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Lodge Hill Capital, LLC

Position in PATK — Patrick Industries Inc

CIK 1598245 NEW YORK, NY

Position in PATK

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$22,822,076
+$52,726 QoQ
Shares Held
254,200
+24.0% QoQ
Ownership
0.791%
of shares outstanding
% of Portfolio
3.84%
of 13F equity value
Holder Rank
#30
of 330 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in PATK Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Jun 30, 2026

Lodge Hill Capital, LLC holds $78,809,341 across 3 Recreational Vehicles names. PATK ranks #3 (29.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PATK
Patrick Industries Inc
This page
254,200 $22,822,076

All Filings in PATK

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3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $22,822,076 254,200
2026-03-31 $22,769,350 205,000
2025-12-31 $19,517,400 180,000