EagleClaw Capital Managment, LLC — 13F Holdings & Portfolio
CIK 1607636 · latest 13F-HR filed 2026-05-08
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.
Loading holdings…
AUM
$714.1M
Long-equity book
Holdings
145
Distinct positions
Period
2026-03-31
Filed 2026-05-08
Q/Q Activity
+7 / −6 / ↑56 / ↓54
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TEXAS PACIFIC LAND CORPORATI$30.0M +71.4%
- LANDBRIDGE COMPANY LLC$4.6M +46.6%
- GALLAGHER ARTHUR J & CO$4.1M +561.8%
- CHEVRON CORPORATION$3.4M +32.6%
- WATERBRIDGE INFRASTRUCTURE L$3.0M +123.7%
Top Trims
- NIKE INC-$4.9M -19.2%
- NVIDIA CORPORATION-$4.8M -12.7%
- GRAYSCALE BITCOIN TRUST ETF-$4.0M -17.5%
- BOOKING HOLDINGS INC-$2.8M -22.4%
- ORACLE CORP-$2.5M -22.6%
New Positions
- XYLEM INC$2.9M
- RAYONIER INC$1.2M
- WATERS CORP$789.2K
- CREDO TECHNOLOGY GROUP HOLDI$505.5K
- ARGAN INC$381.3K
Exited Positions
- POTLATCHDELTIC CORPORATION$1.7M
- FISERV INC$868.8K
- CARDINAL HEALTH INC$236.3K
- CVS HEALTH CORP$228.6K
- TESLA INC$224.9K
All Holdings
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 | $72.1M | 10.09% | 151,894 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $33.0M | 4.63% | 189,451 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $25.2M | 3.53% | 99,210 | SH |
| 4 | NIKE INC | NKE | 654106103 | $20.7M | 2.90% | 392,130 | SH |
| 5 | WHEATON PRECIOUS METALS CORP | WPM | 962879102 | $19.5M | 2.73% | 148,889 | SH |
| 6 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 389637109 | $18.8M | 2.63% | 355,791 | SH |
| 7 | ABBVIE INC | ABBV | 00287Y109 | $15.7M | 2.20% | 72,234 | SH |
| 8 | JPMORGAN CHASE & CO | JPM | 46625H100 | $15.5M | 2.17% | 52,643 | SH |
| 9 | ALPHABET INC | GOOG | 02079K107 | $15.2M | 2.13% | 52,987 | SH |
| 10 | HOME DEPOT INC | HD | 437076102 | $14.5M | 2.03% | 44,063 | SH |
| 11 | LANDBRIDGE COMPANY LLC | LB | 514952100 | $14.4M | 2.02% | 208,955 | SH |
| 12 | LINDE PLC | LIN | G54950103 | $14.2M | 1.99% | 28,665 | SH |
| 13 | EATON CORP PLC | ETN | G29183103 | $14.1M | 1.97% | 39,308 | SH |
| 14 | CHEVRON CORPORATION | CVX | 166764100 | $13.8M | 1.94% | 66,822 | SH |
| 15 | CATERPILLAR INC | CAT | 149123101 | $13.2M | 1.85% | 18,695 | SH |
| 16 | PARKER-HANNIFIN CORP | PH | 701094104 | $13.0M | 1.82% | 14,495 | SH |
| 17 | PALO ALTO NETWORKS INC | PANW | 697435105 | $12.8M | 1.80% | 80,138 | SH |
| 18 | AIR PRODUCTS AND CHEMICALS I | APD | 009158106 | $11.8M | 1.66% | 40,772 | SH |
| 19 | FRANCO NEV CORP | FNV | 351858105 | $11.7M | 1.63% | 47,214 | SH |
| 20 | CME GROUP INC | CME | 12572Q105 | $11.5M | 1.61% | 38,955 | SH |
| 21 | CACI INTL INC | CACI | 127190304 | $11.5M | 1.61% | 21,145 | SH |
| 22 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $10.9M | 1.52% | 69,065 | SH |
| 23 | TJX COS INC NEW | TJX | 872540109 | $10.5M | 1.47% | 65,915 | SH |
| 24 | MICROSOFT CORP | MSFT | 594918104 | $10.4M | 1.46% | 28,124 | SH |
| 25 | AMAZON COM INC | AMZN | 023135106 | $10.2M | 1.43% | 49,204 | SH |
| 26 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $9.9M | 1.38% | 2,342 | SH |
| 27 | GRAYSCALE BITCOIN MINI TR ET | BTC | 389930207 | $9.4M | 1.32% | 313,677 | SH |
| 28 | LOWES COS INC | LOW | 548661107 | $9.1M | 1.28% | 38,692 | SH |
| 29 | ORACLE CORP | ORCL | 68389X105 | $8.7M | 1.22% | 59,057 | SH |
| 30 | LOCKHEED MARTIN CORP | LMT | 539830109 | $8.6M | 1.21% | 14,263 | SH |
| 31 | FREEPORT MCMORAN INC | FCX | 35671D857 | $8.6M | 1.20% | 145,650 | SH |
| 32 | UNION PAC CORP | UNP | 907818108 | $8.1M | 1.14% | 33,465 | SH |
| 33 | VISA INC | V | 92826C839 | $7.2M | 1.01% | 23,849 | SH |
| 34 | WILLIAMS COS INC | WMB | 969457100 | $7.2M | 1.00% | 98,497 | SH |
| 35 | FEDEX CORP | FDX | 31428X106 | $7.0M | 0.98% | 19,632 | SH |
| 36 | MARRIOTT INTL INC NEW | MAR | 571903202 | $6.1M | 0.86% | 18,725 | SH |
| 37 | BOEING CO | BA | 097023105 | $5.9M | 0.82% | 29,505 | SH |
| 38 | HAWAIIAN ELEC INDS INC MTN B | HE | 419870100 | $5.5M | 0.77% | 370,650 | SH |
| 39 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.5M | 0.77% | 22,358 | SH |
| 40 | WATERBRIDGE INFRASTRUCTURE L | WBI | 940923105 | $5.4M | 0.75% | 200,200 | SH |
| 41 | MESABI TR | MSB | 590672101 | $5.3M | 0.75% | 169,775 | SH |
| 42 | QUALCOMM INC | QCOM | 747525103 | $4.9M | 0.68% | 37,900 | SH |
| 43 | GALLAGHER ARTHUR J & CO | AJG | 363576109 | $4.8M | 0.68% | 22,300 | SH |
| 44 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $4.7M | 0.66% | 19,486 | SH |
| 45 | LISTED FDS TR | INFL | 53656F623 | $4.6M | 0.64% | 88,302 | SH |
| 46 | ALPHABET INC | GOOGL | 02079K305 | $4.6M | 0.64% | 15,957 | SH |
| 47 | RIO TINTO PLC | RIO | 767204100 | $4.4M | 0.62% | 47,555 | SH |
| 48 | WASTE MGMT INC DEL | WM | 94106L109 | $4.2M | 0.59% | 18,321 | SH |
| 49 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $4.1M | 0.58% | 8,586 | SH |
| 50 | NOVARTIS AG | NVS | 66987V109 | $4.1M | 0.57% | 26,836 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $714.1M | 145 | 0001607636-26-000002 |
| 2025-12-31 | 2026-02-10 | $691.2M | 144 | 0001607636-26-000001 |