Catawba River Capital
All 13F Filings
- Location
- Lake Wylie, SC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 224,791
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 183.7 K | 81.7% | 1.452 K | 0 | 1.452 K |
| ETFs | 41.13 K | 18.3% | 2.862 K | 0 | 2.862 K |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
224,791
Holdings
22
QoQ value change ($000)
4,314
(2.0%)
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.