David M. Polen
Polen Capital Management
Polen Capital Management Powell Industries Inc stake
total: 588
Polen Capital Management POWL trades
- Total transactions:
- 5
- New positions:
- 1
- Reduced:
- 4
- Held since:
- 2025 Q2
- Held for:
- 5 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Polen Capital Management holds 29,181 Powell Industries Inc (POWL) shares with a market value of roughly $8.36M accounting for 0.07% of the overall portfolio. To date, the estimated cost basis is nearly $70.15 for "buy" trades and estimated average "sell" price is $209.87. Polen Capital Management first purchased POWL in 2025 Q2, initially acquiring 75,519 shares. Since the initial investment in Powell Industries Inc (POWL), Polen Capital Management has made 4 more transactions.
When did Polen Capital Management buy Powell Industries Inc (POWL)?
Polen Capital Management first invested in Powell Industries Inc (POWL) in 2025 Q2 at the reported quarter-end price of $70.15 per share.
What's the cost basis of Polen Capital Management's POWL stake?
The estimated cost basis for Powell Industries Inc (POWL) stake is around $70.15 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $70.15
- Weighted AVG sell price:
- $209.87
Polen Capital Management's historical trades in Powell Industries Inc
5 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
0.07%
|
29,181
|
$286.36
|
$8,356,271
|
-44.37% (-23,274)
|
-0.05%
|
|
2026 Q1
|
0.07%
|
52,455
|
$180.36
|
$9,460,784
|
-14.04% (-8,568)
|
-0.01%
|
|
2025 Q4
|
0.03%
|
61,023
|
$106.26
|
$6,484,304
|
-12.91% (-9,048)
|
-0%
|
|
2025 Q3
|
0.02%
|
70,071
|
$101.60
|
$7,119,447
|
-7.21% (-5,448)
|
-0%
|
|
2025 Q2
|
0.02%
|
75,519
|
$70.15
|
$5,297,658
|
new
|
+0.02%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.