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Granite Investment Partners, LLC

All holdings · as of Jun 30, 2026

277 positions

CompanyClassValueShares% of portfolio
FREEPORT-MCMORAN INC$442.2K7,0320.0%
SCHWAB STRATEGIC TR$436.0K12,0670.0%
IONIS PHARMACEUTICALS INC$398.5K5,0260.0%
Jazz Pharmaceuticals PLC$396.6K1,6460.0%
HONEYWELL INTERNATIONAL INC$396.4K1,7710.0%
3M CO$394.9K2,4390.0%
Honeywell Aerospace Inc.HONACommon Stock$391.4K1,7710.0%
UNIVERSAL TECHNICAL INSTITUTE INC$388.8K9,0910.0%
Commercial Vehicle Group, Inc.CVGICommon Stock$388.4K84,0780.0%
HEXCEL CORP /DE$370.4K3,7020.0%
ADOBE INC.$357.4K1,7430.0%
ISHARES TR$351.2K4,5550.0%
BANK OF AMERICA CORP /DE$349.0K6,1250.0%
Tesla Inc$346.6K8240.0%
SPX Technologies, Inc.$344.5K1,4050.0%
NEW YORK TIMES CO$315.3K4,5060.0%
BWX Technologies, Inc.$307.4K1,5790.0%
Eton Pharmaceuticals, Inc.$306.9K8,4790.0%
REPLIGEN CORP$305.6K2,2400.0%
GATX CORP$301.8K1,7030.0%
UNIVERSAL HEALTH SERVICES INC$297.4K2,0000.0%
U-Haul Holding Co$288.5K5,0000.0%
NUCOR CORP$274.9K1,2340.0%
Amentum Holdings, Inc.$273.8K13,2480.0%
CULLEN/FROST BANKERS, INC.$271.2K1,7550.0%
EZCORP INC$268.4K7,7640.0%
Axogen, Inc.$260.4K5,6380.0%
Jones Lang LaSalle Inc$260.4K8400.0%
Core & Main, Inc.$260.2K5,3930.0%
CAVA GROUP, INC.$257.6K3,2820.0%
LEGEND BIOTECH CORPLEGNADR$249.4K8,6360.0%
RICHARDSON ELECTRONICS, LTD.$248.4K13,0690.0%
SHELL PLC$244.9K3,1580.0%
Arista Networks, Inc.ANETCommon Stock$244.6K1,4400.0%
PARK AEROSPACE CORP$239.9K6,2880.0%
Leonardo DRS, Inc.DRSCommon Stock$236.4K5,5400.0%
Karman Holdings Inc.$232.8K4,6630.0%
Texas Roadhouse, Inc.$229.4K1,1870.0%
Morgan Stanley$227.9K1,0900.0%
AMERICAN SUPERCONDUCTOR CORP /DE$225.0K5,4200.0%
Primerica, Inc.$224.2K7890.0%
ISHARES TR$217.2K2,2100.0%
Electromed, Inc.$215.0K5,0830.0%
Fastenal Co$206.8K4,3060.0%
MARTEN TRANSPORT LTDMRTNCommon Stock$206.7K11,9160.0%
Harrow, Inc.$205.0K4,8270.0%
Intuitive Surgical Inc$204.8K5150.0%
TORO CO$204.4K2,0980.0%
LIGHTPATH TECHNOLOGIES INCLPTHCommon Stock$200.0K12,2310.0%
Spire Global, Inc.SPIRCommon Stock$190.8K10,2570.0%
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