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GIP

Granite Investment Partners Portfolio holdings

AUM $1.63B
1-Year Est. Return 38.09%
This Fund
S&P 500
This Quarter Est. Return
+1.89%
1 Year Est. Return
+38.09%
3 Year Est. Return
+97.27%
5 Year Est. Return
+136.42%
10 Year Est. Return
+1,029.15%
AUM
$1.63B
AUM Growth
-$60.9M
Cap. Flow
-$14.2M
Cap. Flow %
-0.87%
Top 10 Hldgs %
24.41%
Holding
284
New
40
Increased
92
Reduced
98
Closed
21

Top Buys

Rank Stock Value
1
BMI icon
Badger Meter
BMI
+$9.58M
2
APPF icon
AppFolio
APPF
+$9.24M
3
LRN icon
Stride
LRN
+$8.66M
4
CSW
CSW Industrials
CSW
+$8.45M
5
ADPT icon
Adaptive Biotechnologies
ADPT
+$7.97M

Top Sells

Rank Stock Value
1
CBZ icon
CBIZ
CBZ
+$15.3M
2
ICUI icon
ICU Medical
ICUI
+$10.3M
3
EVR icon
Evercore
EVR
+$9.73M
4
CLBT icon
Cellebrite
CLBT
+$9.61M
5
EXPO icon
Exponent
EXPO
+$9.24M

Sector Composition

Rank Sector Weight
1 Industrials 28.52%
2 Technology 24.37%
3 Healthcare 13.54%
4 Financials 9.78%
5 Consumer Discretionary 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJS icon
251
iShares S&P Small-Cap 600 Value ETF
IJS
$8.11B
$57K ﹤0.01%
481
+1
+0.2% +$121
TOI icon
252
The Oncology Institute
TOI
$498M
$45.5K ﹤0.01%
+14,831
New +$45.5K
NXDR
253
Nextdoor Holdings
NXDR
$835M
$43.8K ﹤0.01%
31,274
+13,692
+78% +$23.8K
SPAI
254
Safe Pro Group Inc
SPAI
$75.1M
$40.5K ﹤0.01%
+10,636
New +$51.7K
ADGM
255
Adagio Medical Holdings
ADGM
$10.7M
$31.1K ﹤0.01%
+27,053
New +$27.5K
IGSB icon
256
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$25K ﹤0.01%
476
– –
MXCT icon
257
MaxCyte
MXCT
$116M
$12.3K ﹤0.01%
+17,463
New +$16.3K
LQD icon
258
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$9.26K ﹤0.01%
85
– –
IWF icon
259
iShares Russell 1000 Growth ETF
IWF
$122B
$8.53K ﹤0.01%
80
-48,888
-100% -$5.55M
TIP icon
260
iShares TIPS Bond ETF
TIP
$14.5B
$7.5K ﹤0.01%
68
+17
+33% +$1.88K
IWD icon
261
iShares Russell 1000 Value ETF
IWD
$82B
$6.2K ﹤0.01%
29
– –
PFF icon
262
iShares Preferred and Income Securities ETF
PFF
$13.2B
$1.79K ﹤0.01%
59
– –
IYR icon
263
iShares US Real Estate ETF
IYR
$4.59B
$946 ﹤0.01%
10
– –
ANET icon
264
Arista Networks
ANET
$219B
– –
-1,818
Closed -$238K
BIRK icon
265
Birkenstock
BIRK
$7.47B
– –
-5,740
Closed -$235K
CBZ icon
266
CBIZ
CBZ
$2.29B
– –
-302,969
Closed -$15.3M
CLBT icon
267
Cellebrite
CLBT
$3.55B
– –
-532,903
Closed -$9.61M
CWAN
268
DELISTED
Clearwater Analytics
CWAN
– –
-284,213
Closed -$6.86M
EVR icon
269
Evercore
EVR
$13.1B
– –
-28,606
Closed -$9.73M
ICUI icon
270
ICU Medical
ICUI
$3.93B
– –
-72,328
Closed -$10.3M
ITW icon
271
Illinois Tool Works
ITW
$81.4B
– –
-1,900
Closed -$468K
IWC icon
272
iShares Micro-Cap ETF
IWC
$1.43B
– –
-360
Closed -$56.8K
IWO icon
273
iShares Russell 2000 Growth ETF
IWO
$14.5B
– –
-403
Closed -$130K
KTOS icon
274
Kratos Defense & Security Solutions
KTOS
$8.88B
– –
-74,534
Closed -$5.66M
NEE icon
275
NextEra Energy
NEE
$187B
– –
-3,200
Closed -$257K
8 9 10
11
12

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Granite Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Granite Investment Partners held 284 positions worth $1.63B, down 3.6% from $1.69B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Granite Investment Partners's Q1 2026 filing shows 40 new, 92 increased, 98 reduced and 21 closed positions. Its largest new stake was Badger Meter: 61,060 shares worth $9.3M. The largest sale was CBIZ, an estimated $15.3M.

By sector, the portfolio is most concentrated in Industrials at 29% of assets, up from 26% a quarter earlier, followed by Technology and Healthcare.

  • Granite Investment Partners's largest Q1 2026 buy was Badger Meter: 61,060 shares worth $9.3M.
  • Granite Investment Partners added most to Callaway Golf Company in Q1 2026, an estimated $6.79M increase.
  • Granite Investment Partners's biggest Q1 2026 reduction was Exponent, cutting an estimated $9.24M.
  • Granite Investment Partners fully exited CBIZ in Q1 2026, selling an estimated $15.3M.
  • Granite Investment Partners's ten largest holdings make up 24% of its $1.63B portfolio in Q1 2026.
  • Granite Investment Partners opened 40 new positions and closed 21 in Q1 2026.
  • Granite Investment Partners's portfolio value fell 3.6% quarter-over-quarter to $1.63B.

Based on Granite Investment Partners's 13F filing for Q1 2026, filed 30 Apr 2026.