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Granite Investment Partners, LLC

Quarter-over-quarter position changes

287 changes

ActionCompanyQuarter ↓Δ sharesΔ %Held afterFlowImpact
TrimmedM87915274Jun 30, 2026-106,743-98%1,884$27.82Mmedium
NewHerc Holdings IncJun 30, 2026+113,985New113,985$16.34Mmedium
NewAdaptive Biotechnologies CorpJun 30, 2026+757,217New757,217$16.24Mmedium
NewDUCOMMUN INC /DEJun 30, 2026+86,703New86,703$16.06Mmedium
AddedCallaway Golf CoJun 30, 2026+842,723+316%1,109,057$15.83Mmedium
ExitedCBIZ, Inc.Jun 30, 2026-302,969-100%0$15.28Mmedium
NewALLEGRO MICROSYSTEMS INCJun 30, 2026+215,679New215,679$15.02Mmedium
NewCORCEPT THERAPEUTICS INCJun 30, 2026+172,228New172,228$14.98Mmedium
TrimmedPOWER INTEGRATIONS INCJun 30, 2026-168,611-47%186,420$14.12Mmedium
AddedDELTA AIR LINES, INC.Jun 30, 2026+149,005+758%168,671$13.96Mmedium
NewBADGER METER INCJun 30, 2026+91,485New91,485$13.57Mmedium
TrimmedAAON, INC.Jun 30, 2026-105,977-71%43,701$13.44Mmedium
NewVeeco Instruments IncJun 30, 2026+171,807New171,807$13.02Mmedium
NewTIMKEN COJun 30, 2026+89,456New89,456$13.00Mmedium
NewROGERS CORPJun 30, 2026+74,743New74,743$12.24Mmedium
Trimmed59151K108Jun 30, 2026-251,225-80%63,025$11.59Mmedium
NewCenturi Holdings, Inc.Jun 30, 2026+373,787New373,787$11.30Mmedium
NewCrane CoJun 30, 2026+48,675New48,675$10.86Mmedium
ExitedTRINITY INDUSTRIES INCJun 30, 2026-403,037-100%0$10.66Mmedium
ExitedICU MEDICAL INC/DEJun 30, 2026-72,328-100%0$10.32Mmedium
NewElement Solutions IncJun 30, 2026+212,541New212,541$10.15Mmedium
ExitedEvercore IncJun 30, 2026-28,606-100%0$9.73Mmedium
ExitedINTUIT INC.Jun 30, 2026-14,574-100%0$9.65Mmedium
ExitedM2197Q107Jun 30, 2026-532,903-100%0$9.61Mmedium
TrimmedGuardant Health, Inc.Jun 30, 2026-62,439-39%95,760$9.37Mmedium
ExitedESAB CorpJun 30, 2026-82,955-100%0$9.27Mmedium
ExitedPaymentus Holdings, Inc.Jun 30, 2026-291,506-100%0$9.21Mmedium
AddedInterparfums IncJun 30, 2026+81,638+264%112,579$9.13Mmedium
TrimmedSHERWIN WILLIAMS COJun 30, 2026-26,462-68%12,445$9.11Mmedium
TrimmedONTO INNOVATION INC.Jun 30, 2026-23,855-33%48,384$9.03Mmedium
ExitedBELDEN INC.Jun 30, 2026-77,308-100%0$9.01Mmedium
TrimmedDigitalOcean Holdings, Inc.Jun 30, 2026-57,300-28%148,584$9.00Mmedium
NewCOGNEX CORPJun 30, 2026+122,963New122,963$8.90Mmedium
AddedMAMAS CREATIONS INCJun 30, 2026+465,748>1000%481,043$8.31Mmedium
ExitedApellis Pharmaceuticals, Inc.Jun 30, 2026-327,094-100%0$8.22Mmedium
NewCSW INDUSTRIALS, INC.Jun 30, 2026+29,158New29,158$8.11Mmedium
AddedNovanta IncJun 30, 2026+48,354+43%161,754$7.84Mmedium
AddedALBANY INTERNATIONAL CORP /DEJun 30, 2026+104,133+165%167,164$7.76Mmedium
NewNICE Ltd.Jun 30, 2026+84,570New84,570$7.68Mmedium
NewAPPFOLIO INCJun 30, 2026+47,738New47,738$7.65Mmedium
NewEsquire Financial Holdings IncJun 30, 2026+61,306New61,306$7.30Mmedium
TrimmedEXPONENT INCJun 30, 2026-121,629-59%84,592$7.15Mmedium
TrimmedAGILYSYS INCJun 30, 2026-67,750-47%75,237$7.08Mmedium
TrimmedWESCO INTERNATIONAL INCJun 30, 2026-20,266-62%12,614$7.00Mmedium
NewROBERT HALF INC.Jun 30, 2026+224,917New224,917$6.90Mmedium
ExitedClearwater Analytics Holdings, Inc.Jun 30, 2026-284,213-100%0$6.86Mmedium
TrimmedZeta Global Holdings Corp.Jun 30, 2026-331,335-45%411,712$6.52Mmedium
AddedREGAL REXNORD CORPJun 30, 2026+26,782+41%91,975$6.38Mmedium
TrimmedFNB CORP/PAJun 30, 2026-327,184-36%587,036$6.24Mmedium
AddedRush Enterprises IncJun 30, 2026+79,871+125%143,955$5.83Mmedium
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