Intrinsic Edge Capital Management’s Monro MNRO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.35M	Sell	270,997 -334,003	-55%	-$6.49M	0.72%	62
2025 Q4	$12.1M	Buy	605,000 +400,000	+195%	+$7.36M	2.16%	11
2025 Q3	$3.68M	Buy	+205,000	New	+$3.36M	0.51%	67
2023 Q2	–	Sell	-262,500	Closed	-$13M	–	195
2023 Q1	$13M	Buy	+262,500	New	+$13M	1.3%	23
2020 Q3	–	Sell	-107,520	Closed	-$5.91M	–	271
2020 Q2	$5.91M	Buy	+107,520	New	+$5.72M	0.55%	79
2017 Q1	–	Sell	-10,000	Closed	-$572K	–	151
2016 Q4	$572K	Buy	+10,000	New	+$576K	0.24%	99

Other funds holding MNRO

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Intrinsic Edge Capital Management reduced its Monro (MNRO) stake by 55% in Q1 2026, selling an estimated $6.49M and leaving 270,997 shares worth $4.35M. The position accounts for 0.72% of the portfolio, ranked #62.

Intrinsic Edge Capital Management first reported a position in MNRO in Q4 2016 and has held it in 6 quarters since. The position peaked at $13M in Q1 2023. 184 funds tracked by Wall St. Rank hold MNRO as of Q1 2026.

Intrinsic Edge Capital Management held 270,997 shares of Monro worth $4.35M as of Q1 2026.
Intrinsic Edge Capital Management sold 334,003 Monro shares in Q1 2026, an estimated $6.49M.
Monro made up 0.72% of Intrinsic Edge Capital Management's portfolio in Q1 2026, its #62 holding.
Intrinsic Edge Capital Management first reported a position in Monro in Q4 2016 and has held it in 6 quarters since.
Intrinsic Edge Capital Management's Monro position peaked at $13M in Q1 2023.
184 funds tracked by Wall St. Rank held Monro as of Q1 2026.

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