Catawba River Capital DSGR — DISTRIBUTION SOLUTIONS GRP I

Ownership history in Catawba River Capital  ·  6 quarters on record

AI Ownership Summary

Catawba River Capital reported DISTRIBUTION SOLUTIONS GRP I (DSGR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.73% in 2024 Q4. The latest visible filing shows DSGR at 3.19% 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.

What this DSGR 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 DISTRIBUTION SOLUTIONS GRP I, 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

DSGR was reported at 3.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.73% 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
2024 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.

DSGR stock page Catawba River Capital fund profile Catawba River Capital full holdings
How Catawba River Capital held DSGR — position size vs. price
% of Fund (quarterly)    DSGR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 247,524 +25,069 +11.3% 3.19% $6.6M 2026-05-11 $27.28
2025 Q4 REDUCED — — — 222,455 -191 -0.1% 2.71% $6.1M 2026-02-05 $29.62
2025 Q3 ADDED — — — 222,646 +3,957 +1.8% 3.04% $6.7M 2025-11-10 $26.50
2025 Q2 ADDED — — — 218,689 +30,685 +16.3% 3.05% $6.0M 2025-07-29 $29.12
2025 Q1 ADDED — — — 188,004 +6,340 +3.5% 3.20% $5.3M 2025-04-29 $26.31
2024 Q4 INITIATED — — — 181,664 — — 3.73% $6.2M 2025-01-29 $32.94

🏢 Other funds also holding DSGR

As of 2026 Q1 — sorted by position size

Norwood Investment Partners, LP 3Y 6.28% KING LUTHER CAPITAL MANAGEMENT CORP 3Y 7Y 4.63% AGMAN CAPITAL LLC 4.54% Teton Advisors, LLC 1.73% Highlander Partners, L.P. 3Y 0.88% MONIMUS CAPITAL MANAGEMENT, LP 0.73% Nantahala Capital Management, LLC 3Y 7Y 0.48% Rangeley Capital, LLC 0.43% T3 Companies, LLC 0.38% SCHWARTZ INVESTMENT COUNSEL INC 3Y 7Y 0.29%

FAQ About Catawba River Capital and DSGR

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 DSGR?

Catawba River Capital reported DSGR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for DSGR was 3.73% in 2024 Q4.

What is the latest reported DSGR position on this page?

The most recent filing on this page is 2026 Q1, when Catawba River Capital reported 247,524 shares, equal to 3.19% of portfolio, with an estimated market value of $6.6M.

What does the chart on this DSGR ownership page compare?

The chart compares Catawba River Capital's quarterly DSGR 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 DSGR position?

Based on 13F filing dates vs. subsequent DSGR price moves, Catawba River Capital correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on DSGR relative to SPY over the holding period was -27.4%.

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