Position in PATK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$931,197
-$1,333,520 QoQ
Shares Held
10,372
-49.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#141
of 331 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PATK Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026Creative Planning holds $20,558,868 across 10 Recreational Vehicles names. PATK ranks #6 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
127,162 | $8,702,967 | |
| 2 | BC |
Brunswick Corp
|
53,988 | $4,547,948 | |
| 3 | THO |
Thor Industries Inc
|
29,734 | $2,234,807 | |
| 4 | LCII |
Lci Industries
|
11,008 | $1,165,526 | |
| 5 | WGO |
Winnebago Industries Inc
|
32,337 | $1,010,207 | |
| 6 | PATK |
Patrick Industries Inc
This page
|
10,372 | $931,197 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
37,897 | $926,960 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
21,058 | $577,620 |
All Filings in PATK
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $931,197 | 10,372 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,264,717 | 20,390 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,479,852 | 13,648 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $755,349 | 7,303 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $354,778 | 3,845 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $674,788 | 7,980 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $318,029 | 3,828 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $336,847 | 2,366 | Shares | Sole | 2024-10-11 | |
| 2023-09-30 | $5,629 | 75 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||