Granite Investment Partners, LLC
Long book
$1.63B
Q1 2026
Positions
263
Top-10 weight
24%
concentration
Last quarter
+18.2%
SPY +14.8%
Turnover
21%
of book per quarter
Strategy in plain words
auto-generated from filingsGranite Investment Partners, LLC is an institutional manager, running a $1.63B US long book across 263 positions.
The portfolio is broadly diversified across 263 positions (top 10 only 24%). Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, MICROSOFT CORP, GE VERNOVA INC, ALPHABET INC-CL C, NVIDIA CORP.
Over the last 9 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-0.7%
Q2 2024
+5.4%
Q3 2024
+0.7%
Q4 2024
-9.4%
Q1 2025
+10.9%
Q2 2025
+6.9%
Q3 2025
+3.8%
Q4 2025
-3.1%
Q1 2026
+18.2%
Sector allocation
Technology 30%
Industrials 23%
Healthcare 12%
Consumer discretionary 10%
Other 9%
Financials 7%
Services media 6%
Energy 1%
Long book by quarter
What does Granite Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 219.0K | $55.6M | 3.4% | +10.1% |
| MSFT MICROSOFT CORP | Technology | 139.8K | $51.8M | 3.2% | -5.2% |
| GEV GE VERNOVA INC | Industrials | 56.5K | $49.3M | 3.0% | -2.9% |
| GOOG ALPHABET INC-CL C | Technology | 163.2K | $46.8M | 2.9% | -3.2% |
| NVDA NVIDIA CORP | Technology | 233.0K | $40.6M | 2.5% | +0.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 178.1K | $37.1M | 2.3% | +0.3% |
| GE GENERAL ELECTRIC | Industrials | 126.3K | $35.8M | 2.2% | +1.5% |
| ETN EATON CORP PLC | Industrials | 86.2K | $30.8M | 1.9% | -4.7% |
| LLY ELI LILLY & CO | Healthcare | 27.1K | $25.0M | 1.5% | -1.0% |
| ROK ROCKWELL AUTOMATION INC | Other | 67.5K | $24.2M | 1.5% | +3.1% |
| HUBB HUBBELL INC | Technology | 48.4K | $23.7M | 1.5% | +0.9% |
| V VISA INC-CLASS A SHARES | Services media | 72.0K | $21.7M | 1.3% | -1.7% |
| WTFC WINTRUST FINANCIAL CORP | Financials | 153.5K | $21.3M | 1.3% | -5.9% |
| DE DEERE & CO | Industrials | 37.4K | $21.0M | 1.3% | -0.3% |
| SPGI S&P GLOBAL INC | Services media | 45.2K | $19.2M | 1.2% | +1.3% |
| JPM JPMORGAN CHASE & CO | Financials | 65.0K | $19.1M | 1.2% | +0.8% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 18.3K | $18.3M | 1.1% | +2.5% |
| MEOH METHANEX CORP | Other | 303.6K | $18.1M | 1.1% | -3.4% |
| TSEM TOWER SEMICONDUCTOR LTD | Technology | 102.9K | $18.0M | 1.1% | -5.3% |
| ODFL OLD DOMINION FREIGHT LINE | Industrials | 90.1K | $17.6M | 1.1% | +24.8% |
| POWI POWER INTEGRATIONS INC | Technology | 324.9K | $16.6M | 1.0% | -8.5% |
| META META PLATFORMS INC-CLASS A | Technology | 28.2K | $16.1M | 1.0% | +0.8% |
| SYK STRYKER CORP | Healthcare | 47.3K | $15.5M | 1.0% | -15.5% |
| PCAR PACCAR INC | Industrials | 129.7K | $15.0M | 0.9% | +9.6% |
| DOCN DIGITALOCEAN HOLDINGS INC | Technology | 168.3K | $14.4M | 0.9% | -18.2% |
| FNB FNB CORP | Financials | 861.6K | $14.4M | 0.9% | -5.8% |
| RRX REGAL REXNORD CORP | Industrials | 76.5K | $14.3M | 0.9% | +17.4% |
| ONTO ONTO INNOVATION INC | Other | 68.4K | $14.0M | 0.9% | -5.3% |
| AXSM AXSOME THERAPEUTICS INC | Healthcare | 80.3K | $13.6M | 0.8% | -5.4% |
| NOVT NOVANTA INC | Technology | 114.2K | $13.5M | 0.8% | +0.7% |
| ATEC ALPHATEC HOLDINGS INC | Healthcare | 1.2M | $13.0M | 0.8% | +4.7% |
| CWST CASELLA WASTE SYSTEMS INC-A | Utilities | 163.6K | $13.0M | 0.8% | -5.2% |
| FCFS FIRSTCASH HOLDINGS INC | Consumer discretionary | 67.7K | $12.7M | 0.8% | -5.7% |
| TRN TRINITY INDUSTRIES INC | Industrials | 381.7K | $12.3M | 0.8% | -5.3% |
| BA BOEING CO/THE | Industrials | 61.0K | $12.2M | 0.7% | +35.2% |
| GKOS GLAUKOS CORP | Healthcare | 111.9K | $12.0M | 0.7% | -6.3% |
| POWL POWELL INDUSTRIES INC | Industrials | 21.9K | $11.9M | 0.7% | -36.5% |
| OII OCEANEERING INTL INC | Energy | 327.1K | $11.6M | 0.7% | +37.2% |
| AAON AAON INC | Industrials | 139.2K | $11.5M | 0.7% | -7.0% |
| HWKN HAWKINS INC | Consumer discretionary | 73.5K | $11.3M | 0.7% | -5.8% |
| ZETA ZETA GLOBAL HOLDINGS CORP-A | Technology | 700.2K | $11.1M | 0.7% | -5.8% |
| JNJ JOHNSON & JOHNSON | Healthcare | 45.0K | $11.0M | 0.7% | -1.8% |
| LGND LIGAND PHARMACEUTICALS | Healthcare | 54.2K | $10.8M | 0.7% | -6.5% |
| VSEC VSE CORP | Services media | 57.3K | $10.6M | 0.7% | -5.4% |
| NSSC NAPCO SECURITY TECHNOLOGIES | Technology | 267.5K | $10.5M | 0.6% | -4.8% |
| KEYS KEYSIGHT TECHNOLOGIES IN | Technology | 37.2K | $10.5M | 0.6% | +3.8% |
| ECG EVERUS CONSTRUCTION GROUP | Industrials | 88.3K | $10.4M | 0.6% | -5.7% |
| ABBV ABBVIE INC | Healthcare | 47.9K | $10.4M | 0.6% | +2.1% |
| CALY CALLAWAY GOLF COMPANY | Other | 750.6K | $10.4M | 0.6% | +181.8% |
| HAYW HAYWARD HOLDINGS INC | Industrials | 772.4K | $10.3M | 0.6% | -2.9% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 30, 2026 | 263 | $1.63B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 12, 2026 | 244 | $1.69B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 10, 2025 | 249 | $1.76B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 255 | $2.05B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 256 | $1.97B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 261 | $2.31B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 12, 2024 | 245 | $2.34B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 12, 2024 | 253 | $2.41B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 13, 2024 | 261 | $2.63B | canonical | SEC ↗ |
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