EagleClaw Capital Managment, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), EagleClaw Capital Managment, LLC reported 145 stock positions worth $745.4 million. Its top holding was Texas Pacific Land (TPL) at 9.0% of the portfolio, followed by Nvidia (NVDA, 4.9%) and Apple (AAPL, 3.7%). Compared with Q1 2026, it opened 7 new positions, sold out of 9, added to 42 and reduced 73. The biggest buy was Intuitive Surgical (ISRG, shares +447%) and the biggest sale Nike Class B (NKE, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001607636
- Portfolio Value
- $745.4M (Q2 2026)
- SEC Filing
- 0001607636-26-000006 ↗ filed Aug 10, 2026
Holdings Value
Holdings 145 stocks · $745.4M
| TPL Texas Pacific Land Corp. | 9.02% | 153,629 | $67.2M | Add +1.1% |
| NVDA Nvidia Corp. | 4.92% | 183,401 | $36.7M | Reduce -3.2% |
| AAPL Apple Inc. | 3.66% | 94,398 | $27.3M | Reduce -4.8% |
| PANW Palo Alto Networks Inc. | 3.61% | 78,978 | $26.9M | Reduce -1.4% |
| CAT Caterpillar Inc. | 2.61% | 18,255 | $19.4M | Reduce -2.4% |
| GOOG Alphabet Inc. Class C | 2.48% | 52,222 | $18.5M | Reduce -1.4% |
| ABBV Abbvie Inc. | 2.42% | 71,774 | $18.1M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 2.32% | 52,906 | $17.3M | Add +0.5% |
| ETN Eaton Corp. PLC | 2.24% | 39,233 | $16.7M | Reduce -0.2% |
| LB Landbridge Co. LLC-A | 2.24% | 210,805 | $16.7M | Add +0.9% |
| WPM Wheaton Precious Metals Corp. | 2.22% | 147,484 | $16.6M | Reduce -0.9% |
| GBTC Grayscale Bitcoin Trust ETF | 2.19% | 358,216 | $16.3M | Add +0.7% |
| NKE Nike Inc. Class B | 2.15% | 390,091 | $16.0M | Reduce -0.5% |
| HD Home Depot Inc. | 2.12% | 44,769 | $15.8M | Add +1.6% |
| LIN Linde PLC | 1.99% | 28,635 | $14.9M | Reduce -0.1% |
| PH Parker Hannifin Corp. | 1.91% | 14,575 | $14.3M | Add +0.6% |
| APD Air Products & Chemicals Inc. | 1.60% | 40,732 | $11.9M | Reduce -0.1% |
| MSFT Microsoft Corp. | 1.58% | 31,573 | $11.8M | Add +12.3% |
| AMZN Amazon.com Inc. | 1.56% | 48,936 | $11.7M | Reduce -0.5% |
| CVX Chevron Corp. | 1.46% | 65,781 | $10.9M | Reduce -1.6% |
| BKNG Booking Holdings Inc. | 1.44% | 60,210 | $10.7M | Add +2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.34% | 66,140 | $10.0M | Add +0.3% |
| FNV Franco-Nevada Corp. | 1.33% | 47,679 | $9.9M | Add +1.0% |
| CACI Caci International Inc. Class A | 1.32% | 21,270 | $9.9M | Add +0.6% |
| FCX Freeport-McMoran Inc. | 1.22% | 145,000 | $9.1M | Reduce -0.5% |
| UNP Union Pacific Corp. | 1.20% | 32,915 | $9.0M | Reduce -1.6% |
| LOW Lowe's Cos Inc. | 1.18% | 39,802 | $8.8M | Add +2.9% |
| CME Cme Group Inc. | 1.16% | 39,260 | $8.7M | Add +0.8% |
| ICE Intercontinental Exchange Inc. | 1.15% | 69,745 | $8.6M | Add +1.0% |
| ORCL Oracle Corp. | 1.15% | 58,457 | $8.6M | Reduce -1.0% |
| BTC Grayscale Bitcoin Mini ETF | 1.12% | 320,872 | $8.3M | Add +2.3% |
| V Visa Inc. Class A | 1.10% | 23,949 | $8.2M | Add +0.4% |
| WMB Williams Cos Inc. | 1.00% | 100,220 | $7.5M | Add +1.8% |
| LMT Lockheed Martin Corp. | 0.97% | 14,128 | $7.2M | Reduce -0.9% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.96% | 31,285 | $7.2M | Add +40.3% |
| WBI Waterbridge Infrastruc Class A | 0.94% | 203,650 | $7.0M | Add +1.7% |
| MAR Marriott International Class A | 0.90% | 18,090 | $6.7M | Reduce -3.4% |
| QCOM Qualcomm Inc. | 0.87% | 35,188 | $6.5M | Reduce -7.2% |
| BA The Boeing Co. | 0.86% | 29,705 | $6.4M | Add +0.7% |
| FDX FedEx Corp. | 0.83% | 19,842 | $6.2M | Add +1.1% |
| HE Hawaiian Electric Inds | 0.79% | 434,750 | $5.9M | Add +17.3% |
| XYL Xylem Inc. | 0.78% | 49,455 | $5.8M | Add +102.9% |
| JNJ Johnson & Johnson | 0.76% | 22,283 | $5.7M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.74% | 15,432 | $5.5M | Reduce -3.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.74% | 19,526 | $5.5M | Add +0.2% |
| MDT Medtronic PLC | 0.71% | 67,845 | $5.3M | Add +107.2% |
| ISRG Intuitive Surgical Inc. | 0.65% | 12,250 | $4.9M | Add +446.9% |
| INFL Horizon Kinetics Infl Benef | 0.60% | 89,202 | $4.4M | Add +1.0% |
| RIO Rio Tinto PLC-Spon ADR | 0.60% | 46,860 | $4.4M | Reduce -1.5% |
| MSB Mesabi Trust | 0.58% | 170,575 | $4.3M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 8,543 | $4.3M | Reduce -0.5% |
| WM Waste Management Inc. | 0.55% | 18,271 | $4.1M | Reduce -0.3% |
| MSGS Madison Square Garden Sports | 0.54% | 10,065 | $4.0M | Reduce -16.8% |
| MRK Merck & Co. Inc. | 0.52% | 30,088 | $3.9M | Reduce -4.9% |
| EMR Emerson Electric Co. | 0.51% | 26,651 | $3.8M | Add +1.6% |
| SYY Sysco Corp. | 0.51% | 45,185 | $3.8M | Add +3.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.50% | 7,535 | $3.7M | Add +2.0% |
| NVS Novartis AG-Sponsored ADR | 0.50% | 23,712 | $3.7M | Reduce -11.6% |
| PFE Pfizer Inc. | 0.50% | 153,401 | $3.7M | Add +38.1% |
| CL Colgate-Palmolive Co. | 0.45% | 36,729 | $3.4M | Add +1.8% |
| MKC McCormick & Co.-Non VTG SHRS | 0.45% | 66,430 | $3.3M | Add +56.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 8,732 | $3.2M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.41% | 63,650 | $3.1M | Reduce -0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.37% | 5,479 | $2.7M | Reduce -2.7% |
| RSP Invesco S&P 500 Equal Weight | 0.35% | 12,285 | $2.6M | Add +10.3% |
| UPS United Parcel Service Class B | 0.34% | 23,543 | $2.5M | Reduce -14.4% |
| COP Conocophillips | 0.33% | 23,802 | $2.5M | Reduce -1.9% |
| MTG Mgic Investment Corp. | 0.32% | 84,950 | $2.4M | Reduce -5.1% |
| MIAX Miami International Holdings | 0.29% | 57,800 | $2.1M | New |
| LLY Eli Lilly & Co. | 0.29% | 1,772 | $2.1M | Reduce -1.4% |
| MSTR Strategy Inc. | 0.28% | 24,015 | $2.1M | Reduce -0.9% |
| BAC Bank of America Corp. | 0.27% | 35,900 | $2.0M | Reduce -29.8% |
| SNY Sanofi-ADR | 0.26% | 45,410 | $1.9M | Reduce -10.7% |
| TXN Texas Instruments Inc. | 0.24% | 6,015 | $1.8M | Reduce -2.4% |
| VOO Vanguard S&P 500 ETF | 0.24% | 2,564 | $1.8M | Reduce -0.6% |
| NEE Nextera Energy Inc. | 0.21% | 17,945 | $1.6M | Reduce -7.5% |
| CI The Cigna Group | 0.21% | 5,565 | $1.5M | Reduce -34.0% |
| AFL Aflac Inc. | 0.21% | 13,038 | $1.5M | Reduce -12.0% |
| CP Canadian Pacific Kansas City | 0.20% | 17,442 | $1.5M | No change |
| DE Deere & Co. | 0.20% | 2,365 | $1.5M | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 18,260 | $1.5M | No change |
| CRDO Credo Technology Group Holdi | 0.20% | 5,385 | $1.5M | No change |
| BMY Bristol-Myers Squibb Co. | 0.19% | 24,691 | $1.4M | Reduce -32.7% |
| INTC Intel Corp. | 0.19% | 10,167 | $1.4M | Add +6.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 1,837 | $1.4M | Add +5.2% |
| HON Honeywell International Inc. | 0.18% | 5,999 | $1.3M | Reduce -4.5% |
| HONA Honeywell Aerospace Inc. | 0.18% | 5,999 | $1.3M | Reduce -4.5% |
| FDXF FedEx Freight Holding Co. | 0.17% | 8,594 | $1.3M | Reduce -12.4% |
| KO The Coca-Cola Co. | 0.17% | 15,879 | $1.3M | Reduce -1.2% |
| PG The Procter & Gamble Co. | 0.17% | 8,447 | $1.2M | No change |
| XOM Exxon Mobil Corp. | 0.15% | 8,230 | $1.1M | Reduce -2.4% |
| PEP Pepsico Inc. | 0.13% | 7,195 | $974K | Reduce -4.2% |
| RYN Rayonier Inc. | 0.13% | 44,492 | $947K | Reduce -23.8% |
| BCDF Horizon Kin Blockchain Dev | 0.13% | 31,760 | $946K | Add +7.9% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.12% | 20,034 | $931K | Reduce -4.4% |
| CRSP Crispr Therapeutics AG | 0.12% | 17,050 | $930K | New |
| IJH iShares Core S&P Midcap ETF | 0.12% | 11,990 | $925K | No change |
| PBT Permian Basin Royalty Trust | 0.12% | 36,600 | $916K | Add +3.2% |
| CSGP Costar Group Inc. | 0.12% | 32,250 | $913K | Reduce -4.4% |
| GILD Gilead Sciences Inc. | 0.12% | 6,850 | $865K | Reduce -25.5% |
Portfolio Sells Q1 2026 → Q2 2026
| NKE Nike Inc. Class B | Reduce -0.5% | 2.15% | −0.75 |
| WPM Wheaton Precious Metals Corp. | Reduce -0.9% | 2.22% | −0.51 |
| CVX Chevron Corp. | Reduce -1.6% | 1.46% | −0.47 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.34 |
| BDX Becton Dickinson and Co. | Reduce -76.7% | 0.09% | −0.31 |
| APTV Aptiv PLC | Sold out | 0.00% | −0.24 |
| LMT Lockheed Martin Corp. | Reduce -0.9% | 0.97% | −0.24 |
| HON Honeywell International Inc. | Reduce -4.5% | 0.18% | −0.22 |
| DVN Devon Energy Corp. | Reduce -59.8% | 0.10% | −0.21 |
| GEN Gen Digital Inc. | Sold out | 0.00% | −0.18 |
| MSTR Strategy Inc. | Reduce -0.9% | 0.28% | −0.14 |
| BMY Bristol-Myers Squibb Co. | Reduce -32.7% | 0.19% | −0.12 |
| COP Conocophillips | Reduce -1.9% | 0.33% | −0.12 |
| WAT Waters Corp. | Sold out | 0.00% | −0.11 |
| CI The Cigna Group | Reduce -34.0% | 0.21% | −0.11 |
| GEOS Geospace Technologies Corp. | Reduce -39.0% | 0.05% | −0.09 |
| SNY Sanofi-ADR | Reduce -10.7% | 0.26% | −0.08 |
| NVS Novartis AG-Sponsored ADR | Reduce -11.6% | 0.50% | −0.08 |
| BAC Bank of America Corp. | Reduce -29.8% | 0.27% | −0.07 |
| CSGP Costar Group Inc. | Reduce -4.4% | 0.12% | −0.07 |
| ORCL Oracle Corp. | Reduce -1.0% | 1.15% | −0.07 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -25.5% | 0.12% | −0.06 |
| APD Air Products & Chemicals Inc. | Reduce -0.1% | 1.60% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -2.4% | 0.15% | −0.05 |
| AIG American International Group | Reduce -52.4% | 0.04% | −0.04 |
| WM Waste Management Inc. | Reduce -0.3% | 0.55% | −0.04 |
| RYN Rayonier Inc. | Reduce -23.8% | 0.13% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -7.5% | 0.21% | −0.04 |
| UPS United Parcel Service Class B | Reduce -14.4% | 0.34% | −0.04 |
| SAFT Safety Insurance Group Inc. | Sold out | 0.00% | −0.04 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.04 |
| FDXF FedEx Freight Holding Co. | Reduce -12.4% | 0.17% | −0.03 |
| PEP Pepsico Inc. | Reduce -4.2% | 0.13% | −0.03 |
| BSY Bentley Systems Inc. Class B | Sold out | 0.00% | −0.03 |
| CLNE Clean Energy Fuels Corp. | Reduce -3.6% | 0.09% | −0.03 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.03 |
| SLB SLB Ltd. | Reduce -4.4% | 0.12% | −0.03 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -1.5% | 0.60% | −0.02 |
| AFL Aflac Inc. | Reduce -12.0% | 0.21% | −0.02 |
| BBSI Barrett Business SVCS Inc. | Reduce -40.8% | 0.04% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.7% | 0.37% | −0.02 |
| HONA Honeywell Aerospace Inc. | Reduce -4.5% | 0.18% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -4.9% | 0.52% | −0.01 |
| DRI Darden Restaurants Inc. | Reduce -19.1% | 0.06% | −0.01 |
| GD General Dynamics Corp. | Reduce -12.5% | 0.08% | −0.01 |
| HAL Halliburton Co. | Reduce -8.1% | 0.03% | −0.01 |
| MTG Mgic Investment Corp. | Reduce -5.1% | 0.32% | −0.01 |
| OKE Oneok Inc. | Reduce -1.5% | 0.08% | −0.01 |
| WTRG Essential Utilities Inc. | Reduce -3.9% | 0.05% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| ISRG Intuitive Surgical Inc. | Add +446.9% | 0.65% | +0.51 |
| XYL Xylem Inc. | Add +102.9% | 0.78% | +0.38 |
| MDT Medtronic PLC | Add +107.2% | 0.71% | +0.31 |
| MIAX Miami International Holdings | New | 0.29% | +0.29 |
| AJG Arthur J Gallagher & Co. | Add +40.3% | 0.96% | +0.29 |
| LB Landbridge Co. LLC-A | Add +0.9% | 2.24% | +0.22 |
| WBI Waterbridge Infrastruc Class A | Add +1.7% | 0.94% | +0.19 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 2.32% | +0.15 |
| MKC McCormick & Co.-Non VTG SHRS | Add +56.2% | 0.45% | +0.15 |
| INTC Intel Corp. | Add +6.5% | 0.19% | +0.13 |
| CRSP Crispr Therapeutics AG | New | 0.12% | +0.12 |
| MSFT Microsoft Corp. | Add +12.3% | 1.58% | +0.12 |
| PH Parker Hannifin Corp. | Add +0.6% | 1.91% | +0.10 |
| V Visa Inc. Class A | Add +0.4% | 1.10% | +0.09 |
| HD Home Depot Inc. | Add +1.6% | 2.12% | +0.09 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | New | 0.08% | +0.08 |
| IBM Intl Business Machines Corp. | Add +0.2% | 0.74% | +0.08 |
| SYY Sysco Corp. | Add +3.4% | 0.51% | +0.07 |
| BKNG Booking Holdings Inc. | Add +2.8% | 1.44% | +0.06 |
| PFE Pfizer Inc. | Add +38.1% | 0.50% | +0.06 |
| RSP Invesco S&P 500 Equal Weight | Add +10.3% | 0.35% | +0.05 |
| BA The Boeing Co. | Add +0.7% | 0.86% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +2.0% | 0.50% | +0.04 |
| CSCO Cisco Systems Inc. | Add +7.7% | 0.09% | +0.03 |
| BIIB Biogen Inc. | New | 0.03% | +0.03 |
| MCD McDonald's Corp. | New | 0.03% | +0.03 |
| EMR Emerson Electric Co. | Add +1.6% | 0.51% | +0.03 |
| TER Teradyne Inc. | New | 0.03% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.2% | 0.18% | +0.02 |
| CL Colgate-Palmolive Co. | Add +1.8% | 0.45% | +0.02 |
| HE Hawaiian Electric Inds | Add +17.3% | 0.79% | +0.02 |
| PBT Permian Basin Royalty Trust | Add +3.2% | 0.12% | +0.02 |
| REPL Replimune Group Inc. | New | 0.01% | +0.01 |
| IEP Icahn Enterprises LP | Add +13.8% | 0.01% | +0.00 |
| BCDF Horizon Kin Blockchain Dev | Add +7.9% | 0.13% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +0.6% | 0.05% | −0.00 |
| WMB Williams Cos Inc. | Add +1.8% | 1.00% | −0.00 |
| INFL Horizon Kinetics Infl Benef | Add +1.0% | 0.60% | −0.05 |
| LOW Lowe's Cos Inc. | Add +2.9% | 1.18% | −0.10 |
| TJX TJX Companies Inc. | Add +0.3% | 1.34% | −0.13 |
| FDX FedEx Corp. | Add +1.1% | 0.83% | −0.15 |
| MSB Mesabi Trust | Add +0.5% | 0.58% | −0.17 |
| BTC Grayscale Bitcoin Mini ETF | Add +2.3% | 1.12% | −0.20 |
| CACI Caci International Inc. Class A | Add +0.6% | 1.32% | −0.29 |
| FNV Franco-Nevada Corp. | Add +1.0% | 1.33% | −0.30 |
| ICE Intercontinental Exchange Inc. | Add +1.0% | 1.15% | −0.37 |
| GBTC Grayscale Bitcoin Trust ETF | Add +0.7% | 2.19% | −0.44 |
| CME Cme Group Inc. | Add +0.8% | 1.16% | −0.45 |
| TPL Texas Pacific Land Corp. | Add +1.1% | 9.02% | −1.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 145 | $745.4M | TPL, NVDA, AAPL, PANW, CAT |
| Q1 2026 | 145 | $714.1M | TPL, NVDA, AAPL, NKE, WPM |
| Q4 2025 | 144 | $691.2M | TPL, NVDA, NKE, AAPL, GBTC |
| Q3 2025 | 146 | $714.9M | TPL, NVDA, GBTC, NKE, AAPL |
| Q2 2025 | 144 | $669.6M | TPL, NVDA, GBTC, NKE, AAPL |
| Q1 2025 | 144 | $635.9M | TPL, GBTC, NKE, NVDA, AAPL |
| Q4 2024 | 139 | $630.8M | TPL, NVDA, GBTC, NKE, AAPL |
| Q3 2024 | 138 | $597.8M | TPL, NKE, NVDA, AAPL, GBTC |
| Q2 2024 | 134 | $555.8M | TPL, NVDA, GBTC, NKE, AAPL |
| Q1 2024 | 135 | $552.1M | NKE, GBTC, TPL, NVDA, AAPL |