Intrinsic Edge Capital Management’s CVR Refining, LP CVRR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Hold
0
172
2018
Q4
Sell
-400,119
Closed -$6.28M 203
2018
Q3
$7.88M Sell
400,119
-29,800
-7% -$631K 1.27% 20
2018
Q2
$9.61M Buy
429,919
+265,019
+161% +$5.22M 1.14% 29
2018
Q1
$2.15M Sell
164,900
-30,100
-15% -$446K 0.33% 82
2017
Q4
$3.23M Buy
+195,000
New +$2.41M 0.56% 54