Holdings
Intrinsic Edge Capital Management LLC
As of Jun 30, 2026, Intrinsic Edge Capital Management LLC reported 89 positions worth US$715M. Largest: Hut 8 Corp., Carpenter Technology Corporation and Arrow Electronics, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Hut 8 Corp. | 200K | US$23.1M | no change | Jun 30, 2026 |
| Carpenter Technology Corporation | 35,230 | US$21.7M | +5,000 | Jun 30, 2026 |
| Arrow Electronics, Inc. | 90,000 | US$19.2M | +25,000 | Jun 30, 2026 |
| Microchip Technology Incorporated | 207K | US$18.9M | −15,000 | Jun 30, 2026 |
| Corning Incorporated | 69,122 | US$17.7M | −80,000 | Jun 30, 2026 |
| Centuri Holdings, Inc. | 568K | US$17.2M | +150K | Jun 30, 2026 |
| Celestica Inc. | 44,328 | US$16.2M | +8,000 | Jun 30, 2026 |
| Onto Innovation Inc. | 40,000 | US$15.1M | new | Jun 30, 2026 |
| Vse Corporation | 65,478 | US$15M | new | Jun 30, 2026 |
| Msc Industrial Direct Company, Inc. | 120K | US$14.3M | +10,000 | Jun 30, 2026 |