Institutions / Granite Investment Partners, LLC / Activity
Activity — Granite Investment Partners, LLC
287 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | AtriCure Inc Common stock | $1.65M | +59K | 58,828 0.08% of portfolio | low |
| Q2 2026 as of | Trim | Wintrust Financial Corp Common stock | $-1.55M | -10K -5.93% | 153,322 1.26% of portfolio | low |
| Q2 2026 as of | Trim | 464287614 Common stock | $-1.51M | -12K -99.35% | 80 <0.01% of portfolio | low |
| Q2 2026 as of | Add | Paccar Inc Common stock | $1.51M | +13K +10.62% | 130,862 0.81% of portfolio | low |
| Q2 2026 as of | Add | Limbach Holdings Inc Common stock | $1.46M | +19K +20.64% | 110,620 0.44% of portfolio | low |
| Q2 2026 as of | Add | Marriott International Inc/MD Common stock | $1.33M | +4K +61.34% | 9,411 0.18% of portfolio | low |
| Q2 2026 as of | Exit | Netflix Inc Common stock | $-1.28M | -14K -100.00% | 0 | low |
| Q2 2026 as of | Trim | Ligand Pharmaceuticals Inc Common stock | $-1.20M | -4K -6.56% | 54,128 0.88% of portfolio | low |
| Q2 2026 as of | Trim | Axsome Therapeutics, Inc. Common stock | $-1.17M | -5K -5.62% | 80,124 1.00% of portfolio | low |
| Q2 2026 as of | Add | Analog Devices Inc Common stock | $941.7K | +2K +10.87% | 24,193 0.49% of portfolio | low |
| Q2 2026 as of | Add | Caterpillar Inc Common stock | $939.2K | +882 +12.71% | 7,820 0.43% of portfolio | low |
| Q2 2026 as of | Trim | FirstCash Holdings, Inc. Common stock | $-909.4K | -4K -5.85% | 67,614 0.75% of portfolio | low |
| Q2 2026 as of | Trim | Casella Waste Systems Inc Common stock | $-909.2K | -9K -5.43% | 163,245 0.81% of portfolio | low |
| Q2 2026 as of | Add | Ambarella Inc Common stock | $903.8K | +11K +37.93% | 38,303 0.17% of portfolio | low |
| Q2 2026 as of | Add | Rockwell Automation Inc Common stock | $831.2K | +2K +2.57% | 67,116 1.70% of portfolio | low |
| Q2 2026 as of | Trim | CrowdStrike Holdings, Inc. Common stock | $-808.2K | -1K -4.57% | 22,133 0.87% of portfolio | low |
| Q2 2026 as of | Trim | Vse Corp Common stock | $-776.4K | -3K -5.61% | 57,200 0.67% of portfolio | low |
| Q2 2026 as of | Exit | Honeywell International Inc Common stock | $-768.9K | -4K -100.00% | 0 | low |
| Q2 2026 as of | Trim | First Hawaiian, Inc. Common stock | $-768.4K | -26K -6.30% | 389,857 0.59% of portfolio | low |
| Q2 2026 as of | Add | Alphabet Inc. Common stock | $760.8K | +2K +6.34% | 35,691 0.65% of portfolio | low |
| Q2 2026 as of | Add | Gitlab Inc. Common stock | $750.9K | +25K +18.20% | 159,738 0.25% of portfolio | low |
| Q2 2026 as of | Add | CCC Intelligent Solutions Holdings Inc. Common stock | $740.9K | +144K +21.13% | 823,217 0.22% of portfolio | low |
| Q2 2026 as of | Trim | Visa Inc Common stock | $-703.7K | -2K -2.80% | 71,162 1.25% of portfolio | low |
| Q2 2026 as of | Trim | Esco Technologies Inc Common stock | $-697.3K | -2K -15.66% | 10,728 0.19% of portfolio | low |
| Q2 2026 as of | Trim | Establishment Labs Holdings Inc. Common stock | $-687.3K | -8K -5.29% | 143,485 0.63% of portfolio | low |
| Q2 2026 as of | Trim | Hawkins Inc Common stock | $-642.9K | -5K -5.80% | 73,444 0.53% of portfolio | low |
| Q2 2026 as of | Trim | Everus Construction Group, Inc. Common stock | $-637.4K | -4K -4.10% | 89,767 0.76% of portfolio | low |
| Q2 2026 as of | Add | ATEC Alphatec Holdings, Inc. Common Stock | $626.8K | +72K +6.35% | 1,213,570 0.54% of portfolio | low |
| Q2 2026 as of | Trim | G2717C106 Common stock | $-591.7K | -44K -6.28% | 659,859 0.45% of portfolio | low |
| Q2 2026 as of | Add | Keysight Technologies, Inc. Common stock | $577.6K | +2K +4.60% | 37,521 0.67% of portfolio | low |
| Q2 2026 as of | Add | Floor & Decor Holdings Inc Common stock | $569.3K | +10K +12.92% | 83,801 0.25% of portfolio | low |
| Q2 2026 as of | New | Vishay Precision Group, Inc. Common stock | $568.9K | +4K | 3,795 0.03% of portfolio | low |
| Q2 2026 as of | Add | W.w. Grainger, Inc. Common stock | $564.6K | +415 +11.79% | 3,934 0.27% of portfolio | low |
| Q2 2026 as of | Trim | Napco Security Technologies Inc Common stock | $-562.6K | -15K -5.27% | 266,069 0.52% of portfolio | low |
| Q2 2026 as of | Trim | Littelfuse Inc /De Common stock | $-552.8K | -1K -8.82% | 12,552 0.29% of portfolio | low |
| Q2 2026 as of | Trim | Terreno Realty Corp Common stock | $-538.5K | -8K -5.79% | 135,320 0.45% of portfolio | low |
| Q2 2026 as of | Trim | Automatic Data Processing Inc Common stock | $-536.6K | -2K -6.29% | 35,705 0.41% of portfolio | low |
| Q2 2026 as of | New | Waters Corp Common stock | $527.3K | +1K | 1,406 0.03% of portfolio | low |
| Q2 2026 as of | Add | Arhaus, Inc. Common stock | $525.1K | +62K +15.45% | 466,056 0.20% of portfolio | low |
| Q2 2026 as of | New | Lincoln Electric Holdings Inc Common stock | $500.8K | +2K | 1,886 0.03% of portfolio | low |
| Q2 2026 as of | Exit | HYT BlackRock Corporate High Yield Fund, Inc. Closed-End Fund | $-499.5K | -56K -100.00% | 0 | low |
| Q2 2026 as of | Trim | ELI LILLY & Co Common stock | $-487.0K | -406 -1.48% | 26,997 1.66% of portfolio | low |
| Q2 2026 as of | Exit | Illinois Tool Works Inc Common stock | $-468.0K | -2K -100.00% | 0 | low |
| Q2 2026 as of | Add | JFrog Ltd Common stock | $441.8K | +5K +6.48% | 79,890 0.37% of portfolio | low |
| Q2 2026 as of | Trim | Impinj Inc Common stock | $-417.8K | -3K -5.77% | 47,616 0.35% of portfolio | low |
| Q2 2026 as of | New | Honeywell International Inc Common stock | $396.4K | +2K | 1,771 0.02% of portfolio | low |
| Q2 2026 as of | New | HONA Honeywell Aerospace Inc. Common Stock | $391.4K | +2K | 1,771 0.02% of portfolio | low |
| Q2 2026 as of | Trim | Ecolab Inc. Common stock | $-390.1K | -1K -4.25% | 31,576 0.45% of portfolio | low |
| Q2 2026 as of | New | Universal Technical Institute Inc Common stock | $388.8K | +9K | 9,091 0.02% of portfolio | low |
| Q2 2026 as of | New | CVGI Commercial Vehicle Group, Inc. Common Stock | $388.4K | +84K | 84,078 0.02% of portfolio | low |