SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / BLBD

Intrinsic Edge Capital Management LLC’s Blue Bird Corp Position

Does Intrinsic Edge Capital Management LLC own Blue Bird Corp (BLBD)? Not currently — the last reported position was 198.2K shares worth $9M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$9M
Q4 2025
Shares
198.2K
% of Portfolio
+1.66%
Quarters Held
8
position exited

Position History BLBD

Reported value by quarter
Q1 ’24: $25MQ1 ’24Q2 ’24: $22MQ2 ’24Q3 ’24: $4MQ3 ’24Q4 ’24: $21MQ4 ’24Q1 ’25: $21MQ1 ’25Q2 ’25: $16MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $9MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025198.2K$9M+1.66%
Q3 2025139.3K$8M+1.12%
Q2 2025381.6K$16M+2.31%
Q1 2025636.4K$21M+3.79%
Q4 2024540.4K$21M+2.54%
Q3 202484.4K$4M+0.49%
Q2 2024413.8K$22M+2.02%
Q1 2024654.1K$25M+1.96%

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 BLBD.