Catawba River Capital: 13F holdings
CIK 18433032026Q2
| Positions | 24 |
|---|---|
| Reported value | $223.5m |
| Filed | 2026-07-22 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| FBND FIDELITY TOTAL BOND ETF | 510,635 | $23.2m | 10.4% |
| PERIMETER SOLUTIONS INC COMMON STOCK | 594,278 | $21.2m | 9.5% |
| QXO QXO INC COM NEW | 1,185,778 | $20.5m | 9.2% |
| CADRE HOLDINGS | 597,872 | $17.0m | 7.6% |
| ROAD CONSTRUCTION PARTNERS INC COM CL A | 138,240 | $16.4m | 7.3% |
| GLD SPDR GOLD SHARES | 43,117 | $15.9m | 7.1% |
| GHM GRAHAM CORP COM | 117,556 | $14.6m | 6.5% |
| HEI.A HEICO CORP NEW CL A | 53,356 | $13.8m | 6.2% |
| SPXC SPX Technologies | 39,297 | $9.6m | 4.3% |
| SCI SERVICE CORP INTL COM | 113,011 | $8.6m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1843303")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.