SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / AIT

Intrinsic Edge Capital Management LLC’s Applied Indl Technologies In Position

Does Intrinsic Edge Capital Management LLC own Applied Indl Technologies In (AIT)? Not currently — the last reported position was 85.4K shares worth $20M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$20M
Q4 2024
Shares
85.4K
% of Portfolio
+2.49%
Quarters Held
7
position exited

Position History AIT

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q2 ’22: $12MQ2 ’22Q3 ’22: $10MQ3 ’22Q4 ’22: $10,933Q4 ’22Q1 ’23: $1MQ1 ’23Q1 ’24: $12MQ1 ’24Q4 ’24: $20MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202485.4K$20M+2.49%
Q1 202460.0K$12M+0.93%
Q1 20237.6K$1M+0.11%
Q4 202286.7K$10,933+1.09%
Q3 2022101.1K$10M+1.13%
Q2 2022124.9K$12M+0.94%
Q4 202020.0K$2M+0.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Intrinsic Edge Capital Management LLC’s full portfolio or all institutional holders of AIT.