SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / MDU

Intrinsic Edge Capital Management LLC’s Mdu Res Group Inc Position

Does Intrinsic Edge Capital Management LLC own Mdu Res Group Inc (MDU)? Not currently — the last reported position was 404.3K shares worth $9M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$9M
Q1 2020
Shares
404.3K
% of Portfolio
+1.15%
Quarters Held
4
position exited

Position History MDU

Reported value by quarter
Q2 ’19: $21MQ2 ’19Q3 ’19: $13MQ3 ’19Q4 ’19: $11MQ4 ’19Q1 ’20: $9MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2020404.3K$9M+1.15%
Q4 2019377.9K$11M+1.41%
Q3 2019467.8K$13M+1.47%
Q2 2019801.0K$21M+2.46%

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 MDU.