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Root Financial Partners, LLC

Position in PATK — Patrick Industries Inc

CIK 1977181 ENCINITAS, CA

Position in PATK

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$17,993
+$2,488 QoQ
Shares Held
162
+13.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in PATK Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Mar 31, 2026

Root Financial Partners, LLC holds $102,547 across 8 Recreational Vehicles names. PATK ranks #3 (17.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 PATK
Patrick Industries Inc
This page
162 $17,993

All Filings in PATK

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $17,993 162
2025-12-31 $15,505 143
2025-09-30 $13,756 133