Position in PATK
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,264,717
+$784,865 QoQ
Shares Held
20,390
+49.4% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
8 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 Mar 31, 2026Creative Planning holds $19,445,657 across 9 Recreational Vehicles names. PATK ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PII |
Polaris Inc.
|
119,469 | $6,511,060 | |
| 2 | BC |
Brunswick Corp
|
51,340 | $3,735,498 | |
| 3 | LCII |
Lci Industries
|
20,031 | $2,463,412 | |
| 4 | PATK |
Patrick Industries Inc
This page
|
20,390 | $2,264,717 | |
| 5 | WGO |
Winnebago Industries Inc
|
51,137 | $1,584,735 | |
| 6 | THO |
Thor Industries Inc
|
19,553 | $1,562,089 | |
| 7 | MBUU |
Malibu Boats, Inc.
|
25,999 | $673,894 | |
| 8 | HOG |
Harley-Davidson, Inc.
|
22,119 | $447,246 |
All Filings in PATK
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $224,564 | 2,366 | Shares | Sole | 2024-10-11 | |
| 2023-09-30 | $3,753 | 75 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||