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GIP

Granite Investment Partners Portfolio holdings

AUM $1.95B
1-Year Est. Return 49.89%
This Fund
S&P 500
This Quarter Est. Return
+5.05%
1 Year Est. Return
+49.89%
3 Year Est. Return
+130.82%
5 Year Est. Return
+170.12%
10 Year Est. Return
+1,227.59%
AUM
$2.31B
AUM Growth
-$22.9M
Cap. Flow
-$59.9M
Cap. Flow %
-2.59%
Top 10 Hldgs %
20.07%
Holding
275
New
30
Increased
56
Reduced
136
Closed
14

Top Buys

Rank Stock Value
1
ECG
Everus Construction Group
ECG
+$19.5M
2
BROS icon
Dutch Bros
BROS
+$18M
3
TRN icon
Trinity Industries
TRN
+$15M
4
WD icon
Walker & Dunlop
WD
+$14.9M
5
NVCR icon
NovoCure
NVCR
+$14.5M

Top Sells

Rank Stock Value
1
CRS icon
Carpenter Technology
CRS
+$23.1M
2
STC icon
Stewart Information Services
STC
+$21.6M
3
ACLS icon
Axcelis
ACLS
+$18.5M
4
MDU icon
MDU Resources
MDU
+$16.5M
5
STAA icon
STAAR Surgical
STAA
+$11M

Sector Composition

Rank Sector Weight
1 Industrials 28.33%
2 Technology 23.49%
3 Healthcare 15.87%
4 Financials 9.77%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IONS icon
176
Ionis Pharmaceuticals
IONS
$9.4B
$2.58M 0.11%
73,866
-11,927
-14% -$446K
MTD icon
177
Mettler-Toledo International
MTD
$28.6B
$2.56M 0.11%
2,092
– –
SSD icon
178
Simpson Manufacturing
SSD
$8.16B
$2.52M 0.11%
15,169
-1,257
-8% -$230K
INSP icon
179
Inspire Medical Systems
INSP
$1.74B
$2.5M 0.11%
13,472
-2,277
-14% -$442K
LFUS icon
180
Littelfuse
LFUS
$11.6B
$2.34M 0.1%
9,938
-818
-8% -$204K
WY icon
181
Weyerhaeuser
WY
$18.4B
$2.33M 0.1%
82,787
-44,106
-35% -$1.38M
PSN icon
182
Parsons
PSN
$5.08B
$2.22M 0.1%
24,021
-17,863
-43% -$1.82M
GCMG icon
183
GCM Grosvenor
GCMG
$820M
$2.2M 0.1%
+179,262
New +$2.13M
FMC icon
184
FMC
FMC
$1.33B
$2.19M 0.09%
45,129
-5,976
-12% -$349K
WFC icon
185
Wells Fargo
WFC
$264B
$2.15M 0.09%
30,587
– –
PG icon
186
Procter & Gamble
PG
$339B
$2.14M 0.09%
12,764
+150
+1% +$25.5K
C icon
187
Citigroup
C
$226B
$2.14M 0.09%
30,368
+10
+0% +$674
MDLZ icon
188
Mondelez International
MDLZ
$79.9B
$2.1M 0.09%
35,236
+100
+0.3% +$6.61K
BPMC
189
DELISTED
Blueprint Medicines
BPMC
$2.03M 0.09%
+23,255
New +$2.13M
FISV
190
Fiserv Inc
FISV
$27.9B
$1.73M 0.08%
8,440
– –
CRM icon
191
Salesforce
CRM
$158B
$1.71M 0.07%
5,122
+70
+1% +$22.3K
DAR icon
192
Darling Ingredients
DAR
$9.44B
$1.71M 0.07%
50,822
-6,401
-11% -$242K
MCD icon
193
McDonald's
MCD
$195B
$1.65M 0.07%
5,701
-485
-8% -$145K
XOM icon
194
ExxonMobil
XOM
$634B
$1.65M 0.07%
15,352
+3
+0% +$351
CSCO icon
195
Cisco
CSCO
$479B
$1.52M 0.07%
25,750
-1,832
-7% -$105K
LOW icon
196
Lowe's Companies
LOW
$125B
$1.48M 0.06%
6,000
– –
CP icon
197
Canadian Pacific Kansas City
CP
$80.5B
$1.47M 0.06%
20,336
-4,960
-20% -$382K
RTX icon
198
RTX Corp
RTX
$301B
$1.44M 0.06%
12,422
– –
CAT icon
199
Caterpillar
CAT
$387B
$1.43M 0.06%
3,929
– –
AMGN icon
200
Amgen
AMGN
$222B
$1.42M 0.06%
5,430
– –
6 7
8
9 10

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NIM
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HA
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BC
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FFH
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OCM
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AAA
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TCM
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Granite Investment Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Granite Investment Partners held 275 positions worth $2.31B, down 0.98% from $2.34B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Granite Investment Partners's Q4 2024 filing shows 30 new, 56 increased, 136 reduced and 14 closed positions. Its largest new stake was Everus Construction Group: 309,226 shares worth $20.3M. The largest sale was Carpenter Technology, an estimated $23.1M.

By sector, the portfolio is most concentrated in Industrials at 28% of assets, up from 27% a quarter earlier, followed by Technology and Healthcare.

  • Granite Investment Partners's largest Q4 2024 buy was Everus Construction Group: 309,226 shares worth $20.3M.
  • Granite Investment Partners added most to Dutch Bros in Q4 2024, an estimated $18M increase.
  • Granite Investment Partners's biggest Q4 2024 reduction was AbbVie, cutting an estimated $7.91M.
  • Granite Investment Partners fully exited Carpenter Technology in Q4 2024, selling an estimated $23.1M.
  • Granite Investment Partners's ten largest holdings make up 20% of its $2.31B portfolio in Q4 2024.
  • Granite Investment Partners opened 30 new positions and closed 14 in Q4 2024.
  • Granite Investment Partners's portfolio value fell 0.98% quarter-over-quarter to $2.31B.

Based on Granite Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.