Intrinsic Edge Capital Management LLC Buys Euronet Worldwide Inc, Vonage Holdings Corp, AECOM, Sells Sleep Number Corp, Heartland Express Inc, Knight-Swift Transportation Holdings Inc

Investment company Intrinsic Edge Capital Management LLC buys Euronet Worldwide Inc, Vonage Holdings Corp, AECOM, Gardner Denver Holdings Inc, WESCO International Inc, Fabrinet, Extended Stay America Inc, Flowserve Corp, FMC Corp, 8x8 Inc, sells Sleep Number Corp, Heartland Express Inc, Knight-Swift Transportation Holdings Inc, Callidus Software Inc, Huntsman Corp during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Intrinsic Edge Capital Management LLC. As of 2018-03-31, Intrinsic Edge Capital Management LLC owns 135 stocks with a total value of $655 million. These are the details of the buys and sells.

For the details of Intrinsic Edge Capital Management LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Intrinsic+Edge+Capital+Management+LLC

These are the top 5 holdings of Intrinsic Edge Capital Management LLC
  1. Varonis Systems Inc (VRNS) - 346,905 shares, 3.2% of the total portfolio. Shares added by 65.56%
  2. Applied Industrial Technologies Inc (AIT) - 244,087 shares, 2.72% of the total portfolio. Shares added by 15.47%
  3. Euronet Worldwide Inc (EEFT) - 222,325 shares, 2.68% of the total portfolio. New Position
  4. Five9 Inc (FIVN) - 552,363 shares, 2.51% of the total portfolio. Shares added by 137.42%
  5. Vonage Holdings Corp (VG) - 1,461,976 shares, 2.38% of the total portfolio. New Position
New Purchase: Euronet Worldwide Inc (EEFT)

Intrinsic Edge Capital Management LLC initiated holding in Euronet Worldwide Inc. The purchase prices were between $76.95 and $95.98, with an estimated average price of $88.03. The stock is now traded at around $78.30. The impact to a portfolio due to this purchase was 2.68%. The holding were 222,325 shares as of 2018-03-31.

New Purchase: Vonage Holdings Corp (VG)

Intrinsic Edge Capital Management LLC initiated holding in Vonage Holdings Corp. The purchase prices were between $9.99 and $11.47, with an estimated average price of $10.67. The stock is now traded at around $11.49. The impact to a portfolio due to this purchase was 2.38%. The holding were 1,461,976 shares as of 2018-03-31.

New Purchase: AECOM (ACM)

Intrinsic Edge Capital Management LLC initiated holding in AECOM. The purchase prices were between $34.49 and $39.62, with an estimated average price of $36.93. The stock is now traded at around $34.43. The impact to a portfolio due to this purchase was 2.28%. The holding were 418,207 shares as of 2018-03-31.

New Purchase: Gardner Denver Holdings Inc (GDI)

Intrinsic Edge Capital Management LLC initiated holding in Gardner Denver Holdings Inc. The purchase prices were between $30.05 and $36.69, with an estimated average price of $33.33. The stock is now traded at around $31.40. The impact to a portfolio due to this purchase was 2.2%. The holding were 468,987 shares as of 2018-03-31.

New Purchase: WESCO International Inc (WCC)

Intrinsic Edge Capital Management LLC initiated holding in WESCO International Inc. The purchase prices were between $60.35 and $68.75, with an estimated average price of $64.41. The stock is now traded at around $58.85. The impact to a portfolio due to this purchase was 2.15%. The holding were 227,283 shares as of 2018-03-31.

New Purchase: Fabrinet (FN)

Intrinsic Edge Capital Management LLC initiated holding in Fabrinet. The purchase prices were between $24.05 and $33.84, with an estimated average price of $29.52. The stock is now traded at around $30.84. The impact to a portfolio due to this purchase was 2.02%. The holding were 421,835 shares as of 2018-03-31.

Added: Five9 Inc (FIVN)

Intrinsic Edge Capital Management LLC added to a holding in Five9 Inc by 137.42%. The purchase prices were between $22.88 and $32.07, with an estimated average price of $27.39. The stock is now traded at around $32.44. The impact to a portfolio due to this purchase was 1.45%. The holding were 552,363 shares as of 2018-03-31.

Added: Varonis Systems Inc (VRNS)

Intrinsic Edge Capital Management LLC added to a holding in Varonis Systems Inc by 65.56%. The purchase prices were between $49 and $62.95, with an estimated average price of $55.55. The stock is now traded at around $68.00. The impact to a portfolio due to this purchase was 1.27%. The holding were 346,905 shares as of 2018-03-31.

Added: AutoZone Inc (AZO)

Intrinsic Edge Capital Management LLC added to a holding in AutoZone Inc by 434.78%. The purchase prices were between $634.52 and $796.95, with an estimated average price of $715.82. The stock is now traded at around $630.18. The impact to a portfolio due to this purchase was 1.22%. The holding were 15,177 shares as of 2018-03-31.

Added: JC Penney Co Inc (JCP)

Intrinsic Edge Capital Management LLC added to a holding in JC Penney Co Inc by 743.98%. The purchase prices were between $2.9 and $4.33, with an estimated average price of $3.61. The stock is now traded at around $3.04. The impact to a portfolio due to this purchase was 1.15%. The holding were 2,849,879 shares as of 2018-03-31.

Added: Textron Inc (TXT)

Intrinsic Edge Capital Management LLC added to a holding in Textron Inc by 1009.28%. The purchase prices were between $55.54 and $61.22, with an estimated average price of $58.79. The stock is now traded at around $62.44. The impact to a portfolio due to this purchase was 0.91%. The holding were 110,928 shares as of 2018-03-31.

Added: Ichor Holdings Ltd (ICHR)

Intrinsic Edge Capital Management LLC added to a holding in Ichor Holdings Ltd by 853.34%. The purchase prices were between $21.34 and $34.35, with an estimated average price of $27.12. The stock is now traded at around $22.21. The impact to a portfolio due to this purchase was 0.63%. The holding were 190,668 shares as of 2018-03-31.

Sold Out: Sleep Number Corp (SNBR)

Intrinsic Edge Capital Management LLC sold out a holding in Sleep Number Corp. The sale prices were between $33.68 and $40.19, with an estimated average price of $36.6.

Sold Out: Callidus Software Inc (CALD)

Intrinsic Edge Capital Management LLC sold out a holding in Callidus Software Inc. The sale prices were between $28.5 and $35.98, with an estimated average price of $34.17.

Sold Out: Huntsman Corp (HUN)

Intrinsic Edge Capital Management LLC sold out a holding in Huntsman Corp. The sale prices were between $28.89 and $35.29, with an estimated average price of $32.73.

Sold Out: Weight Watchers International Inc (WTW)

Intrinsic Edge Capital Management LLC sold out a holding in Weight Watchers International Inc. The sale prices were between $46.7 and $74.78, with an estimated average price of $64.09.

Sold Out: OSI Systems Inc (OSIS)

Intrinsic Edge Capital Management LLC sold out a holding in OSI Systems Inc. The sale prices were between $54.6 and $71.67, with an estimated average price of $64.89.

Sold Out: CEVA Inc (CEVA)

Intrinsic Edge Capital Management LLC sold out a holding in CEVA Inc. The sale prices were between $35 and $49.25, with an estimated average price of $40.67.

Reduced: Heartland Express Inc (HTLD)

Intrinsic Edge Capital Management LLC reduced to a holding in Heartland Express Inc by 95.94%. The sale prices were between $17.97 and $23.7, with an estimated average price of $21.09. The stock is now traded at around $17.89. The impact to a portfolio due to this sale was -3.21%. Intrinsic Edge Capital Management LLC still held 33,469 shares as of 2018-03-31.

Reduced: Knight-Swift Transportation Holdings Inc (KNX)

Intrinsic Edge Capital Management LLC reduced to a holding in Knight-Swift Transportation Holdings Inc by 64.21%. The sale prices were between $44.38 and $49.79, with an estimated average price of $47.38. The stock is now traded at around $39.35. The impact to a portfolio due to this sale was -2.55%. Intrinsic Edge Capital Management LLC still held 186,808 shares as of 2018-03-31.

Reduced: FormFactor Inc (FORM)

Intrinsic Edge Capital Management LLC reduced to a holding in FormFactor Inc by 88.98%. The sale prices were between $12.25 and $16.85, with an estimated average price of $14.46. The stock is now traded at around $11.90. The impact to a portfolio due to this sale was -2.03%. Intrinsic Edge Capital Management LLC still held 92,318 shares as of 2018-03-31.

Reduced: Eldorado Resorts Inc (ERI)

Intrinsic Edge Capital Management LLC reduced to a holding in Eldorado Resorts Inc by 73.01%. The sale prices were between $30.15 and $37.7, with an estimated average price of $33.47. The stock is now traded at around $40.40. The impact to a portfolio due to this sale was -1.7%. Intrinsic Edge Capital Management LLC still held 108,973 shares as of 2018-03-31.

Reduced: Children's Place Inc (PLCE)

Intrinsic Edge Capital Management LLC reduced to a holding in Children's Place Inc by 59.21%. The sale prices were between $127.85 and $159.55, with an estimated average price of $145.38. The stock is now traded at around $124.30. The impact to a portfolio due to this sale was -1.69%. Intrinsic Edge Capital Management LLC still held 46,011 shares as of 2018-03-31.

Reduced: OraSure Technologies Inc (OSUR)

Intrinsic Edge Capital Management LLC reduced to a holding in OraSure Technologies Inc by 38.94%. The sale prices were between $16.77 and $22.04, with an estimated average price of $18.96. The stock is now traded at around $17.80. The impact to a portfolio due to this sale was -1.57%. Intrinsic Edge Capital Management LLC still held 747,946 shares as of 2018-03-31.



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