Public record / Tickers / PATK

PATK — PATRICK INDUSTRIES INC†

Both disclosure regimes on one name: who in Congress filed about PATK, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
13
all PTR rows naming PATK
Members · 12m
1
1 buys · 0 sells · by trade date
Latest PTR
04-07
filed 2026-04-07
13F holders
270
top-270 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Gilbert Ray Cisneros, Jr. · $1.0K–$15.0K

BUY · traded 2026-03-03 → filed 2026-04-07. Ranked over every PATK row by the provable lower bound, never a point estimate.

1 member · 1 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

6 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING PATK · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning PATK
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-07Gilbert Ray Cisneros, Jr. D–CA-31BUYTraded 03-03 +35d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
2025-05-14Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 04-09 +35d$1K–$15K
2022-02-18Josh Gottheimer D–NJ-5SELL partial · JT (partial sale, jointly owned)Traded 01-20 +29d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 13 ↗

Members active in PATK

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01
Members disclosing PATK in the trailing 12 months
MemberRowsNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.Number of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-311$1.0K to $15.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · PATK

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $875K held
Trimming
1 Caxton Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · PATRICK INDS INC

Merged timeline of congressional filings and notable-manager moves on PATK
DateWhoChangeSize
2026-05-15Gotham Asset Management 13FADD+2,885 sh
2026-05-14Caxton Associates 13FEXIT−20,318 sh

2 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of PATK for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$529M1
2FMR LLC$398M1
3WELLINGTON MANAGEMENT GROUP LLP$195M1
4DIMENSIONAL FUND ADVISORS LP$161M1
5VANGUARD CAPITAL MANAGEMENT LLC$159M1
6Capital Research Global Investors$151M1
7Capital World Investors$143M1
8STATE STREET CORP$139M1
9Invesco Ltd.$104M1
10VANGUARD PORTFOLIO MANAGEMENT LLC$86.0M1
11FRANKLIN RESOURCES INC$69.0M1
12Copeland Capital Management, LLC$62.6M1
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC$56.8M1
14NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$52.5M1
15SCHRODER INVESTMENT MANAGEMENT GROUP$48.5M1
16MASSACHUSETTS FINANCIAL SERVICES CO /MA/$44.6M1
17NORTHERN TRUST CORP$44.3M1
18MORGAN STANLEY$44.0M1
19Fiera Capital Corp$41.8M1
20BANK OF AMERICA CORP /DE/$39.0M1
21Nuveen, LLC$34.7M1
22VANGUARD FIDUCIARY TRUST CO$25.5M1
23Lodge Hill Capital, LLC$22.8M1
24RAYMOND JAMES FINANCIAL INC$22.5M1
25PRINCIPAL FINANCIAL GROUP INC$20.3M1
26UBS Group AG$20.0M1
27WELLS FARGO & COMPANY/MN$19.8M1
28AMERICAN CENTURY COMPANIES INC$17.2M1
29SEI INVESTMENTS CO$16.7M1
30Watchtower Advisors, LP$16.7M1
31ENVESTNET ASSET MANAGEMENT INC$16.6M1
32Tributary Capital Management, LLC$14.1M1
33PUBLIC SECTOR PENSION INVESTMENT BOARD$13.2M1
341ST SOURCE BANK$11.2M1
35NOMURA HOLDINGS INC$9.1M1
36Legal & General Group Plc$7.6M1
37Waverly Advisors, LLC$7.5M1
38Swiss National Bank$6.9M1
39CASTLEARK MANAGEMENT LLC$6.9M1
40WASATCH ADVISORS LP$6.9M1
41VICTORY CAPITAL MANAGEMENT INC$6.6M1
42MAIRS & POWER INC$6.4M1
43Aberdeen Group plc$6.3M1
44UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6.2M1
45Atom Investors LP$6.1M1
46FINANCIAL CONSULATE, INC$5.8M1
47STATE OF WISCONSIN INVESTMENT BOARD$5.5M1
48ROYAL BANK OF CANADA$5.5M1
49JANE STREET GROUP, LLC$5.4M1
50ESSEX INVESTMENT MANAGEMENT CO LLC$5.1M1
51Emerald Investment Advisers, LLC$4.8M1
52MILLENNIUM MANAGEMENT LLC$4.3M1
53Alyeska Investment Group, L.P.$4.0M1
54STIFEL FINANCIAL CORP$3.9M1
55Allspring Global Investments Holdings, LLC$3.9M1
56PRUDENTIAL FINANCIAL INC$3.8M1
57ALLIANCEBERNSTEIN L.P.$3.6M1
58Nicholas Investment Partners, LP$3.6M1
59CITIGROUP INC$3.4M1
60DEUTSCHE BANK AG\$3.3M1
61VANGUARD ASSET MANAGEMENT, Ltd$3.2M1
62Universal- Beteiligungs- und Servicegesellschaft mbH$3.2M1
63Squarepoint Ops LLC$3.1M1
64Lisanti Capital Growth, LLC$2.8M1
65PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$2.8M1
66Pathstone Holdings, LLC$2.8M1
67D. E. Shaw & Co., Inc.$2.8M1
68BENJAMIN EDWARDS INC$2.7M1
69BARCLAYS PLC$2.5M1
70CREDIT AGRICOLE S A$2.4M1
71Susquehanna Portfolio Strategies, LLC$2.4M1
72Point72 Asset Management, L.P.$2.4M1
73LPL Financial LLC$2.3M1
74Creative Planning$2.3M1
75XTX Topco Ltd$2.2M1
76O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.1M1
77Empowered Funds, LLC$2.1M1
78JAMES INVESTMENT RESEARCH, INC.$2.0M1
79Illinois Municipal Retirement Fund$2.0M1
80State of New Jersey Common Pension Fund D$1.8M1
81WCG Wealth Advisors LLC$1.8M1
82CITIZENS FINANCIAL GROUP INC/RI$1.8M1
83MANUFACTURERS LIFE INSURANCE COMPANY, THE$1.7M1
84FIRST TRUST ADVISORS LP$1.7M1
85Vanguard Global Advisers, LLC$1.7M1
86PDT Partners, LLC$1.7M1
87MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$1.7M1
88Janus Henderson Group Ltd.$1.6M1
89HighRoad Wealth Advisors, LLC$1.6M1
90Aldebaran Capital, LLC$1.5M1
91TRUIST FINANCIAL CORP$1.5M1
92Vestmark Advisory Solutions, Inc.$1.5M1
93AQR CAPITAL MANAGEMENT LLC$1.5M1
94STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$1.5M1
95HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.4M1
96SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.4M1
97FIFTH THIRD BANCORP$1.3M1
98KFG WEALTH MANAGEMENT, LLC$1.2M1
99Quantinno Capital Management LP$1.1M1
100Verdence Capital Advisors LLC$1.1M1
101Qube Research & Technologies Ltd$1.1M1
102ASSETMARK, INC$1.1M1
103FIL Ltd$1.0M1
104RITHOLTZ WEALTH MANAGEMENT$989K1
105Zurcher Kantonalbank (Zurich Cantonalbank)$975K1
106TD ASSET MANAGEMENT INC$974K1
107Arizona State Retirement System$964K1
108Orion Porfolio Solutions, LLC$917K1
109Jefferies Financial Group Inc.$915K1
110COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$914K1
111ADVISORY RESEARCH INC$902K1
112WealthTrust Axiom LLC$897K1
113Gotham Asset Management, LLC$875K1
114Cetera Investment Advisers$864K1
115INTECH INVESTMENT MANAGEMENT LLC$855K1
116Vanguard Investments Australia, Ltd.$852K1
117OREGON PUBLIC EMPLOYEES RETIREMENT FUND$841K1
118QUADRANT CAPITAL GROUP LLC$802K1
119Calamos Advisors LLC$776K1
120HighTower Advisors, LLC$683K1
121Factor Wealth Management LTD$660K1
122Snowden Capital Advisors LLC$653K1
123TEACHER RETIREMENT SYSTEM OF TEXAS$631K1
124Inspire Investing, LLC$623K1
125New England Research & Management, Inc.$620K1
126BROWN ADVISORY INC$620K1
127VOYA INVESTMENT MANAGEMENT LLC$616K1
128Pictet Asset Management Holding SA$583K1
129Cerity Partners LLC$571K1
130ProShare Advisors LLC$563K1
131COMMERCE BANK$558K1
132Maryland State Retirement & Pension System$539K1
133Man Group plc$537K1
134Atria Investments, Inc$503K1
135TWINBEECH CAPITAL LP$500K1
136Dynamic Technology Lab Private Ltd$493K1
137MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$423K1
138MML INVESTORS SERVICES, LLC$418K1
139Tower Research Capital LLC (TRC)$392K1
140FIDUCIARY TRUST CO$391K1
141FIRST NATIONAL BANK OF OMAHA$386K1
142XPONANCE LLC$386K1
143Twin Lions Management LLC$383K1
144ELEVATION POINT WEALTH PARTNERS, LLC$378K1
145OPPENHEIMER ASSET MANAGEMENT INC.$371K1
146BTC Capital Management, Inc.$364K1
147Corient Private Wealth LLC$363K1
148SummitTX Capital, L.P.$354K1
149Aquatic Capital Management LLC$341K1
150Brooklyn Investment Group$332K1
151WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$322K1
152Bridgewater Advisors Inc.$319K1
153US BANCORP \DE\$314K1
154Abel Hall, LLC$307K1
155EVERGREEN CAPITAL MANAGEMENT LLC$305K1
156Brevan Howard Capital Management LP$303K1
157Ameritas Investment Partners, Inc.$302K1
158PERSONAL CFO SOLUTIONS, LLC$297K1
159State of Wyoming$291K1
160Hennion & Walsh Asset Management, Inc.$274K1
161Krilogy Financial LLC$269K1
162Vanguard Personalized Indexing Management, LLC$262K1
163HANCOCK WHITNEY CORP$260K1
164&PARTNERS$254K1
165BANK OF MONTREAL /CAN/$251K1
166CIBC Asset Management Inc$245K1
167Clearstead Advisors, LLC$243K1
168EVENTIDE ASSET MANAGEMENT, LLC$239K1
169JOURNEY STRATEGIC WEALTH LLC$234K1
170Numerai GP LLC$224K1
171F/m Investments LLC$221K1
172COLDSTREAM CAPITAL MANAGEMENT INC$206K1
173Sanctuary Advisors, LLC$205K1
174CIBC Bancorp USA Inc.$201K1
175Pinnacle Wealth Planning Services, Inc.$154K1
176Smartleaf Asset Management LLC$124K1
177OSAIC HOLDINGS, INC.$105K1
178Rockefeller Capital Management L.P.$103K1
179NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$89.7K1
180UMB Bank, n.a.$89.1K1
181Bayforest Capital Ltd$69.9K1
182BNP Paribas Asset Management Holding S.A.$56.1K1
183Parkside Financial Bank & Trust$52.2K1
184NOMURA ASSET MANAGEMENT CO LTD$38.2K1
185BEACON INVESTMENT ADVISORY SERVICES, INC.$33.3K1
186FEDERATED HERMES, INC.$31.3K1
187Allworth Financial LP$30.2K1
188Key FInancial Inc$28.1K1
189Kemnay Advisory Services Inc.$27.4K1
190Opal Wealth Advisors, LLC$27.1K1
191WealthCollab, LLC$25.2K1
192Salomon & Ludwin, LLC$23.9K1
193MAI Capital Management$22.1K1
194THRIVENT FINANCIAL FOR LUTHERANS$20.1K1
195Clark Wealth Partners$18.1K1
196CHILTON CAPITAL MANAGEMENT LLC$16.8K1
197CWM, LLC$15.0K1
198Arax Advisory Partners$14.6K1
199MATHER GROUP, LLC.$12.4K1
200SIGNATUREFD, LLC$11.1K1
201Retirement Wealth Solutions LLC$9.6K1
202Financial Perspectives, Inc$8.9K1
203Bell Investment Advisors, Inc$8.8K1
204WPG Advisers, LLC$8.0K1
205Cetera Trust Company, N.A$6.7K1
206Keating Financial Advisory Services, Inc.$6.0K1
207CENTAURUS FINANCIAL, INC.$5.9K1
208Harel Insurance Investments & Financial Services Ltd.$5.2K1
209CVA Family Office, LLC$5.0K1
210JFS WEALTH ADVISORS, LLC$3.7K1
211Steward Partners Investment Advisory, LLC$3.3K1
212CANADA LIFE ASSURANCE Co$3.2K1
213Stone House Investment Management, LLC$2.9K1
214Signature Equity Partners, LLC$2.4K1
215Elequin Capital, LP$2.3K1
216NATIXIS ADVISORS, LLC$2.2K1
217Vestcor Inc$1.9K1
218State of Alaska, Department of Revenue$1.8K1
219MidFirst Bank$1.2K1
220SJS Investment Consulting Inc.$6671
221DiNuzzo Private Wealth, Inc.$6671
222Rialto Wealth Management, LLC$5561
223Ankerstar Wealth, LLC$5551
224GILPIN WEALTH MANAGEMENT, LLC$3341
225HFM Investment Advisors, LLC$3331
226PARK AVENUE SECURITIES LLC$2781
227Abound Wealth Management$2231
228Annis Gardner Whiting Capital Advisors, LLC$2231
229Larson Financial Group LLC$2221
230Vermillion Wealth Management, Inc.$2221
231GHP Investment Advisors, Inc.$1121
232TFC Financial Management, Inc.$1121
233KBC Group NV$961
234Smithfield Trust Co$181
235Centerpoint Advisors, LLC$171
236VANGUARD GROUP INC— value not disclosed1
237COMERICA BANK— value not disclosed1
238MACKENZIE FINANCIAL CORP— value not disclosed1
239RENAISSANCE TECHNOLOGIES LLC— value not disclosed1
240WEXFORD CAPITAL LP— value not disclosed1
241CIBC WORLD MARKETS CORP— value not disclosed1
242PROFUND ADVISORS LLC— value not disclosed1
243ARROWSTREET CAPITAL, LIMITED PARTNERSHIP— value not disclosed1
244CIBC Private Wealth Group LLC— value not disclosed1
245Epoch Investment Partners, Inc.— value not disclosed1
246Amundi— value not disclosed1
247GSA CAPITAL PARTNERS LLP— value not disclosed1
248NORGES BANK— value not disclosed1
249TWO SIGMA SECURITIES, LLC— value not disclosed1
250Verition Fund Management LLC— value not disclosed1
251Supplemental Annuity Collective Trust of NJ— value not disclosed1
252TD Capital Management LLC— value not disclosed1
253MIRABELLA FINANCIAL SERVICES LLP— value not disclosed1
254Global Retirement Partners, LLC— value not disclosed1
255CBIZ Investment Advisory Services, LLC— value not disclosed1
256Inspire Advisors, LLC— value not disclosed1
257Kestra Advisory Services, LLC— value not disclosed1
258Optiver Holding B.V.— value not disclosed1
259NFSG Corp— value not disclosed1
260AlphaQuest LLC— value not disclosed1
261Smith Group Asset Management, LLC— value not disclosed1
262SageView Advisory Group, LLC— value not disclosed1
263Balboa Wealth Partners— value not disclosed1
264Cape Investment Advisory, Inc.— value not disclosed1
265Envestnet Portfolio Solutions, Inc.— value not disclosed1
266Ballast Asset Management, LP— value not disclosed1
267ANCHOR CAPITAL MANAGEMENT COMPANY, LLC— value not disclosed1
268Heritage Family Offices, LLP— value not disclosed1
269Motiv8 Investments LLC— value not disclosed1
270CAXTON ASSOCIATES LLP— value not disclosed1
Truncated by Public Filings. Every one of the 235 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 0 sell
Congress net ($ bound)$1.0K to $15.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on PATK

RETAINED WINDOW · ACTIVE HITS

Zero hits on PATK in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for PATK · financials and macro

Financials — as filed PLANNED

PATK's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: PATK on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing