MORGAN STANLEY

Position in PATK — Patrick Industries Inc

CIK 895421 NEW YORK, NY

Back to PATK Full portfolio

Position in PATK

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$33,033,560

-$10,946,935 QoQ

Shares Held

367,939

-7.1% QoQ

Ownership

1.15%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#24

of 329 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Common Shares in PATK Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Jun 30, 2026

MORGAN STANLEY holds $408,238,653 across 12 Recreational Vehicles names. PATK ranks #7 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PII	Polaris Inc.	1,019,846	$69,798,254
2	BC	Brunswick Corp	786,009	$66,213,392
3	THO	Thor Industries Inc	845,259	$63,529,663
4	LCII	Lci Industries	545,300	$57,736,360
5	HOG	Harley-Davidson, Inc.	1,836,693	$44,925,505
6	DOO	BRP Inc.	716,556	$43,724,244
7	PATK	Patrick Industries Inc This page	367,939	$33,033,560
8	WGO	Winnebago Industries Inc	727,215	$22,718,193

All Filings in PATK

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,033,560	367,939	-7.1%	Shares	Defined	2026-08-13
2026-03-31	$43,980,495	395,971	-12.9%	Shares	Defined	2026-05-15
2025-12-31	$49,301,056	454,681	+12.9%	Shares	Defined	2026-05-27
2025-09-30	$41,650,016	402,688	-2.5%	Shares	Defined	2026-05-27
2025-06-30	$38,103,076	412,952	+28.4%	Shares	Defined	2025-08-15
2025-03-31	$27,202,018	321,689	+0.6%	Shares	Defined	2025-05-15
2024-12-31	$26,562,167	319,718	+44.9%	Shares	Defined	2025-05-15
2024-09-30	$31,405,952	220,594	+20.4%	Shares	Defined	2025-05-14
2024-06-30	$19,880,720	183,148	-8.2%	Shares	Defined	2025-05-14
2024-03-31	$23,839,167	199,541	-4.5%	Shares	Defined	2024-10-17
2023-12-31	$20,961,605	208,885	-17.5%	Shares	Defined	2024-08-16
2023-09-30	$19,016,148	253,346	+32.5%	Shares	Defined	2023-11-15
2023-06-30	$15,301,346	191,267	-17.6%	Shares	Defined	2023-08-14
2023-03-31	$15,970,923	232,102	-3.3%	Shares	Defined	2023-05-15
2022-12-31	$14,549,268	240,087	-10.2%	Shares	Defined	2023-02-14
2022-09-30	$11,724,884	267,447	-14.8%	Shares	Defined	2022-11-14
2022-06-30	$16,280,037	314,044	+125.9%	Shares	Defined	2022-10-27
2022-03-31	$8,383,386	139,028	+1.5%	Shares	Defined	2022-10-27
2021-12-31	$11,052,584	136,976	+37.9%	Shares	Defined	2022-02-14
2021-09-30	$8,272,264	99,307	-35.9%	Shares	Defined	2021-11-15
2021-06-30	$11,303,619	154,844	+172.7%	Shares	Defined	2021-08-23
2021-03-31	$4,826,047	56,777	-29.3%	Shares	Defined	2021-05-17
2020-12-31	$5,487,482	80,285	+30.6%	Shares	Defined	2021-02-16
2020-09-30	$3,536,044	61,475	-7.4%	Shares	Defined	2020-11-13
2020-06-30	$4,068,279	66,421	-15.1%	Shares	Defined	2020-08-14
2020-03-31	$2,202,781	78,224	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.