StockDriftsStockDriftsTop 24 Catawba River Capital Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY TOTAL BOND ETF | 11.03% | 503.0K | $22.9M | +108.29%(+261.52K) | $45.71(-0.52%) | 2026-03-31 | |
| QXO | QXO INC COM NEW | 10.59% | 1.14M | $22.0M | +1.15%(+13.01K) | $16.43(-1.35%) | 2026-03-31 | |
| GLD | SPDR GOLD SHARES | 8.99% | 42.7K | $18.7M | -41.32%(-30.06K) | $190.31(+98.69%) | 2026-03-31 | |
| ROAD | CONSTRUCTION PARTNERS INC COM CL A | 7.51% | 138.3K | $15.6M | -38.12%(-85.20K) | $28.96(+272.60%) | 2026-03-31 | |
| PRM | PERIMETER SOLUTIONS INC COMMON STOCK | 7.46% | 599.4K | $15.5M | -0.25%(-1.52K) | $13.08(+159.29%) | 2026-03-31 | |
| REGN | REGENERON PHARMACEUTICALS COM | 6.27% | 16.8K | $13.0M | -42.82%(-12.57K) | $610.99(+7.08%) | 2026-03-31 | |
| HEI-A | HEICO CORP NEW CL A | 5.44% | 53.2K | $11.3M | -0.05%(-28) | $108.81(+140.51%) | 2026-03-31 | |
| GHM | GRAHAM CORP COM | 4.63% | 117.7K | $9.6M | new | $71.58(+61.26%) | 2026-03-31 | |
| SCI | SERVICE CORP INTL COM | 4.48% | 112.4K | $9.3M | -0.15%(-174) | $49.63(+58.29%) | 2026-03-31 | |
| CDRE | CADRE HOLDINGS | 4.03% | 260.3K | $8.4M | -43.33%(-199.02K) | $28.75(+2.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.00% | +40.49% |
| Top 20 Holdings Unweighted | +7.36% | +23.75% |
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