Position in PATK
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$18,494
-$2,498 QoQ
Shares Held
206
+9.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#261
of 327 holders
Holding Since
Sep 2024
7 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, 2026Cornerstone Planning Group LLC holds $47,758 across 8 Recreational Vehicles names. PATK ranks #2 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
299 | $25,187 | |
| 2 | PATK |
Patrick Industries Inc
This page
|
206 | $18,494 | |
| 3 | LCII |
Lci Industries
|
15 | $1,588 | |
| 4 | MCFT |
MasterCraft Boat Holdings, Inc.
|
34 | $877 | |
| 5 | PII |
Polaris Inc.
|
8 | $547 | |
| 6 | THO |
Thor Industries Inc
|
6 | $450 | |
| 7 | HOG |
Harley-Davidson, Inc.
|
15 | $366 | |
| 8 | WGO |
Winnebago Industries Inc
|
8 | $249 |
All Filings in PATK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,494 | 206 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $20,992 | 189 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,192 | 177 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $31,029 | 300 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $4,397 | 52 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $332 | 4 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $427 | 3 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||