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EagleClaw Capital Managment, LLC — 13F Holdings & Portfolio

CIK 1607636 · latest 13F-HR filed 2026-08-10

Backtest portfolio

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 and exited 10; 64 existing positions rose in reported value and 45 fell.

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.

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AUM
$745.4M

Long-equity book

Holdings
145

Distinct positions

Period
2026-06-30

Filed 2026-08-10

Q/Q Activity
+10 / −10 / ↑64 / ↓45

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
TPL9.0% · +1%NVDA4.9% · -3%AAPL3.7% · -5%PANW3.6% · -1%CAT2.6% · -2%GOOG2.5% · -1%ABBV2.4% · -1%JPM2.3% · +0%ETN2.2% · -0%LB2.2% · +1%WPM2.2% · -1%GBTC2.2% · +1%NKE2.1% · -0%HD2.1% · +2%LIN2.0% · -0%PH1.9% · +1%APD1.6% · -0%MSFT1.6% · +12%AMZN1.6% · -0%CVX1.5% · -2%BKNG1.4% · +2471%TJX1.3% · +0%FNV1.3% · +1%CACI1.3% · +1%FCX1.2% · -0%UNP1.2% · -2%LOW1.2% · +3%CME1.2% · +1%ICE1.2% · +1%ORCL1.1% · -1%BTC1.1% · +2%V1.1% · +0%WMB1.0% · +2%LMT1.0% · -1%AJG1.0% · +40%WBI0.9% · +2%MAR0.9% · -3%QCOM0.9% · -7%BA0.9% · +1%FDX0.8% · +1%HE0.8% · +17%XYL0.8% · +103%JNJ0.8% · -0%GOOGL0.7% · -3%IBM0.7% · +0%MDT0.7% · +107%ISRG0.7% · +447%INFL0.6% · +1%RIO0.6% · -2%MSB0.6% · +0%BRK.B0.6% · -0%WM0.5% · -0%MSGS0.5% · -17%MRK0.5% · -5%EMR0.5% · +2%SYY0.5% · +3%VRTX0.5% · +2%NVS0.5% · -12%PFE0.5% · +38%CL0.5% · +2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 35.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

EagleClaw Capital Managment, LLC Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
ONE FEDERAL ST.
19TH FLOOR
BOSTON, MA 02110
Phone
(617) 314-0417
Filing Manager
EagleClaw Capital Managment, LLC
BOSTON, MA
Signatory
Katherine R. Kelliher
Chief Compliance Officer