TIMUCUAN ASSET MANAGEMENT INC/FL
Position in PATK — Patrick Industries Inc
CIK 1034541
JACKSONVILLE, FL
Position in PATK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,005,680
-$2,210,540 QoQ
Shares Held
156,000
+6.8% QoQ
Ownership
0.486%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#41
of 329 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PATK Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026TIMUCUAN ASSET MANAGEMENT INC/FL holds $206,433,844 across 2 Recreational Vehicles names. PATK ranks #2 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
|
2,560,247 | $192,428,164 | |
| 2 | PATK |
Patrick Industries Inc
This page
|
156,000 | $14,005,680 |
All Filings in PATK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,005,680 | 156,000 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $16,216,220 | 146,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,746,480 | 136,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,066,480 | 136,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $12,548,720 | 136,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,500,160 | 136,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $10,468,080 | 126,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,959,075 | 84,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,118,204 | 84,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $10,035,484 | 84,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,429,400 | 84,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,305,040 | 84,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,719,995 | 84,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,780,035 | 84,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,090,400 | 84,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,682,564 | 84,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,354,560 | 84,000 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,065,200 | 84,000 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,777,955 | 84,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $6,997,195 | 84,000 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $6,132,004 | 84,000 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $7,140,004 | 84,000 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $6,424,904 | 94,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,406,884 | 94,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,757,495 | 94,000 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,647,035 | 94,000 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||