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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
HLIO icon
126
Helios Technologies
HLIO
$2.64B
$3.97M 0.24%
61,397
-25,331
-29% -$1.7M
AZZ icon
127
AZZ Inc
AZZ
$4.5B
$3.94M 0.24%
31,508
-6,207
-16% -$783K
VCEL icon
128
Vericel Corp
VCEL
$2.3B
$3.87M 0.24%
120,236
+48,056
+67% +$1.71M
BSX icon
129
Boston Scientific
BSX
$65.8B
$3.79M 0.23%
60,473
+1,003
+2% +$80.2K
CVX icon
130
Chevron
CVX
$388B
$3.74M 0.23%
18,081
-806
-4% -$147K
DORM icon
131
Dorman Products
DORM
$4.01B
$3.71M 0.23%
35,544
+16,732
+89% +$1.99M
ORCL icon
132
Oracle
ORCL
$331B
$3.45M 0.21%
23,442
+262
+1% +$42.6K
FLR icon
133
Fluor
FLR
$7.29B
$3.42M 0.21%
73,212
+2,246
+3% +$105K
GTLB icon
134
GitLab
GTLB
$5.28B
$3.41M 0.21%
157,775
+22,632
+17% +$661K
HALO icon
135
Halozyme
HALO
$9.72B
$3.34M 0.21%
51,719
+22,419
+77% +$1.58M
UAL icon
136
United Airlines
UAL
$38.4B
$3.33M 0.2%
36,195
+23,510
+185% +$2.46M
ESE icon
137
ESCO Technologies
ESE
$8.49B
$3.29M 0.2%
11,679
-1,041
-8% -$262K
ARHS icon
138
Arhaus
ARHS
$1.12B
$3.12M 0.19%
460,322
+56,628
+14% +$514K
BL icon
139
BlackLine
BL
$1.69B
$3.07M 0.19%
82,990
+2,626
+3% +$113K
JBTM
140
JBT Marel
JBTM
$7.14B
$2.85M 0.18%
22,295
+667
+3% +$101K
SSD icon
141
Simpson Manufacturing
SSD
$7.98B
$2.74M 0.17%
15,986
+459
+3% +$84.6K
PSN icon
142
Parsons
PSN
$6.28B
$2.73M 0.17%
50,429
-138,282
-73% -$8.83M
VRRM icon
143
Verra Mobility
VRRM
$615M
$2.59M 0.16%
181,153
+99,292
+121% +$1.82M
VC icon
144
Visteon
VC
$2.77B
$2.48M 0.15%
27,192
-1,659
-6% -$157K
WFC icon
145
Wells Fargo
WFC
$261B
$2.44M 0.15%
30,587
– –
RTX icon
146
RTX Corp
RTX
$287B
$2.4M 0.15%
12,422
-242
-2% -$48.1K
NOW icon
147
ServiceNow
NOW
$102B
$2.37M 0.15%
22,629
+4,865
+27% +$572K
HRI icon
148
Herc Holdings
HRI
$5.43B
$2.33M 0.14%
+23,416
New +$3.34M
UNH icon
149
UnitedHealth
UNH
$382B
$2.31M 0.14%
8,520
-688
-7% -$205K
AMBA icon
150
Ambarella
AMBA
$2.99B
$2.28M 0.14%
44,240
+16,471
+59% +$1.03M
4 5
6
7 8

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PRA
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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.