INTRINSIC EDGE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GVA | 40K | $4.39M |
 | AMZN | 40K | $8.78M |
 | MSM | 40K | $3.69M |
 | EEFT | 40K | $3.51M |
 | DBRG | 40K | $468.00K |
 | SSSS | 40K | $360.00K |
 | ARM | 40K | $5.66M |
 | JBHT | 35K | $4.70M |
 | LRN | 35K | $5.21M |
 | BULL | 30K | $443.70K |
 | OLLI | 30K | $3.85M |
 | CVLT | 30K | $5.66M |
 | GDEN | 26K | $602.99K |
 | CRCL | 26K | $3.38M |
 | EXP | 25K | $5.83M |
 | AVGO | 20K | $6.60M |
 | HRI | 20K | $2.33M |
 | HEI | 18K | $5.94M |
 | HSY | 15K | $2.81M |
 | VMC | 15K | $4.61M |
Granite Construction Incorporated
GVA
Shares Held
40K
Value
$4.39M
Amazon.com, Inc.
AMZN
Shares Held
40K
Value
$8.78M
MSC Industrial Direct Co., Inc.
MSM
Shares Held
40K
Value
$3.69M
Euronet Worldwide, Inc.
EEFT
Shares Held
40K
Value
$3.51M
DigitalBridge Group, Inc.
DBRG
Shares Held
40K
Value
$468.00K
SuRo Capital Corp.
SSSS
Shares Held
40K
Value
$360.00K
Arm Holdings plc American Depositary Shares
ARM
Shares Held
40K
Value
$5.66M
J.B. Hunt Transport Services, Inc.
JBHT
Shares Held
35K
Value
$4.70M
Stride, Inc.
LRN
Shares Held
35K
Value
$5.21M
Webull Corporation Class A Ordinary Shares
BULL
Shares Held
30K
Value
$443.70K
Ollie's Bargain Outlet Holdings, Inc.
OLLI
Shares Held
30K
Value
$3.85M
Commvault Systems, Inc.
CVLT
Shares Held
30K
Value
$5.66M
Golden Entertainment, Inc.
GDEN
Shares Held
26K
Value
$602.99K
Circle Internet Group
CRCL
Shares Held
26K
Value
$3.38M
Eagle Materials Inc.
EXP
Shares Held
25K
Value
$5.83M
Broadcom Inc.
AVGO
Shares Held
20K
Value
$6.60M
Herc Holdings Inc.
HRI
Shares Held
20K
Value
$2.33M
HEICO Corporation
HEI
Shares Held
18K
Value
$5.94M
The Hershey Company
HSY
Shares Held
15K
Value
$2.81M
Vulcan Materials Company
VMC
Shares Held
15K
Value
$4.61M