Catawba River Capital Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$164.4B
Holdings
19
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ROADCONSTRUCTION PARTNERS INC | 309,399 | $22.2B | 13.53% | |
| 2 | GQ9SPDR GOLD TR | 72,402 | $20.9B | 12.69% | |
| 3 | CDRECADRE HLDGS INC | 455,138 | $13.5B | 8.20% | |
| 4 | HEIHEICO CORP NEW | 53,738 | $11.3B | 6.90% | |
| 5 | WCNWASTE CONNECTIONS INC | 48,315 | $9.4B | 5.74% | |
| 6 | TYLTYLER TECHNOLOGIES INC | 15,987 | $9.3B | 5.65% | |
| 7 | CWSTCASELLA WASTE SYS INC | 80,897 | $9.0B | 5.49% | |
| 8 | SCISERVICE CORP INTL | 110,304 | $8.8B | 5.38% | |
| 9 | ROPROPER TECHNOLOGIES INC | 13,714 | $8.1B | 4.92% | |
| 10 | FSVFIRSTSERVICE CORP NEW | 46,410 | $7.7B | 4.68% | |
| 11 | QXOQXO INC | 490,052 | $6.6B | 4.04% | |
| 12 | FLLFULL HSE RESORTS INC | 1,502,207 | $6.3B | 3.82% | |
| 13 | REGNREGENERON PHARMACEUTICALS | 9,670 | $6.1B | 3.73% | |
| 14 | PRMPERIMETER SOLUTIONS INC | 603,055 | $6.1B | 3.69% | |
| 15 | DHRDANAHER CORPORATION | 28,711 | $5.9B | 3.58% | |
| 16 | CTOSCUSTOM TRUCK ONE SOURCE INC | 1,367,779 | $5.8B | 3.51% | |
| 17 | DSGRDISTRIBUTION SOLUTIONS GRP I | 188,004 | $5.3B | 3.20% | |
| 18 | FBNDFIDELITY MERRIMACK STR TR | 33,636 | $1.5B | 0.93% | |
| 19 | IAU*ISHARES GOLD TR | 9,163 | $540.3M | 0.33% |