IECM
THS

Intrinsic Edge Capital Management’s Treehouse Foods THS Stock Holding History

Intrinsic Edge Capital Management’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-391,000
Closed -$7.59M – 124
2025
Q2 		$7.59M Buy
+391,000
New +$8.76M 1.06% 38
2024
Q4 		– Sell
-485,721
Closed -$20.4M – 135
2024
Q3 		$20.4M Buy
485,721
+355,721
+274% +$14.1M 2.46% 9
2024
Q2 		$4.76M Buy
+130,000
New +$4.71M 0.43% 80
2023
Q3 		– Sell
-85,078
Closed -$4.29M – 198
2023
Q2 		$4.29M Buy
+85,078
New +$4.36M 0.31% 102
2020
Q2 		– Sell
-355,877
Closed -$15.7M – 255
2020
Q1 		$15.7M Buy
+355,877
New +$15.3M 2.08% 8

Other funds holding THS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Intrinsic Edge Capital Management's THS Position: Q3 2025 in Review

Intrinsic Edge Capital Management sold out of Treehouse Foods (THS) in Q3 2025, closing a stake of 391,000 shares — an estimated $7.59M sold.

Intrinsic Edge Capital Management first reported a position in THS in Q1 2020 and held it in 5 quarters. The position peaked at $20.4M in Q3 2024. 212 funds tracked by Wall St. Rank hold THS as of Q3 2025.

  • Intrinsic Edge Capital Management reported no remaining Treehouse Foods position as of Q3 2025 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 391,000 Treehouse Foods shares in Q3 2025, an estimated $7.59M.
  • Intrinsic Edge Capital Management first reported a position in Treehouse Foods in Q1 2020 and held it in 5 quarters.
  • Intrinsic Edge Capital Management's Treehouse Foods position peaked at $20.4M in Q3 2024.
  • 212 funds tracked by Wall St. Rank held Treehouse Foods as of Q3 2025.

Based on Intrinsic Edge Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.