XPEL

XPEL

XPEL

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2023 Q4 Dec 31, 2023 Wasatch Small Cap Growth Strategy 7.6% 7.6% BRBR, FOXF, MEDP, PCTY, PNFP, XPEL -
2023 Q3 Oct 19, 2023 Polen Capital – Global SMID Company Growth 7.4% -2.4% 2412 JP, 696 HK, ALIT, DOCS, GSHD, KWS LN, MORN, XPEL, YETI -
2023 Q3 Oct 19, 2023 Polen Capital – U.S. Small Company Growth 7.4% -0.9% ALIT, CCCS, CWAN, DCGO, DOCS, EEFT, EXLS, FTCH, GSHD, LESL, OLO, XPEL, YETI -
2022 Q3 Oct 11, 2022 LVS Advisory – Defensive 0.0% 4.4% AVID, IBKR, NFLX, SCHW, SSNC, XPEL -
2024 Q2 Jul 24, 2024 Polen Capital – U.S. Small Company Growth 7.4% -0.9% AAON, AIT, ALIT, DAVA, HELE, HLNE, IBP, OPCH, PGNY, RGEN, ROAD, RVLV, SITM, SMCI, WING, XPEL -
2024 Q2 Jun 30, 2024 Baird Small/Mid Cap Growth Equity Fund 6.9% 2.7% AAON, APPF, CACI, DECK, HEI, MANH, POOL, RGEN, VERX, XPEL, ZBRA -
2023 Q4 Feb 20, 2024 Polen Capital – U.S. Small Company Growth 7.4% -0.9% BWMN, CCCS, CNM, FF0 GR, GNRC, HLNE, LGIH, MEDP, MODG, QLYS, WING, XPEL -
2023 Q4 Feb 16, 2024 Polen Capital – Global SMID Company Growth 7.4% -2.4% 3697 JP, CCCS, EVD GR, FIVE, PAYC, XPEL -
2023 Q4 Jan 28, 2024 Smoak Capital Management 0.0% 24.0% CITZ, FTLF, GWOX, HMM/A CN, XPEL -
2023 Q4 Jan 16, 2024 Plural Investing 9.2% 3.1% KD, XPEL -

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 15, 2025 Value Investors Club avalon216 XPEL Inc. Consumer Discretionary Auto Parts & Equipment Bull NASDAQ automotive protection, franchisor model, high-ROIC, international expansion, M&A, net cash, OEM channels, PPF, Pricing power, Tesla partnership
Sep 16, 2025 Short Thesis Culper Research XPEL Inc Consumer Discretionary Auto Parts & Equipment (Protective Films / Aftermarket Auto Accessories) Bear NASDAQ Auto aftermarket, Competition, Films, Luxury, valuation

BSD Shareholders of XPEL

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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