CR

Catawba River Capital

13F
Catawba River Capital
Last update 2025-04-29 19 Stocks (2 new)
Value $164.00 Mil Turnover 5 %
Countries:
Top Holdings: ROAD(13.53%)GLD(12.69%)CDRE(8.20%)HEI.A(6.90%)WCN(5.74%)
Summary Stock Picks Current Portfolio
Catawba River Capital Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ROAD
Construction Partners Inc
309,399
22,236.5
+0.24%
13.530
+0.03%
0.550
+27.35%
+16.84%
5,791.4
Construction
GLD
SPDR Gold Shares ETF
72,402
20,861.9
-0.53%
12.690
-0.06%
0.020
+0.71%
+28.14%
102,170.3
 
CDRE
Cadre Holdings Inc
455,138
13,476.6
-0.15%
8.200
-0.01%
1.120
+12.39%
+4.92%
1,370.2
Aerospace & Defense
HEI.A
Heico Corp
53,738
11,337.0
-0.75%
6.900
-0.04%
0.040
+26.52%
+35.29%
38,776.7
Aerospace & Defense
WCN
Waste Connections Inc
48,315
9,430.5
-0.35%
5.740
-0.02%
0.020
-4.16%
+10.07%
48,465.4
Waste Management
TYL
Tyler Technologies Inc
15,987
9,294.6
-1.64%
5.650
-0.09%
0.040
+5.55%
-2.90%
24,145.7
Software
CWST
Casella Waste Systems Inc
80,897
9,020.8
-0.46%
5.490
-0.02%
0.130
-5.73%
+2.82%
6,904.2
Waste Management
SCI
Service Corp International
110,304
8,846.4
-0.10%
5.380
-0.01%
0.080
-3.07%
-3.74%
10,850.6
Personal Services
ROP
Roper Technologies Inc
13,714
8,085.5
+0.69%
4.920
+0.03%
0.010
+0.27%
+8.28%
60,247.9
Software
FSV
FirstService Corp
46,410
7,701.7
+0.40%
4.680
+0.02%
0.100
+13.08%
+7.52%
8,841.2
Real Estate

Catawba River Capital's Historical Top Holdings Breakdowns

Catawba River Capital's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TRNS
Transcat Inc
2025-03-31
Sold Out
Sold Out
-4.24%
●
69.07 ($83.83) 108.26
$83.43
-0.48%
Sold Out
0
-67,300
QXO
QXO Inc
2025-03-31
New Buy
New Buy
+4.04%
●
12.01 ($13.6) 16.1
$21.90
61.03%
New holding
490,052
490,052
FBND
Fidelity Total Bond ETF
2025-03-31
New Buy
New Buy
+0.93%
●
44.41 ($45.29) 45.98
$45.51
0.49%
New holding
33,636
33,636
FLL
Full House Resorts Inc
2025-03-31
Reduce
Reduce
-0.15%
●
4 ($4.73) 5.45
$4.78
1.06%
Reduce -3.9%
1,502,207
-60,917
REGN
Regeneron Pharmaceuticals Inc
2025-03-31
Add
Add
+0.15%
●
634.14 ($687.82) 744.83
$564.64
-17.91%
Add 4.21%
9,670
391
DSGR
Distribution Solutions Group Inc
2025-03-31
Add
Add
+0.11%
●
27.75 ($31.06) 35.03
$29.63
-4.60%
Add 3.49%
188,004
6,340
TYL
Tyler Technologies Inc
2025-03-31
Reduce
Reduce
-0.09%
●
553.41 ($593.87) 646.74
$559.92
-5.72%
Reduce -1.64%
15,987
-266
DHR
Danaher Corp
2025-03-31
Add
Add
+0.07%
●
201.62 ($218.33) 250.59
$202.81
-7.11%
Add 2.11%
28,711
594
GLD
SPDR Gold Shares ETF
2025-03-31
Reduce
Reduce
-0.06%
●
243.19 ($264.45) 288.14
$310.27
17.33%
Reduce -0.53%
72,402
-384
CTOS
Custom Truck One Source Inc
2025-03-31
Add
Add
+0.05%
●
4.02 ($4.83) 5.42
$5.81
20.29%
Add 1.38%
1,367,779
18,559

Catawba River Capital Total Holding History ($B)

To

Catawba River Capital's Asset Allocation

To

Catawba River Capital Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Catawba River Capital's Hypothetical Growth since 2025-03-31

Catawba River Capital's Yearly Returns

Year Portfolio % % Excess Gain %

Catawba River Capital's Holdings Heat Map

Size field:

Catawba River Capital's Holdings Bubble Chart

Catawba River Capital News

  • 1

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