SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / AYI

Intrinsic Edge Capital Management LLC’s Acuity Inc Position

Does Intrinsic Edge Capital Management LLC own Acuity Inc (AYI)? Not currently — the last reported position was 132.6K shares worth $21M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$21M
Q3 2022
Shares
132.6K
% of Portfolio
+2.28%
Quarters Held
2
position exited

Position History AYI

Reported value by quarter
Q2 ’22: $24MQ2 ’22Q3 ’22: $21MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022132.6K$21M+2.28%
Q2 2022156.4K$24M+1.88%

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 AYI.