EdgeMarket › What Granite Investment Partners, Llc reported owning
What Granite Investment Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
263Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 55.6M | 3.4% | 219.0K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 51.8M | 3.2% | 139.8K | 483.24 | -4.4% |
| GEV GE Vernova Inc. | 49.3M | 3.0% | 56.5K | 956.85 | +58.3% |
| GOOG Alphabet Inc. | 46.8M | 2.9% | 163.2K | 341.75 | +70.7% |
| NVDA NVIDIA CORP | 40.6M | 2.5% | 233.0K | 214.72 | +22.4% |
| AMZN AMAZON COM INC | 37.1M | 2.3% | 178.1K | 258.63 | +15.6% |
| GE GENERAL ELECTRIC CO | 35.8M | 2.2% | 126.3K | 348.37 | +30.7% |
| ETN Eaton Corp plc | 30.8M | 1.9% | 86.2K | 419.20 | +21.1% |
| LLY ELI LILLY & Co | 25.0M | 1.5% | 27.1K | 1,255.40 | +78.0% |
| ROK ROCKWELL AUTOMATION, INC | 24.2M | 1.5% | 67.5K | 437.08 | +28.7% |
| HUBB HUBBELL INC | 23.7M | 1.5% | 48.4K | 470.03 | +9.3% |
| V VISA INC. | 21.7M | 1.3% | 72.0K | 371.04 | +7.9% |
| WTFC WINTRUST FINANCIAL CORP | 21.3M | 1.3% | 153.5K | 152.67 | +18.5% |
| DE DEERE & CO | 21.0M | 1.3% | 37.4K | 647.47 | +31.4% |
| SPGI S&P Global Inc. | 19.2M | 1.2% | 45.2K | 431.29 | -22.6% |
| JPM JPMORGAN CHASE & CO | 19.1M | 1.2% | 65.0K | 351.58 | +20.3% |
| COST COSTCO WHOLESALE CORP /NEW | 18.3M | 1.1% | 18.3K | 947.74 | -4.7% |
| MEOH METHANEX CORP | 18.1M | 1.1% | 303.6K | 60.10 | +78.2% |
| TSEM TOWER SEMICONDUCTOR LTD | 18.0M | 1.1% | 102.9K | 222.59 | +344.7% |
| ODFL OLD DOMINION FREIGHT LINE, INC. | 17.6M | 1.1% | 90.1K | 206.47 | +37.4% |
| POWI POWER INTEGRATIONS INC | 16.6M | 1.0% | 324.9K | 55.18 | +21.0% |
| META Meta Platforms, Inc. | 16.1M | 1.0% | 28.2K | 549.90 | -26.5% |
| SYK STRYKER CORP | 15.5M | 1.0% | 47.3K | 329.45 | -15.9% |
| PCAR PACCAR INC | 15.0M | 0.9% | 129.7K | 131.03 | +33.5% |
| DOCN DigitalOcean Holdings, Inc. | 14.4M | 0.9% | 168.3K | 115.64 | +282.8% |
| FNB FNB CORP/PA/ | 14.4M | 0.9% | 861.6K | 18.53 | +16.4% |
| RRX REGAL REXNORD CORP | 14.3M | 0.9% | 76.5K | 166.15 | +14.7% |
| ONTO ONTO INNOVATION INC. | 14.0M | 0.9% | 68.4K | 293.33 | +176.9% |
| AXSM Axsome Therapeutics, Inc. | 13.6M | 0.8% | 80.3K | 207.77 | +77.6% |
| NOVT NOVANTA INC | 13.5M | 0.8% | 114.2K | 145.24 | +26.1% |
| ATEC Alphatec Holdings, Inc. | 13.0M | 0.8% | 1.2M | 9.48 | -40.3% |
| CWST CASELLA WASTE SYSTEMS INC | 13.0M | 0.8% | 163.6K | 92.01 | -9.0% |
| FCFS FirstCash Holdings, Inc. | 12.7M | 0.8% | 67.7K | 225.28 | +61.9% |
| TRN TRINITY INDUSTRIES INC | 12.3M | 0.8% | 381.7K | 29.79 | +6.9% |
| BA BOEING CO | 12.2M | 0.7% | 61.0K | 214.20 | -5.1% |
| GKOS GLAUKOS Corp | 12.0M | 0.7% | 111.9K | 184.89 | +103.3% |
| POWL POWELL INDUSTRIES INC | 11.9M | 0.7% | 21.9K | 197.67 | +140.6% |
| OII OCEANEERING INTERNATIONAL INC | 11.6M | 0.7% | 327.1K | 53.00 | +135.1% |
| AAON AAON, INC. | 11.5M | 0.7% | 139.2K | 79.44 | -0.8% |
| HWKN HAWKINS INC | 11.3M | 0.7% | 73.5K | 118.99 | -29.1% |
| ZETA Zeta Global Holdings Corp. | 11.1M | 0.7% | 700.2K | 29.07 | +60.0% |
| JNJ JOHNSON & JOHNSON | 11.0M | 0.7% | 45.0K | 270.24 | +51.1% |
| LGND LIGAND PHARMACEUTICALS INC | 10.8M | 0.7% | 54.2K | 286.29 | +84.4% |
| VSEC VSE CORP | 10.6M | 0.7% | 57.3K | 217.58 | +36.2% |
| NSSC NAPCO SECURITY TECHNOLOGIES, INC | 10.5M | 0.6% | 267.5K | 38.09 | +26.2% |
| KEYS Keysight Technologies, Inc. | 10.5M | 0.6% | 37.2K | 316.13 | +99.4% |
| ECG Everus Construction Group, Inc. | 10.4M | 0.6% | 88.3K | 125.96 | +68.4% |
| ABBV AbbVie Inc. | 10.4M | 0.6% | 47.9K | 264.96 | +26.7% |
| CALY Callaway Golf Co | 10.4M | 0.6% | 750.6K | 15.89 | +69.2% |
| HAYW Hayward Holdings, Inc. | 10.3M | 0.6% | 772.4K | 14.58 | -8.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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