteOne Landscape Supply Inc (SITE) - 503,001 shares, 2.15% of the total portfolio. Shares added by 5.25%
- Microsoft Corp (MSFT) - 238,214 shares, 1.77% of the total portfolio. Shares reduced by 7.79%
- LivePerson Inc (LPSN) - 888,460 shares, 1.55% of the total portfolio. Shares added by 2.51%
- Knowles Corp (KN) - 1,535,224 shares, 1.53% of the total portfolio. Shares added by 5.19%
Granite Investment Partners, LLC initiated holding in Terex Corp. The purchase prices were between $23.28 and $31.28, with an estimated average price of $28.17. The stock is now traded at around $25.66. The impact to a portfolio due to this purchase was 0.65%. The holding were 462,703 shares as of .
New Purchase: Livent Corp (LTHM)Granite Investment Partners, LLC initiated holding in Livent Corp. The purchase prices were between $6.45 and $8.95, with an estimated average price of $7.68. The stock is now traded at around $9.85. The impact to a portfolio due to this purchase was 0.53%. The holding were 1,310,374 shares as of .
New Purchase: US Concrete Inc (USCR)Granite Investment Partners, LLC initiated holding in US Concrete Inc. The purchase prices were between $37.9 and $55.12, with an estimated average price of $45.54. The stock is now traded at around $39.59. The impact to a portfolio due to this purchase was 0.4%. The holding were 203,068 shares as of .
New Purchase: NVIDIA Corp (NVDA)Granite Investment Partners, LLC initiated holding in NVIDIA Corp. The purchase prices were between $173.04 and $239.37, with an estimated average price of $209.21. The stock is now traded at around $262.97. The impact to a portfolio due to this purchase was 0.38%. The holding were 33,883 shares as of .
New Purchase: Alcon Inc (ALC)Granite Investment Partners, LLC initiated holding in Alcon Inc. The purchase prices were between $55.04 and $59.27, with an estimated average price of $57.24. The stock is now traded at around $61.23. The impact to a portfolio due to this purchase was 0.2%. The holding were 74,848 shares as of .
New Purchase: Hexcel Corp (HXL)Granite Investment Partners, LLC initiated holding in Hexcel Corp. The purchase prices were between $73.31 and $80.29, with an estimated average price of $76.83. The stock is now traded at around $73.74. The impact to a portfolio due to this purchase was 0.15%. The holding were 43,185 shares as of .
Added: Apergy Corp (APY)Granite Investment Partners, LLC added to a holding in Apergy Corp by 847.14%. The purchase prices were between $24.03 and $34.15, with an estimated average price of $27.23. The stock is now traded at around $26.56. The impact to a portfolio due to this purchase was 0.79%. The holding were 555,145 shares as of .
Added: H&E Equipment Services Inc (HEES)Granite Investment Partners, LLC added to a holding in H&E Equipment Services Inc by 70.83%. The purchase prices were between $26.44 and $37.29, with an estimated average price of $32.54. The stock is now traded at around $28.54. The impact to a portfolio due to this purchase was 0.41%. The holding were 629,569 shares as of .
Added: Halozyme Therapeutics Inc (HALO)Granite Investment Partners, LLC added to a holding in Halozyme Therapeutics Inc by 52.08%. The purchase prices were between $14.93 and $19.53, with an estimated average price of $17.4. The stock is now traded at around $19.98. The impact to a portfolio due to this purchase was 0.38%. The holding were 1,319,176 shares as of .
Added: iShares Russell 2000 ETF (IWM)Granite Investment Partners, LLC added to a holding in iShares Russell 2000 ETF by 2774.06%. The purchase prices were between $145.92 and $166.68, with an estimated average price of $157.72. The stock is now traded at around $165.81. The impact to a portfolio due to this purchase was 0.32%. The holding were 42,220 shares as of .
Added: Rockwell Automation Inc (ROK)Granite Investment Partners, LLC added to a holding in Rockwell Automation Inc by 285.82%. The purchase prices were between $153.28 and $205.47, with an estimated average price of $186.07. The stock is now traded at around $203.82. The impact to a portfolio due to this purchase was 0.28%. The holding were 39,932 shares as of .
Added: The Simply Good Foods Co (SMPL)Granite Investment Partners, LLC added to a holding in The Simply Good Foods Co by 28.37%. The purchase prices were between $23.22 and $28.69, with an estimated average price of $26.35. The stock is now traded at around $24.06. The impact to a portfolio due to this purchase was 0.23%. The holding were 772,205 shares as of .
Sold Out: Capstead Mortgage Corp (CMO)Granite Investment Partners, LLC sold out a holding in Capstead Mortgage Corp. The sale prices were between $7.3 and $8.13, with an estimated average price of $7.73.
Sold Out: Cambrex Corp (CBM)Granite Investment Partners, LLC sold out a holding in Cambrex Corp. The sale prices were between $59.46 and $59.99, with an estimated average price of $59.75.
Sold Out: ORBCOMM Inc (ORBC)Granite Investment Partners, LLC sold out a holding in ORBCOMM Inc. The sale prices were between $3.81 and $4.8, with an estimated average price of $4.26.
Sold Out: Tyler Technologies Inc (TYL)Granite Investment Partners, LLC sold out a holding in Tyler Technologies Inc. The sale prices were between $257.86 and $300.57, with an estimated average price of $279.27.
Sold Out: ViewRay Inc (VRAY)Granite Investment Partners, LLC sold out a holding in ViewRay Inc. The sale prices were between $2.3 and $4.6, with an estimated average price of $3.26.
Sold Out: Lantheus Holdings Inc (LNTH)Granite Investment Partners, LLC sold out a holding in Lantheus Holdings Inc. The sale prices were between $18.47 and $21.54, with an estimated average price of $20.19.
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