What smart money is saying about Patrick Industries
PATK
No fund has written a full thesis on Patrick Industries in our archive, but 2 fund letters report a position in it — most recently Tributary Capital Management Small Cap Equity Strategy in June 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q3 2025 and Q2 2026, 2 fund letters reported a position in Patrick Industries — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q3 2025 | 1 | 1 | 0 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“Patrick Industries, a manufacturer of components and building products for recreational vehicles, boats, manufactured housing and traditional housing, is experiencing softening end-market demand, particularly in its recreational vehicle and manufactured housing segments.”
Patrick Industries - New positionMairs and Power Small Cap FundSeptember 2025
“During the third quarter of 2025, the Fund initiated a position in Patrick Industries and Trex Company, Inc.”
Patrick Industries
Read the letters behind these Patrick Industries positions
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