Holdings
Catawba River Capital
As of Jun 30, 2026, Catawba River Capital reported 16 positions worth US$175M. Largest: Perimeter Solutions, Sa, Qxo, Inc. and Cadre Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Perimeter Solutions, Sa | 594K | US$21.2M | −5,093 | Jun 30, 2026 |
| Qxo, Inc. | 1.19M | US$20.5M | +43,958 | Jun 30, 2026 |
| Cadre Holdings, Inc. | 598K | US$17M | +338K | Jun 30, 2026 |
| Construction Partners, Inc. | 138K | US$16.4M | −72 | Jun 30, 2026 |
| Graham Corporation | 118K | US$14.6M | −160 | Jun 30, 2026 |
| Heico Corporation | 53,356 | US$13.8M | +120 | Jun 30, 2026 |
| Spx Technologies, Inc. | 39,297 | US$9.63M | +191 | Jun 30, 2026 |
| Service Corporation International | 113K | US$8.58M | +581 | Jun 30, 2026 |
| Casella Waste Systems, Inc. | 87,655 | US$8.5M | +553 | Jun 30, 2026 |
| Novanta Inc. | 52,245 | US$8.48M | new | Jun 30, 2026 |