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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
-6.04%
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
$1.97B
AUM Growth
-$345M
Cap. Flow
-$145M
Cap. Flow %
-7.35%
Top 10 Hldgs %
19.51%
Holding
277
New
16
Increased
56
Reduced
134
Closed
21

Top Buys

Rank Stock Value
1
GENI icon
Genius Sports
GENI
+$19.3M
2
SKY icon
Champion Homes
SKY
+$18.6M
3
GH icon
Guardant Health
GH
+$18.1M
4
LMB icon
Limbach Holdings
LMB
+$17.5M
5
INSP icon
Inspire Medical Systems
INSP
+$16.4M

Top Sells

Rank Stock Value
1
BROS icon
Dutch Bros
BROS
+$30.7M
2
PYCR
Paycor HCM, Inc. Common Stock
PYCR
+$28.3M
3
LITE icon
Lumentum
LITE
+$27.9M
4
HALO icon
Halozyme
HALO
+$16.2M
5
KTOS icon
Kratos Defense & Security Solutions
KTOS
+$15.4M

Sector Composition

Rank Sector Weight
1 Industrials 28.06%
2 Technology 19.68%
3 Healthcare 17%
4 Financials 11.5%
5 Consumer Discretionary 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AZTA icon
176
Azenta
AZTA
$1.48B
$2.2M 0.11%
63,523
-8,776
-12% -$404K
WFC icon
177
Wells Fargo
WFC
$264B
$2.2M 0.11%
30,587
– –
VITL icon
178
Vital Farms
VITL
$525M
$2.18M 0.11%
71,475
-23,809
-25% -$857K
PG icon
179
Procter & Gamble
PG
$339B
$2.18M 0.11%
12,764
– –
WY icon
180
Weyerhaeuser
WY
$18.4B
$2.15M 0.11%
73,567
-9,220
-11% -$274K
FLR icon
181
Fluor
FLR
$7.96B
$2.09M 0.11%
58,443
-267,941
-82% -$11.6M
IONS icon
182
Ionis Pharmaceuticals
IONS
$9.4B
$2.06M 0.1%
68,434
-5,432
-7% -$178K
TKR icon
183
Timken Company
TKR
$9.03B
$2.05M 0.1%
28,562
-18,591
-39% -$1.43M
FISV
184
Fiserv Inc
FISV
$27.9B
$1.86M 0.09%
8,440
– –
BPMC
185
DELISTED
Blueprint Medicines
BPMC
$1.85M 0.09%
20,914
-2,341
-10% -$228K
XOM icon
186
ExxonMobil
XOM
$634B
$1.83M 0.09%
15,355
+3
+0% +$332
MCD icon
187
McDonald's
MCD
$195B
$1.78M 0.09%
5,701
– –
AMGN icon
188
Amgen
AMGN
$222B
$1.69M 0.09%
5,430
– –
RTX icon
189
RTX Corp
RTX
$301B
$1.65M 0.08%
12,422
– –
CSCO icon
190
Cisco
CSCO
$479B
$1.59M 0.08%
25,750
– –
VZ icon
191
Verizon
VZ
$196B
$1.54M 0.08%
33,927
– –
IBM icon
192
IBM
IBM
$224B
$1.5M 0.08%
6,028
– –
GKOS icon
193
Glaukos
GKOS
$10.6B
$1.47M 0.07%
14,932
-6,913
-32% -$922K
CP icon
194
Canadian Pacific Kansas City
CP
$80.5B
$1.43M 0.07%
20,336
– –
CRM icon
195
Salesforce
CRM
$158B
$1.42M 0.07%
5,295
+173
+3% +$53.8K
LOW icon
196
Lowe's Companies
LOW
$125B
$1.4M 0.07%
6,000
– –
NFLX icon
197
Netflix
NFLX
$309B
$1.35M 0.07%
14,500
+11,770
+431% +$1.12M
VWO icon
198
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$1.33M 0.07%
29,336
– –
CCI icon
199
Crown Castle
CCI
$32.2B
$1.33M 0.07%
12,735
-400
-3% -$37.3K
CAT icon
200
Caterpillar
CAT
$387B
$1.3M 0.07%
3,929
– –
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 Q1 2025 Portfolio in Review

As of Q1 2025, Granite Investment Partners held 277 positions worth $1.97B, down 15% from $2.31B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Granite Investment Partners withdrew a net $145M in Q1 2025, closing 21 positions and reducing 134 holdings. Its most notable exit was Paycor HCM, Inc. Common Stock, an estimated $28.3M position sold in full.

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

Against the trend, Granite Investment Partners opened a new position in Genius Sports worth $20.9M.

  • Granite Investment Partners's largest Q1 2025 buy was Genius Sports: 2,086,715 shares worth $20.9M.
  • Granite Investment Partners added most to Inspire Medical Systems in Q1 2025, an estimated $16.4M increase.
  • Granite Investment Partners's biggest Q1 2025 reduction was Dutch Bros, cutting an estimated $30.7M.
  • Granite Investment Partners fully exited Paycor HCM, Inc. Common Stock in Q1 2025, selling an estimated $28.3M.
  • Granite Investment Partners's ten largest holdings make up 20% of its $1.97B portfolio in Q1 2025.
  • Granite Investment Partners opened 16 new positions and closed 21 in Q1 2025.
  • Granite Investment Partners's portfolio value fell 15% quarter-over-quarter to $1.97B.

Based on Granite Investment Partners's 13F filing for Q1 2025, filed 13 May 2025.