Timucuan Asset Management’s Patrick Industries PATK Stock Holding History

Timucuan Asset Management’s Portfolio PATK Stock Details PATK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14M	Buy	156,000 +10,000	+7%	+$955K	0.52%	19
2026 Q1	$16.2M	Buy	146,000 +10,000	+7%	+$1.24M	0.6%	19
2025 Q4	$14.7M	Hold	136,000	–	–	0.48%	18
2025 Q3	$14.1M	Hold	136,000	–	–	0.41%	20
2025 Q2	$12.5M	Hold	136,000	–	–	0.37%	21
2025 Q1	$11.5M	Buy	136,000 +10,000	+8%	+$899K	0.36%	23
2024 Q4	$10.5M	Hold	126,000	–	–	0.32%	22
2024 Q3	$12M	Hold	126,000	–	–	0.36%	22
2024 Q2	$9.12M	Hold	126,000	–	–	0.31%	21
2024 Q1	$10M	Hold	126,000	–	–	0.34%	20
2023 Q4	$8.43M	Hold	126,000	–	–	0.29%	21
2023 Q3	$6.31M	Hold	126,000	–	–	0.25%	23
2023 Q2	$6.72M	Hold	126,000	–	–	0.26%	23
2023 Q1	$5.78M	Hold	126,000	–	–	0.24%	25
2022 Q4	$5.09M	Hold	126,000	–	–	0.22%	28
2022 Q3	$3.68M	Hold	126,000	–	–	0.18%	27
2022 Q2	$4.36M	Hold	126,000	–	–	0.2%	27
2022 Q1	$5.07M	Hold	126,000	–	–	0.2%	26
2021 Q4	$6.78M	Hold	126,000	–	–	0.25%	26
2021 Q3	$7M	Hold	126,000	–	–	0.27%	26
2021 Q2	$6.13M	Hold	126,000	–	–	0.24%	27
2021 Q1	$7.14M	Sell	126,000 -15,000	-11%	-$786K	0.32%	25
2020 Q4	$6.42M	Hold	141,000	–	–	0.33%	24
2020 Q3	$5.41M	Hold	141,000	–	–	0.32%	24
2020 Q2	$5.76M	Hold	141,000	–	–	0.37%	23
2020 Q1	$2.65M	Buy	141,000 +15,000	+12%	+$478K	0.21%	23
2019 Q4	$4.4M	Hold	126,000	–	–	0.23%	24
2019 Q3	$3.6M	Buy	126,000 +15,000	+14%	+$416K	0.2%	22
2019 Q2	$3.64M	Hold	111,000	–	–	0.21%	22
2019 Q1	$3.35M	Buy	111,000 +96,000	+640%	+$2.66M	0.22%	20
2018 Q4	$296K	Buy	+15,000	New	+$425K	0.02%	22

Other funds holding PATK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Timucuan Asset Management's PATK Position: Q2 2026 in Review

Timucuan Asset Management increased its Patrick Industries (PATK) stake by 6.8% in Q2 2026, buying an estimated $955K and bringing the position to 156,000 shares worth $14M. The position accounts for 0.52% of the portfolio, ranked #19.

Timucuan Asset Management first reported a position in PATK in Q4 2018 and has held it in 31 quarters since. The position peaked at $16.2M in Q1 2026. 330 funds tracked by Wall St. Rank hold PATK as of Q2 2026.

Timucuan Asset Management held 156,000 shares of Patrick Industries worth $14M as of Q2 2026.
Timucuan Asset Management bought 10,000 Patrick Industries shares in Q2 2026, an estimated $955K.
Patrick Industries made up 0.52% of Timucuan Asset Management's portfolio in Q2 2026, its #19 holding.
Timucuan Asset Management first reported a position in Patrick Industries in Q4 2018 and has held it in 31 quarters since.
Timucuan Asset Management's Patrick Industries position peaked at $16.2M in Q1 2026.
330 funds tracked by Wall St. Rank held Patrick Industries as of Q2 2026.

Based on Timucuan Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.