Intrinsic Edge Capital Management’s Granite Construction GVA Stock Holding History

Intrinsic Edge Capital Management’s Portfolio GVA Stock Details GVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6M	Hold	50,081	–	–	1%	35
2025 Q4	$5.78M	Buy	50,081 +10,000	+25%	+$1.07M	1.03%	47
2025 Q3	$4.39M	Sell	40,081 -27,823	-41%	-$2.86M	0.61%	60
2025 Q2	$6.35M	Buy	+67,904	New	+$5.72M	0.89%	47
2025 Q1	–	Sell	-174,327	Closed	-$15.3M	–	92
2024 Q4	$15.3M	Sell	174,327 -15,432	-8%	-$1.39M	1.86%	17
2024 Q3	$15M	Buy	+189,759	New	+$13.3M	1.82%	22

Other funds holding GVA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

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

Intrinsic Edge Capital Management's GVA Position: Q1 2026 in Review

Intrinsic Edge Capital Management held its Granite Construction (GVA) position steady in Q1 2026 at 50,081 shares worth $6M. The position accounts for 1% of the portfolio, ranked #35.

Intrinsic Edge Capital Management first reported a position in GVA in Q3 2024 and has held it in 6 quarters since. The position peaked at $15.3M in Q4 2024. 405 funds tracked by Wall St. Rank hold GVA as of Q1 2026.

Intrinsic Edge Capital Management held 50,081 shares of Granite Construction worth $6M as of Q1 2026.
Intrinsic Edge Capital Management left its Granite Construction share count unchanged in Q1 2026.
Granite Construction made up 1% of Intrinsic Edge Capital Management's portfolio in Q1 2026, its #35 holding.
Intrinsic Edge Capital Management first reported a position in Granite Construction in Q3 2024 and has held it in 6 quarters since.
Intrinsic Edge Capital Management's Granite Construction position peaked at $15.3M in Q4 2024.
405 funds tracked by Wall St. Rank held Granite Construction as of Q1 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q1 2026, filed 18 May 2026.