Catawba River Capital
Annual return '25
+7.0%
SPY '25
+17.7%
Alpha
-10.7ptsvs SPY
Invested
$208M
Holdings
24
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 82%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FBND
FIDELITY TOTAL BOND ETF
Held since at least Q1 2024
11.0%
02
$QXO
QXO INC COM NEW
Held since at least Q1 2024
10.6%
03
$GQ9
SPDR GOLD SHARES
Q1 2026: New position (3.5k shares)
9.0%
04
$ROAD
CONSTRUCTION PARTNERS INC COM CL A
Held since at least Q1 2024
7.5%
05
$PRM
PERIMETER SOLUTIONS INC COMMON STOCK
Held since at least Q1 2024
7.5%
06
$REGN
REGENERON PHARMACEUTICALS COM
Held since at least Q1 2024
6.3%
07
$HEI/A
HEICO CORP NEW CL A
Held since at least Q1 2024
5.4%
08
$GHM
GRAHAM CORP COM
Held since at least Q1 2024
4.6%
09
$SCI
SERVICE CORP INTL COM
Held since at least Q1 2024
4.5%
10
$CDRE
CADRE HOLDINGS
Held since at least Q1 2024
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:03 UTC.