Granite-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HYT",
  "AXSM",
  "NCNO",
  "RGEN",
  "FIBK",
  "AZEK",
  "PCOR",
  "GLOB",
  "INSP",
  "MEG",
  "JAZZ",
  "KTOS",
  "CCCS",
  "BROS",
  "FROG",
  "KRUS",
  "HP",
  "MP",
  "ARCB",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "JLL",
  "FRPT",
  "GOOGL",
  "AIN",
  "VCYT",
  "RUSHA",
  "FOLD",
  "APG",
  "ARHS",
  "BLK",
  "ESAB",
  "CAT",
  "LOW",
  "AIT",
  "CP.TO",
  null,
  "HNST",
  "CCI",
  "LGND",
  "LMB",
  "NSSC",
  "MYRG",
  "RXST",
  "ECG",
  "AMBA",
  "SRAD",
  "TSEM",
  "ULS",
  "NVCR",
  "IPAR",
  "FCX",
  "ADPT",
  "SRCE",
  "GIS",
  "AMSF",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "ESTA",
  "UNP",
  "GENI",
  "ISRG",
  "GH",
  "HUBB",
  "HLIO",
  "ITW",
  "EMR",
  "META",
  "MAMA",
  "MEOH",
  null,
  "IJH",
  "ROG",
  "TRN",
  "IONS",
  null,
  "LIN",
  "SSY",
  "MA",
  "MSFT",
  "MDLZ",
  "NEOG",
  "ESE",
  "TALK",
  "EXPO",
  "FLS",
  "FTV",
  "GE",
  "GMS",
  "ICUI",
  null,
  "ODFL",
  "PCAR",
  "IJR",
  "IWD",
  "ORCL",
  "PAYX",
  "IWF",
  "PANW",
  "PEP",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "GS",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "NYT",
  "ROK",
  "SPGI",
  null,
  "SHW",
  "SHOP",
  "SHEL",
  "RTX",
  "IBM",
  "SYK",
  "TMO",
  "TRV",
  "UPS",
  "VSEC",
  "AGYS",
  "PCH",
  "ARLO",
  "ATEC",
  "FCFS",
  "PCTY",
  "MGNI",
  "SITE",
  "SCHW",
  "AMPH",
  "VWO",
  "LPX",
  "DSL",
  "IWO",
  "GKOS",
  "WY",
  "MTD",
  "GMED",
  "SMG",
  "GO",
  null,
  "LOPE",
  "LFUS",
  "MKSI",
  "PRI",
  "ADSK",
  "TKR",
  "FI",
  "FOUR",
  "DORM",
  "GCMG",
  "HFFG",
  "IDXX",
  "AMZN",
  "SCHB",
  null,
  "AMTM",
  "VLTO",
  "VRRM",
  "VSTS",
  "V",
  "VITL",
  "WD",
  "WMT",
  "WFC",
  "WING",
  "WTFC",
  "ZETA",
  "FHB",
  "POWI",
  "HAYW",
  "SITM",
  "FLR",
  "SCHF",
  "SCHA",
  null,
  "MGM",
  "TTD",
  "UFPI",
  "SPXC",
  "RARE",
  "SSD",
  "CRM",
  "SLAB",
  "SYY",
  "HALO",
  "LNTH",
  "UHS",
  "GEV",
  "ZWS",
  "NVT",
  "GWW",
  "NUE",
  "ATS",
  "ADP",
  "AZTA",
  "AZZ",
  "BAC",
  "BRK-B",
  "BDX",
  "BDC",
  "TECH",
  "BL",
  "BPMC",
  "BFAM",
  "CWST",
  "CBZ",
  "CASY",
  "SKY",
  "CVX",
  "GTLS",
  "CB",
  "CSCO",
  "CWAN",
  "C",
  "KO",
  "CL",
  "CVGI",
  "COST",
  "CNM",
  "CR",
  "CRWD",
  "CWK",
  "DHR",
  "DAR",
  "DE",
  "DSGX",
  "DCI",
  "DFIN",
  "EFA",
  "J",
  "ADI",
  "TRNO",
  "NEE",
  "NKE",
  "MAR",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 256
Total Value: 1967523767
Accession Number: 0001398344-25-009267
Form Type: 13F-HR
CIK: granite-investment-partners
Manager Name: Granite-Investment-Partners

Data Enrichment

97% identified

248 identified8 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

256 positions • $2.0B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Axsome Therapeutics, Inc.

AXSM|05464T104

Shares:138.7K

Value:$16.2M

% of Portfolio:0.8% ($16.2M/$2.0B)

Terreno Realty Corp

TRNO|88146M101

Shares:242.2K

Value:$15.3M

% of Portfolio:0.8% ($15.3M/$2.0B)

KRATOS DEFENSE & SECURITY SOLUTIONS, INC.

KTOS|50077B207

Shares:514.1K

Value:$15.3M

% of Portfolio:0.8% ($15.3M/$2.0B)

Limbach Holdings, Inc.

LMB|53263P105

Shares:200.8K

Value:$15.0M

% of Portfolio:0.8% ($15.0M/$2.0B)

SHERWIN WILLIAMS CO

SHW|824348106

Shares:42.4K

Value:$14.8M

% of Portfolio:0.8% ($14.8M/$2.0B)

OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

Shares:87.2K

Value:$14.4M

% of Portfolio:0.7% ($14.4M/$2.0B)

SHOPIFY INC.

SHOP|82509L107

Shares:148.7K

Value:$14.2M

% of Portfolio:0.7% ($14.2M/$2.0B)

Dutch Bros Inc.

BROS|26701L100

Shares:228.9K

Value:$14.1M

% of Portfolio:0.7% ($14.1M/$2.0B)

TRINITY INDUSTRIES INC

TRN|896522109

Shares:502.0K

Value:$14.1M

% of Portfolio:0.7% ($14.1M/$2.0B)

BlackRock, Inc.

BLK|09290D101

Shares:14.8K

Value:$14.0M

% of Portfolio:0.7% ($14.0M/$2.0B)

LIGAND PHARMACEUTICALS INC

LGND|53220K504

Shares:133.1K

Value:$14.0M

% of Portfolio:0.7% ($14.0M/$2.0B)

PACCAR INC

PCAR|693718108

Shares:143.3K

Value:$14.0M

% of Portfolio:0.7% ($14.0M/$2.0B)

Crane Co

CR|224408104

Shares:88.4K

Value:$13.5M

% of Portfolio:0.7% ($13.5M/$2.0B)

ICU MEDICAL INC/DE

ICUI|44930G107

Shares:97.2K

Value:$13.5M

% of Portfolio:0.7% ($13.5M/$2.0B)

RUSH ENTERPRISES INC \TX\

RUSHA|781846209

Shares:251.9K

Value:$13.5M

% of Portfolio:0.7% ($13.5M/$2.0B)

Grocery Outlet Holding Corp.

GO|39874R101

Shares:921.3K

Value:$12.9M

% of Portfolio:0.7% ($12.9M/$2.0B)

nCino, Inc.

NCNO|63947X101

Shares:465.7K

Value:$12.8M

% of Portfolio:0.7% ($12.8M/$2.0B)

Arlo Technologies, Inc.

ARLO|04206A101

Shares:1.3M

Value:$12.7M

% of Portfolio:0.6% ($12.7M/$2.0B)

05589G102

Shares:282.9K

Value:$12.6M

% of Portfolio:0.6% ($12.6M/$2.0B)

69007J304

Shares:752.8K

Value:$12.1M

% of Portfolio:0.6% ($12.1M/$2.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Axsome Therapeutics, Inc.(AXSMcusip05464T104)	138.7K	QoQ +51.35% (+47.1K) YoY NEW(+138.7K)	All Managers (Combined)	$16.2M	0.8% ($16.2M/$2.0B)	QoQ +108.63% (+$8.4M) YoY NEW(+$16.2M)
Terreno Realty Corp(TRNOcusip88146M101)	242.2K	QoQ -4.87% (-12.4K) YoY -24.18% (-77.3K)	All Managers (Combined)	$15.3M	0.8% ($15.3M/$2.0B)	QoQ +1.68% (-$253.4K) YoY -27.81% (-$5.9M)
KRATOS DEFENSE & SECURITY SOLUTIONS, INC.(KTOScusip50077B207)	514.1K	QoQ -49.59% (-505.8K) YoY -58.48% (-724.4K)	All Managers (Combined)	$15.3M	0.8% ($15.3M/$2.0B)	QoQ -43.27% (-$11.6M) YoY -32.94% (-$7.5M)
Limbach Holdings, Inc.(LMBcusip53263P105)	200.8K	QoQ NEW(+200.8K) YoY NEW(+200.8K)	All Managers (Combined)	$15.0M	0.8% ($15.0M/$2.0B)	QoQ NEW(+$15.0M) YoY NEW(+$15.0M)
SHERWIN WILLIAMS CO(SHWcusip824348106)	42.4K	QoQ -1.64% (-710) YoY +54.02% (+14.9K)	All Managers (Combined)	$14.8M	0.8% ($14.8M/$2.0B)	QoQ +1.03% (-$151.1K) YoY +54.84% (+$5.2M)
OLD DOMINION FREIGHT LINE, INC.(ODFLcusip679580100)	87.2K	QoQ -7.21% (-6.8K) YoY +15.11% (-11.4K)	All Managers (Combined)	$14.4M	0.7% ($14.4M/$2.0B)	QoQ -12.97% (-$2.1M) YoY -13.15% (-$2.2M)
SHOPIFY INC.(SHOPcusip82509L107)	148.7K	QoQ +10.79% (-14.5K) YoY +12.79% (+16.9K)	All Managers (Combined)	$14.2M	0.7% ($14.2M/$2.0B)	QoQ -0.50% (-$72.4K) YoY +39.55% (+$4.0M)
Dutch Bros Inc.(BROScusip26701L100)	228.9K	QoQ -67.07% (-466.5K) YoY -25.10% (-76.7K)	All Managers (Combined)	$14.1M	0.7% ($14.1M/$2.0B)	QoQ -61.19% (-$22.3M) YoY +40.13% (-$4.0M)
TRINITY INDUSTRIES INC(TRNcusip896522109)	502.0K	QoQ +21.25% (-88.0K) YoY NEW(+502.0K)	All Managers (Combined)	$14.1M	0.7% ($14.1M/$2.0B)	QoQ -3.06% (-$445.7K) YoY NEW(+$14.1M)
BlackRock, Inc.(BLKcusip09290D101)	14.8K	QoQ -6.55% (-1.0K) YoY NEW(+14.8K)	All Managers (Combined)	$14.0M	0.7% ($14.0M/$2.0B)	QoQ -13.71% (-$2.2M) YoY NEW(+$14.0M)
LIGAND PHARMACEUTICALS INC(LGNDcusip53220K504)	133.1K	QoQ +15.22% (+17.6K) YoY NEW(+133.1K)	All Managers (Combined)	$14.0M	0.7% ($14.0M/$2.0B)	QoQ +13.06% (+$1.6M) YoY NEW(+$14.0M)
PACCAR INC(PCARcusip693718108)	143.3K	QoQ -6.59% (-10.1K) YoY +12.89% (-16.4K)	All Managers (Combined)	$14.0M	0.7% ($14.0M/$2.0B)	QoQ -12.56% (-$2.0M) YoY -11.27% (-$1.8M)
Crane Co(CRcusip224408104)	88.4K	QoQ +15.43% (+11.8K) YoY -50.99% (-92.0K)	All Managers (Combined)	$13.5M	0.7% ($13.5M/$2.0B)	QoQ +16.52% (+$1.9M) YoY -44.44% (-$10.8M)
ICU MEDICAL INC/DE(ICUIcusip44930G107)	97.2K	QoQ -4.83% (-4.9K) YoY NEW(+97.2K)	All Managers (Combined)	$13.5M	0.7% ($13.5M/$2.0B)	QoQ -14.83% (-$2.4M) YoY NEW(+$13.5M)
RUSH ENTERPRISES INC \TX\(RUSHAcusip781846209)	251.9K	QoQ NEW(+251.9K) YoY NEW(+251.9K)	All Managers (Combined)	$13.5M	0.7% ($13.5M/$2.0B)	QoQ NEW(+$13.5M) YoY NEW(+$13.5M)
Grocery Outlet Holding Corp.(GOcusip39874R101)	921.3K	QoQ +81.70% (+414.2K) YoY NEW(+921.3K)	All Managers (Combined)	$12.9M	0.7% ($12.9M/$2.0B)	QoQ +62.73% (+$5.0M) YoY NEW(+$12.9M)
nCino, Inc.(NCNOcusip63947X101)	465.7K	QoQ +41.32% (+136.2K) YoY -17.85% (-101.2K)	All Managers (Combined)	$12.8M	0.7% ($12.8M/$2.0B)	QoQ +15.60% (+$1.7M) YoY -39.63% (-$8.4M)
Arlo Technologies, Inc.(ARLOcusip04206A101)	1.3M	QoQ -18.61% (-293.8K) YoY -22.74% (-378.2K)	All Managers (Combined)	$12.7M	0.6% ($12.7M/$2.0B)	QoQ -28.21% (-$5.0M) YoY -39.72% (-$8.4M)
(cusip05589G102)✕	282.9K	QoQ -4.86% (-14.5K) YoY -23.44% (-86.6K)	All Managers (Combined)	$12.6M	0.6% ($12.6M/$2.0B)	QoQ +9.69% (-$1.1M) YoY +18.21% (-$1.9M)
(cusip69007J304)✕	752.8K	QoQ NEW(+752.8K) YoY NEW(+752.8K)	All Managers (Combined)	$12.1M	0.6% ($12.1M/$2.0B)	QoQ NEW(+$12.1M) YoY NEW(+$12.1M)