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Intrinsic Edge Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Intrinsic Edge Capital Management LLC
报告期 2026-03-31 · CIK 0001671754
持仓数
111
前50大市值合计
$443.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 96 项
建仓 47
增持 10
减持 18
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
CWH
CAMPING WORLD HLDGS INC
-$25.3M
209,399
-88%
建仓
CSGP
COSTAR GROUP INC
+$21.2M
263,984
清仓
CVCO
CAVCO INDS INC DEL
-$20.5M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
IRM
IRON MTN INC DEL
+$19.0M
184,841
建仓
LEVI
LEVI STRAUSS & CO NEW
+$17.2M
930,638
减持
CLS
CELESTICA INC
+$16.1M
277,069
-20%
减持
LPX
LOUISIANA PAC CORP
-$15.8M
51,719
-76%
建仓
MSM
MSC INDL DIRECT INC
+$15.7M
184,272
减持
CORT
CORCEPT THERAPEUTICS INC
-$15.6M
227,557
-19%
建仓
CACI
CACI INTL INC
+$15.1M
31,624
建仓
OI
O-I GLASS INC
+$15.0M
1,020,497
清仓
OXM
OXFORD INDS INC
-$14.7M
0
-100%
建仓
GLW
CORNING INC
+$14.7M
278,711
减持
ZETA
ZETA GLOBAL HOLDINGS CORP
-$14.1M
159,435
-87%
清仓
KNF
KNIFE RIVER CORP
-$13.9M
0
-100%
建仓
BLKB
BLACKBAUD INC
+$13.6M
211,411
清仓
BCO
BRINKS CO
-$13.4M
0
-100%
建仓
REZI
RESIDEO TECHNOLOGIES INC
+$12.9M
584,437
建仓
LDOS
LEIDOS HOLDINGS INC
+$12.6M
80,000
建仓
VITL
VITAL FARMS INC
+$12.2M
316,100
建仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$11.8M
38,401
建仓
HAE
HAEMONETICS CORP MASS
+$11.2M
150,351
建仓
HURN
HURON CONSULTING GROUP INC
+$10.8M
78,600
清仓
NICE
NICE LTD
-$10.8M
0
-100%
减持
OSIS
OSI SYSTEMS INC
-$10.8M
45,855
-58%
清仓
—
AMBARELLA INC
-$10.6M
0
-100%
建仓
—
SENSATA TECHNOLOGIES HLDG PL
+$10.5M
350,000
减持
RXO
RXO INC
-$10.5M
150,000
-78%
增持
RSI
RUSH STREET INTERACTIVE INC
+$10.5M
810,351
+440%
增持
GXO
GXO LOGISTICS INCORPORATED
+$9.3M
250,837
+234%
建仓
CCOI
COGENT COMMUNICATIONS HLDGS
+$8.7M
180,000
建仓
GLXY
GALAXY DIGITAL INC.
+$8.4M
382,918
清仓
MGNI
MAGNITE INC
-$8.4M
0
-100%
减持
CVSA
ADTALEM GLOBAL ED INC
-$8.0M
65,485
-60%
清仓
JBI
JANUS INTERNATIONAL GROUP IN
-$7.9M
0
-100%
清仓
SKY
CHAMPION HOMES INC
-$7.7M
0
-100%
增持
HOOD
ROBINHOOD MKTS INC
+$7.7M
131,240
+18%
建仓
—
TREEHOUSE FOODS INC
+$7.6M
391,000
建仓
PRDO
PERDOCEO ED CORP
+$7.3M
223,980
建仓
ALG
ALAMO GROUP INC
+$7.1M
32,680
清仓
—
AMICUS THERAPEUTICS INC
-$7.1M
0
-100%
建仓
—
FABRINET
+$7.1M
23,997
清仓
SAH
SONIC AUTOMOTIVE INC
-$7.0M
0
-100%
减持
UTI
UNIVERSAL TECHNICAL INST INC
-$6.9M
102,916
-74%
建仓
AMZN
AMAZON COM INC
+$6.6M
30,000
建仓
ARM
ARM HOLDINGS PLC
+$6.5M
40,000
建仓
GVA
GRANITE CONSTR INC
+$6.3M
67,904
建仓
MYRG
MYR GROUP INC DEL
+$6.0M
33,335
增持
ATEC
ALPHATEC HLDGS INC
+$6.0M
2,150,528
+22%
建仓
HUT
HUT 8 CORP
+$6.0M
320,000
建仓
EZPW
EZCORP INC
+$5.9M
427,890
建仓
AIR
AAR CORP
+$5.7M
82,852
减持
—
WNS HLDGS LTD
-$5.6M
350,044
-22%
建仓
AVGO
BROADCOM INC
+$5.5M
20,000
清仓
TWST
TWIST BIOSCIENCE CORP
-$5.5M
0
-100%
建仓
CARS
CARS COM INC
+$5.2M
439,700
建仓
CRTO
CRITEO S A
+$5.2M
215,505
建仓
JBHT
HUNT J B TRANS SVCS INC
+$5.0M
35,000
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$4.9M
70,000
建仓
CEVA
CEVA INC
+$4.8M
219,896
建仓
FNKO
FUNKO INC
+$4.6M
968,900
建仓
HZO
MARINEMAX INC
+$4.3M
170,000
增持
CLSK
CLEANSPARK INC
+$4.2M
584,735
+75%
减持
BLBD
BLUE BIRD CORP
-$4.1M
381,599
-40%
清仓
ARRY
ARRAY TECHNOLOGIES INC
-$4.0M
0
-100%
建仓
PHIN
PHINIA INC
+$4.0M
90,000
清仓
KBR
KBR INC
-$4.0M
0
-100%
建仓
AMLP
ALPS ETF TR
+$3.9M
80,000
建仓
DEFT
DEFI TECHNOLOGIES INC
+$3.7M
1,260,000
建仓
CVLT
COMMVAULT SYS INC
+$3.6M
20,800
清仓
MHK
MOHAWK INDS INC
-$3.4M
0
-100%
建仓
—
IREN LIMITED
+$3.4M
230,000
清仓
FSS
FEDERAL SIGNAL CORP
-$3.3M
0
-100%
清仓
EPC
EDGEWELL PERS CARE CO
-$3.1M
0
-100%
减持
CRS
CARPENTER TECHNOLOGY CORP
+$2.8M
75,230
-24%
增持
GPI
GROUP 1 AUTOMOTIVE INC
+$2.5M
21,988
+19%
增持
SNEX
STONEX GROUP INC
+$2.5M
81,500
+26%
增持
WLY
WILEY JOHN & SONS INC
+$2.2M
150,000
+48%
增持
TWI
TITAN INTL INC ILL
+$2.2M
610,513
+25%
建仓
MRP
MILLROSE PPTYS INC
+$2.0M
70,000
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$2.0M
200,000
+33%
建仓
OPLN
OPENLANE INC
+$2.0M
80,000
清仓
BAND
BANDWIDTH INC
-$1.8M
0
-100%
减持
MTZ
MASTEC INC
-$1.7M
79,257
-39%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$1.6M
30,112
-23%
减持
STKL
SUNOPTA INC
-$1.6M
512,843
-45%
清仓
REAX
THE REAL BROKERAGE INC
-$1.4M
0
-100%
减持
MXL
MAXLINEAR INC
+$1.3M
839,104
-14%
清仓
—
HERBALIFE LTD
-$1.3M
0
-100%
建仓
OSK
OSHKOSH CORP
+$1.1M
10,000
减持
GEF
GREIF INC
-$533.8K
84,100
-23%
建仓
—
BITCOIN DEPOT INC
+$507.0K
100,000
建仓
ETOR
ETORO GROUP LTD
+$332.9K
5,000
清仓
RRGB
RED ROBIN GOURMET BURGERS IN
-$173.4K
0
-100%
建仓
NSLR
SURO CAPITAL CORP
+$161.3K
19,650
减持
PRIM
PRIMORIS SVCS CORP
+$47.9K
130,723
-26%
