Twin Lions Management LLC PATK — PATRICK INDS INC

Ownership history in Twin Lions Management LLC  ·  5 quarters on record

AI Ownership Summary

Twin Lions Management LLC reported PATRICK INDS INC (PATK) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 9.61% in 2024 Q4. The latest visible filing shows PATK at 2.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PATK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Twin Lions Management LLC's position in PATRICK INDS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PATK was reported at 2.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.61% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PATK stock page Twin Lions Management LLC fund profile Twin Lions Management LLC full holdings
How Twin Lions Management LLC held PATK — position size vs. price
% of Fund (quarterly)    PATK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 29,251 — 0% 2.14% $3.2M 2026-02-14 (Est.) $142.61
2025 Q3 REDUCED 65.4% +8.6% ❌ 29,251 -55,400 -65.4% 1.99% $3.0M 2025-11-14 $99.22
2025 Q2 UNCHANGED — — — 84,651 — 0% 5.09% $7.8M 2025-08-13 $112.79
2025 Q1 REDUCED 29.0% +9.6% ❌ 84,651 -34,522 -29.0% 6.89% $7.2M 2025-05-14 $85.23
2024 Q4 INITIATED — — — 119,173 — — 9.61% $9.9M 2025-02-14 $93.86

🏢 Other funds also holding PATK

As of 2026 Q1 — sorted by position size

HighRoad Wealth Advisors, LLC 1.55% FINANCIAL CONSULATE, INC 3Y 7Y 0.73% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.56% JAMES INVESTMENT RESEARCH, INC. 3Y 7Y 0.23% NJ State Employees Deferred Compensation Plan 3Y 7Y 0.22% KFG WEALTH MANAGEMENT, LLC 3Y 0.16% Factor Wealth Management LTD 0.12% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.12% FOSTER & MOTLEY INC 3Y 7Y 0.09% Bayforest Capital Ltd 0.08%

FAQ About Twin Lions Management LLC and PATK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Twin Lions Management LLC reported owning PATK?

Twin Lions Management LLC reported PATK across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported PATK position in Twin Lions Management LLC's portfolio?

The largest reported portfolio weight for PATK was 9.61% in 2024 Q4.

What is the latest reported PATK position on this page?

The most recent filing on this page is 2025 Q4, when Twin Lions Management LLC reported 29,251 shares, equal to 2.14% of portfolio, with an estimated market value of $3.2M.

What does the chart on this PATK ownership page compare?

The chart compares Twin Lions Management LLC's quarterly PATK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Twin Lions Management LLC time their PATK position?

Based on 13F filing dates vs. subsequent PATK price moves, Twin Lions Management LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on PATK relative to SPY over the holding period was +41.9%.

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