HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP |
188,060 | -1,334 | $70,718 |
| MSFT | 188,060 | -1,334 | $70,718 |
| APPLE INC |
297,295 | -1,732 | $57,238 |
| AAPL | 297,295 | -1,732 | $57,238 |
| FRESHPET INC |
512,956 | -75,952 | $44,504 |
| FRPT | 512,956 | -75,952 | $44,504 |
| NEOGEN CORP |
2,187,161 | +804,502 | $43,984 |
| NEOG | 2,187,161 | +804,502 | $43,984 |
| CASELLA WASTE SYS INC |
510,090 | -16,566 | $43,592 |
| CWST | 510,090 | -16,566 | $43,592 |
| CBIZ INC |
680,310 | -29,524 | $42,581 |
| CBZ | 680,310 | -29,524 | $42,581 |
| NOBLE CORP PLC |
797,349 | -6,924 | $38,400 |
| NE | 797,349 | -6,924 | $38,400 |
| INTER PARFUMS INC |
253,752 | -70,074 | $36,543 |
| IPAR | 253,752 | -70,074 | $36,543 |
| AZEK CO INC |
947,622 | -85,121 | $36,247 |
| AZEK | 947,622 | -85,121 | $36,247 |
| AMAZON COM INC |
230,527 | -1,435 | $35,026 |
| AMZN | 230,527 | -1,435 | $35,026 |
| ALBANY INTL CORP |
339,808 | +6,377 | $33,376 |
| AIN | 339,808 | +6,377 | $33,376 |
| ALPHABET INC |
236,333 | +1,437 | $33,306 |
| GOOG | 236,333 | +1,437 | $33,306 |
| PAYCOR HCM INC |
1,541,834 | +263,497 | $33,288 |
| PYCR | 1,541,834 | +263,497 | $33,288 |
| CARPENTER TECHNOLOGY CORP |
469,965 | -170,795 | $33,274 |
| CRS | 469,965 | -170,795 | $33,274 |
| API GROUP CORP |
932,811 | +158,824 | $32,275 |
| APG | 932,811 | +158,824 | $32,275 |
| VISA INC |
123,502 | -698 | $32,154 |
| V | 123,502 | -698 | $32,154 |
| HALOZYME THERAPEUTICS INC |
832,422 | -23,831 | $30,766 |
| HALO | 832,422 | -23,831 | $30,766 |
| WINTRUST FINL CORP |
329,134 | -12,776 | $30,527 |
| WTFC | 329,134 | -12,776 | $30,527 |
| BLACKLINE INC |
479,389 | +77,874 | $29,933 |
| BL | 479,389 | +77,874 | $29,933 |
| EATON CORP PLC |
124,173 | +6,492 | $29,903 |
| ETN | 124,173 | +6,492 | $29,903 |
| DESCARTES SYS GROUP INC |
345,422 | -14,772 | $29,036 |
| DSGX | 345,422 | -14,772 | $29,036 |
| DOUBLEVERIFY HLDGS INC |
778,956 | -32,566 | $28,650 |
| DV | 778,956 | -32,566 | $28,650 |
| HELMERICH & PAYNE INC |
748,996 | -2,239 | $27,129 |
| HP | 748,996 | -2,239 | $27,129 |
| KRATOS DEFENSE & SEC SOLUTIO |
1,285,593 | -54,190 | $26,085 |
| KTOS | 1,285,593 | -54,190 | $26,085 |
| LOUISIANA PAC CORP |
362,707 | +44,194 | $25,691 |
| LPX | 362,707 | +44,194 | $25,691 |
| AXONICS INC |
404,672 | +76,006 | $25,183 |
| AXNX | 404,672 | +76,006 | $25,183 |
| SIGNET JEWELERS LIMITED |
233,749 | -9,920 | $25,072 |
| SIG | 233,749 | -9,920 | $25,072 |
| ELI LILLY & CO |
41,404 | -345 | $24,135 |
| LLY | 41,404 | -345 | $24,135 |
| S&P GLOBAL INC |
54,721 | -323 | $24,106 |
| SPGI | 54,721 | -323 | $24,106 |
| VERACYTE INC |
873,251 | +7,481 | $24,023 |
| VCYT | 873,251 | +7,481 | $24,023 |
| NVIDIA CORPORATION |
48,257 | -286 | $23,898 |
| NVDA | 48,257 | -286 | $23,898 |
| BELDEN INC |
305,665 | -13,466 | $23,613 |
| BDC | 305,665 | -13,466 | $23,613 |
| NAPCO SEC TECHNOLOGIES INC |
674,054 | +113,615 | $23,086 |
| NSSC | 674,054 | +113,615 | $23,086 |
| TECHNIPFMC PLC |
1,143,788 | -444,295 | $23,036 |
| FTI | 1,143,788 | -444,295 | $23,036 |
| AMPHASTAR PHARMACEUTICALS IN |
365,340 | +34,429 | $22,596 |
| AMPH | 365,340 | +34,429 | $22,596 |
| VISTEON CORP |
178,556 | -5,399 | $22,302 |
| VC | 178,556 | -5,399 | $22,302 |
| MONTROSE ENVIRONMENTAL GROUP |
691,932 | +160,945 | $22,232 |
| MEG | 691,932 | +160,945 | $22,232 |
| CRANE COMPANY |
186,763 | -56,908 | $22,064 |
| CR | 186,763 | -56,908 | $22,064 |
| METHANEX CORP |
457,659 | -17,201 | $21,675 |
| MEOH | 457,659 | -17,201 | $21,675 |
| DEERE & CO |
54,191 | -300 | $21,669 |
| DE | 54,191 | -300 | $21,669 |
| HUBBELL INC |
65,579 | +17,772 | $21,571 |
| HUBB | 65,579 | +17,772 | $21,571 |
| CERTARA INC |
1,221,243 | +165,825 | $21,482 |
| CERT | 1,221,243 | +165,825 | $21,482 |
| STEWART INFORMATION SVCS COR |
362,788 | -14,738 | $21,314 |
| STC | 362,788 | -14,738 | $21,314 |
| SPROUT SOCIAL INC |
346,005 | -14,536 | $21,259 |
| SPT | 346,005 | -14,536 | $21,259 |
| TERRENO RLTY CORP |
331,091 | -13,983 | $20,749 |
| TRNO | 331,091 | -13,983 | $20,749 |
| ESAB CORPORATION |
233,422 | -81,634 | $20,219 |
| ESAB | 233,422 | -81,634 | $20,219 |
| NCINO INC |
587,606 | -24,342 | $19,761 |
| NCNO | 587,606 | -24,342 | $19,761 |
| AGILYSYS INC |
232,095 | -9,700 | $19,686 |
| AGYS | 232,095 | -9,700 | $19,686 |
| FLUOR CORP NEW |
493,024 | -183,984 | $19,312 |
| FLR | 493,024 | -183,984 | $19,312 |
| PROGYNY INC |
516,569 | +516,569 | $19,206 |
| PGNY | 516,569 | +516,569 | $19,206 |
See Full List: All Stocks Held By Granite Investment Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Granite Investment Partners LLC
|
Size ($ in 1000's)
At 12/31/2023: $2,569,748 At 09/30/2023: $2,388,779 Granite Investment Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Granite Investment Partners LLC 13F filings. Link to 13F filings: SEC filings |
