Catawba River Capital

CIK: 0001843303SEC EDGAR →

Portfolio Value

$224.8B

Holdings

22

As of

Q4 2025

New Positions

2

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SPDR GOLD SHARES

72,751$28.8B
12.83%
2

CONSTRUCTION PARTNERS INC COM CL A

223,509$24.3B
10.79%
3

REGENERON PHARMACEUTICALS COM

29,344$22.6B
10.08%
4

QXO INC COM NEW

1,128,814$21.8B
9.69%
5

CADRE HOLDINGS

459,336$18.8B
8.35%
6

PERIMETER SOLUTIONS INC COMMON STOCK

600,896$16.5B
7.36%
7

HEICO CORP NEW CL A

53,264$13.4B
5.98%
8

FIDELITY TOTAL BOND ETF

241,506$11.1B
4.95%
9

DANAHER CORPORATION COM

40,211$9.2B
4.09%
10

SERVICE CORP INTL COM

112,604$8.8B
3.91%

Quarterly Changes

Top Buys

SPXCNEW
$7.6B
FSV↑ Increased
$1.5B
DHR↑ Increased
$1.3B
GPGINEW
$582.0M
ROP↑ Increased
$577.9M

Top Sells

BXCCLOSED
$7.4B
REGN↓ Decreased
$5.9B
ROAD↓ Decreased
$4.6B
PRM↓ Decreased
$2.8B
GLRECLOSED
$2.5B

New Positions (4)

$7.6B · 38K shares
$582.0M · 30K shares
$261.0M · 4K shares
$211.0M · 5K shares

Closed Positions (2)

$7.4B · 102K shares
$2.5B · 200K shares

Sector Breakdown

Sector# HoldingsValue%
Industrials9$107.5B47.8%
Healthcare2$31.9B14.2%
Unknown2$29.5B13.1%
Basic Materials1$16.5B7.4%
Consumer Cyclical2$13.1B5.8%
Financial Services3$11.6B5.2%
Real Estate1$7.6B3.4%
Technology2$7.0B3.1%