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Joel Greenblatt’s POWL Holdings & Trades

First Buy
Q3 2013
Duration Held
15 Quarters
Largest Add
Q3 2023
+20,658 Shares
Current Position
13,194 Shares
$1.4 M Value

Joel Greenblatt's POWL Position Overview

Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 13,194 shares of Powell Industries, Inc. (POWL) worth $1.4 M, representing 0.01% of the portfolio. First purchased in 2013-Q3, this medium-term investment has been held for 15 quarters.

Based on 13F filings, Joel Greenblatt has maintained a strategic position in POWL, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 20,658 shares. Largest reduction occurred in Q2 2025, reducing 17,619 shares.

Analysis based on 13F filings available since 2013 Q2

Joel Greenblatt's Powell Industries (POWL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Powell Industries (POWL) Trades by Joel Greenblatt

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -2,808 Reduce 17.55% 13,194 $106.26
Q3 2025 -15,750 Reduce 49.60% 16,002 $101.60
Q2 2025 -17,619 Reduce 35.69% 31,752 $70.15
Q1 2025 -10,284 Reduce 17.24% 49,371 $56.78
Q4 2024 -4,695 Reduce 7.30% 59,655 $73.88
Q3 2024 -4,431 Reduce 6.44% 64,350 $74.00
Q2 2024 +13,125 Add 23.58% 68,781 $47.80
Q1 2024 +18,435 Add 49.53% 55,656 $47.43
Q4 2023 +16,563 Add 80.18% 37,221 $29.47
Q3 2023 +20,658 New Buy 20,658 $27.63
Q4 2016 -15,135 Sold Out 0 $0.00
Q3 2016 +15,135 New Buy 15,135 $13.35
Q1 2014 -15,270 Sold Out 0 $0.00
Q4 2013 -3,987 Reduce 20.70% 15,270 $22.33
Q3 2013 +19,257 New Buy 19,257 $20.41

Joel Greenblatt's Powell Industries Investment FAQs

Joel Greenblatt first purchased Powell Industries, Inc. (POWL) in Q3 2013, acquiring 19,257 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Joel Greenblatt has held Powell Industries, Inc. (POWL) for 15 quarters since Q3 2013.

Joel Greenblatt's largest addition to Powell Industries, Inc. (POWL) was in Q3 2023, adding 20,658 shares worth $570,849.

According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 13,194 shares of Powell Industries, Inc. (POWL), valued at approximately $1.4 M.

As of the Q4 2025 filing, Powell Industries, Inc. (POWL) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.

Joel Greenblatt's peak holding in Powell Industries, Inc. (POWL) was 68,781 shares, as reported at the end of Q2 2024.