R.P. Boggs & Co. Wealth Mangement

Catawba River Capital as of Dec. 31, 2024

Portfolio Holdings for Catawba River Capital

Catawba River Capital holds 18 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Construction Partners Com Cl A (ROAD) 16.3 $27M 309k 88.46
Spdr Gold Tr Gold Shs (GLD) 10.5 $18M 73k 242.13
Cadre Hldgs (CDRE) 8.8 $15M 456k 32.30
Heico Corp Cl A (HEI.A) 6.0 $10M 54k 186.08
Tyler Technologies (TYL) 5.6 $9.4M 16k 576.64
Service Corporation International (SCI) 5.3 $8.8M 110k 79.82
Casella Waste Sys Cl A (CWST) 5.1 $8.6M 81k 105.81
Firstservice Corp (FSV) 5.0 $8.4M 46k 181.02
Waste Connections (WCN) 5.0 $8.3M 49k 171.58
Perimeter Solutions Common Stock 4.6 $7.7M 599k 12.78
Transcat (TRNS) 4.2 $7.1M 67k 105.74
Roper Industries (ROP) 4.2 $7.1M 14k 519.85
Regeneron Pharmaceuticals (REGN) 3.9 $6.6M 9.3k 712.33
Custom Truck One Source Com Cl A (CTOS) 3.9 $6.5M 1.3M 4.81
Danaher Corporation (DHR) 3.8 $6.5M 28k 229.55
Full House Resorts (FLL) 3.8 $6.4M 1.6M 4.08
Lawson Products (DSGR) 3.7 $6.2M 182k 34.40
Ishares Gold Tr Ishares New (IAU) 0.3 $464k 9.4k 49.51