SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / GNRC

Intrinsic Edge Capital Management LLC’s Generac Hldgs Inc Position

Does Intrinsic Edge Capital Management LLC own Generac Hldgs Inc (GNRC)? Not currently — the last reported position was 50.0K shares worth $11M in Q2 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q2 2022
Shares
50.0K
% of Portfolio
+0.82%
Quarters Held
6
position exited

Position History GNRC

Reported value by quarter
Q4 ’20: $14MQ4 ’20Q1 ’21: $4MQ1 ’21Q2 ’21: $6MQ2 ’21Q3 ’21: $6MQ3 ’21Q4 ’21: $5MQ4 ’21Q2 ’22: $11MQ2 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202250.0K$11M+0.82%
Q4 202114.0K$5M+0.31%
Q3 202115.5K$6M+0.44%
Q2 202115.5K$6M+0.38%
Q1 202113.5K$4M+0.30%
Q4 202060.2K$14M+1.01%

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 GNRC.