Kovitz Investment Reports a 13.49% Stake in Powell Industries $POWL

Every day, we sift through the filings to spot where the real conviction lies — cutting through the noise to highlight the most meaningful insider moves.

Here's what stood out today:

📌 Powell Industries  $POWL — This is the headliner. Kovitz Investment Group just filed a 13G, revealing a 13.49% passive stake in this small-cap electrical equipment name.

Kovitz is a value-focused investment firm known for taking concentrated, long-term positions in underappreciated companies. When they show up with a size like this, it sends a clear signal.

📌 The CEOs of Pebblebrook Hotel Trust $PEB, Huntsman Corp $HUN, and WillScot Holdings $WSC just filed Form 4s revealing open market buys of $600,000, $493,000, and $268,000 worth of their own stock, respectively.

Here’s The Hot Corner, with data from May 7, 2025:

Click the table to enlarge it.

📌 Clear Secure $YOU — Durable Capital Partners filed a 13G, increasing their stake from 1.40% to 5.10%.

Among its top holdings are RBC Bearings $RBC , Duolingo $DUOL , HubSpot $HUBS, Coupang $CPNG , and Toast $TOST.

📌 Rep. Gil Cisneros disclosed a new batch of trades, including:

• Aris Water Solutions $ARIS: $50,001 to $100,000;
• Microsoft Corp $MSFT: $15,001 to $50,000; and
• Madison Square Garden Entertainment Corp $MSGE: $15,001 to $50,000.

Capitol Hill continues to rotate across tech, utilities, and entertainment — and we’ll keep tracking every move.