Institutional Manager · CIK 0001607636
EagleClaw Capital Managment, LLC
BOSTON, MA · File #028-16133
Latest AUM
$691.2M
Positions
144
Top-10 Concentration
41.6%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | TEXAS PACIFIC LAND CORPORATI | TPL | +97,440 | +$28.0M | -$31.6M |
| REDUCE | BECTON DICKINSON & CO | BDX | -9,445 | -$1.8M | +$221,600 |
| ADD | WATERBRIDGE INFRASTRUCTURE L | WBI | +84,775 | +$1.7M | -$182,611 |
| REDUCE | FISERV INC | FISV | -12,835 | -$862,127 | -$1.6M |
| REDUCE | NVIDIA CORPORATION | NVDA | -4,552 | -$848,948 | -$16,596 |
| REDUCE | DEVON ENERGY CORP NEW | 25179M103 | -22,800 | -$835,164 | +$107,191 |
| REDUCE | MICROSOFT CORP | MSFT | -1,118 | -$540,696 | -$679,461 |
| ADD | WILLIAMS COS INC | 969457100 | +8,250 | +$495,908 | -$295,236 |
| REDUCE | POTLATCHDELTIC CORPORATION | 737630103 | -12,375 | -$492,278 | -$53,931 |
| REDUCE | APPLE INC | AAPL | -1,664 | -$452,375 | +$1.5M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025144 pos · $691.2M
- 13F HOLDINGS REPORTQ/E Sep 2025146 pos · $714.9M
- 13F HOLDINGS REPORTQ/E Jun 2025144 pos · $669.6M
- 13F HOLDINGS REPORTQ/E Mar 2025144 pos · $635.9M
- 13F HOLDINGS REPORTQ/E Dec 2024139 pos · $630.8M
- 13F HOLDINGS REPORTQ/E Sep 2024138 pos · $597.8M
- 13F HOLDINGS REPORTQ/E Jun 2024134 pos · $555.8M
- 13F HOLDINGS REPORTQ/E Mar 2024135 pos · $552.1M
- 13F HOLDINGS REPORTQ/E Dec 2023123 pos · $440.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TEXAS PACIFIC LAND CORPORATI | TPL | 146,388 | $42.0M | 7.41% |
| 2 | NVIDIA CORPORATION | NVDA | 202,901 | $37.8M | 6.67% |
| 3 | NIKE INC | NKE | 402,114 | $25.6M | 4.52% |
| 4 | APPLE INC | AAPL | 87,925 | $23.9M | 4.21% |
| 5 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 332,841 | $22.8M | 4.01% |
| 6 | WHEATON PRECIOUS METALS CORP | WPM | 155,012 | $18.2M | 3.21% |
| 7 | ALPHABET INC | GOOG | 55,012 | $17.3M | 3.04% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 52,756 | $17.0M | 3.00% |
| 9 | ABBVIE INC | ABBV | 71,494 | $16.3M | 2.88% |
| 10 | HOME DEPOT INC | HD | 44,076 | $15.2M | 2.67% |
| 11 | PALO ALTO NETWORKS INC | PANW | 76,113 | $14.0M | 2.47% |
| 12 | PARKER-HANNIFIN CORP | PH | 15,158 | $13.3M | 2.35% |
| 13 | EATON CORP PLC | ETN | 41,808 | $13.3M | 2.35% |
| 14 | BOOKING HOLDINGS INC | BKNG | 2,373 | $12.7M | 2.24% |
| 15 | LINDE PLC | LIN | 29,175 | $12.4M | 2.19% |
| 16 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 301,190 | $11.7M | 2.06% |
| 17 | CATERPILLAR INC | CAT | 20,090 | $11.5M | 2.03% |
| 18 | AMAZON COM INC | AMZN | 49,704 | $11.5M | 2.02% |
| 19 | CACI INTL INC | 127190304 | 21,394 | $11.4M | 2.01% |
| 20 | ORACLE CORP | ORCL-PD | 57,607 | $11.2M | 1.98% |