Patten Group
Patten Group reported 313 stocks worth $649M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are NVDA (5.9%), BRK.B (3.6%) and AAPL (3.6%). Compared with Q2 2026, the fund opened new positions in XOM, added to BRK.B, AAPL and MSFT, trimmed NVDA, BRK.A and V and sold out of XOM, CIEN and FIX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $38M | 5.9% | 166K | −794 (−0%) | 8 of 8 | |
| 2 |  BRK.B Berkshire Hathaway Inc Del | $23.5M | 3.6% | 47K | +927 (+2%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $23.4M | 3.6% | 70K | +1,481 (+2%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $23M | 3.5% | 45K | +652 (+1%) | 8 of 8 | |
| 5 |  BRK.A Berkshire Hathaway Inc Dclass A | $17.2M | 2.6% | 23 | −1 (−4%) | 3 of 8 | |
| 6 |  KO Coca Cola Co | $15.5M | 2.4% | 180K | +1,028 (+1%) | 8 of 8 | |
| 7 |  V Visa Inc | $13.7M | 2.1% | 38K | −232 (−1%) | 8 of 8 | |
| 8 |  BIL ST Stert Spdr Blmbg 1 3 | $12.9M | 2.0% | 140K | +103K (+278%) | 8 of 8 | |
| 9 |  AVGO Broadcom Inc | $11.9M | 1.8% | 34K | +339 (+1%) | 8 of 8 | |
| 10 |  JPM Jpmorgan Chase & Co. | $10M | 1.5% | 30K | −248 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4M | 30K |
 CIEN Ciena Corp | $1M | 2,082 |
 FIX Comfort Sys USA Inc | $1M | 505 |
 CRWV Coreweave Inc | $945K | 9,496 |
 AMRZ Amrize Ltd | $615K | 12K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Patten Group 13F FAQ
What does Patten Group own?
Patten Group reported 313 stocks worth $649M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are NVDA (5.9%), BRK.B (3.6%) and AAPL (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did Patten Group buy and sell in Q3 2026?
Compared with Q2 2026: 23 new positions, 131 added to, 148 trimmed and 35 sold out. New positions include XOM. It sold all of XOM, CIEN and FIX.
When will Patten Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Patten Group's portfolio worth?
The Q3 2026 filing reports $649M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.