Granite Investment Partners, LLC Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$2.6B

Holdings

261

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (261 positions)

#StockSharesValue% PortfolioType
101
CROXCROCS INC
57,483$8.3T314551.99%
102
ECLECOLAB INC
35,266$8.1T309866.23%
103
PTCPTC INC
41,711$7.9T299894.59%
104
JNJJOHNSON & JOHNSON
49,772$7.9T299611.36%
105
WWAYFAIR INC
115,362$7.8T297988.00%
106
LINLINDE PLC
16,702$7.8T295107.35%
107
SPXCSPX TECHNOLOGIES INC
61,558$7.6T288431.41%
108
HLIOHELIOS TECHNOLOGIES INC
166,738$7.5T283556.15%
109
ESEESCO TECHNOLOGIES INC
69,337$7.4T282452.79%
110
HLIHOULIHAN LOKEY INC
57,282$7.3T279425.79%
111
APGAPI GROUP CORP
183,396$7.2T274059.53%
112
UNHUNITEDHEALTH GROUP INC
14,509$7.2T273132.58%
113
CMECME GROUP INC
33,295$7.2T272770.28%
114
JBTJOHN BEAN TECHNOLOGIES CORP
66,537$7.0T265577.60%
115
MYRGMYR GROUP INC DEL
38,429$6.8T258471.50%
116
NYTNEW YORK TIMES CO
155,476$6.7T255706.80%
117
TECHBIO-TECHNE CORP
93,030$6.5T249188.59%
118
SBG1SEACOAST BKG CORP FLA
255,464$6.5T246823.53%
119
ABTABBOTT LABS
56,294$6.4T243480.34%
120
GOOGLALPHABET INC
42,234$6.4T242567.13%
121
DORMDORMAN PRODS INC
66,054$6.4T242284.28%
122
JJACOBS SOLUTIONS INC
41,323$6.4T241737.83%
123
FROGJFROG LTD
142,005$6.3T238955.21%
124
AITAPPLIED INDL TECHNOLOGIES IN
31,556$6.2T237221.00%
125
UFPIUFP INDUSTRIES INC
50,638$6.2T237034.24%
126
MPMP MATERIALS CORP
434,077$6.2T236209.27%
127
TKRTIMKEN CO
70,660$6.2T235086.81%
128
VITLVITAL FARMS INC
265,557$6.2T234949.67%
129
PSNPARSONS CORP DEL
73,878$6.1T233198.45%
130
CWANCLEARWATER ANALYTICS HLDGS I
345,055$6.1T232279.19%
131
FAFFIRST AMERN FINL CORP
96,831$5.9T224954.28%
132
SLABSILICON LABORATORIES INC
40,918$5.9T223782.31%
133
DHDEFINITIVE HEALTHCARE CORP
722,440$5.8T221855.13%
134
RGENREPLIGEN CORP
31,455$5.8T220147.02%
135
ZWSZURN ELKAY WATER SOLNS CORP
172,615$5.8T219850.97%
136
NKENIKE INC
61,293$5.8T219199.95%
137
GMEDGLOBUS MED INC
106,961$5.7T218327.46%
138
BFAMBRIGHT HORIZONS FAM SOL IN D
50,248$5.7T216756.80%
139
BRK/BBERKSHIRE HATHAWAY INC DEL
12,824$5.4T205212.72%
140
ALGMALLEGRO MICROSYSTEMS INC
198,952$5.4T204109.09%
141
RBARB GLOBAL INC
69,960$5.3T202781.29%
142
GXOGXO LOGISTICS INCORPORATED
98,874$5.3T202271.87%
143
MNROMONRO INC
167,585$5.3T201136.54%
144
SWAVUSDSHOCKWAVE MED INC
15,919$5.2T197257.87%
145
BILLBILL HOLDINGS INC
74,987$5.2T196093.55%
146
CASYCASEYS GEN STORES INC
16,062$5.1T194641.31%
147
CA8ACACI INTL INC
13,332$5.1T192191.35%
148
VRRMVERRA MOBILITY CORP
202,159$5.0T192090.44%
149
ISIIONIS PHARMACEUTICALS INC
116,144$5.0T191593.15%
150
PCHPOTLATCHDELTIC CORPORATION
106,190$5.0T190002.98%
151
LNTHLANTHEUS HLDGS INC
79,795$5.0T188990.26%
152
BDXBECTON DICKINSON & CO
19,922$4.9T187592.10%
153
HDHOME DEPOT INC
12,661$4.9T184816.52%
154
GNRCGENERAC HLDGS INC
37,467$4.7T179843.96%
155
WYWEYERHAEUSER CO MTN BE
130,678$4.7T178571.45%
156
ADSKAUTODESK INC
18,019$4.7T178566.16%
157
APTVAPTIV PLC
58,658$4.7T177789.95%
158
SMARGBPSMARTSHEET INC
118,049$4.5T172948.67%
159
DISDISNEY WALT CO
36,194$4.4T168527.28%
160
CRMSALESFORCE INC
14,682$4.4T168269.54%
161
FMCFMC CORP
69,001$4.4T167258.80%
162
FIBKFIRST INTST BANCSYSTEM INC
160,173$4.4T165848.66%
163
AZZAZZ INC
56,332$4.4T165723.84%
164
CIBRFIRST TR EXCHANGE TRADED FD
76,395$4.3T163931.03%
165
ORCLORACLE CORP
33,827$4.2T161689.49%
166
GHGUARDANT HEALTH INC
202,450$4.2T158931.95%
167
SSDSIMPSON MFG INC
20,134$4.1T157202.42%
168
EXPOEXPONENT INC
48,586$4.0T152882.66%
169
GWWGRAINGER W W INC
3,934$4.0T152292.15%
170
ATECALPHATEC HLDGS INC
288,580$4.0T151434.43%
171
CCCCCC INTELLIGENT SOLUTIONS HL
314,498$3.8T143134.13%
172
AMBAAMBARELLA INC
72,257$3.7T139598.66%
173
AZTAAZENTA INC
59,572$3.6T136649.97%
174
SMTCSEMTECH CORP
126,759$3.5T132601.27%
175
SCHBSCHWAB STRATEGIC TR
56,974$3.5T132359.94%
176
LFUSLITTELFUSE INC
13,243$3.2T122130.33%
177
A3IAMERISAFE INC
62,565$3.1T119445.47%
178
CVXCHEVRON CORP NEW
19,602$3.1T117662.02%
179
TRTOOTSIE ROLL INDS INC
94,217$3.0T114836.63%
180
PROPROS HOLDINGS INC
81,790$3.0T113073.23%
181
MTDMETTLER TOLEDO INTERNATIONAL
2,187$2.9T110793.83%
182
GKOSGLAUKOS CORP
28,735$2.7T103102.92%
183
SU6SURMODICS INC
88,164$2.6T98434.10%
184
MDLZMONDELEZ INTL INC
36,036$2.5T95990.61%
185
BABOEING CO
12,801$2.5T94009.74%
186
SLBSCHLUMBERGER LTD
43,747$2.4T91243.56%
187
CPCANADIAN PACIFIC KANSAS CITY
24,828$2.2T83302.26%
188
PGPROCTER AND GAMBLE CO
13,489$2.2T83283.42%
189
8CWCROWN CASTLE INC
19,339$2.0T77881.96%
190
XOMEXXON MOBIL CORP
17,342$2.0T76709.46%
191
NUENUCOR CORP
9,609$1.9T72363.26%
192
TRVCCITIGROUP INC
30,035$1.9T72279.23%
193
MCDMCDONALDS CORP
6,651$1.9T71359.71%
194
WFCWELLS FARGO CO NEW
31,587$1.8T69667.63%
195
CSCOCISCO SYS INC
36,282$1.8T68908.54%
196
UPSUNITED PARCEL SERVICE INC
10,458$1.6T59149.27%
197
AMGNAMGEN INC
5,435$1.5T58803.21%
198
LOWLOWES COS INC
6,000$1.5T58160.15%
199
BACVERIZON COMMUNICATIONS INC
34,669$1.5T55356.79%
200
CATCATERPILLAR INC
3,876$1.4T54046.68%
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