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INTRINSIC EDGE CAPITAL MANAGEMENT LLC: MSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTRINSIC EDGE CAPITAL MANAGEMENT LLC on MSM, newest first. How the timeline and the estimate are built.

INTRINSIC EDGE CAPITAL MANAGEMENT LLC held 120,000 MSM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 120,000 shares
    Change vs previous 13F +10,000 shares

    1.76% of the 13F portfolio, value $14,274,000.

    13F-HR 0001671754-26-000011 filed by INTRINSIC EDGE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 110,000 shares
    Change vs previous 13F -30,000 shares

    1.85% of the 13F portfolio, value $10,149,700.

    13F-HR 0001671754-26-000006 filed by INTRINSIC EDGE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 140,000 shares
    Change vs previous 13F +100,000 shares

    2.28% of the 13F portfolio, value $11,774,000.

    13F-HR 0001671754-26-000003 filed by INTRINSIC EDGE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,000 shares
    Change vs previous 13F -104,272 shares

    0.56% of the 13F portfolio, value $3,685,600.

    13F-HR 0001671754-25-000008 filed by INTRINSIC EDGE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 144,272 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $12,266,005.

    13F-HR 0001415889-25-021644 filed by INTRINSIC EDGE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).