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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
UNP icon
201
Union Pacific
UNP
$174B
$1.26M 0.06%
5,349
– –
PAYX icon
202
Paychex
PAYX
$42.8B
$1.13M 0.06%
7,298
– –
CL icon
203
Colgate-Palmolive
CL
$74.1B
$1.12M 0.06%
11,961
– –
VLTO icon
204
Veralto
VLTO
$24B
$1.03M 0.05%
10,536
– –
PM icon
205
Philip Morris
PM
$293B
$1.02M 0.05%
6,399
– –
SCHW
206
Charles Schwab
SCHW
$190B
$1M 0.05%
12,791
– –
IWM icon
207
iShares Russell 2000 ETF
IWM
$81.6B
$999K 0.05%
5,010
-31,204
-86% -$6.77M
NUE icon
208
Nucor
NUE
$62.3B
$969K 0.05%
8,055
-1,424
-15% -$183K
DCI icon
209
Donaldson
DCI
$11.3B
$956K 0.05%
14,250
– –
GS icon
210
Goldman Sachs
GS
$303B
$920K 0.05%
+1,684
New +$1.01M
FTV icon
211
Fortive
FTV
$18.5B
$868K 0.04%
15,745
– –
EMR icon
212
Emerson Electric
EMR
$88.5B
$855K 0.04%
7,800
– –
HON icon
213
Honeywell
HON
$77.5B
$835K 0.04%
4,181
-966
-19% -$195K
GLOB icon
214
Globant
GLOB
$1.62B
$751K 0.04%
+6,383
New +$1.14M
MA icon
215
Mastercard
MA
$495B
$742K 0.04%
1,353
– –
MAR icon
216
Marriott International
MAR
$91B
$663K 0.03%
2,784
-83
-3% -$22.6K
MMM icon
217
3M
MMM
$93.7B
$652K 0.03%
4,439
– –
PANW icon
218
Palo Alto Networks
PANW
$310B
$651K 0.03%
3,816
– –
SCHF icon
219
Schwab International Equity ETF
SCHF
$68.5B
$641K 0.03%
32,421
+8,770
+37% +$172K
MRK icon
220
Merck
MRK
$322B
$604K 0.03%
6,725
-722
-10% -$67.4K
GIS icon
221
General Mills
GIS
$19.8B
$584K 0.03%
9,770
– –
HYT icon
222
BlackRock Corporate High Yield Fund
HYT
$1.37B
$505K 0.03%
52,763
+1,038
+2% +$10.1K
ITW icon
223
Illinois Tool Works
ITW
$84.1B
$471K 0.02%
1,900
– –
KO icon
224
Coca-Cola
KO
$376B
$451K 0.02%
6,291
-10
-0.2% -$668
SYY icon
225
Sysco
SYY
$40.4B
$450K 0.02%
6,000
– –
7 8
9
10 11

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FC
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NIM
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HA
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BC
Blackhill Capital Morristown, New Jersey $1.94B AUM 18.09% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
OCM
Osterweis Capital Management San Francisco, California $1.94B AUM 20.77% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return

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.