Longfellow Investment Management’s Patterson Companies, Inc. PDCO Stock Holding History

Longfellow Investment Management’s Portfolio PDCO Stock Details PDCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-4,709	Closed	-$147K	–	300
2025 Q1	$147K	Buy	4,709 +2,303	+96%	+$71.5K	0.04%	131
2024 Q4	$74.2K	Buy	+2,406	New	+$55.9K	0.02%	157

Other funds holding PDCO

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

Rowlandmiller & Partners Atlanta, Georgia $549M AUM 36.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Longfellow Investment Management's PDCO Position: Q2 2025 in Review

Longfellow Investment Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 4,709 shares — an estimated $147K sold.

Longfellow Investment Management first reported a position in PDCO in Q4 2024 and held it in 2 quarters. The position peaked at $147K in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

Longfellow Investment Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
Longfellow Investment Management sold 4,709 Patterson Companies, Inc. shares in Q2 2025, an estimated $147K.
Longfellow Investment Management first reported a position in Patterson Companies, Inc. in Q4 2024 and held it in 2 quarters.
Longfellow Investment Management's Patterson Companies, Inc. position peaked at $147K in Q1 2025.
7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on Longfellow Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.