Position in PATK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,885,617
-$1,594,392 QoQ
Shares Held
65,556
-2.7% QoQ
Ownership
0.204%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#69
of 330 holders
Holding Since
Mar 2025
6 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, 2026Waverly Advisors, LLC holds $6,857,603 across 4 Recreational Vehicles names. PATK ranks #1 (85.8% of the industry book) .
All Filings in PATK
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,885,617 | 65,556 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,480,009 | 67,345 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $9,492,504 | 87,545 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,456,229 | 81,758 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,613,105 | 82,509 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,016,027 | 82,971 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||