Equal-WT
WhaleScore 2.0
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Granite Investment Partners is based out of El Segundo. Granite Investment Partners is a hedge fund with 1491 clients and discretionary assets under management (AUM) of $2,440,961,643 (Form ADV from 2025-03-14). Their last reported 13F filing for Q4 2024 included $2,312,848,458 in managed 13F securities
and a top 10 holdings concentration of 20.07%. Granite Investment Partners's largest holding is Microsoft Corporation with shares held of 171,436. Whalewisdom has at least 53 13F filings
Business Description
Granite is a registered investment adviser with its principal place of business located in Los Angeles, California. Granite was founded in July 2009 and is 100% owned by its employees. The Principal Owners of the firm are Geoffrey Edelstein, Robert Foran, Edward Han, Jeffrey Hoo, Peter Lopez, Gary Rolle, Josh Shaskan, Bradley Slocum, Douglas Morse, and Erik Rolle. Granite has also provided equity interests for other key members of the firm.
Research provided may include furnishing advice, either directly or through publications or writings, as to the value of securities, the advisability of purchasing or selling specific securities and the availability of securities, or purchasers or sellers of securities; furnishing seminars, information analyses and reports concerning issuers, industries, securities, trading, markets and methods, legislative developments, changes in accounting practices, economic factors and trends and portfolio strategy; access to research analysts, corporate management personnel, industry experts, economists, and government officials; comparative performance evaluation and technical measurement services and quotation services.
Investment Strategy
Granite's investment strategies are designed to accomplish the investment objective of each Client. However, there is no guarantee of success, and investment activities may be adversely affected by general economic and market conditions, such as interest rates, availability of credit, inflation rates, economic uncertainty, changes in laws, pandemics, and national and international political circumstances. These factors may affect the level and volatility of securities prices and the liquidity of the investments. Unexpected volatility or illiquidity could impair the portfolio’s profitability or result in losses.
Investments for the Private Fund are managed in accordance with the Fund’s strategy, investment objectives restrictions and guidelines and are not tailored to the individualized needs of any particular investor in the fund. In the event that Granite acts as a sub-adviser to Mutual Funds in the future, investments for the Mutual Funds will be managed in accordance with the Mutual Funds’ investment objective, strategy and restrictions and will not be tailored to the individualized needs of any particular investor in the Mutual Funds.
Owners
- ROLLE FINANCIAL, LLC - MEMBER
- SLOCUM, BRADLEY, GILES - MANAGING MEMBER
- LOPEZ, PETER, ORLANDO - MANAGING MEMBER
- SHASKAN, JOSHUA, DAVID - MEMBER
- ROLLE', GARY, UWE - MEMBER
- EDELSTEIN, GEOFFREY, IRA - MANAGING MEMBER
- HAN, EDWARD, SUNG SOO - MEMBER
- MORSE, DOUGLAS, JOHN - MANAGING MEMBER
- FORAN, ROBERT, WILLIAM - MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER
- HOO, JEFFREY, JAMES - MEMBER
- ROLLE', ERIK, UWE - MEMBER Click on the Ownership/Private Fund Data tab for more details.
Known Email Addresses
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Other Contact Information
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2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| BROS Dutch Bros Inc | 1.18% |
| NVCR NovoCure Ltd | 0.88% |
| ECG Everus Construction | 0.88% |
| GTLS Chart Industries Inc | 0.67% |
| TRN Trinity Industries I | 0.63% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| CRS Carpenter Technology | 0.99% |
| STC Stewart Information | 0.92% |
| ACLS Axcelis Technologies | 0.79% |
| MDU MDU Resources Group | 0.71% |
| NEOG Neogen Corp. | 0.53% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| MSFT Microsoft Corporatio | 3.12% |
| AAPL Apple Inc | 2.94% |
| AMZN Amazon.com Inc | 2.06% |
| CBZ CBIZ Inc | 1.99% |
| NVDA NVIDIA Corp | 1.86% |
All or part of GRANITE INVESTMENT PARTNERS, LLC 13F disclosures were filed
under a combined 13F through
PERSONAL CFO SOLUTIONS, LLC
for 2024-12-31
for 2024-12-31
2024-12-31
13F Activity
| Market Value | $2.31b, Prior: $2.31b |
| Inflows (Outflows) as % of Total MV | (-3.0238)% |
| New Purchases | 30 stocks |
| Added To | 57 stocks |
| Sold out of | 14 stocks |
| Reduced holdings in | 135 stocks |
| Top 10 Holdings % | 20.07% |
| Turnover %[1] | 16% |
| Turnover Alt %[2] | 11.2% |
| Time Held Top 20 | 6.85 quarters |
| Time Held Top 10 | 7.8 quarters |
| Time Held All | 20.73 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31