account_balance
Investment manager · 13F filer · SEC CIK 1671754
Intrinsic Edge Capital Management LLC
Reported value$591Mas of Sep 30, 2026
Positions84 17 new, 35 sold out
Top 10 weight27.0%ARW alone is 4%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ARWArrow Electronics, Inc.
3.7%Added +7%
GLDSPDR Gold Trust
3.2%
MTZMasTec Inc
3.0%Added +271%
CRSCarpenter Technology Corp
2.6%Added +14%
SMTCSemtech Corp
2.6%Added +268%
WTWisdomTree, Inc.
2.5%
CLSCelestica Inc
2.4%Trimmed −11%
VPGVishay Precision Group, Inc.
2.4%New
EFOREverforth Inc
2.3%Added +64%
CECOCeco Environmental Corp
2.3%Added +86%
COHUCohu Inc
2.0%+48%
MRPMillrose Properties, Inc.
2.0%Added +41%
ARWArrow Electronics, Inc.
3.7%+7%
GLDSPDR Gold Trust
3.2%
MTZMasTec Inc
3.0%
CRSCarpenter Technology Corp
2.6%+14%
SMTCSemtech Corp
2.6%+268%
WTWisdomTree, Inc.
2.5%
CLSCelestica Inc
2.4%
VPGVishay Precision Group, Inc.
2.4%
EFOREverforth Inc
2.3%+64%
CECOCeco Environmental Corp
2.3%+86%
COHUCohu Inc
2.0%
MRPMillrose Properties, Inc.
2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ARW Arrow Electronics, Inc. 3.7% Added +7%GLD SPDR Gold Trust 3.2% HeldMTZ MasTec Inc 3.0% Added +271%CRS Carpenter Technology Corp 2.6% Added +14%SMTC Semtech Corp 2.6% Added +268%WT WisdomTree, Inc. 2.5% HeldCLS Celestica Inc 2.4% Trimmed −11%VPG Vishay Precision Group, Inc. 2.4% NewEFOR Everforth Inc 2.3% Added +64%CECO Ceco Environmental Corp 2.3% Added +86%COHU Cohu Inc 2.0% Added +48%MRP Millrose Properties, Inc. 2.0% Added +41%
What changed
Biggest moves since Jun 30, 2026
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