§ 13F · FUND PROFILE
Catawba River Capital.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $196.7T (13F)Positions · 18Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD SHARES | 73K | $28.8T | 12.8% | −2% |
| 2 | ROAD | CONSTRUCTION PARTNERS INC COM CL A | 224K | $24.3T | 10.8% | −2% |
| 3 | REGN | REGENERON PHARMACEUTICALS COM | 29K | $22.6T | 10.1% | −1% |
| 4 | QXO | QXO INC COM NEW | 1.13M | $21.8T | 9.7% | +1% |
| 5 | CDRE | CADRE HOLDINGS | 459K | $18.8T | 8.3% | −1% |
| 6 | PRM | PERIMETER SOLUTIONS INC COMMON STOCK | 601K | $16.5T | 7.4% | −2% |
| 7 | HEI/A | HEICO CORP NEW CL A | 53K | $13.4T | 6.0% | −1% |
| 8 | FBND | FIDELITY TOTAL BOND ETF | 242K | $11.1T | 4.9% | ±0% |
| 9 | DHR | DANAHER CORPORATION COM | 40K | $9.2T | 4.1% | ±0% |
| 10 | SCI | SERVICE CORP INTL COM | 113K | $8.8T | 3.9% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CATAWBA SIGNAL
AC read
Catawba River Capital is a Other fund managing $196731.4 trillion in assets. The fund runs a focused portfolio of just 18 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed