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 | Trim | M87915274 | $-27.82M | -107K -98.27% | 1,884 0.03% of portfolio | medium |
| Q2 2026 as of | New | Herc Holdings Inc | $16.34M | +114K | 113,985 0.84% of portfolio | medium |
| Q2 2026 as of | New | Adaptive Biotechnologies Corp | $16.24M | +757K | 757,217 0.83% of portfolio | medium |
| Q2 2026 as of | New | Ducommun Inc /De | $16.06M | +87K | 86,703 0.82% of portfolio | medium |
| Q2 2026 as of | Add | Callaway Golf Co | $15.83M | +843K +316.42% | 1,109,057 1.07% of portfolio | medium |
| Q2 2026 as of | Exit | CBIZ, Inc. | $-15.28M | -303K -100.00% | — | medium |
| Q2 2026 as of | New | Allegro Microsystems Inc | $15.02M | +216K | 215,679 0.77% of portfolio | medium |
| Q2 2026 as of | New | Corcept Therapeutics Inc | $14.98M | +172K | 172,228 0.77% of portfolio | medium |
| Q2 2026 as of | Trim | Power Integrations Inc | $-14.12M | -169K -47.49% | 186,420 0.80% of portfolio | medium |
| Q2 2026 as of | Add | Delta Air Lines, Inc. | $13.96M | +149K +757.68% | 168,671 0.81% of portfolio | medium |
| Q2 2026 as of | New | Badger Meter Inc | $13.57M | +91K | 91,485 0.70% of portfolio | medium |
| Q2 2026 as of | Trim | Aaon, Inc. | $-13.44M | -106K -70.80% | 43,701 0.28% of portfolio | medium |
| Q2 2026 as of | New | Veeco Instruments Inc | $13.02M | +172K | 171,807 0.67% of portfolio | medium |
| Q2 2026 as of | New | Timken Co | $13.00M | +89K | 89,456 0.67% of portfolio | medium |
| Q2 2026 as of | New | Rogers Corp | $12.24M | +75K | 74,743 0.63% of portfolio | medium |
| Q2 2026 as of | Trim | 59151K108 | $-11.59M | -251K -79.94% | 63,025 0.15% of portfolio | medium |
| Q2 2026 as of | New | Centuri Holdings, Inc. | $11.30M | +374K | 373,787 0.58% of portfolio | medium |
| Q2 2026 as of | New | Crane Co | $10.86M | +49K | 48,675 0.56% of portfolio | medium |
| Q2 2026 as of | Exit | Trinity Industries Inc | $-10.66M | -403K -100.00% | — | medium |
| Q2 2026 as of | Exit | Icu Medical INC/DE | $-10.32M | -72K -100.00% | — | medium |
| Q2 2026 as of | New | Element Solutions Inc | $10.15M | +213K | 212,541 0.52% of portfolio | medium |
| Q2 2026 as of | Exit | Evercore Inc | $-9.73M | -29K -100.00% | — | medium |
| Q2 2026 as of | Exit | Intuit Inc. | $-9.65M | -15K -100.00% | — | medium |
| Q2 2026 as of | Exit | M2197Q107 | $-9.61M | -533K -100.00% | — | medium |
| Q2 2026 as of | Trim | Guardant Health, Inc. | $-9.37M | -62K -39.47% | 95,760 0.74% of portfolio | medium |
| Q2 2026 as of | Exit | ESAB Corp | $-9.27M | -83K -100.00% | — | medium |
| Q2 2026 as of | Exit | Paymentus Holdings, Inc. | $-9.21M | -292K -100.00% | — | medium |
| Q2 2026 as of | Add | Interparfums Inc | $9.13M | +82K +263.85% | 112,579 0.65% of portfolio | medium |
| Q2 2026 as of | Trim | Sherwin Williams Co | $-9.11M | -26K -68.01% | 12,445 0.22% of portfolio | medium |
| Q2 2026 as of | Trim | Onto Innovation Inc. | $-9.03M | -24K -33.02% | 48,384 0.94% of portfolio | medium |
| Q2 2026 as of | Exit | Belden Inc. | $-9.01M | -77K -100.00% | — | medium |
| Q2 2026 as of | Trim | DigitalOcean Holdings, Inc. | $-9.00M | -57K -27.83% | 148,584 1.20% of portfolio | medium |
| Q2 2026 as of | New | Cognex Corp | $8.90M | +123K | 122,963 0.46% of portfolio | medium |
| Q2 2026 as of | Add | Mamas Creations Inc | $8.31M | +466K +3045.10% | 481,043 0.44% of portfolio | medium |
| Q2 2026 as of | Exit | Apellis Pharmaceuticals, Inc. | $-8.22M | -327K -100.00% | — | medium |
| Q2 2026 as of | New | Csw Industrials, Inc. | $8.11M | +29K | 29,158 0.42% of portfolio | medium |
| Q2 2026 as of | Add | Novanta Inc | $7.84M | +48K +42.64% | 161,754 1.34% of portfolio | medium |
| Q2 2026 as of | Add | Albany International Corp /De | $7.76M | +104K +165.21% | 167,164 0.64% of portfolio | medium |
| Q2 2026 as of | New | NICE Ltd. | $7.68M | +85K | 84,570 0.39% of portfolio | medium |
| Q2 2026 as of | New | Appfolio Inc | $7.65M | +48K | 47,738 0.39% of portfolio | medium |
| Q2 2026 as of | New | Esquire Financial Holdings Inc | $7.30M | +61K | 61,306 0.37% of portfolio | medium |
| Q2 2026 as of | Trim | Exponent Inc | $-7.15M | -122K -58.98% | 84,592 0.25% of portfolio | medium |
| Q2 2026 as of | Trim | Agilysys Inc | $-7.08M | -68K -47.38% | 75,237 0.40% of portfolio | medium |
| Q2 2026 as of | Trim | Wesco International Inc | $-7.00M | -20K -61.64% | 12,614 0.22% of portfolio | medium |
| Q2 2026 as of | New | Robert Half Inc. | $6.90M | +225K | 224,917 0.35% of portfolio | medium |
| Q2 2026 as of | Exit | Clearwater Analytics Holdings, Inc. | $-6.86M | -284K -100.00% | — | medium |
| Q2 2026 as of | Trim | Zeta Global Holdings Corp. | $-6.52M | -331K -44.59% | 411,712 0.42% of portfolio | medium |
| Q2 2026 as of | Add | Regal Rexnord Corp | $6.38M | +27K +41.08% | 91,975 1.12% of portfolio | medium |
| Q2 2026 as of | Trim | Fnb CORP/PA | $-6.24M | -327K -35.79% | 587,036 0.57% of portfolio | medium |
| Q2 2026 as of | Add | Rush Enterprises Inc | $5.83M | +80K +124.63% | 143,955 0.54% of portfolio | medium |