SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / GBX

Intrinsic Edge Capital Management LLC’s Greenbrier Cos Inc Position

Does Intrinsic Edge Capital Management LLC own Greenbrier Cos Inc (GBX)? Not currently — the last reported position was 303.9K shares worth $15M in Q2 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$15M
Q2 2024
Shares
303.9K
% of Portfolio
+1.36%
Quarters Held
9
position exited

Position History GBX

Reported value by quarter
Q2 ’19: $12MQ2 ’19Q3 ’20: $9MQ4 ’20: $6MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ2 ’21Q3 ’21: $2MQ4 ’21: $5MQ4 ’21Q1 ’24: $5MQ2 ’24: $15MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024303.9K$15M+1.36%
Q1 202497.7K$5M+0.40%
Q4 2021101.8K$5M+0.30%
Q3 202141.0K$2M+0.12%
Q2 202163.1K$3M+0.16%
Q1 202163.1K$3M+0.20%
Q4 2020174.5K$6M+0.47%
Q3 2020302.1K$9M+0.60%
Q2 2019394.4K$12M+1.43%

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 GBX.