SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / ATMU

Intrinsic Edge Capital Management LLC’s Atmus Filtration Technologie Position

Does Intrinsic Edge Capital Management LLC own Atmus Filtration Technologie (ATMU)? Not currently — the last reported position was 467.8K shares worth $13M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$13M
Q2 2024
Shares
467.8K
% of Portfolio
+1.22%
Quarters Held
2
position exited

Position History ATMU

Reported value by quarter
Q1 ’24: $16MQ1 ’24Q2 ’24: $13MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024467.8K$13M+1.22%
Q1 2024500.0K$16M+1.26%

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 ATMU.