Investor Details
| Filer Name: | GRANITE INVESTMENT PARTNERS, LLC |
|---|---|
| CIK: | 1542266 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 261 |
| Portfolio Value: | $2.31B |
Granite Investment Partners, Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| MSFT | US | MICROSOFT CORP | 171,436 | $72M | 3.12% | -0.5% | - |
| AAPL | US | APPLE INC | 271,351 | $68M | 2.94% | -2.4% | - |
| AMZN | US | AMAZON.COM INC | 216,707 | $48M | 2.06% | -1.5% | - |
| CBZ | US | CBIZ INC | 561,249 | $46M | 1.99% | -4.0% | - |
| NVDA | US | NVIDIA CORP | 319,767 | $43M | 1.86% | -5.6% | - |
| CWST | US | CASELLA WASTE SYSTEMS INC-A | 383,557 | $41M | 1.75% | -3.6% | - |
| GOOG | US | ALPHABET INC-CL C | 203,700 | $39M | 1.68% | -3.0% | - |
| FRPT | US | FRESHPET INC | 246,872 | $37M | 1.58% | -8.7% | - |
| BROS | US | DUTCH BROS INC-CLASS A | 695,430 | $36M | 1.57% | 141.2% | - |
| WTFC | US | WINTRUST FINANCIAL CORP | 282,551 | $35M | 1.52% | -2.1% | - |
| AGYS | US | AGILYSYS INC | 258,224 | $34M | 1.47% | -3.7% | - |
| ETN | US | EATON CORP PLC | 102,383 | $34M | 1.47% | -1.2% | - |
| LLY | US | ELI LILLY & CO | 41,806 | $32M | 1.40% | 11.6% | - |
| V | US | VISA INC-CLASS A SHARES | 98,501 | $31M | 1.35% | -1.1% | - |
| TSEM | US | TOWER SEMICONDUCTOR LTD | 606,592 | $31M | 1.35% | -0.1% | - |
| PYCR | US | PAYCOR HCM INC | 1,522,098 | $28M | 1.22% | -6.0% | - |
| LITE | US | LUMENTUM HOLDINGS INC | 332,459 | $28M | 1.21% | -2.1% | - |
| KTOS | US | KRATOS DEFENSE & SECURITY | 1,019,941 | $27M | 1.16% | 0.2% | - |
| HUBB | US | HUBBELL INC | 61,549 | $26M | 1.11% | -1.3% | - |
| VCYT | US | VERACYTE INC | 649,017 | $26M | 1.11% | -10.3% | - |