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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 HOLDINGS REPORT

Granite Investment Partners, LLC

Quarter ended Q3 2024 · Filed November 12, 2024 · Accession 0001398344-24-020459

Total Value
$2.34B
Positions
245
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (245)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT172,318$74.1M3.17%
2APPLE INCAAPL278,135$64.8M2.77%
3NVIDIA CORPORATIONNVDA338,716$41.1M1.76%
4AMAZON COM INCAMZN219,987$41.0M1.75%
5CASELLA WASTE SYS INCCWST397,900$39.6M1.69%
6CBIZ INCCBZ584,378$39.3M1.68%
7FRESHPET INCFRPT270,497$37.0M1.58%
8ALPHABET INCGOOG210,101$35.1M1.50%
9NEOGEN CORPNEOG2,056,175$34.6M1.48%
10EATON CORP PLCETN103,619$34.3M1.47%
11ELI LILLY & COLLY37,471$33.2M1.42%
12WINTRUST FINL CORP97650W108288,599$31.3M1.34%
13LOUISIANA PAC CORPLPX289,061$31.1M1.33%
14AGILYSYS INCAGYS268,211$29.2M1.25%
15VISA INCV99,646$27.4M1.17%
16INTER PARFUMS INCINTR209,567$27.1M1.16%
17BELDEN INCBDC230,948$27.1M1.16%
18TOWER SEMICONDUCTOR LTDTSEM607,282$26.9M1.15%
19HUBBELL INCHUBB62,346$26.7M1.14%
20S&P GLOBAL INCSPGI51,165$26.4M1.13%
21HALOZYME THERAPEUTICS INCHALO439,297$25.1M1.08%
22VERACYTE INCVCYT723,554$24.6M1.05%
23KRATOS DEFENSE & SEC SOLUTIO50077B2071,017,705$23.7M1.02%
24SITEONE LANDSCAPE SUPPLY INCSITE156,014$23.5M1.01%
25CARPENTER TECHNOLOGY CORPCRS144,515$23.1M0.99%
26PAYCOR HCM INC70435P1021,618,398$23.0M0.98%
27NAPCO SEC TECHNOLOGIES INC630402105549,561$22.2M0.95%
28STEWART INFORMATION SVCS COR860372101288,888$21.6M0.92%
29LUMENTUM HLDGS INCLITE339,581$21.5M0.92%
30OUTFRONT MEDIA INCOUT1,118,042$20.5M0.88%
31AMPHASTAR PHARMACEUTICALS INAMPH405,718$19.7M0.84%
32GE AEROSPACE369604301102,697$19.4M0.83%
33FLUOR CORP NEWFLR404,281$19.3M0.83%
34SITIME CORPSITM111,636$19.1M0.82%
35DEERE & CODE45,696$19.1M0.82%
36ICU MED INCICUI104,302$19.0M0.81%
37AXCELIS TECHNOLOGIES INCACLS176,174$18.5M0.79%
38OLD DOMINION FREIGHT LINE INODFL92,004$18.3M0.78%
39ABBVIE INCABBV90,465$17.9M0.76%
40HELMERICH & PAYNE INCHP585,081$17.8M0.76%
41COSTCO WHSL CORP NEW22160K10519,767$17.5M0.75%
42TERRENO RLTY CORP88146M101260,608$17.4M0.75%
43FIRST HAWAIIAN INCFHB748,843$17.3M0.74%
44CUSHMAN WAKEFIELD PLCCWK1,268,503$17.3M0.74%
45AZEK CO INC05478C105368,575$17.2M0.74%
46ARCBEST CORPARCB156,374$17.0M0.73%
47ARLO TECHNOLOGIES INCARLO1,396,884$16.9M0.72%
48HAYWARD HLDGS INCHAYW1,091,732$16.7M0.72%
49STRYKER CORPORATIONSYK46,155$16.7M0.71%
50CRANE COMPANYCR105,217$16.7M0.71%
51MDU RES GROUP INC552690109601,595$16.5M0.71%
52META PLATFORMS INCMETA28,691$16.4M0.70%
53AMICUS THERAPEUTICS INCFOLD1,502,877$16.1M0.69%
54VESTIS CORPORATIONVSTS1,056,863$15.7M0.67%
55FIRSTCASH HOLDINGS INCFCFS136,011$15.6M0.67%
56PACCAR INCPCAR153,975$15.2M0.65%
57BLACKROCK INCBLK15,963$15.2M0.65%
58THE BALDWIN INSURANCE GRP IN05589G102304,010$15.1M0.65%
59SHERWIN WILLIAMS COSHW39,361$15.0M0.64%
60ROCKWELL AUTOMATION INCROK52,571$14.1M0.60%
61GE VERNOVA INCGEV54,028$13.8M0.59%
62MONTROSE ENVIRONMENTAL GROUPMEG522,966$13.8M0.59%
63KURA SUSHI USA INCKRUS169,177$13.6M0.58%
64THERMO FISHER SCIENTIFIC INCTMO21,941$13.6M0.58%
65ESAB CORPORATIONESAB127,280$13.5M0.58%
66SIGNET JEWELERS LIMITEDSIG126,198$13.0M0.56%
67MAGNITE INCMGNI927,885$12.9M0.55%
68ZOETIS INCZTS64,607$12.6M0.54%
69INARI MED INC45332Y109305,687$12.6M0.54%
70MARTEN TRANS LTDMRTN706,578$12.5M0.54%
71METHANEX CORPMEOH302,266$12.5M0.53%
72ADOBE INCADBE23,135$12.0M0.51%
73LIGAND PHARMACEUTICALS INCLGNZZ118,001$11.8M0.51%
74IDEXX LABS INC45168D10422,482$11.4M0.49%
75SHOPIFY INCSHOP137,442$11.0M0.47%
76STAAR SURGICAL COSTAA295,807$11.0M0.47%
77AUTOMATIC DATA PROCESSING INADP39,011$10.8M0.46%
78DANAHER CORPORATION23585110238,587$10.7M0.46%
79NCINO INCNCNO336,450$10.6M0.46%
80PTC INCPTC58,233$10.5M0.45%
81DONNELLEY FINL SOLUTIONS INC25787G100155,047$10.2M0.44%
82ANALOG DEVICES INCADI44,261$10.2M0.44%
83CROWDSTRIKE HLDGS INCCRWD36,311$10.2M0.44%
84BRAZE INCBRZE309,730$10.0M0.43%
85ZIPRECRUITER INCZIP1,053,687$10.0M0.43%
86CCC INTELLIGENT SOLUTIONS HLCCC899,710$9.9M0.43%
87ULTRAGENYX PHARMACEUTICAL INRARE175,026$9.7M0.42%
88JPMORGAN CHASE & CO.VYLD44,000$9.3M0.40%
8910X GENOMICS INCTXG409,786$9.3M0.40%
90DUTCH BROS INCBROS288,262$9.2M0.40%
91RXSIGHT INCRXST186,234$9.2M0.39%
92TOPGOLF CALLAWAY BRANDS CORP131193104833,596$9.2M0.39%
93NOBLE CORP PLCNE-WT251,209$9.1M0.39%
94NATERA INCNTRA71,332$9.1M0.39%
95CHUBB LIMITEDCB31,399$9.1M0.39%
96ICF INTL INC44925C10352,849$8.8M0.38%
97ECOLAB INCECL34,051$8.7M0.37%
98ROGERS CORPROG76,868$8.7M0.37%
99MGM RESORTS INTERNATIONALMGM213,834$8.4M0.36%
100PEPSICO INCPEP48,100$8.2M0.35%
101MAXLINEAR INCMXL550,984$8.0M0.34%
102LINDE PLCLIN16,607$7.9M0.34%
103HELIOS TECHNOLOGIES INCHLIO164,663$7.9M0.34%
104UNITEDHEALTH GROUP INCUNH13,213$7.7M0.33%
105JOHNSON & JOHNSONJNJ46,165$7.5M0.32%
106AUTODESK INCADSK26,929$7.4M0.32%
107BIO-TECHNE CORPTECH91,707$7.3M0.31%
108SPX TECHNOLOGIES INCSPXC45,617$7.3M0.31%
109JOHN BEAN TECHNOLOGIES CORPJBTM72,790$7.2M0.31%
110ALPHABET INCGOOG41,804$6.9M0.30%
111HOULIHAN LOKEY INCHLI42,347$6.7M0.29%
112NVENT ELECTRIC PLCNVT94,344$6.6M0.28%
113ESCO TECHNOLOGIES INCESE51,215$6.6M0.28%
114CLEARWATER ANALYTICS HLDGS ICWAN255,825$6.5M0.28%
115NEW YORK TIMES CONYT114,650$6.4M0.27%
116MP MATERIALS CORPMP357,137$6.3M0.27%
117ABBOTT LABSABLZF53,004$6.0M0.26%
118BERKSHIRE HATHAWAY INC DELBRK-A12,819$5.9M0.25%
119AMERISAFE INCAMSF120,496$5.8M0.25%
120JFROG LTDFROG197,886$5.7M0.25%
121GLOBUS MED INCGMED79,372$5.7M0.24%
122LANTHEUS HLDGS INCLNTH49,570$5.4M0.23%
123ORACLE CORPORCL-PD31,861$5.4M0.23%
124REPLIGEN CORPRGEN36,172$5.4M0.23%
125FIRST INTST BANCSYSTEM INC32055Y201174,880$5.4M0.23%
126JACOBS SOLUTIONS INCJ40,871$5.4M0.23%
127EXPONENT INCEXPO46,385$5.3M0.23%
128BLACKLINE INCBL96,655$5.3M0.23%
129SILICON LABORATORIES INCSLAB45,595$5.3M0.23%
130BRIGHT HORIZONS FAM SOL IN D10919410037,228$5.2M0.22%
131APPLIED INDL TECHNOLOGIES IN03820C10523,371$5.2M0.22%
132CROCS INCCROX35,270$5.1M0.22%
133NIKE INCNKE56,915$5.0M0.22%
134CACI INTL INC1271903049,874$5.0M0.21%
135UFP INDUSTRIES INCUFPI37,524$4.9M0.21%
136ALPHATEC HLDGS INCATEC876,977$4.9M0.21%
137CORE & MAIN INCCNM108,918$4.8M0.21%
138HOME DEPOT INCHD11,930$4.8M0.21%
139DESCARTES SYS GROUP INC24990610846,895$4.8M0.21%
140DORMAN PRODS INC25827810042,445$4.8M0.21%
141POTLATCHDELTIC CORPORATION737630103102,233$4.6M0.20%
142API GROUP CORPAPG135,758$4.5M0.19%
143CASEYS GEN STORES INC14752810311,902$4.5M0.19%
144TIMKEN COTKR52,210$4.4M0.19%
145PARSONS CORP DELPSN41,884$4.3M0.19%
146JONES LANG LASALLE INCJLL15,943$4.3M0.18%
147WEYERHAEUSER CO MTN BEWY126,893$4.3M0.18%
148BECTON DICKINSON & COBDX17,774$4.3M0.18%
149PROCORE TECHNOLOGIES INCPCOR69,068$4.3M0.18%
150ALBANY INTL CORP01234810847,624$4.2M0.18%
151FIRST TR EXCHANGE TRADED FD33734X84671,145$4.2M0.18%
1521ST SOURCE CORPSRCE69,279$4.1M0.18%
153GRAINGER W W INC3848021043,934$4.1M0.17%
154ZURN ELKAY WATER SOLNS CORP98983L108111,215$4.0M0.17%
155PRIMERICA INCPRI14,866$3.9M0.17%
156AZENTA INCAZTA78,418$3.8M0.16%
157AZZ INCAZZ45,976$3.8M0.16%
158SCHWAB STRATEGIC TR80852410255,387$3.7M0.16%
159VITAL FARMS INCVITL103,096$3.6M0.15%
160SHIFT4 PMTS INC82452J10939,890$3.5M0.15%
161GRAND CANYON ED INCLOPE24,455$3.5M0.15%
162SUMMIT MATLS INC86614U10088,569$3.5M0.15%
163IONIS PHARMACEUTICALS INCIONS85,793$3.4M0.15%
164VERRA MOBILITY CORPVRRM123,003$3.4M0.15%
165FMC CORPFMC51,105$3.4M0.14%
166INSPIRE MED SYS INC45773010915,749$3.3M0.14%
167AMBARELLA INCAMBA55,840$3.1M0.13%
168SIMPSON MFG INC82907310516,426$3.1M0.13%
169METTLER TOLEDO INTERNATIONALMTD2,092$3.1M0.13%
170UL SOLUTIONS INCULS63,159$3.1M0.13%
171DISNEY WALT CO25468710632,068$3.1M0.13%
172GLAUKOS CORPGKOS23,559$3.1M0.13%
173MYR GROUP INC DELMYRG28,433$2.9M0.12%
174LITTELFUSE INCLFUS10,756$2.9M0.12%
175TRAVELERS COMPANIES INCTRV11,964$2.8M0.12%
176MKS INSTRS INCMKSI25,591$2.8M0.12%
177CHEVRON CORP NEWCVX18,843$2.8M0.12%
178MONDELEZ INTL INC60920710535,136$2.6M0.11%
179PROCTER AND GAMBLE CO74271810912,614$2.2M0.09%
180CANADIAN PACIFIC KANSAS CITYCP25,296$2.2M0.09%
181DARLING INGREDIENTS INCDAR57,223$2.1M0.09%
182CROWN CASTLE INCCCI17,589$2.1M0.09%
183CITIGROUP INCC-PR30,358$1.9M0.08%
184MCDONALDS CORPMCD6,186$1.9M0.08%
185EXXON MOBIL CORPXOM15,349$1.8M0.08%
186AMGEN INCAMGN5,430$1.7M0.07%
187WELLS FARGO CO NEW94974610130,587$1.7M0.07%
188LOWES COS INC5486611076,000$1.6M0.07%
189CATERPILLAR INCCAT3,929$1.5M0.07%
190FISERV INCFISV8,440$1.5M0.06%
191VERIZON COMMUNICATIONS INCVZ33,727$1.5M0.06%
192RTX CORPORATIONRTX12,422$1.5M0.06%
193CISCO SYS INCCSCO27,582$1.5M0.06%
194VANGUARD INTL EQUITY INDEX F92204285830,536$1.5M0.06%
195NUCOR CORPNUE9,609$1.4M0.06%
196SALESFORCE INCCRM5,052$1.4M0.06%
197INTERNATIONAL BUSINESS MACHSINTR6,028$1.3M0.06%
198UNION PAC CORPUNP5,349$1.3M0.06%
199AMENTUM HOLDINGS INCAMTM40,871$1.3M0.06%
200COLGATE PALMOLIVE COCL11,931$1.2M0.05%
201VERALTO CORPVLTO10,536$1.2M0.05%
202DONALDSON INCDCI14,250$1.1M0.04%
203HONEYWELL INTL INC4385161064,741$980,0120.04%
204PAYCHEX INCPAYX7,298$979,3190.04%
205FORTIVE CORPFTV11,865$936,5040.04%
206MERCK & CO INCMRK7,667$870,6650.04%
207SCHWAB CHARLES CORPSCHW-PJ12,791$828,9850.04%
208EMERSON ELEC COEMR7,555$826,2900.04%
209PHILIP MORRIS INTL INC7181721096,249$758,6290.03%
210GENERAL MLS INC3703341049,830$725,9460.03%
211MARRIOTT INTL INC NEW5719032022,786$692,6000.03%
212MASTERCARD INCORPORATEDMA1,353$668,1110.03%
213PALO ALTO NETWORKS INCPANW1,908$652,1540.03%
2143M COMMM4,439$606,8110.03%
215LOCKHEED MARTIN CORPLMT930$543,6410.02%
216FREEPORT-MCMORAN INCFCX10,606$529,4520.02%
217BLACKROCK CORPOR HI YLD FD IBLK50,721$510,2530.02%
218ILLINOIS TOOL WKS INC4523081091,900$497,9330.02%
219SYSCO CORPSYY6,000$468,3600.02%
220SCHWAB STRATEGIC TR80852480511,386$468,2060.02%
221UNIVERSAL HLTH SVCS INC9139031002,000$458,0200.02%
222COCA COLA COKO6,351$456,3830.02%
223UNITED PARCEL SERVICE INCUPS3,322$452,9210.02%
224DOUBLELINE INCOME SOLUTIONSDSL30,993$402,2890.02%
225INTUITIVE SURGICAL INCISRG814$399,8940.02%
226SHELL PLCRYDAF4,655$306,9970.01%
227ISHARES TR4642876481,051$298,4840.01%
228ISHARES TR4642875074,555$283,8680.01%
229NEXTERA ENERGY INCNEE-PW3,200$270,4960.01%
230BANK AMERICA CORP0605051046,125$243,0400.01%
231TESLA INCTSLA824$215,5830.01%
232SCHWAB STRATEGIC TR8085246073,556$183,1520.01%
233ISHARES TR464287655690$152,4140.01%
234ISHARES TR4642878041,270$148,5390.01%
235ISHARES TR464287614282$105,8570.00%
236SCHWAB STRATEGIC TR8085248391,835$87,2050.00%
237MAMAS CREATIONS INC56146T10311,810$86,2130.00%
238ISHARES TR464287465950$79,4490.00%
239TALKSPACE INCTALKW32,334$67,5780.00%
240SUNLINK HEALTH SYS INC86737U10274,505$59,6040.00%
241ISHARES TR464287879481$51,7840.00%
242OPKO HEALTH INCOPK13,802$20,5650.00%
243OATLY GROUP ABOTLY16,401$14,0130.00%
244ISHARES TR46428759829$5,5040.00%
245ISHARES TR46428717618$1,9880.00%