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Intrinsic Edge Capital Management LLC

All holdings · as of Dec 31, 2025

78 positions

CompanyClassValueShares% of portfolio
Perdoceo Education Corp$4.69M160,0000.9%
Custom Truck One Source, Inc.CTOSCommon Stock$4.49M779,6220.9%
ALPS ETF TR$4.23M90,0000.8%
Devon Energy Corp$4.13M112,8040.8%
LOUISIANA-PACIFIC CORP$4.04M50,0000.8%
CEVA INC$3.67M170,5330.7%
APA Corp$3.48M142,1560.7%
FISERV INC$3.39M50,4000.7%
MarineMax, Inc.$2.41M99,5100.5%
CHARLES RIVER LABS INTL INC$1.99M10,0000.4%
Globant S.A.$1.96M30,0000.4%
GRAYSCALE COINDESK CRYPTO$1.88M45,5670.4%
TITAN INTERNATIONAL INC$1.87M239,2090.4%
VANGUARD WORLD FD$1.85M10,0000.4%
SKYWEST INC$1.51M15,0000.3%
Customers Bancorp, Inc.$1.46M20,0000.3%
CLEANSPARK, INC.$1.26M124,7350.2%
Figure Technology Solutions, Inc.$1.23M30,0000.2%
GRAYSCALE ETHEREUM TRUST ETF$1.22M50,0000.2%
DigitalBridge Group, Inc.$997.1K65,0000.2%
Cryoport, Inc.$960.0K100,0000.2%
CENTRUS ENERGY CORP$849.7K3,5000.2%
OraSure Technologies Inc$844.7K349,0640.2%
Galaxy Digital Inc.$734.5K32,8480.1%
North American Construction Group Ltd.$718.5K50,0000.1%
California Resources Corp$447.1K10,0000.1%
SUPER GROUP SGHC LIMITED$358.5K30,0000.1%
Soluna Holdings, Inc$315.9K270,0000.1%
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