Catawba River Capital — 13F holdings

Catawba River Capital reported 24 holdings worth $223M in its 13F filing for Q2 2026, filed July 22, 2026.

Largest positions

1. FBND FIDELITY MERRIMACK STR TR — $23.2M (10.4%)
2. PRM PERIMETER SOLUTIONS INC — $21.2M (9.5%)
3. QXO QXO INC — $20.5M (9.2%)
4. CDRE CADRE HLDGS INC — $17.0M (7.6%)
5. ROAD CONSTRUCTION PARTNERS INC — $16.4M (7.3%)
6. GLD SPDR GOLD TR — $15.9M (7.1%)
7. GHM GRAHAM CORP — $14.6M (6.5%)
8. HEI.A HEICO CORP NEW — $13.8M (6.2%)
9. SPXC SPX TECHNOLOGIES INC — $9.63M (4.3%)
10. SCI SERVICE CORP INTL — $8.58M (3.8%)