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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
VZ icon
201
Verizon
VZ
$196B
$1.36M 0.06%
33,927
+200
+0.6% +$8.44K
IBM icon
202
IBM
IBM
$224B
$1.33M 0.06%
6,028
– –
VWO icon
203
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$1.29M 0.06%
29,336
-1,200
-4% -$55.8K
UNP icon
204
Union Pacific
UNP
$174B
$1.22M 0.05%
5,349
– –
CCI icon
205
Crown Castle
CCI
$32.2B
$1.19M 0.05%
13,135
-4,454
-25% -$466K
NUE icon
206
Nucor
NUE
$62.1B
$1.11M 0.05%
9,479
-130
-1% -$18.7K
HON icon
207
Honeywell
HON
$78B
$1.1M 0.05%
5,147
+117
+2% +$24.4K
CL icon
208
Colgate-Palmolive
CL
$74.4B
$1.09M 0.05%
11,961
+30
+0.3% +$2.86K
VLTO icon
209
Veralto
VLTO
$24B
$1.07M 0.05%
10,536
– –
PAYX icon
210
Paychex
PAYX
$42.7B
$1.02M 0.04%
7,298
– –
EMR icon
211
Emerson Electric
EMR
$88.3B
$967K 0.04%
7,800
+245
+3% +$29.7K
DCI icon
212
Donaldson
DCI
$11.4B
$960K 0.04%
14,250
– –
SCHW
213
Charles Schwab
SCHW
$187B
$947K 0.04%
12,791
– –
FTV icon
214
Fortive
FTV
$18.6B
$890K 0.04%
15,745
– –
AMTM
215
Amentum Holdings
AMTM
$6.05B
$806K 0.03%
38,333
-2,538
-6% -$65.6K
MAR icon
216
Marriott International
MAR
$92.3B
$800K 0.03%
2,867
+81
+3% +$22.2K
PM icon
217
Philip Morris
PM
$295B
$770K 0.03%
6,399
+150
+2% +$18.9K
MRK icon
218
Merck
MRK
$318B
$741K 0.03%
7,447
-220
-3% -$22.7K
MA icon
219
Mastercard
MA
$493B
$712K 0.03%
1,353
– –
PANW icon
220
Palo Alto Networks
PANW
$297B
$694K 0.03%
3,816
– –
GIS icon
221
General Mills
GIS
$19.7B
$623K 0.03%
9,770
-60
-0.6% -$4.03K
MMM icon
222
3M
MMM
$94.3B
$573K 0.02%
4,439
– –
LHX icon
223
L3Harris
LHX
$53.4B
$533K 0.02%
+2,535
New +$608K
HYT icon
224
BlackRock Corporate High Yield Fund
HYT
$1.37B
$507K 0.02%
51,725
+1,004
+2% +$9.93K
ITW icon
225
Illinois Tool Works
ITW
$84.5B
$482K 0.02%
1,900
– –
7 8
9
10 11

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HA
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FFH
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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.