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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 Q4 2024 · Filed February 13, 2025 · Accession 0001398344-25-002698

Total Value
$2.31B
Positions
261
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (261)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT171,436$72.3M3.12%
2APPLE INCAAPL271,351$68.0M2.94%
3AMAZON COM INCAMZN216,707$47.5M2.06%
4CBIZ INCCBZ561,249$45.9M1.99%
5NVIDIA CORPORATIONNVDA319,767$42.9M1.86%
6CASELLA WASTE SYS INCCWST383,557$40.6M1.75%
7ALPHABET INCGOOG203,700$38.8M1.68%
8FRESHPET INCFRPT246,872$36.6M1.58%
9DUTCH BROS INCBROS695,430$36.4M1.57%
10WINTRUST FINL CORP97650W108282,551$35.2M1.52%
11AGILYSYS INCAGYS258,224$34.0M1.47%
12EATON CORP PLCETN102,383$34.0M1.47%
13ELI LILLY & COLLY41,806$32.3M1.40%
14TOWER SEMICONDUCTOR LTDTSEM606,592$31.2M1.35%
15VISA INCV98,501$31.1M1.35%
16PAYCOR HCM INC70435P1021,522,098$28.3M1.22%
17LUMENTUM HLDGS INCLITE332,459$27.9M1.21%
18KRATOS DEFENSE & SEC SOLUTIO50077B2071,019,941$26.9M1.16%
19HUBBELL INCHUBB61,549$25.8M1.11%
20VERACYTE INCVCYT649,017$25.7M1.11%
21BELDEN INCBDC226,203$25.5M1.10%
22S&P GLOBAL INCSPGI50,635$25.2M1.09%
23GE AEROSPACE369604301144,452$24.1M1.04%
24LOUISIANA PAC CORPLPX220,544$22.8M0.99%
25NEOGEN CORPNEOG1,816,232$22.0M0.95%
26GE VERNOVA INCGEV66,768$22.0M0.95%
27STRYKER CORPORATIONSYK60,616$21.8M0.94%
28ROCKWELL AUTOMATION INCROK72,326$20.7M0.89%
29NOVOCURE LTDNVCR686,727$20.5M0.88%
30EVERUS CONSTR GROUPEVEX-WT309,226$20.3M0.88%
31SITIME CORPSITM93,591$20.1M0.87%
32INTERPARFUMS INCINTR151,926$20.0M0.86%
33OUTFRONT MEDIA INCOUT1,118,104$19.8M0.86%
34SITEONE LANDSCAPE SUPPLY INCSITE149,399$19.7M0.85%
35HALOZYME THERAPEUTICS INCHALO409,281$19.6M0.85%
36DEERE & CODE45,464$19.3M0.83%
37NAPCO SEC TECHNOLOGIES INC630402105537,187$19.1M0.83%
38FIRST HAWAIIAN INCFHB732,713$19.0M0.82%
39COSTCO WHSL CORP NEW22160K10519,516$17.9M0.77%
40ARLO TECHNOLOGIES INCARLO1,578,549$17.7M0.76%
41META PLATFORMS INCMETA28,902$16.9M0.73%
42AZEK CO INC05478C105354,572$16.8M0.73%
43OLD DOMINION FREIGHT LINE INODFL93,945$16.6M0.72%
44HAYWARD HLDGS INCHAYW1,069,361$16.4M0.71%
45CUSHMAN WAKEFIELD PLCCWK1,243,389$16.3M0.70%
46BLACKROCK INCBLK15,832$16.2M0.70%
47FLUOR CORP NEWFLR326,384$16.1M0.70%
48PACCAR INCPCAR153,394$16.0M0.69%
49ICU MED INCICUI102,087$15.8M0.68%
50AMICUS THERAPEUTICS INCFOLD1,669,534$15.7M0.68%
51MONTROSE ENVIRONMENTAL GROUPMEG846,834$15.7M0.68%
52CHART INDS INC16115Q30881,709$15.6M0.67%
53INARI MED INC45332Y109299,319$15.3M0.66%
54TERRENO RLTY CORP88146M101254,661$15.1M0.65%
55ESAB CORPORATIONESAB124,663$15.0M0.65%
56AMPHASTAR PHARMACEUTICALS INAMPH396,702$14.7M0.64%
57HELMERICH & PAYNE INCHP457,556$14.7M0.63%
58SHERWIN WILLIAMS COSHW43,094$14.6M0.63%
59TRINITY INDS INC896522109414,017$14.5M0.63%
60MAGNITE INCMGNI908,811$14.5M0.63%
61SHOPIFY INCSHOP134,189$14.3M0.62%
62FIRSTCASH HOLDINGS INCFCFS133,021$13.8M0.60%
63WALKER & DUNLOP INCWD137,204$13.3M0.58%
64KURA SUSHI USA INCKRUS143,456$13.0M0.56%
65LIGAND PHARMACEUTICALS INCLGNZZ115,538$12.4M0.54%
66CROWDSTRIKE HLDGS INCCRWD35,583$12.2M0.53%
67GMS INC36251C103140,431$11.9M0.52%
68DONNELLEY FINL SOLUTIONS INC25787G100187,794$11.8M0.51%
69CRANE COMPANYCR76,594$11.6M0.50%
70THE BALDWIN INSURANCE GRP IN05589G102297,367$11.5M0.50%
71AUTOMATIC DATA PROCESSING INADP39,016$11.4M0.49%
72NCINO INCNCNO329,493$11.1M0.48%
73MARTEN TRANS LTDMRTN689,496$10.8M0.47%
74ARCBEST CORPARCB114,388$10.7M0.46%
75JPMORGAN CHASE & CO.VYLD44,195$10.6M0.46%
76VESTIS CORPORATIONVSTS684,776$10.4M0.45%
77SIGNET JEWELERS LIMITEDSIG126,975$10.2M0.44%
78ZOETIS INCZTS60,996$9.9M0.43%
79BIO-TECHNE CORPTECH136,572$9.8M0.43%
80CCC INTELLIGENT SOLUTIONS HLCCC830,643$9.7M0.42%
81ADOBE INCADBE21,340$9.5M0.41%
82SCOTTS MIRACLE-GRO COSMG142,803$9.5M0.41%
83ANALOG DEVICES INCADI43,934$9.3M0.40%
84AUTODESK INCADSK31,457$9.3M0.40%
85VSE CORPVSECU95,880$9.1M0.39%
86METHANEX CORPMEOH180,846$9.0M0.39%
87DANAHER CORPORATION23585110238,607$8.9M0.38%
88CHUBB LIMITEDCB31,450$8.7M0.38%
89IDEXX LABS INC45168D10420,703$8.6M0.37%
90ABBVIE INCABBV47,436$8.4M0.36%
91NATERA INCNTRA52,796$8.4M0.36%
92ZETA GLOBAL HOLDINGS CORPZETA453,429$8.2M0.35%
93ROGERS CORPROG79,583$8.1M0.35%
94ISHARES TR46428765536,214$8.0M0.35%
95ECOLAB INCECL34,071$8.0M0.35%
96GROCERY OUTLET HLDG CORPGO507,005$7.9M0.34%
97ALPHABET INCGOOG41,804$7.9M0.34%
98AXSOME THERAPEUTICS INCAXSM91,649$7.8M0.34%
99PEPSICO INCPEP47,425$7.2M0.31%
100OPTION CARE HEALTH INCOPCH303,956$7.1M0.30%
101ULTRAGENYX PHARMACEUTICAL INRARE160,415$6.7M0.29%
102UNITEDHEALTH GROUP INCUNH13,193$6.7M0.29%
103HOULIHAN LOKEY INCHLI38,239$6.6M0.29%
104JOHNSON & JOHNSONJNJ45,825$6.6M0.29%
105MYR GROUP INC DELMYRG43,408$6.5M0.28%
106CLEARWATER ANALYTICS HLDGS ICWAN231,253$6.4M0.28%
107ABBOTT LABSABLZF55,579$6.3M0.27%
108HELIOS TECHNOLOGIES INCHLIO139,849$6.2M0.27%
109RXSIGHT INCRXST181,331$6.2M0.27%
110SILICON LABORATORIES INCSLAB48,614$6.0M0.26%
111GLOBUS MED INCGMED71,687$5.9M0.26%
112BERKSHIRE HATHAWAY INC DELBRK-A12,819$5.8M0.25%
113THERMO FISHER SCIENTIFIC INCTMO11,140$5.8M0.25%
114LINDE PLCLIN13,785$5.8M0.25%
115HOME DEPOT INCHD14,564$5.7M0.24%
116BLACKLINE INCBL89,805$5.5M0.24%
117MP MATERIALS CORPMP348,797$5.4M0.24%
118JACOBS SOLUTIONS INCJ40,721$5.4M0.24%
119NEW YORK TIMES CONYT103,612$5.4M0.23%
120JOHN BEAN TECHNOLOGIES CORPJBTM42,403$5.4M0.23%
121JFROG LTDFROG182,772$5.4M0.23%
122ORACLE CORPORCL-PD31,869$5.3M0.23%
123POTLATCHDELTIC CORPORATION737630103134,857$5.3M0.23%
124ALPHATEC HLDGS INCATEC574,543$5.3M0.23%
125FIRST INTST BANCSYSTEM INC32055Y201161,488$5.2M0.23%
126APPLIED INDL TECHNOLOGIES IN03820C10521,117$5.1M0.22%
127CORE & MAIN INCCNM98,548$5.0M0.22%
128DESCARTES SYS GROUP INC24990610842,376$4.8M0.21%
129ARHAUS INCARHS506,246$4.8M0.21%
130PROCORE TECHNOLOGIES INCPCOR62,588$4.7M0.20%
131AMERISAFE INCAMSF90,884$4.7M0.20%
132NVENT ELECTRIC PLCNVT68,242$4.7M0.20%
133ESCO TECHNOLOGIES INCESE34,512$4.6M0.20%
134LANTHEUS HLDGS INCLNTH51,149$4.6M0.20%
135FIRST TR EXCHANGE TRADED FD33734X84671,145$4.5M0.20%
136REPLIGEN CORPRGEN31,311$4.5M0.19%
137API GROUP CORPAPG122,809$4.4M0.19%
138SHIFT4 PMTS INC82452J10942,444$4.4M0.19%
139SPX TECHNOLOGIES INCSPXC30,163$4.4M0.19%
140ATS CORPORATIONATS143,486$4.4M0.19%
141GRAND CANYON ED INCLOPE26,397$4.3M0.19%
142CASEYS GEN STORES INC14752810310,756$4.3M0.18%
143GRAINGER W W INC3848021043,934$4.1M0.18%
144NIKE INCNKE54,570$4.1M0.18%
145ALBANY INTL CORP01234810851,434$4.1M0.18%
146FLOWSERVE CORPFLS70,653$4.1M0.18%
147THE TRADE DESK INC88339J10534,564$4.1M0.18%
148SUMMIT MATLS INC86614U10079,947$4.0M0.17%
149MKS INSTRS INCMKSI38,371$4.0M0.17%
150BECTON DICKINSON & COBDX17,524$4.0M0.17%
151DORMAN PRODS INC25827810030,309$3.9M0.17%
152UFP INDUSTRIES INCUFPI33,885$3.8M0.17%
153SCHWAB STRATEGIC TR808524102166,022$3.8M0.16%
154AMBARELLA INCAMBA51,777$3.8M0.16%
155EXPONENT INCEXPO41,895$3.7M0.16%
156BRIGHT HORIZONS FAM SOL IN D10919410033,616$3.7M0.16%
1571ST SOURCE CORPSRCE62,678$3.7M0.16%
158PTC INCPTC19,868$3.7M0.16%
159PAYLOCITY HLDG CORPPCTY18,287$3.6M0.16%
160PRIMERICA INCPRI13,438$3.6M0.16%
161JONES LANG LASALLE INCJLL14,399$3.6M0.16%
162AZENTA INCAZTA72,299$3.6M0.16%
163VITAL FARMS INCVITL95,284$3.6M0.16%
164DISNEY WALT CO25468710631,448$3.5M0.15%
165CROCS INCCROX31,917$3.5M0.15%
166AZZ INCAZZ42,537$3.5M0.15%
167ZURN ELKAY WATER SOLNS CORP98983L10891,319$3.4M0.15%
168TIMKEN COTKR47,153$3.4M0.15%
169GLAUKOS CORPGKOS21,845$3.3M0.14%
170ISHARES TR4642876147,962$3.2M0.14%
171TRAVELERS COMPANIES INCTRV12,154$2.9M0.13%
172UL SOLUTIONS INCULS55,794$2.8M0.12%
173VERRA MOBILITY CORPVRRM113,462$2.7M0.12%
174CHEVRON CORP NEWCVX18,832$2.7M0.12%
175ISHARES TR46428880221,897$2.7M0.12%
176IONIS PHARMACEUTICALS INCIONS73,866$2.6M0.11%
177METTLER TOLEDO INTERNATIONALMTD2,092$2.6M0.11%
178SIMPSON MFG INC82907310515,169$2.5M0.11%
179INSPIRE MED SYS INC45773010913,472$2.5M0.11%
180LITTELFUSE INCLFUS9,938$2.3M0.10%
181WEYERHAEUSER CO MTN BEWY82,787$2.3M0.10%
182PARSONS CORP DELPSN24,021$2.2M0.10%
183GCM GROSVENOR INCGCMG179,262$2.2M0.10%
184FMC CORPFMC45,129$2.2M0.09%
185WELLS FARGO CO NEW94974610130,587$2.1M0.09%
186PROCTER AND GAMBLE CO74271810912,764$2.1M0.09%
187CITIGROUP INCC-PR30,368$2.1M0.09%
188MONDELEZ INTL INC60920710535,236$2.1M0.09%
189BLUEPRINT MEDICINES CORP09627Y10923,255$2.0M0.09%
190FISERV INCFISV8,440$1.7M0.07%
191SALESFORCE INCCRM5,122$1.7M0.07%
192DARLING INGREDIENTS INCDAR50,822$1.7M0.07%
193MCDONALDS CORPMCD5,701$1.7M0.07%
194EXXON MOBIL CORPXOM15,352$1.7M0.07%
195CISCO SYS INCCSCO25,750$1.5M0.07%
196LOWES COS INC5486611076,000$1.5M0.06%
197CANADIAN PACIFIC KANSAS CITYCP20,336$1.5M0.06%
198RTX CORPORATIONRTX12,422$1.4M0.06%
199CATERPILLAR INCCAT3,929$1.4M0.06%
200AMGEN INCAMGN5,430$1.4M0.06%
201VERIZON COMMUNICATIONS INCVZ33,927$1.4M0.06%
202INTERNATIONAL BUSINESS MACHSINTR6,028$1.3M0.06%
203VANGUARD INTL EQUITY INDEX F92204285829,336$1.3M0.06%
204UNION PAC CORPUNP5,349$1.2M0.05%
205CROWN CASTLE INCCCI13,135$1.2M0.05%
206NUCOR CORPNUE9,479$1.1M0.05%
207HONEYWELL INTL INC4385161064,851$1.1M0.05%
208COLGATE PALMOLIVE COCL11,961$1.1M0.05%
209VERALTO CORPVLTO10,536$1.1M0.05%
210PAYCHEX INCPAYX7,298$1.0M0.04%
211EMERSON ELEC COEMR7,800$966,6540.04%
212DONALDSON INCDCI14,250$959,7370.04%
213SCHWAB CHARLES CORPSCHW-PJ12,791$946,6620.04%
214FORTIVE CORPFTV11,865$889,8750.04%
215AMENTUM HOLDINGS INCAMTM38,333$806,1430.03%
216MARRIOTT INTL INC NEW5719032022,867$799,7210.03%
217PHILIP MORRIS INTL INC7181721096,399$770,1200.03%
218MERCK & CO INCMRK7,447$740,8280.03%
219MASTERCARD INCORPORATEDMA1,353$712,4490.03%
220PALO ALTO NETWORKS INCPANW3,816$694,3590.03%
221GENERAL MLS INC3703341049,770$623,0330.03%
2223M COMMM4,439$573,0310.02%
223L3HARRIS TECHNOLOGIES INCLHX2,535$533,0600.02%
224BLACKROCK CORPOR HI YLD FD IBLK51,725$507,4220.02%
225ILLINOIS TOOL WKS INC4523081091,900$481,7640.02%
226MGM RESORTS INTERNATIONALMGM13,447$465,9390.02%
227SYSCO CORPSYY6,000$458,7600.02%
228LOCKHEED MARTIN CORPLMT930$451,9240.02%
229SCHWAB STRATEGIC TR80852480523,651$437,5440.02%
230INTUITIVE SURGICAL INCISRG814$424,8750.02%
231UNITED PARCEL SERVICE INCUPS3,322$418,9040.02%
232FREEPORT-MCMORAN INCFCX10,606$403,8760.02%
233DOUBLELINE INCOME SOLUTIONSDSL31,700$398,4690.02%
234COCA COLA COKO6,301$392,3000.02%
235UNIVERSAL HLTH SVCS INC9139031002,000$358,8400.02%
236TESLA INCTSLA824$332,7640.01%
237SHELL PLCRYDAF4,655$291,6360.01%
238ISHARES TR4642875074,555$283,8220.01%
239BANK AMERICA CORP0605051046,125$269,1940.01%
240ISHARES TR464287648859$247,2370.01%
241NETFLIX INCNFLX273$243,3300.01%
242NEXTERA ENERGY INCNEE-PW3,200$229,4080.01%
243WALMART INCWMT2,517$227,4110.01%
244SCHWAB STRATEGIC TR8085246077,667$198,2690.01%
245ISHARES TR4642883072,209$166,8460.01%
246ISHARES TR4642878041,270$146,3290.01%
247TALKSPACE INCTALKW33,460$103,3910.00%
248MAMAS CREATIONS INC56146T10312,307$97,9640.00%
249PORCH GROUP INCPRCH19,243$94,6760.00%
250SCHWAB STRATEGIC TR8085248393,780$85,8060.00%
251ISHARES TR464287465950$71,8300.00%
252SUNLINK HEALTH SYS INC86737U10274,505$65,5640.00%
253ISHARES TR464287879481$52,2410.00%
254COMMERCIAL VEH GROUP INC20260810517,130$42,4820.00%
255ISHARES TR464288646476$24,6090.00%
256OPKO HEALTH INCOPK14,356$21,1030.00%
257VANGUARD BD INDEX FDS921937827216$16,6900.00%
258VANGUARD INDEX FDS92290873624$9,8510.00%
259ISHARES TR46428724285$9,0810.00%
260ISHARES TR46428759829$5,3690.00%
261ISHARES TR46428717618$1,9180.00%