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 Q2	$6.34M	Sell	40,081 -10,000	-20%	-$1.36M	0.66%	64
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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Intrinsic Edge Capital Management's GVA Position: Q2 2026 in Review

Intrinsic Edge Capital Management reduced its Granite Construction (GVA) stake by 20% in Q2 2026, selling an estimated $1.36M and leaving 40,081 shares worth $6.34M. The position accounts for 0.66% of the portfolio, ranked #64.

Intrinsic Edge Capital Management first reported a position in GVA in Q3 2024 and has held it in 7 quarters since. The position peaked at $15.3M in Q4 2024. 447 funds tracked by Wall St. Rank hold GVA as of Q2 2026.

Intrinsic Edge Capital Management held 40,081 shares of Granite Construction worth $6.34M as of Q2 2026.
Intrinsic Edge Capital Management sold 10,000 Granite Construction shares in Q2 2026, an estimated $1.36M.
Granite Construction made up 0.66% of Intrinsic Edge Capital Management's portfolio in Q2 2026, its #64 holding.
Intrinsic Edge Capital Management first reported a position in Granite Construction in Q3 2024 and has held it in 7 quarters since.
Intrinsic Edge Capital Management's Granite Construction position peaked at $15.3M in Q4 2024.
447 funds tracked by Wall St. Rank held Granite Construction as of Q2 2026.

Based on Intrinsic Edge Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.