Copeland Capital Management, LLC

Position in PATK — Patrick Industries Inc

CIK 1541743 Conshohocken, PA

Position in PATK

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$58,155,262

-$4,433,458 QoQ

Shares Held

647,753

+15.0% QoQ

Ownership

2.02%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#12

of 329 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 67% Shared 14% None 19%

Consumer Cyclical · as of Jun 30, 2026

Copeland Capital Management, LLC holds $129,698,860 across 2 Recreational Vehicles names. PATK ranks #2 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	BC	Brunswick Corp	849,283	$71,543,598
2	PATK	Patrick Industries Inc This page	647,753	$58,155,262

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,155,262	647,753	+15.0%	Shares	Sole	2026-08-04
2026-03-31	$62,588,720	563,507	+17.6%	Shares	Sole	2026-05-06
2025-12-31	$51,937,860	478,999	+23.4%	Shares	Sole	2026-01-29
2025-09-30	$40,162,696	388,308	-5.4%	Shares	Sole	2025-10-17
2025-06-30	$37,862,348	410,343	+16.8%	Shares	Sole	2025-07-21
2025-03-31	$29,710,663	351,356	-2.6%	Shares	Sole	2025-04-24
2024-12-31	$29,975,596	360,804	+536.5%	Shares	Sole	2025-01-24
2024-09-30	$8,070,240	56,685	+16282.9%	Shares	Sole	2024-10-21
2024-03-31	$41,336	346	+1.2%	Shares	Sole	2024-04-19
2023-12-31	$34,319	342	0.0%	Shares	Sole	2024-01-19
2023-09-30	$25,670	342	-22.6%	Shares	Sole	2023-10-23
2023-06-30	$35,359	442	-19.5%	Shares	Sole	2023-07-14
2023-03-31	$37,776	549	-21.7%	Shares	Sole	2023-04-14
2022-12-31	$42,480	701	+28.6%	Shares	Sole	2023-01-13
2022-09-30	$23,892	545	—	Shares	Sole	2022-10-12
No filing history on record for this holder in this stock.