Catawba River Capital ROAD — CONSTRUCTION PARTNERS INC

Ownership history in Catawba River Capital  ·  17 quarters on record

AI Ownership Summary

Catawba River Capital reported CONSTRUCTION PARTNERS INC (ROAD) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 16.28% in 2024 Q4. The latest visible filing shows ROAD at 7.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ROAD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Catawba River Capital's position in CONSTRUCTION PARTNERS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ROAD was reported at 7.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
16.28% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ROAD stock page Catawba River Capital fund profile Catawba River Capital full holdings
How Catawba River Capital held ROAD — position size vs. price
% of Fund (quarterly)    ROAD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 138,312 -85,197 -38.1% 7.51% $15.6M 2026-05-11 $135.45
2025 Q4 REDUCED — — — 223,509 -4,100 -1.8% 10.79% $24.3M 2026-02-05 $127.65
2025 Q3 REDUCED — — — 227,609 -738 -0.3% 13.11% $28.9M 2025-11-10 $114.15
2025 Q2 REDUCED 26.2% +19.6% ❌ 228,347 -81,052 -26.2% 12.34% $24.3M 2025-07-29 $102.18
2025 Q1 ADDED — — — 309,399 +742 +0.2% 13.53% $22.2M 2025-04-29 $81.17
2024 Q4 REDUCED — — — 308,657 -2,961 -1.0% 16.28% $27.3M 2025-01-29 $79.31
2024 Q3 REDUCED — — — 311,618 -847 -0.3% 13.75% $21.8M 2024-10-18 $74.70
2024 Q2 REDUCED 26.7% +26.4% ❌ 312,465 -113,980 -26.7% 10.44% $17.3M 2024-08-12 $60.46
2024 Q1 REDUCED — — — 426,445 -3,435 -0.8% 13.95% $23.9M 2024-05-13 $54.92
2023 Q4 REDUCED — — — 429,880 -3,164 -0.7% 13.15% $18.7M 2024-02-14 $47.71
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ROAD

As of 2026 Q1 — sorted by position size

Engle Capital Management, L.P. 3Y 7Y 7.76% GENEVA CAPITAL MANAGEMENT LLC 3Y 7Y 3.69% Conestoga Capital Advisors, LLC 3Y 7Y 3.67% Summit Creek Advisors LLC 3Y 7Y 3.04% Tyro Capital Management LLC 2.12% Aubrey Capital Management Ltd 3Y 7Y 2.04% Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1.65% Lisanti Capital Growth, LLC 3Y 7Y 1.49% 12th Street Asset Management Company, LLC 3Y 7Y 0.94% Reliant Investment Partners, LLC 0.87%

FAQ About Catawba River Capital and ROAD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Catawba River Capital reported owning ROAD?

Catawba River Capital reported ROAD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ROAD position in Catawba River Capital's portfolio?

The largest reported portfolio weight for ROAD was 16.28% in 2024 Q4.

What is the latest reported ROAD position on this page?

The most recent filing on this page is 2026 Q1, when Catawba River Capital reported 138,312 shares, equal to 7.51% of portfolio, with an estimated market value of $15.6M.

What does the chart on this ROAD ownership page compare?

The chart compares Catawba River Capital's quarterly ROAD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Catawba River Capital time their ROAD position?

Based on 13F filing dates vs. subsequent ROAD price moves, Catawba River Capital correctly timed 6 out of 16 reported position changes (38%). The annualised alpha on ROAD relative to SPY over the holding period was +16.8%.

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