Ownership history in Portolan Capital Management, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which Portolan Capital Management, LLC reported a position in POWELL INDS INC CMN COM (POWL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Portolan Capital Management, LLC outperformed the S&P 500 by +33.0% annually on this POWL position. Timing score: 62% (8/13 decisions correct). Average cost basis: $136.31. Maximum drawdown during holding period: β23.1%.
π₯ Exceptional β beat the S&P 500 by 33.0% per year on this position.
4 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 13 add/trim decisions correct
Best entry: $16.06 (2006 Q3) Β· Worst: $209.95 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
6 adds Β· 8 trims. Bought during 2 of 4 down-price quarters. π Predominantly trimming β distribution phase.
π Portolan Capital Management, LLC has been actively increasing its POWL allocation β a bullish signal from insiders.
Currently 1.35% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size