13F HOLDINGS REPORT
EagleClaw Capital Managment, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001607636-25-000002
Total Value
$714.9M
Positions
146
Other Managers
0
Confidential Omitted
No
Holdings (146)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TEXAS PACIFIC LAND CORPORATI | TPL | 48,948 | $45.7M | 6.39% |
| 2 | NVIDIA CORPORATION | NVDA | 207,453 | $38.7M | 5.41% |
| 3 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 334,466 | $30.0M | 4.20% |
| 4 | NIKE INC | NKE | 403,051 | $28.1M | 3.93% |
| 5 | APPLE INC | AAPL | 89,589 | $22.8M | 3.19% |
| 6 | HOME DEPOT INC | HD | 44,176 | $17.9M | 2.50% |
| 7 | WHEATON PRECIOUS METALS CORP | WPM | 156,767 | $17.5M | 2.45% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 53,156 | $16.8M | 2.35% |
| 9 | ABBVIE INC | ABBV | 72,124 | $16.7M | 2.34% |
| 10 | ORACLE CORP | ORCL-PD | 57,867 | $16.3M | 2.28% |
| 11 | PALO ALTO NETWORKS INC | PANW | 76,478 | $15.6M | 2.18% |
| 12 | EATON CORP PLC | ETN | 41,608 | $15.6M | 2.18% |
| 13 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 297,110 | $15.0M | 2.10% |
| 14 | LINDE PLC | LIN | 29,155 | $13.8M | 1.94% |
| 15 | ALPHABET INC | GOOG | 55,252 | $13.5M | 1.88% |
| 16 | BOOKING HOLDINGS INC | BKNG | 2,368 | $12.8M | 1.79% |
| 17 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 68,811 | $11.6M | 1.62% |
| 18 | PARKER-HANNIFIN CORP | PH | 15,253 | $11.6M | 1.62% |
| 19 | AIR PRODS & CHEMS INC | AIIR | 41,453 | $11.3M | 1.58% |
| 20 | AMAZON COM INC | AMZN | 49,914 | $11.0M | 1.53% |
| 21 | LANDBRIDGE COMPANY LLC | LB | 202,340 | $10.8M | 1.51% |
| 22 | FRANCO NEV CORP | FNV | 48,399 | $10.8M | 1.51% |
| 23 | CACI INTL INC | 127190304 | 21,514 | $10.7M | 1.50% |
| 24 | CHEVRON CORP NEW | CVX | 68,690 | $10.7M | 1.49% |
| 25 | CME GROUP INC | CME | 39,174 | $10.6M | 1.48% |
| 26 | MICROSOFT CORP | MSFT | 19,792 | $10.3M | 1.43% |
| 27 | LOWES COS INC | 548661107 | 39,702 | $10.0M | 1.40% |
| 28 | TJX COS INC NEW | 872540109 | 68,105 | $9.8M | 1.38% |
| 29 | CATERPILLAR INC | CAT | 20,325 | $9.7M | 1.36% |
| 30 | VISA INC | V | 23,777 | $8.1M | 1.14% |
| 31 | STRATEGY INC | STRK | 25,000 | $8.1M | 1.13% |
| 32 | UNION PAC CORP | UNP | 33,115 | $7.8M | 1.09% |
| 33 | LOCKHEED MARTIN CORP | LMT | 14,567 | $7.3M | 1.02% |
| 34 | QUALCOMM INC | QCOM | 42,950 | $7.1M | 1.00% |
| 35 | BOEING CO | BA-PA | 30,080 | $6.5M | 0.91% |
| 36 | BECTON DICKINSON & CO | BDX | 32,116 | $6.0M | 0.84% |
| 37 | FREEPORT-MCMORAN INC | FCX | 148,025 | $5.8M | 0.81% |
| 38 | WILLIAMS COS INC | 969457100 | 91,122 | $5.8M | 0.81% |
| 39 | INTERNATIONAL BUSINESS MACHS | INTR | 19,377 | $5.5M | 0.76% |
| 40 | MARRIOTT INTL INC NEW | 571903202 | 19,490 | $5.1M | 0.71% |
| 41 | MESABI TR | MSB | 167,425 | $4.9M | 0.69% |
| 42 | FEDEX CORP | FDX | 20,323 | $4.8M | 0.67% |
| 43 | ALPHABET INC | GOOG | 18,097 | $4.4M | 0.62% |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8,606 | $4.3M | 0.61% |
| 45 | JOHNSON & JOHNSON | JNJ | 23,221 | $4.3M | 0.60% |
| 46 | THE CIGNA GROUP | 125523100 | 14,201 | $4.1M | 0.57% |
| 47 | WASTE MGMT INC DEL | 94106L109 | 18,231 | $4.0M | 0.56% |
| 48 | LISTED FDS TR | 53656F623 | 87,130 | $3.9M | 0.54% |
| 49 | HAWAIIAN ELEC INDUSTRIES | 419870100 | 341,300 | $3.8M | 0.53% |
| 50 | SYSCO CORP | SYY | 44,335 | $3.7M | 0.51% |
| 51 | EMERSON ELEC CO | EMR | 27,571 | $3.6M | 0.51% |
| 52 | NOVARTIS AG | NVSEF | 28,082 | $3.6M | 0.50% |
| 53 | NOVO-NORDISK A S | NONOF | 64,150 | $3.6M | 0.50% |
| 54 | GEN DIGITAL INC | GENVR | 120,900 | $3.4M | 0.48% |
| 55 | FISERV INC | FISV | 25,770 | $3.3M | 0.46% |
| 56 | RIO TINTO PLC | RTNTF | 47,825 | $3.2M | 0.44% |
| 57 | PAYPAL HLDGS INC | PYPL | 46,275 | $3.1M | 0.43% |
| 58 | MEDTRONIC PLC | MDT | 32,347 | $3.1M | 0.43% |
| 59 | THERMO FISHER SCIENTIFIC INC | TMO | 6,259 | $3.0M | 0.42% |
| 60 | COLGATE PALMOLIVE CO | CL | 37,170 | $3.0M | 0.42% |
| 61 | VANGUARD INDEX FDS | 922908769 | 8,932 | $2.9M | 0.41% |
| 62 | VERTEX PHARMACEUTICALS INC | VRTX | 7,385 | $2.9M | 0.40% |
| 63 | UNITED PARCEL SERVICE INC | UPS | 34,266 | $2.9M | 0.40% |
| 64 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 12,595 | $2.9M | 0.40% |
| 65 | COSTAR GROUP INC | CSGP | 33,850 | $2.9M | 0.40% |
| 66 | APTIV PLC | APTV | 32,997 | $2.8M | 0.40% |
| 67 | BANK AMERICA CORP | 060505104 | 52,864 | $2.7M | 0.38% |
| 68 | HONEYWELL INTL INC | 438516106 | 12,771 | $2.7M | 0.38% |
| 69 | MERCK & CO INC | MRK | 31,843 | $2.7M | 0.37% |
| 70 | MGIC INVT CORP WIS | 552848103 | 89,800 | $2.5M | 0.36% |
| 71 | AMERICAN INTL GROUP INC | 026874784 | 31,404 | $2.5M | 0.35% |
| 72 | SANOFI SA | SNYNF | 51,685 | $2.4M | 0.34% |
| 73 | MCCORMICK & CO INC | MKC-V | 36,270 | $2.4M | 0.34% |
| 74 | DEVON ENERGY CORP NEW | 25179M103 | 68,275 | $2.4M | 0.33% |
| 75 | CONOCOPHILLIPS | COP | 24,690 | $2.3M | 0.33% |
| 76 | HOLOGIC INC | HOLX | 34,300 | $2.3M | 0.32% |
| 77 | POTLATCHDELTIC CORPORATION | 737630103 | 55,600 | $2.3M | 0.32% |
| 78 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 46,168 | $2.1M | 0.29% |
| 79 | INVESCO EXCHANGE TRADED FD T | IVZ | 10,830 | $2.1M | 0.29% |
| 80 | AFLAC INC | AFL | 17,613 | $2.0M | 0.28% |
| 81 | TEXAS INSTRS INC | 882508104 | 9,795 | $1.8M | 0.25% |
| 82 | VANGUARD INDEX FDS | 922908363 | 2,564 | $1.6M | 0.22% |
| 83 | CANADIAN PACIFIC KANSAS CITY | CP | 20,771 | $1.5M | 0.22% |
| 84 | NEXTERA ENERGY INC | NEE-PW | 20,075 | $1.5M | 0.21% |
| 85 | VANGUARD INDEX FDS | 922908629 | 4,765 | $1.4M | 0.20% |
| 86 | ELI LILLY & CO | LLY | 1,820 | $1.4M | 0.19% |
| 87 | PROCTER AND GAMBLE CO | 742718109 | 8,775 | $1.3M | 0.19% |
| 88 | SPDR S&P 500 ETF TR | SPY | 1,767 | $1.2M | 0.16% |
| 89 | GEOSPACE TECHNOLOGIES CORP | GEOS | 61,150 | $1.2M | 0.16% |
| 90 | COCA COLA CO | KO | 16,329 | $1.1M | 0.15% |
| 91 | DEERE & CO | DE | 2,350 | $1.1M | 0.15% |
| 92 | EXXON MOBIL CORP | XOM | 9,450 | $1.1M | 0.15% |
| 93 | PEPSICO INC | PEP | 7,460 | $1.0M | 0.15% |
| 94 | INTUITIVE SURGICAL INC | ISRG | 2,310 | $1.0M | 0.14% |
| 95 | GILEAD SCIENCES INC | GILD | 8,590 | $953,490 | 0.13% |
| 96 | WATERBRIDGE INFRASTRUCTURE L | WBI | 35,050 | $883,961 | 0.12% |
| 97 | ISHARES TR | 464287507 | 11,990 | $782,467 | 0.11% |
| 98 | SCHLUMBERGER LTD | SLB | 22,684 | $779,649 | 0.11% |
| 99 | CLEAN ENERGY FUELS CORP | CLNE | 287,625 | $742,073 | 0.10% |
| 100 | LISTED FDS TR | 53656G209 | 21,900 | $690,687 | 0.10% |
| 101 | GENERAL DYNAMICS CORP | GD | 2,000 | $682,000 | 0.10% |
| 102 | BXP INC | BXP | 8,800 | $654,192 | 0.09% |
| 103 | PFIZER INC | PFE | 25,668 | $654,021 | 0.09% |
| 104 | ABBOTT LABS | ABLZF | 4,648 | $622,553 | 0.09% |
| 105 | VANGUARD INTL EQUITY INDEX F | 922042775 | 8,700 | $620,919 | 0.09% |
| 106 | PERMIAN BASIN RTY TR | 714236106 | 33,700 | $615,025 | 0.09% |
| 107 | DARDEN RESTAURANTS INC | DRI | 3,200 | $609,152 | 0.09% |
| 108 | GALLAGHER ARTHUR J & CO | 363576109 | 1,940 | $600,896 | 0.08% |
| 109 | AMGEN INC | AMGN | 2,125 | $599,675 | 0.08% |
| 110 | ICICI BANK LIMITED | IBN | 19,250 | $581,928 | 0.08% |
| 111 | ONEOK INC NEW | OKE | 6,634 | $484,083 | 0.07% |
| 112 | DANAHER CORPORATION | 235851102 | 2,425 | $480,781 | 0.07% |
| 113 | INTEL CORP | INTC | 13,892 | $466,077 | 0.07% |
| 114 | BLACKROCK INC | BLK | 398 | $464,016 | 0.06% |
| 115 | CUMMINS INC | CMI | 1,050 | $443,489 | 0.06% |
| 116 | ESSENTIAL UTILS INC | 29670G102 | 11,052 | $440,975 | 0.06% |
| 117 | RTX CORPORATION | RTX | 2,425 | $405,775 | 0.06% |
| 118 | SELECT WATER SOLUTIONS INC | WTTR | 37,000 | $395,530 | 0.06% |
| 119 | VANGUARD INDEX FDS | 922908751 | 1,550 | $394,134 | 0.06% |
| 120 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 4,450 | $371,397 | 0.05% |
| 121 | MCKESSON CORP | MCK | 480 | $370,819 | 0.05% |
| 122 | INVESCO QQQ TR | IVZ | 615 | $369,228 | 0.05% |
| 123 | ENBRIDGE INC | ENNPF | 7,273 | $366,996 | 0.05% |
| 124 | CHURCH & DWIGHT CO INC | CHD | 4,158 | $364,350 | 0.05% |
| 125 | CISCO SYS INC | CSCO | 5,325 | $364,337 | 0.05% |
| 126 | RPM INTL INC | 749685103 | 3,050 | $359,534 | 0.05% |
| 127 | BENTLEY SYS INC | BSY | 6,275 | $323,037 | 0.05% |
| 128 | TRAVELERS COMPANIES INC | TRV | 1,146 | $319,986 | 0.04% |
| 129 | BARRETT BUSINESS SVCS INC | 068463108 | 7,200 | $319,104 | 0.04% |
| 130 | MARATHON PETE CORP | MARA | 1,544 | $297,591 | 0.04% |
| 131 | T-MOBILE US INC | TMUSZ | 1,200 | $287,256 | 0.04% |
| 132 | MOODYS CORP | MCO | 600 | $285,888 | 0.04% |
| 133 | SAFETY INS GROUP INC | 78648T100 | 3,750 | $265,088 | 0.04% |
| 134 | SCHWAB STRATEGIC TR | 808524797 | 9,500 | $259,350 | 0.04% |
| 135 | COINBASE GLOBAL INC | COIN | 740 | $249,743 | 0.03% |
| 136 | VANGUARD INTL EQUITY INDEX F | 922042858 | 4,484 | $242,943 | 0.03% |
| 137 | ARK ETF TR | 00214Q104 | 2,652 | $228,868 | 0.03% |
| 138 | HALLIBURTON CO | HAL | 9,300 | $228,780 | 0.03% |
| 139 | AMERICAN TOWER CORP NEW | 03027X100 | 1,158 | $222,707 | 0.03% |
| 140 | AUTOMATIC DATA PROCESSING IN | ADP | 740 | $217,190 | 0.03% |
| 141 | ILLINOIS TOOL WKS INC | 452308109 | 825 | $215,127 | 0.03% |
| 142 | STRYKER CORPORATION | SYK | 550 | $203,319 | 0.03% |
| 143 | ENERGY TRANSFER L P | ET-PI | 11,500 | $197,340 | 0.03% |
| 144 | LANTRONIX INC | LTRX | 42,400 | $193,768 | 0.03% |
| 145 | WINCHESTER BANCORP INC | WSBK | 16,000 | $152,800 | 0.02% |
| 146 | ICAHN ENTERPRISES LP | IEP | 12,268 | $103,294 | 0.01% |