Granite Investment Partners, LLC

Long Only Manager

Granite Investment Partners, LLC is a Long Only Manager based in El Segundo, CA led by Peter Orlando Lopez, reporting $2.4B in AUM as of Q3 2025 with MSFT as the largest holding (4% allocation).

Managing PartnerPeter Orlando Lopez

Portfolio Value: $1.8B
Positions: 249
Top Holding: MSFT at 4.26%
Last Reported: Q3 2025

Address2321 Rosecrans Avenue, Suite 4200, El Segundo, CA, 90245, United States

Top Holdings

Largest long holdings in Granite Investment Partners, LLC's portfolio (23.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$75.0M	4.26%	-$6.1M Sold	0.00% 144.7K shares	≤ Q2 2013 Held for 12y 5m+
2 Apple AAPL	Consumer Electronics Technology	$48.5M	2.76%	-$7.1M Sold	0.00% 190.7K shares	≤ Q2 2013 Held for 12y 5m+
3 Nvidia NVDA	Semiconductors Technology	$46.1M	2.62%	-$6.5M Sold	0.00% 247.2K shares	Q4 2019 Held for 5y 11m
4 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$41.6M	2.36%	-$1.7M Sold	0.00% 171.0K shares	Q2 2014 Held for 11y 5m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$40.4M	2.30%	-$2.1M Sold	0.00% 184.1K shares	≤ Q2 2013 Held for 12y 5m+
6 General Electric GE	Aerospace & Defense Industrials	$37.9M	2.15%	-$2.3M Sold	0.01% 126.2K shares	≤ Q2 2013 Held for 12y 5m+
7 General Electric GEV	Renewable Utilities Utilities	$36.5M	2.07%	-$1.3M Sold	0.02% 59.3K shares	Q1 2024 Held for 1y 8m
8 Eaton Corporation ETN	Industrial - Machinery Industrials	$34.8M	1.98%	-$1.1M Sold	0.02% 93.1K shares	Q1 2021 Held for 4y 8m
9 Visa V	Financial - Credit Services Financial Services	$26.0M	1.47%	-$3.6M Sold	0.00% 76.0K shares	≤ Q2 2013 Held for 12y 5m+
10 Wintrust Financial WTFC	Banks - Regional Financial Services	$25.3M	1.44%	-$11.0M Sold	0.29% 191.0K shares	Q2 2021 Held for 4y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Granite Investment Partners, LLC's latest filing

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Market Value

$1.8B

Prior: $2.0B

Q/Q Change

-14.05%

-$287.9M

Net Flows % of MV

-27.17%

Turnover Ratio

20.85%

New Purchases

14 stocks

$79.0M

Added To

33 stocks

+$45.4M

Sold Out Of

26 stocks

$129.6M

Reduced Holdings

149 stocks

-$473.3M

Increased Positions

Position	Shares Δ	Change
1 Aaon AAON	New	0 → 156.6K +$14.6M
2 National Vision Holdings, Inc. EYE	New	0 → 435.6K +$12.7M
3 F.N.B. Corporation FNB	New	0 → 785.8K +$12.7M
4 Cellebrite DI Ltd. CLBT	New	0 → 615.5K +$11.4M
5 Onto Innovation ONTO	New	0 → 84.1K +$10.9M

Decreased Positions

Position	Shares Δ	Change
1 Crane Co. CR	Sold	100.4K → 0 −$19.1M
2 The Baldwin Insurance Group, Inc. BWIN	Sold	345.1K → 0 −$14.8M
3 nCino, Inc. NCNO	Sold	469.5K → 0 −$13.1M
4 Chart Industries GTLS	Sold	71.9K → 0 −$11.8M
5 NovoCure NVCR	Sold	604.0K → 0 −$10.8M

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Analytics

Portfolio insights and performance metrics for Granite Investment Partners, LLC

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Sector Allocation

Industrials

25.40%

Technology

23.10%

Healthcare

13.00%

Financial Services

11.00%

Consumer Cyclical

8.10%

Communication Services

5.30%

Consumer Defensive

4.20%

Basic Materials

3.60%

Utilities

2.10%

Real Estate

1.90%

ETF

0.80%

Energy

0.30%

Market Cap Distribution

Mega Cap (> $200B)

27.87%

Large Cap ($10B - $200B)

24.98%

Mid Cap ($2B - $10B)

40.47%

Small Cap ($300M - $2B)

4.91%

Micro Cap ($50M - $300M)

0.01%

Nano Cap (< $50M)

0.61%

N/A (ETF or Unknown)

1.15%

Portfolio Concentration

Top 10 Holdings %

23.4%

Top 20 Holdings %

35.61%

Top 50 Holdings %

59.3%

Top 100 Holdings %

83.77%