POWL — POWELL INDS INC

Ownership history in Trek Financial, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Trek Financial, LLC reported a position in POWELL INDS INC (POWL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q3)
Avg. % of fund
0.02%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,928 +581 +43.1% 0.03% $588K $304.41
2024 Q4 REDUCED 1,347 -392 -22.5% 0.02% $299K $220.51
2024 Q3 ADDED 1,739 +31 +1.8% 0.03% $386K $220.67
2024 Q2 ADDED 1,708 +216 +14.5% 0.02% $245K $142.31
2024 Q1 INITIATED 1,492 — — 0.02% $212K —
% of Fund (quarterly)    POWL price (monthly, adj. close)

Other funds also holding POWL

As of 2025 Q4 — sorted by position size

Vision One Management Partners, LP 10.99% Voss Capital, LP 3Y 5.35% ABS Direct Equity Fund LLC 3.79% Aperture Investors, LLC 3Y 2.79% RPG Investment Advisory, LLC 3Y 7Y 2.46% Broad Bay Capital Management, LP 3Y 7Y 2.33% Rithm Capital Corp. 2.15% ADVISORS MANAGEMENT GROUP INC /ADV 3Y 7Y 1.52% Hodges Capital Management Inc. 3Y 7Y 1.42% Portolan Capital Management, LLC 3Y 7Y 1.35%
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