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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
CFR icon
201
Cullen/Frost Bankers
CFR
$10.3B
$399K 0.02%
2,909
+330
+13% +$45.6K
UHS icon
202
Universal Health Services
UHS
$9.43B
$358K 0.02%
2,000
– –
MMM icon
203
3M
MMM
$89B
$354K 0.02%
2,439
-212
-8% -$33.8K
UTI icon
204
Universal Technical Institute
UTI
$2.08B
$349K 0.02%
+9,675
New +$305K
SCHA icon
205
Schwab U.S Small- Cap ETF
SCHA
$22.5B
$349K 0.02%
11,992
-177
-1% -$5.31K
AMTM
206
Amentum Holdings
AMTM
$5.51B
$346K 0.02%
13,248
– –
SARO
207
StandardAero Inc
SARO
$9.54B
$345K 0.02%
13,373
+4,315
+48% +$129K
JAZZ icon
208
Jazz Pharmaceuticals
JAZZ
$15.9B
$332K 0.02%
1,757
+212
+14% +$37K
SHOP icon
209
Shopify
SHOP
$148B
$327K 0.02%
+2,753
New +$362K
MAMA icon
210
Mama's Creations
MAMA
$825M
$325K 0.02%
21,167
+5,872
+38% +$89.1K
BWXT icon
211
BWX Technologies
BWXT
$16B
$323K 0.02%
+1,579
New +$321K
HXL icon
212
Hexcel
HXL
$8.32B
$319K 0.02%
+3,941
New +$332K
FLS icon
213
Flowserve
FLS
$9.25B
$314K 0.02%
+4,277
New +$339K
AVAV icon
214
AeroVironment
AVAV
$7.57B
$310K 0.02%
1,696
+505
+42% +$133K
IJH icon
215
iShares Core S&P Mid-Cap ETF
IJH
$123B
$308K 0.02%
4,555
– –
TSLA icon
216
Tesla
TSLA
$1.24T
$306K 0.02%
824
– –
SPXC icon
217
SPX Corp
SPXC
$11B
$299K 0.02%
1,497
+170
+13% +$36.5K
BAC icon
218
Bank of America
BAC
$435B
$299K 0.02%
6,125
– –
SHEL icon
219
Shell
SHEL
$245B
$294K 0.02%
3,158
-1,200
-28% -$97K
GATX icon
220
GATX Corp
GATX
$6.55B
$291K 0.02%
+1,703
New +$306K
CVGI icon
221
Commercial Vehicle Group
CVGI
$157M
$287K 0.02%
+84,078
New +$173K
ISRG icon
222
Intuitive Surgical
ISRG
$121B
$285K 0.02%
618
-50
-7% -$25.3K
CNM icon
223
Core & Main
CNM
$8.17B
$284K 0.02%
5,751
+648
+13% +$34.9K
CAVA icon
224
CAVA Group
CAVA
$7.22B
$282K 0.02%
+3,483
New +$254K
RAL
225
Ralliant Corp
RAL
$7.77B
$268K 0.02%
6,449
-333
-5% -$15.7K
7 8
9
10 11

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SC
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PRA
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KCM
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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.