Intrinsic Edge Capital Management LLC HUT — HUT 8 CORP

Ownership history in Intrinsic Edge Capital Management LLC  ·  7 quarters on record

AI Ownership Summary

Intrinsic Edge Capital Management LLC reported HUT 8 CORP (HUT) in 7 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.87% in 2025 Q4. The latest visible filing shows HUT at 1.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HUT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Intrinsic Edge Capital Management LLC's position in HUT 8 CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HUT was reported at 1.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.87% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HUT stock page Intrinsic Edge Capital Management LLC fund profile Intrinsic Edge Capital Management LLC full holdings
How Intrinsic Edge Capital Management LLC held HUT — position size vs. price
% of Fund (quarterly)    HUT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 200,000 +90,000 +81.8% 1.56% $9.4M 2026-05-18 $96.20
2026 Q1 REDUCED — — — 110,000 -240,000 -68.6% 0.86% $5.2M 2026-05-18 $96.20
2025 Q4 ADDED — — — 350,000 +50,000 +16.7% 2.87% $16.1M 2026-02-12 $50.97
2025 Q4 REDUCED 25.0% +2.1% ❌ 300,000 -100,000 -25.0% 2.46% $13.8M 2026-02-12 $50.97
2025 Q3 ADDED — — — 400,000 +80,000 +25.0% 1.94% $13.9M 2025-11-12 $41.73
2025 Q2 ADDED — — — 320,000 +300,000 +1500.0% 0.83% $6.0M 2025-08-13 $22.36
2024 Q1 INITIATED — — — 20,000 — — 0.02% $221K 2024-05-14 $7.79

🏢 Other funds also holding HUT

As of 2026 Q1 — sorted by position size

Newbrook Capital Advisors LP 3Y 7Y 9.1% Steadview Capital Management LLC 3Y 8.95% Oasis Management Co Ltd. 3Y 7Y 6.85% Dayah Capital LLC 5.8% BIT Capital GmbH 4.28% Beartown Capital Management, LLC 4.05% THAMES CAPITAL MANAGEMENT LLC 3Y 7Y 3.58% Galaxy Digital Capital Management GP LLC 3.52% Vennlight Capital Management, LP 3.27% Northern Right Capital Management, L.P. 3Y 7Y 3.01%

FAQ About Intrinsic Edge Capital Management LLC and HUT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Intrinsic Edge Capital Management LLC reported owning HUT?

Intrinsic Edge Capital Management LLC reported HUT across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported HUT position in Intrinsic Edge Capital Management LLC's portfolio?

The largest reported portfolio weight for HUT was 2.87% in 2025 Q4.

What is the latest reported HUT position on this page?

The most recent filing on this page is 2026 Q1, when Intrinsic Edge Capital Management LLC reported 200,000 shares, equal to 1.56% of portfolio, with an estimated market value of $9.4M.

What does the chart on this HUT ownership page compare?

The chart compares Intrinsic Edge Capital Management LLC's quarterly HUT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Intrinsic Edge Capital Management LLC time their HUT position?

Based on 13F filing dates vs. subsequent HUT price moves, Intrinsic Edge Capital Management LLC correctly timed 6 out of 6 reported position changes (100%). The annualised alpha on HUT relative to SPY over the holding period was +462.7%.

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