Catawba River Capital
All 13F Filings
- Location
- Lake Wylie, SC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 223,491
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 24 | 223,491 | 13F-HR | Catawba River Capital |
| Q1 2026 | 5/11/2026 | 24 | 208,004 | 13F-HR | Catawba River Capital |
| Q4 2025 | 2/5/2026 | 22 | 224,791 | 13F-HR | Catawba River Capital |
| Q3 2025 | 11/10/2025 | 20 | 220,477 | 13F-HR | Catawba River Capital |
| Q2 2025 | 7/29/2025 | 18 | 196,731 | 13F-HR | Catawba River Capital |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 182.2 K | 81.5% | 17.86 K | 0 | 17.86 K |
| ETFs | 41.3 K | 18.5% | 0 | 2.373 K | -2.373 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
223,491
Holdings
24
QoQ value change ($000)
15,487
(7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.