SEC 13F Intelligence

Intrinsic Edge Capital Management LLC / RHP

Intrinsic Edge Capital Management LLC’s Ryman Hospitality Pptys Inc Position

Does Intrinsic Edge Capital Management LLC own Ryman Hospitality Pptys Inc (RHP)? Not currently — the last reported position was 192.2K shares worth $18M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$18M
Q2 2023
Shares
192.2K
% of Portfolio
+1.28%
Quarters Held
9
position exited

Position History RHP

Reported value by quarter
Q1 ’19: $12MQ1 ’19Q2 ’20: $14MQ4 ’21: $24MQ4 ’21Q1 ’22: $22MQ2 ’22: $12MQ2 ’22Q3 ’22: $18MQ4 ’22: $24,332Q4 ’22Q1 ’23: $11MQ2 ’23: $18MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023192.2K$18M+1.28%
Q1 2023119.9K$11M+1.08%
Q4 2022297.5K$24,332+2.42%
Q3 2022240.5K$18M+1.93%
Q2 2022154.4K$12M+0.92%
Q1 2022238.2K$22M+1.70%
Q4 2021258.0K$24M+1.51%
Q2 2020408.4K$14M+0.65%
Q1 2019143.5K$12M+2.00%

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 RHP.