SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / BCO

Intrinsic Edge Capital Management LLC’s Brinks Co Position

Does Intrinsic Edge Capital Management LLC own Brinks Co (BCO)? Not currently — the last reported position was 155.5K shares worth $13M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$13M
Q1 2025
Shares
155.5K
% of Portfolio
+2.46%
Quarters Held
3
position exited

Position History BCO

Reported value by quarter
Q2 ’24: $11MQ2 ’24Q3 ’24: $18MQ3 ’24Q1 ’25: $13MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025155.5K$13M+2.46%
Q3 2024152.8K$18M+2.13%
Q2 2024110.1K$11M+1.02%

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 BCO.