SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / LCII

Intrinsic Edge Capital Management LLC’s Lci Inds Position

Does Intrinsic Edge Capital Management LLC own Lci Inds (LCII)? Yes — 50.0K shares worth $6M (+1.02% of its 13F portfolio) as of Q1 2026, down from 60.6K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
50.0K
% of Portfolio
+1.02%
Quarters Held
7
currently held

Position History LCII

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’20: $5MQ1 ’20Q2 ’20: $23MQ2 ’20Q3 ’20: $9MQ3 ’20Q4 ’20: $9MQ4 ’20Q1 ’21: $8MQ1 ’21Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202650.0K$6M+1.02%
Q1 202160.6K$8M+0.55%
Q4 202066.1K$9M+0.63%
Q3 202082.4K$9M+0.59%
Q2 2020199.4K$23M+1.06%
Q1 202076.6K$5M+0.68%
Q4 201940.0K$4M+0.54%

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 LCII.