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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

Granite Investment Partners, LLC

Quarter ended Q3 2023 · Filed August 7, 2023 · Accession 0001398344-23-014202

Total Value
$2.51B
Positions
259
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (259)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT188,568$64.2M2.56%
2APPLE INCAAPL300,152$58.2M2.32%
3CASELLA WASTE SYS INCCWST454,153$41.1M1.64%
4FRESHPET INCFRPT603,145$39.7M1.58%
5INTER PARFUMS INCINTR290,403$39.3M1.56%
6CBIZ INCCBZ710,308$37.8M1.51%
7CARPENTER TECHNOLOGY CORPCRS655,734$36.8M1.47%
8NOBLE CORP PLCNE-WT807,688$33.4M1.33%
9FIVE9 INCFIVN392,738$32.4M1.29%
10AZEK CO INC05478C1051,045,039$31.7M1.26%
11DOUBLEVERIFY HLDGS INCDV809,818$31.5M1.26%
12AMPHASTAR PHARMACEUTICALS INAMPH533,159$30.6M1.22%
13NEOGEN CORPNEOG1,403,407$30.5M1.22%
14BELDEN INCBDC318,981$30.5M1.22%
15AMAZON COM INCAMZN233,732$30.5M1.21%
16VISA INCV124,413$29.5M1.18%
17DESCARTES SYS GROUP INC249906108360,361$28.9M1.15%
18MONTROSE ENVIRONMENTAL GROUPMEG671,344$28.3M1.13%
19ALPHABET INCGOOG232,974$28.2M1.12%
20HALOZYME THERAPEUTICS INCHALO758,118$27.3M1.09%
21OMNICELL COMOMCL367,644$27.1M1.08%
22TECHNIPFMC PLCFTI1,606,907$26.7M1.06%
23VISTEON CORPVC185,595$26.7M1.06%
24LIVENT CORPLIVG953,370$26.2M1.04%
25WINTRUST FINL CORP97650W108339,976$24.7M0.98%
26ALBANY INTL CORP012348108254,620$23.8M0.95%
27EATON CORP PLCETN115,553$23.2M0.93%
28ICF INTL INC44925C103185,555$23.1M0.92%
29PAYCOR HCM INC70435P102953,648$22.6M0.90%
30AXONICS INC05465P101447,088$22.6M0.90%
31HELMERICH & PAYNE INCHP627,933$22.3M0.89%
32DEERE & CODE54,924$22.3M0.89%
33S&P GLOBAL INCSPGI55,049$22.1M0.88%
34CRANE COMPANYCR242,420$21.6M0.86%
35SPROUT SOCIAL INCSPT459,505$21.2M0.84%
36METHANEX CORPMEOH508,501$21.0M0.84%
37API GROUP CORPAPG769,654$21.0M0.84%
38NVIDIA CORPORATIONNVDA49,576$21.0M0.84%
39ESAB CORPORATIONESAB313,183$20.8M0.83%
40TERRENO RLTY CORP88146M101344,098$20.7M0.82%
41MARTEN TRANS LTDMRTN935,907$20.1M0.80%
42HILTON GRAND VACATIONS INCHGV442,377$20.1M0.80%
43HAYWARD HLDGS INCHAYW1,535,888$19.7M0.79%
44FLUOR CORP NEWFLR663,870$19.7M0.78%
45ATRICURE INCATRC394,950$19.5M0.78%
46NAPCO SEC TECHNOLOGIES INC630402105557,317$19.3M0.77%
47KRATOS DEFENSE & SEC SOLUTIO50077B2071,335,966$19.2M0.76%
48CERTARA INCCERT1,048,235$19.1M0.76%
49ALAMO GROUP INCALG103,757$19.1M0.76%
50ROCKWELL AUTOMATION INCROK57,640$19.0M0.76%
51OUTFRONT MEDIA INCOUT1,205,615$19.0M0.75%
52LILLY ELI & COLLY40,258$18.9M0.75%
53NCINO INCNCNO608,640$18.3M0.73%
54UNITEDHEALTH GROUP INCUNH37,775$18.2M0.72%
55CORCEPT THERAPEUTICS INCCORT792,519$17.6M0.70%
56RB GLOBAL INCRBA290,828$17.4M0.70%
57RETAIL OPPORTUNITY INVTS COR76131N1011,255,062$17.0M0.68%
58CALIFORNIA WTR SVC GROUP130788102327,079$16.9M0.67%
59PORTLAND GEN ELEC CO736508847353,494$16.6M0.66%
60AGILYSYS INCAGYS240,883$16.5M0.66%
61BRP GROUP INC05589G102665,590$16.5M0.66%
62CRYOPORT INCCYRX938,935$16.2M0.65%
63SIGNET JEWELERS LIMITEDSIG242,520$15.8M0.63%
64BUMBLE INCBMBL935,462$15.7M0.63%
65STEWART INFORMATION SVCS COR860372101375,156$15.4M0.61%
66OLD DOMINION FREIGHT LINE INODFL41,079$15.2M0.61%
67KURA SUSHI USA INCKRUS161,962$15.1M0.60%
68ANALOG DEVICES INCADI75,547$14.7M0.59%
69CALIX INCCALX292,788$14.6M0.58%
70AMERICAN EAGLE OUTFITTERS INAEO1,150,612$13.6M0.54%
71STRYKER CORPORATIONSYK44,087$13.5M0.54%
72ADOBE SYSTEMS INCORPORATEDADBE27,452$13.4M0.53%
73IDEXX LABS INC45168D10426,666$13.4M0.53%
74ZOETIS INCZTS77,248$13.3M0.53%
75THERMO FISHER SCIENTIFIC INCTMO25,332$13.2M0.53%
76ECOVYST INCECVT1,121,306$12.9M0.51%
77ABBVIE INCABBV95,076$12.8M0.51%
78HELIOS TECHNOLOGIES INCHLIO190,140$12.6M0.50%
79LAUDER ESTEE COS INC51843910462,822$12.3M0.49%
80BLACKROCK INCBLK17,633$12.2M0.49%
81KEYSIGHT TECHNOLOGIES INCKEYS72,654$12.2M0.48%
82MGM RESORTS INTERNATIONALMGM265,659$11.7M0.46%
83LESLIES INC5270641091,197,668$11.2M0.45%
84PEPSICO INCPEP59,947$11.1M0.44%
85INARI MED INC45332Y109190,053$11.0M0.44%
86COSTCO WHSL CORP NEW22160K10520,126$10.8M0.43%
87DANAHER CORPORATION23585110241,737$10.0M0.40%
88META PLATFORMS INCMETA34,392$9.9M0.39%
89SAIA INCSAIA28,381$9.7M0.39%
90BIO-TECHNE CORPTECH111,700$9.1M0.36%
91AUTOMATIC DATA PROCESSING INADP41,246$9.1M0.36%
92MYR GROUP INC DELMYRG65,443$9.1M0.36%
93SITEONE LANDSCAPE SUPPLY INCSITE52,047$8.7M0.35%
94INSPIRE MED SYS INC45773010925,398$8.2M0.33%
95JOHNSON & JOHNSONJNJ49,572$8.2M0.33%
96LENNOX INTL INC52610710724,689$8.1M0.32%
97XPONENTIAL FITNESS INCXPOF445,085$7.7M0.31%
98ESCO TECHNOLOGIES INCESE73,927$7.7M0.31%
99TRACTOR SUPPLY COTSCO34,335$7.6M0.30%
100GLOBUS MED INCGMED125,562$7.5M0.30%
101BRIGHT HORIZONS FAM SOL IN D10919410078,741$7.3M0.29%
102CACI INTL INC12719030421,236$7.2M0.29%
103CME GROUP INCCME38,936$7.2M0.29%
104ZURN ELKAY WATER SOLNS CORP98983L108262,950$7.1M0.28%
105APTIV PLCAPTV68,955$7.0M0.28%
106TIMKEN COTKR76,624$7.0M0.28%
107NIKE INCNKE63,367$7.0M0.28%
108CHART INDS INC16115Q30843,628$7.0M0.28%
109CASEYS GEN STORES INC14752810328,441$6.9M0.28%
110WD 40 COWDFC36,524$6.9M0.27%
111SHOPIFY INCSHOP105,793$6.8M0.27%
112GXO LOGISTICS INCORPORATEDGXO107,276$6.7M0.27%
113PROCORE TECHNOLOGIES INCPCOR103,496$6.7M0.27%
114NEW YORK TIMES CONYT169,741$6.7M0.27%
115MKS INSTRS INCMKSI60,518$6.5M0.26%
116TOAST INCTOST288,487$6.5M0.26%
117ECOLAB INCECL34,627$6.5M0.26%
118ACUSHNET HLDGS CORPGOLF117,212$6.4M0.26%
119JPMORGAN CHASE & COVYLD43,609$6.3M0.25%
120CONFLUENT INC20717M103179,321$6.3M0.25%
121ABBOTT LABSABLZF57,569$6.3M0.25%
122MARAVAI LIFESCIENCES HLDGS IMARA500,824$6.2M0.25%
123AMERISAFE INCAMSF115,679$6.2M0.25%
124AGILITI INCAGBK371,723$6.1M0.24%
125SEACOAST BKG CORP FLASE277,501$6.1M0.24%
126VERRA MOBILITY CORPVRRM308,258$6.1M0.24%
127FIRST AMERN FINL CORP31847R102105,169$6.0M0.24%
128PLANET FITNESS INCPLNT88,179$5.9M0.24%
129MARRIOTT VACATIONS WORLDWIDEVAC48,290$5.9M0.24%
130IDACORP INCIDA57,492$5.9M0.23%
131HUBBELL INCHUBB17,735$5.9M0.23%
132SHOCKWAVE MED INC82489T10420,602$5.9M0.23%
133LINDE PLCLIN15,407$5.9M0.23%
134SENSIENT TECHNOLOGIES CORPSXT81,797$5.8M0.23%
135ALPHABET INCGOOG47,953$5.7M0.23%
136PARSONS CORP DELPSN114,921$5.5M0.22%
137JOHN BEAN TECHNOLOGIES CORPJBTM44,960$5.5M0.22%
138DEFINITIVE HEALTHCARE CORPDH493,990$5.4M0.22%
139LANTHEUS HLDGS INCLNTH64,357$5.4M0.22%
140MONRO INCMNRO132,598$5.4M0.21%
141UFP INDUSTRIES INCUFPI54,789$5.3M0.21%
142JACOBS SOLUTIONS INCJ43,848$5.2M0.21%
143AXOGEN INCAXGN551,550$5.0M0.20%
144BECTON DICKINSON & COBDX18,922$5.0M0.20%
145NATERA INCNTRA97,751$4.8M0.19%
146POTLATCHDELTIC CORPORATION73763010388,592$4.7M0.19%
147DORMAN PRODS INC25827810058,518$4.6M0.18%
148SPLUNK INC84863710443,323$4.6M0.18%
149BERKSHIRE HATHAWAY INC DELBRK-A13,304$4.5M0.18%
150JFROG LTDFROG163,141$4.5M0.18%
151CROWN CASTLE INCCCI39,483$4.5M0.18%
152DOXIMITY INCDOCS129,738$4.4M0.18%
153GUARDANT HEALTH INCGH123,152$4.4M0.18%
154UNITED THERAPEUTICS CORP DELUTHR19,895$4.4M0.17%
155AUTODESK INCADSK21,427$4.4M0.17%
156CROWDSTRIKE HLDGS INCCRWD29,236$4.3M0.17%
157AZENTA INCAZTA91,903$4.3M0.17%
158VITAL FARMS INCVITL342,214$4.1M0.16%
159DISNEY WALT CO25468710645,948$4.1M0.16%
160SEMTECH CORPSMTC154,469$3.9M0.16%
161ACI WORLDWIDE INCACIW169,715$3.9M0.16%
162LITTELFUSE INCLFUS13,463$3.9M0.16%
163DRIVEN BRANDS HLDGS INCDRVN143,716$3.9M0.15%
164GENERAL ELECTRIC CO36960430135,309$3.9M0.15%
165CIENA CORPCIEN90,498$3.8M0.15%
166ORACLE CORPORCL-PD31,937$3.8M0.15%
167PROS HOLDINGS INC74346Y103122,491$3.8M0.15%
168FIRST INTST BANCSYSTEM INC32055Y201157,003$3.7M0.15%
169SMARTSHEET INC83200N10397,442$3.7M0.15%
170GLAUKOS CORPGKOS51,645$3.7M0.15%
171HOME DEPOT INCHD11,661$3.6M0.14%
172VERACYTE INCVCYT135,831$3.5M0.14%
173AMBARELLA INCAMBA40,979$3.4M0.14%
174WEYERHAEUSER CO MTN BEWY101,698$3.4M0.14%
175FIRST TR EXCHANGE TRADED FD33734X84674,595$3.4M0.13%
176SALESFORCE INCCRM15,390$3.3M0.13%
177SIMPSON MFG INC82907310523,336$3.2M0.13%
178CHEVRON CORP NEWCVX19,602$3.1M0.12%
179GRAINGER W W INC3848021043,906$3.1M0.12%
180FIRSTCASH HOLDINGS INCFCFS32,762$3.1M0.12%
181BOEING COBA-PA14,201$3.0M0.12%
182METTLER TOLEDO INTERNATIONALMTD2,286$3.0M0.12%
183SCHWAB STRATEGIC TR80852410257,199$3.0M0.12%
184PACCAR INCPCAR33,168$2.8M0.11%
185BLACKLINE INCBL50,316$2.7M0.11%
186MONDELEZ INTL INC60920710536,401$2.7M0.11%
187RAYTHEON TECHNOLOGIES CORPRTX26,723$2.6M0.10%
188SILICON LABORATORIES INCSLAB15,582$2.5M0.10%
189REPLIGEN CORPRGEN17,273$2.4M0.10%
190PTC INCPTC15,789$2.2M0.09%
191PROCTER AND GAMBLE CO74271810914,689$2.2M0.09%
192CISCO SYS INCCSCO42,052$2.2M0.09%
193UNITED PARCEL SERVICE INCUPS12,043$2.2M0.09%
194SCHLUMBERGER LTDSLB43,683$2.1M0.09%
195MCDONALDS CORPMCD6,696$2.0M0.08%
196LYFT INCLYFT202,395$1.9M0.08%
197VERIZON COMMUNICATIONS INCVZ51,783$1.9M0.08%
198HONEYWELL INTL INC4385161068,363$1.7M0.07%
199EXXON MOBIL CORPXOM15,333$1.6M0.07%
200STARBUCKS CORPSBUX16,204$1.6M0.06%
201NUCOR CORPNUE9,537$1.6M0.06%
202BRISTOL-MYERS SQUIBB COCELG-RI21,441$1.4M0.05%
203LOWES COS INC5486611076,000$1.4M0.05%
204WELLS FARGO CO NEW94974610131,587$1.3M0.05%
205SCHWAB CHARLES CORPSCHW-PJ23,541$1.3M0.05%
206PAYPAL HLDGS INCPYPL18,921$1.3M0.05%
207FORTIVE CORPFTV16,675$1.2M0.05%
208VANGUARD INTL EQUITY INDEX F92204285830,528$1.2M0.05%
209CITIGROUP INCC-PR26,781$1.2M0.05%
210CANADIAN PACIFIC KANSAS CITYCP15,234$1.2M0.05%
211AMGEN INCAMGN5,435$1.2M0.05%
212MERCK & CO INCMRK10,306$1.2M0.05%
213UNION PAC CORPUNP5,774$1.2M0.05%
214FISERV INCFISV8,440$1.1M0.04%
215PHILIP MORRIS INTL INC71817210910,409$1.0M0.04%
216COLGATE PALMOLIVE COCL12,413$956,2980.04%
217ISHARES TR4642876554,950$926,9870.04%
218DONALDSON INCDCI14,450$903,2700.04%
219GE HEALTHCARE TECHNOLOGIES IGEHC10,590$860,3320.03%
220PAYCHEX INCPAYX7,648$855,5820.03%
221INTERNATIONAL BUSINESS MACHSINTR6,153$823,3330.03%
222GENERAL MLS INC37033410410,120$776,2040.03%
223ILLINOIS TOOL WKS INC4523081092,900$725,4640.03%
224EMERSON ELEC COEMR7,555$682,8960.03%
225EOG RES INCEOG5,598$640,6350.03%
226MASTERCARD INCORPORATEDMA1,353$532,1350.02%
2273M COMMM5,233$523,7710.02%
228PALO ALTO NETWORKS INCPANW1,908$487,5130.02%
229FREEPORT-MCMORAN INCFCX12,173$486,9200.02%
230BLACKROCK CORPOR HI YLD FD IBLK50,827$453,3770.02%
231SYSCO CORPSYY6,000$445,2000.02%
232LOCKHEED MARTIN CORPLMT930$428,1530.02%
233SCHWAB STRATEGIC TR80852480511,570$412,4710.02%
234COCA COLA COKO6,529$393,1760.02%
235DOUBLELINE INCOME SOLUTIONSDSL27,424$326,6200.01%
236INTUITIVE SURGICAL INCISRG952$325,5270.01%
237UNIVERSAL HLTH SVCS INC9139031002,000$315,5400.01%
238WALGREENS BOOTS ALLIANCE INC93142710810,926$311,2820.01%
239SHELL PLCRYDAF4,655$281,0690.01%
240WESTERN ASSET INVESTMENT GRA95766T10023,832$277,1660.01%
241HCA HEALTHCARE INCHCA866$262,8140.01%
242ISHARES TR464287614942$259,2200.01%
243VAIL RESORTS INCMTN1,000$251,7600.01%
244ISHARES TR464287507911$238,2080.01%
245NEXTERA ENERGY INCNEE-PW3,200$237,4400.01%
246INTEL CORPINTC6,464$216,1560.01%
247TESLA INCTSLA810$212,0340.01%
248BANK AMERICA CORP0605051047,171$205,7360.01%
249SCHWAB STRATEGIC TR8085246073,281$143,7080.01%
250ISHARES TR4642878041,270$126,5560.01%
251SCHWAB STRATEGIC TR8085248391,890$87,2420.00%
252ISHARES TR464287465950$68,8750.00%
253SUNLINK HEALTH SYS INC86737U10260,147$54,7340.00%
254ISHARES TR464287879481$45,7380.00%
255ISHARES TR4642871841,000$27,1900.00%
256TALKSPACE INCTALKW14,304$18,1660.00%
257ISHARES TR46428764830$7,2800.00%
258ISHARES TR46428759829$4,5770.00%
259ISHARES TR46428717618$1,9370.00%