EagleClaw Capital Managment, LLC — 13F Holdings & Portfolio
CIK 1607636 · latest 13F-HR filed 2026-08-10
EagleClaw Capital Managment, LLC manages $745.4M in 13F-reported U.S. long-equity assets across 145 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TPL (9.02%), NVDA (4.92%), AAPL (3.66%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 10 new positions, exited 10, added to 64, and trimmed 45.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
19TH FLOOR
BOSTON, MA 02110
$745.4M
Long-equity book
145
Distinct positions
2026-06-30
Filed 2026-08-10
+10 / −10 / ↑64 / ↓45
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PALO ALTO NETWORKS INC$14.1M +109.6%
- CATERPILLAR INC$6.2M +46.8%
- INTUITIVE SURGICAL INC$3.8M +371.8%
- NVIDIA CORPORATION$3.7M +11.1%
- ALPHABET INC$3.3M +21.4%
Top Trims
- TEXAS PACIFIC LAND CORPORATI-$4.8M -6.7%
- NIKE INC-$4.7M -22.7%
- WHEATON PRECIOUS METALS CORP-$2.9M -15.1%
- CHEVRON CORPORATION-$2.9M -21.1%
- CME GROUP INC-$2.8M -24.6%
New Positions
- MIAMI INTL HLDGS INC$2.1M
- HONEYWELL INTL INC$1.3M
- HONEYWELL AEROSPACE INC$1.3M
- FEDEX FGHT HLDG CO INC$1.3M
- CRISPR THERAPEUTICS AG$929.9K
Exited Positions
- HONEYWELL INTL INC$2.8M
- HOLOGIC INC$2.4M
- APTIV PLC$1.7M
- GEN DIGITAL INC$1.3M
- WATERS CORP$789.2K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TEXAS PACIFIC LAND CORPORATI | TPL | 88262P102 | $67.2M | 9.02% | 153,629 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $36.7M | 4.92% | 183,401 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $27.3M | 3.66% | 94,398 | SH |
| 4 | PALO ALTO NETWORKS INC | PANW | 697435105 | $26.9M | 3.61% | 78,978 | SH |
| 5 | CATERPILLAR INC | CAT | 149123101 | $19.4M | 2.61% | 18,255 | SH |
| 6 | ALPHABET INC | GOOG | 02079K107 | $18.5M | 2.48% | 52,222 | SH |
| 7 | ABBVIE INC | ABBV | 00287Y109 | $18.1M | 2.42% | 71,774 | SH |
| 8 | JPMORGAN CHASE & CO | JPM | 46625H100 | $17.3M | 2.32% | 52,906 | SH |
| 9 | EATON CORP PLC | ETN | G29183103 | $16.7M | 2.24% | 39,233 | SH |
| 10 | LANDBRIDGE COMPANY LLC | LB | 514952100 | $16.7M | 2.24% | 210,805 | SH |
| 11 | WHEATON PRECIOUS METALS CORP | WPM | 962879102 | $16.6M | 2.22% | 147,484 | SH |
| 12 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 389637109 | $16.3M | 2.19% | 358,216 | SH |
| 13 | NIKE INC | NKE | 654106103 | $16.0M | 2.15% | 390,091 | SH |
| 14 | HOME DEPOT INC | HD | 437076102 | $15.8M | 2.12% | 44,769 | SH |
| 15 | LINDE PLC | LIN | G54950103 | $14.9M | 1.99% | 28,635 | SH |
| 16 | PARKER-HANNIFIN CORP | PH | 701094104 | $14.3M | 1.91% | 14,575 | SH |
| 17 | AIR PRODUCTS AND CHEMICALS I | APD | 009158106 | $11.9M | 1.60% | 40,732 | SH |
| 18 | MICROSOFT CORP | MSFT | 594918104 | $11.8M | 1.58% | 31,573 | SH |
| 19 | AMAZON COM INC | AMZN | 023135106 | $11.7M | 1.56% | 48,936 | SH |
| 20 | CHEVRON CORPORATION | CVX | 166764100 | $10.9M | 1.46% | 65,781 | SH |
| 21 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $10.7M | 1.44% | 60,210 | SH |
| 22 | TJX COS INC NEW | TJX | 872540109 | $10.0M | 1.34% | 66,140 | SH |
| 23 | FRANCO NEV CORP | FNV | 351858105 | $9.9M | 1.33% | 47,679 | SH |
| 24 | CACI INTL INC | CACI | 127190304 | $9.9M | 1.32% | 21,270 | SH |
| 25 | FREEPORT MCMORAN INC | FCX | 35671D857 | $9.1M | 1.22% | 145,000 | SH |
| 26 | UNION PAC CORP | UNP | 907818108 | $9.0M | 1.20% | 32,915 | SH |
| 27 | LOWES COS INC | LOW | 548661107 | $8.8M | 1.18% | 39,802 | SH |
| 28 | CME GROUP INC | CME | 12572Q105 | $8.7M | 1.16% | 39,260 | SH |
| 29 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $8.6M | 1.15% | 69,745 | SH |
| 30 | ORACLE CORP | ORCL | 68389X105 | $8.6M | 1.15% | 58,457 | SH |
| 31 | GRAYSCALE BITCOIN MINI TR ET | BTC | 389930207 | $8.3M | 1.12% | 320,872 | SH |
| 32 | VISA INC | V | 92826C839 | $8.2M | 1.10% | 23,949 | SH |
| 33 | WILLIAMS COS INC | WMB | 969457100 | $7.5M | 1.00% | 100,220 | SH |
| 34 | LOCKHEED MARTIN CORP | LMT | 539830109 | $7.2M | 0.97% | 14,128 | SH |
| 35 | GALLAGHER ARTHUR J & CO | AJG | 363576109 | $7.2M | 0.96% | 31,285 | SH |
| 36 | WATERBRIDGE INFRASTRUCTURE L | WBI | 940923105 | $7.0M | 0.94% | 203,650 | SH |
| 37 | MARRIOTT INTL INC NEW | MAR | 571903202 | $6.7M | 0.90% | 18,090 | SH |
| 38 | QUALCOMM INC | QCOM | 747525103 | $6.5M | 0.87% | 35,188 | SH |
| 39 | BOEING CO | BA | 097023105 | $6.4M | 0.86% | 29,705 | SH |
| 40 | FEDEX CORP | FDX | 31428X106 | $6.2M | 0.83% | 19,842 | SH |
| 41 | HAWAIIAN ELEC INDS INC MTN B | HE | 419870100 | $5.9M | 0.79% | 434,750 | SH |
| 42 | XYLEM INC | XYL | 98419M100 | $5.8M | 0.78% | 49,455 | SH |
| 43 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.7M | 0.76% | 22,283 | SH |
| 44 | ALPHABET INC | GOOGL | 02079K305 | $5.5M | 0.74% | 15,432 | SH |
| 45 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $5.5M | 0.74% | 19,526 | SH |
| 46 | MEDTRONIC PLC | MDT | G5960L103 | $5.3M | 0.71% | 67,845 | SH |
| 47 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $4.9M | 0.65% | 12,250 | SH |
| 48 | LISTED FDS TR | INFL | 53656F623 | $4.4M | 0.60% | 89,202 | SH |
| 49 | RIO TINTO PLC | RIO | 767204100 | $4.4M | 0.60% | 46,860 | SH |
| 50 | MESABI TR | MSB | 590672101 | $4.3M | 0.58% | 170,575 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-10 | $745.4M | 145 | 0001607636-26-000006 |
| 2026-03-31 | 2026-05-08 | $714.1M | 145 | 0001607636-26-000002 |
| 2025-12-31 | 2026-02-10 | $691.2M | 144 | 0001607636-26-000001 |