Position in PATK
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$245,997
-$400,097 QoQ
Shares Held
2,740
-52.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#216
of 329 holders
Holding Since
Mar 2025
6 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, 2026Crestwood Advisors Group, LLC holds $516,915 across 2 Recreational Vehicles names. PATK ranks #2 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOG |
Harley-Davidson, Inc.
|
11,076 | $270,918 | |
| 2 | PATK |
Patrick Industries Inc
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|
2,740 | $245,997 |
All Filings in PATK
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,997 | 2,740 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $646,094 | 5,817 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,124,852 | 10,374 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,863,705 | 18,019 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,775,736 | 19,245 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,738,469 | 20,559 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||