Catawba River Capital

CIK
1843303
City
LAKE WYLIE
State / Country
SC

Top Portfolio Positions

19 positions · $169,252,291 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
QXO
QXO, Inc.
Industrials
1,141,820 $22,174,144 13.10%
GLD
Spdr Gold Trust
42,689 $18,368,649 10.85%
ROAD
Construction Partners, Inc.
Industrials
138,312 $15,369,229 9.08%
PRM
Perimeter Solutions, Inc.
Basic Materials
599,371 $14,636,639 8.65%
REGN
Regeneron Pharmaceuticals, Inc.
Healthcare
16,778 $12,963,353 7.66%
GHM
Graham Corp
Industrials
117,716 $9,290,146 5.49%
SCI
Service Corp International
Consumer Cyclical
112,430 $9,276,599 5.48%
CDRE
Cadre Holdings, Inc.
Industrials
260,318 $7,986,556 4.72%
SPXC
SPX Technologies, Inc.
Industrials
39,106 $7,818,853 4.62%
DHR
Danaher Corp /De/
Healthcare
40,322 $7,645,051 4.52%

Portfolio Trend

22 quarters · across all stocks

Holdings in DSGR

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Shares Held

Position Value (USD)

6 of 6 shown
Report Date Value (USD) Shares
2026-03-31 $6,495,029 247,524
2025-12-31 $6,093,042 222,455
2025-09-30 $6,697,191 222,646
2025-06-30 $6,007,386 218,689
2025-03-31 $5,264,112 188,004
2024-12-31 $6,249,241 181,664