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

SummerHaven 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	-33,020	Closed	-$1.03M	–	194
2025 Q1	$1.03M	Buy	33,020 +465	+1%	+$14.4K	0.72%	16
2024 Q4	$1M	Hold	32,555	–	–	0.62%	35
2024 Q3	$711K	Buy	+32,555	New	+$769K	0.43%	159
2022 Q3	–	Sell	-29,110	Closed	-$882K	–	279
2022 Q2	$882K	Hold	29,110	–	–	0.59%	62
2022 Q1	$942K	Buy	29,110 +1,321	+5%	+$39.2K	0.53%	76
2021 Q4	$816K	Hold	27,789	–	–	0.44%	139
2021 Q3	$838K	Buy	27,789 +9,098	+49%	+$276K	0.49%	106
2021 Q2	$568K	Buy	18,691 +463	+3%	+$15.6K	0.32%	171
2021 Q1	$582K	Hold	18,228	–	–	0.36%	170
2020 Q4	$540K	Buy	+18,228	New	+$516K	0.42%	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 $5.16B AUM 18.64% 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

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

SummerHaven Investment Management sold out of Patterson Companies, Inc. (PDCO) in Q2 2025, closing a stake of 33,020 shares — an estimated $1.03M sold.

SummerHaven Investment Management first reported a position in PDCO in Q4 2020 and held it in 10 quarters. The position peaked at $1.03M in Q1 2025. 7 funds tracked by Wall St. Rank hold PDCO as of Q2 2025.

SummerHaven Investment Management reported no remaining Patterson Companies, Inc. position as of Q2 2025 after selling out during the quarter.
SummerHaven Investment Management sold 33,020 Patterson Companies, Inc. shares in Q2 2025, an estimated $1.03M.
SummerHaven Investment Management first reported a position in Patterson Companies, Inc. in Q4 2020 and held it in 10 quarters.
SummerHaven Investment Management's Patterson Companies, Inc. position peaked at $1.03M in Q1 2025.
7 funds tracked by Wall St. Rank held Patterson Companies, Inc. as of Q2 2025.

Based on SummerHaven Investment Management's 13F filing for Q2 2025, filed 17 Jul 2025.