EagleClaw Capital Managment, LLC 13F holdings
EagleClaw Capital Managment, LLC reported 139 positions with a total reported value of $745.4M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-10. Top holdings by reported value: TPL TEXAS PACIFIC LAND CORPORATI (9.0%), NVDA NVIDIA CORPORATION (4.9%), AAPL APPLE INC (3.7%), PANW PALO ALTO NETWORKS INC (3.6%), GOOGL ALPHABET INC (3.2%). Against 2026-03-31 it opened 9 new positions and exited 9. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 139 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TPL TEXAS PACIFIC LAND CORPORATI | 153,629 | $67.2M | 9.0% |
| NVDA NVIDIA CORPORATION | 183,401 | $36.7M | 4.9% |
| AAPL APPLE INC | 94,398 | $27.3M | 3.7% |
| PANW PALO ALTO NETWORKS INC | 78,978 | $26.9M | 3.6% |
| GOOGL ALPHABET INC | 67,654 | $24.0M | 3.2% |
| CAT CATERPILLAR INC | 18,255 | $19.4M | 2.6% |
| ABBV ABBVIE INC | 71,774 | $18.1M | 2.4% |
| JPM JPMORGAN CHASE & CO | 52,906 | $17.3M | 2.3% |
| ETN EATON CORP PLC | 39,233 | $16.7M | 2.2% |
| LB LANDBRIDGE COMPANY LLC | 210,805 | $16.7M | 2.2% |
| WPM WHEATON PRECIOUS METALS CORP | 147,484 | $16.6M | 2.2% |
| GBTC GRAYSCALE BITCOIN TRUST ETF | 358,216 | $16.3M | 2.2% |
| NKE NIKE INC | 390,091 | $16.0M | 2.1% |
| HD HOME DEPOT INC | 44,769 | $15.8M | 2.1% |
| LIN LINDE PLC | 28,635 | $14.9M | 2.0% |
| PH PARKER-HANNIFIN CORP | 14,575 | $14.3M | 1.9% |
| APD AIR PRODUCTS AND CHEMICALS I | 40,732 | $11.9M | 1.6% |
| MSFT MICROSOFT CORP | 31,573 | $11.8M | 1.6% |
| AMZN AMAZON COM INC | 48,936 | $11.7M | 1.6% |
| CVX CHEVRON CORPORATION | 65,781 | $10.9M | 1.5% |
| BKNG BOOKING HOLDINGS INC | 60,210 | $10.7M | 1.4% |
| TJX COS INC NEW | 66,140 | $10.0M | 1.3% |
| FNV FRANCO NEV CORP | 47,679 | $9.9M | 1.3% |
| CACI INTL INC | 21,270 | $9.9M | 1.3% |
| FCX FREEPORT MCMORAN INC | 145,000 | $9.1M | 1.2% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 9 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MIAMI INTL HLDGS INC | 57,800 | $2.1M | 0.3% |
| HONA HONEYWELL AEROSPACE INC | 5,999 | $1.3M | 0.2% |
| FEDEX FGHT HLDG CO INC | 8,594 | $1.3M | 0.2% |
| CRSP CRISPR THERAPEUTICS AG | 17,050 | $929.9K | 0.1% |
| DIREXION SHARES ETF TRUST | 4,645 | $566.7K | <0.1% |
| BIIB BIOGEN INC | 1,079 | $233.1K | <0.1% |
| MCD MCDONALDS CORP | 857 | $231.7K | <0.1% |
| TER TERADYNE INC | 450 | $217.7K | <0.1% |
| REPL REPLIMUNE GROUP INC | 10,000 | $110.7K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 9 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| HOLOGIC INC | 31,984 | $2.4M | 0.3% |
| APTV APTIV PLC | 25,057 | $1.7M | 0.2% |
| GEN GEN DIGITAL INC | 67,950 | $1.3M | 0.2% |
| WAT WATERS CORP | 2,650 | $789.2K | 0.1% |
| PYPL PAYPAL HLDGS INC | 10,125 | $458.0K | <0.1% |
| SAFT SAFETY INS GROUP INC | 3,750 | $272.4K | <0.1% |
| TMUS T-MOBILE US INC | 1,200 | $252.0K | <0.1% |
| BSY BENTLEY SYS INC | 6,275 | $220.4K | <0.1% |
| KMI KINDER MORGAN INC DEL | 6,000 | $201.2K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BKNG BOOKING HOLDINGS INC | 2,342 | 60,210 | +2,470.9% | $10.7M |
| ISRG INTUITIVE SURGICAL INC | 2,240 | 12,250 | +446.9% | $4.9M |
| VANGUARD INDEX FDS | 17,226 | 30,906 | +79.4% | $6.9M |
| XYL XYLEM INC | 24,375 | 49,455 | +102.9% | $5.8M |
| MDT MEDTRONIC PLC | 32,747 | 67,845 | +107.2% | $5.3M |
| AJG GALLAGHER ARTHUR J & CO | 22,300 | 31,285 | +40.3% | $7.2M |
| MSFT MICROSOFT CORP | 28,124 | 31,573 | +12.3% | $11.8M |
| MKC MCCORMICK & CO INC | 42,535 | 66,430 | +56.2% | $3.3M |
| PFE PFIZER INC | 111,043 | 153,401 | +38.1% | $3.7M |
| HAWAIIAN ELEC INDS INC MTN B | 370,650 | 434,750 | +17.3% | $5.9M |
| TPL TEXAS PACIFIC LAND CORPORATI | 151,894 | 153,629 | +1.1% | $67.2M |
| HD HOME DEPOT INC | 44,063 | 44,769 | +1.6% | $15.8M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BDX BECTON DICKINSON & CO | 18,195 | 4,232 | -76.7% | $640.4K |
| HONEYWELL INTL INC | 12,566 | 5,999 | -52.3% | $1.3M |
| AAPL APPLE INC | 99,210 | 94,398 | -4.9% | $27.3M |
| NVDA NVIDIA CORPORATION | 189,451 | 183,401 | -3.2% | $36.7M |
| DVN DEVON ENERGY CORP NEW | 44,400 | 17,850 | -59.8% | $737.6K |
| BAC BANK OF AMER CORP | 51,139 | 35,900 | -29.8% | $2.0M |
| MADISON SQUARE GRDN SPRT COR | 12,095 | 10,065 | -16.8% | $4.0M |
| CI THE CIGNA GROUP | 8,429 | 5,565 | -34.0% | $1.5M |
| BMY BRISTOL-MYERS SQUIBB CO | 36,693 | 24,691 | -32.7% | $1.4M |
| QCOM QUALCOMM INC | 37,900 | 35,188 | -7.2% | $6.5M |
| NVS NOVARTIS AG | 26,836 | 23,712 | -11.6% | $3.7M |
| CAT CATERPILLAR INC | 18,695 | 18,255 | -2.4% | $19.4M |
CIK 1607636 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
