Position in PATK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,795
-$482 QoQ
Shares Held
20
-4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#297
of 329 holders
Holding Since
Jun 2025
4 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, 2026Cape Investment Advisory, Inc. holds $1,795 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
|
20 | $1,795 |
All Filings in PATK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,795 | 20 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $2,277 | 21 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,172 | 21 | Shares | Defined | 2025-12-29 | |
| 2025-06-30 | $1,937 | 21 | Shares | Sole | 2025-08-19 | |
| No filing history on record for this holder in this stock. | ||||||