Which hedge funds own POWL? POWELL INDS INC, Q2 2026 13F holders
45 tracked hedge funds disclosed a position in POWL (POWELL INDS INC) in their Q2 2026 13F filings, worth $372.7m in total. The largest holder by portfolio weight is Vision One Management Partners, LP at 13.4% of its book. 17 opened a new position this quarter: KP Management LLC, Teza Capital Management LLC, Hel Ved Capital Management Ltd, Catalyst Funds Management Pty Ltd. 4 exited: 1060 Capital, LLC, 4D Advisors, LLC, Occudo Quantitative Strategies LP.
- 45
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 17
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 4
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $44.0m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $11.0m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $373m
- Combined value Sum of the holders' reported positions in the security.
- 3.6%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| 1060 Capital, LLC | 6.6% | $5.4m |
| 4D Advisors, LLC | 2.2% | $3.5m |
| Occudo Quantitative Strategies LP | 0.09% | $1.6m |
| Balyasny Asset Management L.P. | 0.0% | $523k |
Ownership over time
Who discovered POWL first? Beta
The run: Q2 2025 → Q2 2026, +308%
| Vision One Management Partners, LP high conviction | Q3 2025 | – | +16.8 pts |
| Voss Capital, LP high conviction | Q2 2025 | 2.7% | +8.0 pts |
| Aperture Investors, LLC | Q3 2025 | – | +4.1 pts |
| Candelo Capital Management LP | Q3 2024 | 3.5% | +2.2 pts |
| Archon Capital Management LLC | Q2 2025 | 2.2% | +1.2 pts |
| Intrinsic Edge Capital Management LLC | Q3 2025 | – | +0.6 pts |
| HITE Hedge Asset Management LLC | Q1 2025 | 0.2% | +0.2 pts |
| Summit Partners Public Asset Management, LLC | Q3 2025 | – | +0.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.