What Makes Patrick Industries (PATK) an Investment Choice?

1 day ago 5

Soumya Eswaran

Thu, December 11, 2025 astatine 7:14 AM CST 3 min read

Mairs & Power, an concern advisor, released the third-quarter 2025 capitalist missive for the “Mairs & Power Small Cap Fund.” A transcript of the missive tin beryllium downloaded here. The market’s attraction persists successful 2025, with a fewer ascendant mega-cap stocks tied to artificial quality (AI) driving astir of the favorable outcomes. The money returned 2.06% successful the archetypal 9 months of 2025. The money underperformed the benchmark Russell 2000 Total Returns (TR) Index, which was up 10.39%, the S&P Small Cap 600 TR, which roseate 4.24% and the Morningstar U.S. Fund Small Blend, which returned 6.15%. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Mairs & Power Small Cap Fund highlighted stocks specified arsenic Patrick Industries, Inc. (NASDAQ:PATK). Patrick Industries, Inc. (NASDAQ:PATK) manufactures constituent products and materials for the recreational vehicle, marine, powersports, manufactured housing, and concern markets. The one-month instrumentality for Patrick Industries, Inc. (NASDAQ:PATK) was 12.72%, and its shares gained 25.89% implicit the past 52 weeks. On December 10, 2025, Patrick Industries, Inc. (NASDAQ:PATK) banal closed astatine $114.13 per share, with a marketplace capitalization of $3.798 billion.

Mairs & Power Small Cap Fund stated the pursuing regarding Patrick Industries, Inc. (NASDAQ:PATK) successful its 3rd 4th 2025 capitalist letter:

"During the 3rd 4th of 2025, the Fund initiated a presumption in Patrick Industries, Inc. (NASDAQ:PATK) and Trex Company, Inc. Patrick is simply a shaper and distributor of components and materials for RV, marine, manufactured housing, and residential operation markets that is benefiting from an ongoing outsourcing inclination crossed these extremity markets. Tariff and inventory concerns caused a pullback successful shares to a valuation we recovered attractive."

Truist Analyst Lifts Patrick Industries (PATK) Price Target to $114, Reiterates Buy Rating

Patrick Industries, Inc. (NASDAQ:PATK) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 29 hedge money portfolios held Patrick Industries, Inc. (NASDAQ:PATK) astatine the extremity of the 3rd quarter, which was 25 successful the erstwhile quarter. In Q3 2025, Patrick Industries, Inc.'s (NASDAQ:PATK) consolidated nett income accrued 6% to $976 million. While we admit the imaginable of Patrick Industries, Inc. (NASDAQ:PATK) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.