INTRINSIC EDGE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AIR | 119K | $10.67M |
 | CLSK | 115K | $1.66M |
 | DVN | 113K | $3.95M |
 | CORT | 112K | $9.30M |
 | HURN | 105K | $15.34M |
 | HZO | 100K | $2.52M |
 | PRIM | 91K | $12.48M |
 | EVER | 80K | $1.83M |
 | BLKB | 74K | $4.74M |
 | ATGE | 74K | $11.37M |
 | POWL | 66K | $20.00M |
 | OSIS | 60K | $15.05M |
 | CNM | 60K | $3.23M |
 | MCHP | 57K | $3.66M |
 | LPX | 52K | $4.59M |
 | LDOS | 51K | $9.65M |
 | MTZ | 44K | $9.42M |
 | CWH | 41K | $640.70K |
 | CRS | 40K | $9.88M |
 | ODFL | 40K | $5.65M |
AAR Corp.
AIR
Shares Held
119K
Value
$10.67M
CleanSpark, Inc.
CLSK
Shares Held
115K
Value
$1.66M
Devon Energy Corporation
DVN
Shares Held
113K
Value
$3.95M
Corcept Therapeutics Incorporated
CORT
Shares Held
112K
Value
$9.30M
Huron Consulting Group Inc.
HURN
Shares Held
105K
Value
$15.34M
MarineMax, Inc.
HZO
Shares Held
100K
Value
$2.52M
Primoris Services Corporation
PRIM
Shares Held
91K
Value
$12.48M
EverQuote, Inc.
EVER
Shares Held
80K
Value
$1.83M
Blackbaud, Inc.
BLKB
Shares Held
74K
Value
$4.74M
Adtalem Global Education Inc.
ATGE
Shares Held
74K
Value
$11.37M
Powell Industries, Inc.
POWL
Shares Held
66K
Value
$20.00M
OSI Systems, Inc.
OSIS
Shares Held
60K
Value
$15.05M
Core & Main, Inc.
CNM
Shares Held
60K
Value
$3.23M
Microchip Technology Incorporated
MCHP
Shares Held
57K
Value
$3.66M
Louisiana-Pacific Corporation
LPX
Shares Held
52K
Value
$4.59M
Leidos Holdings, Inc.
LDOS
Shares Held
51K
Value
$9.65M
MasTec, Inc.
MTZ
Shares Held
44K
Value
$9.42M
Camping World Holdings, Inc.
CWH
Shares Held
41K
Value
$640.70K
Carpenter Technology Corporation
CRS
Shares Held
40K
Value
$9.88M
Old Dominion Freight Line, Inc.
ODFL
Shares Held
40K
Value
$5.65M