Optima Capital’s Intrepid Potash IPI Stock Holding History

Optima Capital’s Portfolio IPI Stock Details IPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-24	Closed	-$666	–	718
2025 Q4	$666	Buy	+24	New	+$645	﹤0.01%	1043

Other funds holding IPI

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

GRA

Goehring & Rozencwajg Associates New York $1.86B AUM 130.26% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Optima Capital's IPI Position: Q1 2026 in Review

Optima Capital sold out of Intrepid Potash (IPI) in Q1 2026, closing a stake of 24 shares — an estimated $666 sold.

Optima Capital first reported a position in IPI in Q4 2025 and held it in 1 quarter. The position peaked at $666 in Q4 2025. 162 funds tracked by Wall St. Rank hold IPI as of Q1 2026.

Optima Capital reported no remaining Intrepid Potash position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 24 Intrepid Potash shares in Q1 2026, an estimated $666.
Optima Capital first reported a position in Intrepid Potash in Q4 2025 and held it in 1 quarter.
Optima Capital's Intrepid Potash position peaked at $666 in Q4 2025.
162 funds tracked by Wall St. Rank held Intrepid Potash as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.