Position in PATK
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$197,067
-$46,176 QoQ
Shares Held
2,195
+0.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#224
of 327 holders
Holding Since
Jun 2020
25 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, 2026Clearstead Advisors, LLC holds $435,556 across 8 Recreational Vehicles names. PATK ranks #2 (45.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BC |
Brunswick Corp
|
2,515 | $211,863 | |
| 2 | PATK |
Patrick Industries Inc
This page
|
2,195 | $197,067 | |
| 3 | LCII |
Lci Industries
|
78 | $8,258 | |
| 4 | HOG |
Harley-Davidson, Inc.
|
321 | $7,851 | |
| 5 | PII |
Polaris Inc.
|
98 | $6,707 | |
| 6 | THO |
Thor Industries Inc
|
28 | $2,104 | |
| 7 | WGO |
Winnebago Industries Inc
|
52 | $1,624 | |
| 8 | MBUU |
Malibu Boats, Inc.
|
3 | $82 |
All Filings in PATK
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,067 | 2,195 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $243,243 | 2,190 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $237,461 | 2,190 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $226,511 | 2,190 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $213,328 | 2,312 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $202,521 | 2,395 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $191,997 | 2,311 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $219,392 | 1,541 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $158,483 | 1,460 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $174,426 | 1,460 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $146,511 | 1,460 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $109,587 | 1,460 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $116,799 | 1,460 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $100,462 | 1,460 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $88,476 | 1,460 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $64,006 | 1,460 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $257,126 | 4,960 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $299,088 | 4,960 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $336,880 | 4,175 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $371,017 | 4,454 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $49,275 | 675 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $57,375 | 675 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $46,136 | 675 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $38,826 | 675 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $41,343 | 675 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||