Position in PATK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$14,994
+$3,609 QoQ
Shares Held
135
+28.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 14.074074074074074.ToString("F0")%
Shared 0.ToString("F0")%
None 85.92592592592592.ToString("F0")%
Common Shares in PATK Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Mar 31, 2026CWM, LLC holds $8,124,344 across 10 Recreational Vehicles names. PATK ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
53,983 | $3,927,803 | |
| 2 | PII |
Polaris Inc.
|
42,173 | $2,298,428 | |
| 3 | WGO |
Winnebago Industries Inc
|
33,354 | $1,033,640 | |
| 4 | HOG |
Harley-Davidson, Inc.
|
24,412 | $493,610 | |
| 5 | LCII |
Lci Industries
|
2,053 | $252,477 | |
| 6 | THO |
Thor Industries Inc
|
838 | $66,947 | |
| 7 | MCFT |
MasterCraft Boat Holdings, Inc.
|
1,122 | $23,012 | |
| 8 | PATK |
Patrick Industries Inc
This page
|
135 | $14,994 |
All Filings in PATK
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,994 | 135 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,385 | 105 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $13,135 | 127 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $10,518 | 114 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $17,757 | 210 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $10,717 | 129 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,271 | 45 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,736 | 24 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,513 | 19 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,070 | 16 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,804 | 116 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $6,293 | 118 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $10,871 | 237 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $3,716 | 92 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,308 | 79 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $483 | 14 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,030 | 150 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $8,068 | 150 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||