What does Intrinsic Edge Capital Management LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Intrinsic Edge Capital Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

CORNING INC

$31M229K5.2%

OSI SYSTEMS INC

$23M86K3.8%

SPDR GOLD TR

$22M50K3.6%

WATSCO INC

$15M40K2.4%

HUT 8 CORP

$15M310K2.4%

CONSTELLATION ENERGY CORP

$15M52K2.4%

MICROCHIP TECHNOLOGY INC.

$14M222K2.4%

MASTEC INC

$14M42K2.3%

IRON MTN INC DEL

$12M122K2.1%

CENTURI HOLDINGS INC

$12M418K2.0%

Filing history loading…