SEC 13F Intelligence

Managers / Q3 2019 · view latest →

Granite Investment Advisors, LLC

CIK 0001464586 · 6 EAGLE SQUARE, 3RD FLOOR, CONCORD, NH, 03301 · 603-226-6600

Reported Value
$510M
Q3 2019
Positions
164
Filings on Record
12
2019–present window
Filed
Oct 31, 2019
original filing

Summary

Granite Investment Advisors, Llc reported $510M in U.S.-listed holdings across 164 positions for Q3 2019.

Its largest position, AAPL, represents 4.0% of the portfolio.

Compared with Q2 2019, the fund opened 22 new positions and exited 19.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $476MQ4 ’18Q1 ’19: $520MQ2 ’19: $532MQ2 ’19Q3 ’19: $510MQ4 ’19: $531MQ4 ’19Q1 ’20: $402MQ2 ’20: $462MQ2 ’20Q3 ’20: $512MQ4 ’20: $562MQ4 ’20Q1 ’21: $598MQ2 ’21: $639MQ2 ’21Q3 ’21: $618Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 74.8%ETP: 12.1%ADR: 5.7%Other: 5.1%REIT: 1.8%Other: 0.5%
  • Common Stock · 74.8% · $381M
  • ETP · 12.1% · $62M
  • ADR · 5.7% · $29M
  • Other · 5.1% · $26M
  • REIT · 1.8% · $9M
  • Other · 0.5% · $3M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q3 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q3 2021$618M177Nov 8, 202113F-HRchanges · EDGAR ↗
Q2 2021$639M185Jul 20, 202113F-HRchanges · EDGAR ↗
Q1 2021$598M178Apr 21, 202113F-HRchanges · EDGAR ↗
Q4 2020$562M168Jan 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$512M165Oct 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$462M156Jul 22, 202013F-HRchanges · EDGAR ↗
Q1 2020$402M143May 18, 202013F-HRchanges · EDGAR ↗
Q4 2019$531M166Jan 22, 202013F-HRchanges · EDGAR ↗
Q3 2019$510M164Oct 31, 201913F-HRchanges · EDGAR ↗
Q2 2019$532M161Jul 23, 201913F-HRchanges · EDGAR ↗
Q1 2019$520M153Apr 24, 201913F-HRchanges · EDGAR ↗
Q4 2018$476M153Jan 16, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.