13F filer

Granite Investment Partners

As of Jun 30, 2026 Filed Aug 7, 2026 CIK 1542266 SEC filings ↗
13F Value
$1.95B
Positions
277
Top Position
GEV3.3%
Top 5
14.5%

Latest filing changes

vs Mar 31, 2026
1 DCO Ducommun >999%+$15.7M
2 HRI Herc Hldgs +386.8%+$13.0M
3 MAMA Mamas Creations >999%+$8.2M
4 NOVT Novanta +41.6%+$7.7M
5 IPAR Interparfums +129.9%+$7.1M
Holdings277
# Trend (4Q)
1 GEV 3.3% $64.8M -2.3% 55.2K 3.0% Common Stock
2 AAPL 3.2% $63.1M -0.5% 218.0K 3.4% Common Stock
3 GOOG 3.0% $57.7M +0.1% 163.3K 2.9% Common Stock
4 MSFT 2.6% $50.8M -2.5% 136.2K 3.2% Common Stock
5 GE
Filing details
  • 369604301 Jun 30, 2026 125,387 reported quantity $46,860,817 reported value
2.4% $46.9M -0.7% 125.4K 2.2% Common Stock
6 NVDA 2.4% $46.3M -0.7% 231.2K 2.5% Common Stock
7 AMZN 2.2% $42.1M -0.9% 176.4K 2.3% Common Stock
8 ETN 1.9% $36.6M -0.3% 85.9K 1.9% Common Stock
9 ROK 1.7% $33.2M -0.5% 67.1K 1.5% Common Stock
10 LLY 1.7% $32.4M -0.5% 27.0K 1.5% Common Stock
11 NOVT 1.3% $26.2M +41.6% 161.8K 0.8% Common Stock
12 HUBB 1.3% $25.3M -0.0% 48.4K 1.5% Common Stock
13 WTFC 1.3% $24.6M -0.1% 153.3K 1.3% Common Stock
14 V 1.3% $24.4M -1.1% 71.2K 1.3% Common Stock
15 DE 1.2% $23.5M -1.0% 37.0K 1.3% Common Stock
16 DOCN 1.2% $23.3M -11.7% 148.6K 0.9% Common Stock
17 RRX 1.1% $21.9M +20.2% 92.0K 0.9% Common Stock
18 JPM 1.1% $21.3M -0.0% 65.0K 1.2% Common Stock
19 CALY 1.1% $20.8M +47.8% 1.11M 0.6% Common Stock
20 AXSM 1.0% $19.6M -0.2% 80.1K 0.8% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing23
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.