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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
CRM icon
176
Salesforce
CRM
$134B
$925K 0.06%
4,955
– –
HON icon
177
Honeywell
HON
$77B
$800K 0.05%
3,541
-400
-10% -$91.4K
MRK icon
178
Merck
MRK
$324B
$798K 0.05%
6,632
+42
+0.6% +$4.85K
SCHF icon
179
Schwab International Equity ETF
SCHF
$65.6B
$787K 0.05%
31,786
-644
-2% -$16.4K
IJR icon
180
iShares Core S&P Small-Cap ETF
IJR
$109B
$785K 0.05%
6,315
– –
NKE icon
181
Nike
NKE
$61.9B
$715K 0.04%
13,543
-20,265
-60% -$1.23M
MA icon
182
Mastercard
MA
$477B
$676K 0.04%
1,353
– –
VLTO icon
183
Veralto
VLTO
$22.6B
$630K 0.04%
7,124
-600
-8% -$57K
NYT icon
184
New York Times
NYT
$11.6B
$621K 0.04%
7,416
+821
+12% +$62.1K
HYT icon
185
BlackRock Corporate High Yield Fund
HYT
$1.36B
$586K 0.04%
68,809
+12,686
+23% +$111K
PAYX icon
186
Paychex
PAYX
$40.4B
$583K 0.04%
6,333
+516
+9% +$51.1K
PANW icon
187
Palo Alto Networks
PANW
$264B
$564K 0.03%
3,521
-499
-12% -$83.8K
LMT icon
188
Lockheed Martin
LMT
$134B
$562K 0.03%
930
– –
CCI icon
189
Crown Castle
CCI
$32.7B
$555K 0.03%
6,826
-374
-5% -$32.2K
APG icon
190
APi Group
APG
$17.1B
$533K 0.03%
13,164
+1,459
+12% +$61.9K
WMT icon
191
Walmart Inc
WMT
$871B
$497K 0.03%
4,001
– –
KO icon
192
Coca-Cola
KO
$354B
$478K 0.03%
6,291
– –
RGEN icon
193
Repligen
RGEN
$7.44B
$471K 0.03%
4,001
+1,061
+36% +$148K
AIT icon
194
Applied Industrial Technologies
AIT
$12.8B
$469K 0.03%
1,768
+199
+13% +$54.2K
JLL icon
195
Jones Lang LaSalle
JLL
$15.1B
$453K 0.03%
1,489
+167
+13% +$53.9K
SYY icon
196
Sysco
SYY
$39.7B
$428K 0.03%
6,000
– –
SRCE icon
197
1st Source
SRCE
$2.07B
$422K 0.03%
6,101
+709
+13% +$47.8K
WAT icon
198
Waters Corp
WAT
$36.8B
$419K 0.03%
+1,406
New +$481K
FCX icon
199
Freeport-McMoran
FCX
$90B
$413K 0.03%
7,032
– –
IONS icon
200
Ionis Pharmaceuticals
IONS
$9.35B
$401K 0.02%
5,345
+539
+11% +$42.5K
6 7
8
9 10

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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.