Position in PATK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$808,020
New position
Shares Held
9,000
first reported quarter
Ownership
0.028%
of shares outstanding
% of Portfolio
2.87%
of 13F equity value
Holder Rank
#146
of 329 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026DWM Financial Group, Inc. holds $808,020 across 1 Recreational Vehicles name. PATK ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PATK |
Patrick Industries Inc
This page
|
9,000 | $808,020 |
All Filings in PATK
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,020 | 9,000 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||