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Institutional Investment Manager
Granite Investment Advisors, LLC
Granite Investment Advisors, LLC (CIK: 0001464586) incorporated in Delaware, located at 6 Eagle Square, 3rd Floor, Concord, NH. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q2)
Portfolio Summary: 101 holdings with a total value of $452,692,000.
#
Name
Shares
Value ($)
%
Options
Notes
1 APPLE INC 189,610 17,620,000 3.89%
2 AMERICAN INTL GROUP INC 303,250 16,551,000 3.66%
3 GENERAL MTRS CO 422,424 15,334,000 3.39%
4 EXXON MOBIL CORP 150,268 15,129,000 3.34%
5 BERKSHIRE HATHAWAY INC DEL 119,230 15,090,000 3.33%
6 TRW AUTOMOTIVE HLDGS CORP 154,560 13,836,000 3.06%
7 ULTRA PETROLEUM CORP 450,005 13,361,000 2.95%
8 JOHNSON & JOHNSON 127,421 13,331,000 2.94%
9 MICROSOFT CORP 319,370 13,318,000 2.94%
10 FRANKLIN RESOURCES INC 228,700 13,228,000 2.92%
11 BOEING CO 103,732 13,198,000 2.92%
12 UNITEDHEALTH GROUP INC 159,945 13,076,000 2.89%
13 UNIT CORP COM 188,780 12,994,000 2.87%
14 APACHE CORP 128,108 12,890,000 2.85%
15 SANOFI 238,576 12,685,000 2.80%
16 BAXTER INTL INC 173,865 12,570,000 2.78%
17 COMCAST CORP NEW 232,163 12,463,000 2.75%
18 KENNAMETAL INC 259,580 12,013,000 2.65%
19 SOUTHWESTERN ENERGY CO 263,375 11,981,000 2.65%
20 ALLEGHANY CORP 27,155 11,897,000 2.63%
21 QUALCOMM INC 146,210 11,580,000 2.56%
22 CUMMINS INC 70,975 10,951,000 2.42%
23 CALPINE CORP 448,040 10,668,000 2.36%
24 CITIGROUP INC 225,050 10,600,000 2.34%
25 COCA COLA CO 240,640 10,194,000 2.25%
26 Granite Value Fund 700,352 10,176,000 2.25%
27 WAL-MART STORES INC 132,625 9,956,000 2.20%
28 WESTERN UN CO 562,971 9,762,000 2.16%
29 UNILEVER PLC 210,795 9,551,000 2.11%
30 BED BATH & BEYOND INC 160,800 9,227,000 2.04%
31 NEWS CORP CL A 510,129 9,152,000 2.02%
32 Tesco PLC ADR 585,463 8,577,000 1.89%
33 FOOT LOCKER INC 162,873 8,261,000 1.82%
34 AMERICAN EXPRESS CO 84,248 7,993,000 1.77%
35 ISHARES TR 77,445 3,934,000 0.87%
36 VANGUARD MALVERN FDS 47,205 2,366,000 0.52%
37 UNILEVER N V 52,780 2,310,000 0.51%
38 Alexander's Inc 5,536 2,045,000 0.45%
39 ISHARES TR 17,810 1,882,000 0.42%
40 American Europacific Growth R3 37,052 1,843,000 0.41%
41 ISHARES TR 11,681 1,348,000 0.30%
42 INTERNATIONAL BUSINESS MACHS 6,596 1,196,000 0.26%
43 VORNADO RLTY TR 10,500 1,121,000 0.25%
44 JPMORGAN CHASE & CO 18,361 1,058,000 0.23%
45 FEDEX CORP 6,750 1,022,000 0.23%
46 VANGUARD INDEX FDS 9,950 1,013,000 0.22%
47 NOBLE ENERGY INC 12,410 961,000 0.21%
48 GENERAL ELECTRIC CO 36,010 946,000 0.21%
49 CISCO SYS INC 36,765 914,000 0.20%
50 LOCKHEED MARTIN CORP 5,540 890,000 0.20%
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Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001464586-14-000007, filed 2014.07.23). Although 0001464586-14-000007 is marked by the manager as a New Holdings filing, our automated system processes it as a Restatement filing.

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.