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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
GO icon
151
Grocery Outlet
GO
$891M
$2.26M 0.14%
320,093
-19,209
-6% -$167K
CERT icon
152
Certara
CERT
$1.17B
$2.13M 0.13%
+373,705
New +$2.85M
IDXX icon
153
Idexx Laboratories
IDXX
$42.9B
$2.09M 0.13%
3,718
-60
-2% -$38.5K
MAR icon
154
Marriott International
MAR
$98.7B
$2.06M 0.13%
6,305
+472
+8% +$155K
ZWS icon
155
Zurn Elkay Water Solutions
ZWS
$8.07B
$2.04M 0.13%
45,502
+1,354
+3% +$64.7K
AMGN icon
156
Amgen
AMGN
$203B
$1.91M 0.12%
5,430
– –
CSCO icon
157
Cisco
CSCO
$450B
$1.9M 0.12%
24,460
– –
XOM icon
158
ExxonMobil
XOM
$651B
$1.86M 0.11%
10,967
-2,628
-19% -$384K
PG icon
159
Procter & Gamble
PG
$343B
$1.81M 0.11%
12,502
+485
+4% +$73.5K
MCD icon
160
McDonald's
MCD
$188B
$1.76M 0.11%
5,661
– –
MDLZ icon
161
Mondelez International
MDLZ
$77.7B
$1.69M 0.1%
29,284
+177
+0.6% +$10.3K
VZ icon
162
Verizon
VZ
$194B
$1.68M 0.1%
33,402
-325
-1% -$15.1K
BDX icon
163
Becton Dickinson
BDX
$43.1B
$1.64M 0.1%
10,440
-1,500
-13% -$275K
WY icon
164
Weyerhaeuser
WY
$17.3B
$1.58M 0.1%
64,726
– –
UNP icon
165
Union Pacific
UNP
$183B
$1.54M 0.09%
6,354
+555
+10% +$136K
VWO icon
166
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$1.48M 0.09%
27,336
-2,000
-7% -$112K
IBM icon
167
IBM
IBM
$202B
$1.46M 0.09%
6,028
– –
LOW icon
168
Lowe's Companies
LOW
$116B
$1.42M 0.09%
6,000
– –
CP icon
169
Canadian Pacific Kansas City
CP
$82B
$1.3M 0.08%
16,523
– –
SCHW
170
Charles Schwab
SCHW
$177B
$1.2M 0.07%
12,810
– –
DCI icon
171
Donaldson
DCI
$10.8B
$1.19M 0.07%
14,050
+3,110
+28% +$300K
PM icon
172
Philip Morris
PM
$301B
$1.06M 0.07%
6,399
– –
EMR icon
173
Emerson Electric
EMR
$82.9B
$1.02M 0.06%
7,800
– –
CL icon
174
Colgate-Palmolive
CL
$72.6B
$987K 0.06%
11,581
-300
-3% -$26.7K
CB icon
175
Chubb
CB
$140B
$940K 0.06%
2,885
– –
5 6
7
8 9

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CC
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SC
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PRA
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KCM
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SWA
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AIP
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WIC
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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.