SEC 13F Intelligence

American Trust Investment Advisors, LLC / TREX

American Trust Investment Advisors, LLC’s Trex Inc Position

Does American Trust Investment Advisors, LLC own Trex Inc (TREX)? Yes — 61.6K shares worth $2M (+1.24% of its 13F portfolio) as of Q1 2026, up from 54.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
61.6K
% of Portfolio
+1.24%
Quarters Held
3
currently held

Position History TREX

Reported value by quarter
Q3 ’25: $3MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202661.6K$2M+1.24%
Q4 202554.7K$2M+1.03%
Q3 202558.1K$3M+1.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of TREX.