Caption Management’s Intrepid Potash IPI Stock Holding History

Caption Management’s Portfolio IPI Stock Details IPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-21,956	Closed	-$609K	–	1796
2025 Q4	$609K	Sell	21,956 -5,030	-19%	-$135K	﹤0.01%	1201
2025 Q3	$825K	Buy	+26,986	New	+$849K	0.01%	1169
2019 Q2	–	Sell	-11,500	Closed	-$435K	–	735
2019 Q1	$435K	Buy	+11,500	New	+$400K	0.02%	445

Other funds holding IPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caption Management's IPI Position: Q1 2026 in Review

Caption Management sold out of Intrepid Potash (IPI) in Q1 2026, closing a stake of 21,956 shares — an estimated $609K sold.

Caption Management first reported a position in IPI in Q1 2019 and held it in 3 quarters. The position peaked at $825K in Q3 2025. 162 funds tracked by Wall St. Rank hold IPI as of Q1 2026.

Caption Management reported no remaining Intrepid Potash position as of Q1 2026 after selling out during the quarter.
Caption Management sold 21,956 Intrepid Potash shares in Q1 2026, an estimated $609K.
Caption Management first reported a position in Intrepid Potash in Q1 2019 and held it in 3 quarters.
Caption Management's Intrepid Potash position peaked at $825K in Q3 2025.
162 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.