Granite Investment Partners, LLC logo

Granite Investment Partners, LLC Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Granite Investment Partners, LLC with $1.8B in long positions as of Q3 2025, 25% allocated to Industrials, and 23% concentrated in top 10 positions.

Portfolio Value
$1.8B
Top 10 Concentration
23%
Top Sector
Industrials (25%)
US Exposure
92%
Market Cap Focus
Mid Cap
Countries
7

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Industrials: 25.40%IndustrialsTechnology: 23.10%TechnologyHealthcare: 13.00%HealthcareFinancial Services: 11.00%Financial ServicesConsumer 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%
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%

Industry Breakdown

84 industries across all sectors

Software - Infrastructure: 6.48%Semiconductors: 6.28%Industrial - Machinery: 4.78%Internet Content & Information: 4.71%Software - Application: 4.65%Medical - Devices: 4.01%Aerospace & Defense: 3.88%Biotechnology: 3.81%Banks - Regional: 3.33%Electrical Equipment & Parts: 3.04%Specialty Retail: 3.02%Consumer Electronics: 2.76%Chemicals - Specialty: 2.51%Drug Manufacturers - General: 2.30%Financial - Credit Services: 2.21%Renewable Utilities: 2.07%Construction: 2.03%Agricultural - Machinery: 1.86%Communication Equipment: 1.66%Banks - Diversified: 1.55%Medical - Diagnostics & Research: 1.44%Financial - Data & Stock Exchanges: 1.25%Security & Protection Services: 1.23%Trucking: 1.21%Engineering & Construction: 1.17%Industrial - Distribution: 1.13%Asset Management: 1.01%Waste Management: 1.00%Discount Stores: 0.98%Specialty Business Services: 0.98%Restaurants: 0.94%53 more: 19.28%53 more
Software - Infrastructure
Technology
6.48%
Semiconductors
Technology
6.28%
Industrial - Machinery
Industrials
4.78%
Internet Content & Information
Communication Services
4.71%
Software - Application
Technology
4.65%
Medical - Devices
Healthcare
4.01%
Aerospace & Defense
Industrials
3.88%
Biotechnology
Healthcare
3.81%
Banks - Regional
Financial Services
3.33%
Electrical Equipment & Parts
Industrials
3.04%
Specialty Retail
Consumer Cyclical
3.02%
Consumer Electronics
Technology
2.76%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 27.87%Mega Cap (> $200B)Large Cap ($10B - $200B): 24.98%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 40.47%Mid Cap ($2B - $10B)Small Cap ($300M - $2B): 4.91%Micro Cap ($50M - $300M): 0.01%Nano Cap (< $50M): 0.61%N/A (ETF or Unknown): 1.15%
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%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
92.36%
International
7.64%
Countries
7
Largest Int'l Market
Ireland - 2.05%
United States of America
92.36% ($1.6B)
234 holdings
Ireland
2.05% ($36.0M)
2 holdings
Israel
1.95% ($34.4M)
2 holdings
United Kingdom
1.88% ($33.1M)
4 holdings
Canada
1.24% ($21.8M)
4 holdings
Costa Rica
0.37% ($6.6M)
1 holdings
Switzerland
0.16% ($2.8M)
2 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
35.4 quarters
Avg. Top 20
33.3 quarters
Avg. All Positions
20.3 quarters
Median Holding Period
14 quarters
Persistence Rate
72.69%
Persistent Holdings Weight
76.29%
Persistent Positions
181
Longest Held
Merck & Co., Inc. logo
Merck & Co., Inc.MRK - 49 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.32%
Avg. Position Weight
0.40%
Largest Position
Microsoft Corp logo
Microsoft CorpMSFT - 4.26%
Largest Ownership Stake
Kura Sushi USA, Inc. Class A Common Stock logo
Kura Sushi USA, Inc. Class A Common StockKRUS - 0.96%
Avg. Ownership Stake
0.16%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q2 2013)

Avg. New Position
0.35%
Avg. Ownership Stake
0.46%
Largest Position
Kinder Morgan, Inc. logo
Kinder Morgan, Inc.KMI - 4.64% (Q4 2014)
Largest Ownership Stake
Forum Energy Technologies, Inc. logo
Forum Energy Technologies, Inc.FET - 22.54% (Q3 2018)

Portfolio Turnover

Current Quarter

Turnover Ratio
20.8%
Value Traded
$367.16M
Positions Added
14
Positions Exited
26

Historical (Since Q2 2013)

Avg. Turnover Ratio
12.2%
Avg. Positions Added
25
Avg. Positions Exited
25
Highest Turnover
20.8%
Q3 2025
Lowest Turnover
3.1%
Q3 2013

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