EagleClaw Capital Managment, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 13, 2024), EagleClaw Capital Managment, LLC reported 135 stock positions worth $552.1 million. Its top holding was Nike Class B (NKE) at 5.4% of the portfolio, followed by Grayscale Bitcoin Trust ETF (GBTC, 5.4%) and Texas Pacific Land (TPL, 5.1%). Compared with Q4 2023, it opened 8 new positions, added to 38 and reduced 56. The biggest buy was a new position in Grayscale Bitcoin Trust ETF (GBTC) and the biggest sale Apple (AAPL, shares −3%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001607636
Portfolio Value
$552.1M (Q1 2024)
SEC Filing
0001085146-24-002415 ↗ filed May 13, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $552.1M $552.1M Q1 2024 Q2 2024: $555.8M Q2 2024 Q3 2024: $597.8M Q3 2024 Q4 2024: $630.8M Q4 2024 Q1 2025: $635.9M Q1 2025 Q2 2025: $669.6M Q2 2025 Q3 2025: $714.9M Q3 2025 Q4 2025: $691.2M Q4 2025 Q1 2026: $714.1M Q1 2026 Q2 2026: $745.4M Q2 2026

Holdings 135 stocks · $552.1M
NKE Nike Inc. Class B 5.41% 317,756 $29.9M Add +7.7%
GBTC Grayscale Bitcoin Trust ETF 5.35% 467,895 $29.6M New
TPL Texas Pacific Land Corp. 5.06% 48,272 $27.9M Add +0.8%
NVDA Nvidia Corp. 4.26% 26,005 $23.5M Reduce -10.7%
AAPL Apple Inc. 2.83% 91,050 $15.6M Reduce -3.1%
HD Home Depot Inc. 2.66% 38,305 $14.7M Reduce -1.9%
ETN Eaton Corp. PLC 2.37% 41,890 $13.1M Reduce -3.1%
ABBV Abbvie Inc. 2.30% 69,590 $12.7M Reduce -0.6%
LIN Linde PLC 2.24% 26,630 $12.4M Reduce -1.4%
JPM JPMorgan Chase & Co. 2.02% 55,742 $11.2M Reduce -1.3%
PANW Palo Alto Networks Inc. 1.88% 36,579 $10.4M Reduce -3.1%
CVX Chevron Corp. 1.88% 65,810 $10.4M Add +2.3%
ICE Intercontinental Exchange Inc. 1.67% 67,215 $9.2M Add +0.4%
AMZN Amazon.com Inc. 1.67% 51,080 $9.2M Reduce -0.4%
BKNG Booking Holdings Inc. 1.63% 2,480 $9.0M Reduce -0.6%
PH Parker Hannifin Corp. 1.61% 15,995 $8.9M No change
APD Air Products & Chemicals Inc. 1.60% 36,550 $8.9M Reduce -0.8%
MSFT Microsoft Corp. 1.53% 20,082 $8.4M Add +3.1%
LOW Lowe's Cos Inc. 1.52% 32,977 $8.4M Reduce -0.5%
NVO Novo-Nordisk A/S-Spons ADR 1.48% 63,775 $8.2M Reduce -1.9%
GOOG Alphabet Inc. Class C 1.47% 53,385 $8.1M Reduce -1.0%
CME Cme Group Inc. 1.46% 37,355 $8.0M Add +1.4%
CACI Caci International Inc. Class A 1.45% 21,180 $8.0M Reduce -0.3%
UNP Union Pacific Corp. 1.38% 30,881 $7.6M Reduce -0.4%
WPM Wheaton Precious Metals Corp. 1.35% 158,167 $7.5M Reduce -0.8%
QCOM Qualcomm Inc. 1.35% 43,940 $7.4M Reduce -0.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.24% 67,620 $6.9M Add +1.1%
FCX Freeport-McMoran Inc. 1.22% 143,025 $6.7M Reduce -0.4%
ORCL Oracle Corp. 1.19% 52,512 $6.6M Add +0.2%
BA The Boeing Co. 1.15% 32,924 $6.4M Reduce -3.3%
CAT Caterpillar Inc. 1.03% 15,570 $5.7M Add +0.2%
UPS United Parcel Service Class B 1.00% 37,330 $5.5M Reduce -0.7%
LMT Lockheed Martin Corp. 1.00% 12,160 $5.5M Reduce -0.6%
V Visa Inc. Class A 1.00% 19,762 $5.5M Reduce -1.7%
FNV Franco-Nevada Corp. 0.99% 45,941 $5.5M Add +4.2%
FDX FedEx Corp. 0.98% 18,703 $5.4M Add +1.2%
DVN Devon Energy Corp. 0.93% 102,325 $5.1M Reduce -0.1%
MAR Marriott International Class A 0.90% 19,680 $5.0M Reduce -1.9%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.85% 2,744 $4.7M Add +1.4%
FISV Fiserv Inc. 0.82% 28,185 $4.5M Reduce -1.1%
INTC Intel Corp. 0.80% 100,483 $4.4M Add +0.5%
CI The Cigna Group 0.80% 12,124 $4.4M Reduce -1.5%
BRK.B Berkshire Hathaway Inc. Class B 0.78% 10,205 $4.3M Reduce -2.4%
CRL Charles River Laboratories 0.78% 15,805 $4.3M Reduce -1.9%
WM Waste Management Inc. 0.76% 19,671 $4.2M Reduce -2.3%
MRK Merck & Co. Inc. 0.74% 30,818 $4.1M Reduce -0.6%
ADM Archer-Daniels-Midland Co. 0.74% 64,680 $4.1M Reduce -8.8%
TMO Thermo Fisher Scientific Inc. 0.68% 6,454 $3.8M Reduce -2.3%
PYPL PayPal Holdings Inc. 0.63% 51,795 $3.5M Reduce -8.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.61% 17,727 $3.4M Reduce -0.6%
RIO Rio Tinto PLC-Spon ADR 0.60% 52,300 $3.3M Add +1.0%
SBUX Starbucks Corp. 0.58% 35,317 $3.2M Reduce -16.2%
BMY Bristol-Myers Squibb Co. 0.58% 59,368 $3.2M Add +1.9%
VRTX Vertex Pharmaceuticals Inc. 0.57% 7,525 $3.1M No change
PCH Potlatchdeltic Corp. 0.55% 64,200 $3.0M Add +1.5%
CL Colgate-Palmolive Co. 0.53% 32,579 $2.9M Add +3.0%
JNJ Johnson & Johnson 0.53% 18,531 $2.9M Add +3.4%
GEN Gen Digital Inc. 0.52% 127,900 $2.9M Reduce -2.4%
HOLX Hologic Inc. 0.52% 36,650 $2.9M No change
COP Conocophillips 0.50% 21,892 $2.8M Add +0.9%
INFL Horizon Kinetics Infl Benef 0.50% 84,710 $2.8M Add +4.6%
HON Honeywell International Inc. 0.50% 13,381 $2.7M Reduce -1.3%
EMR Emerson Electric Co. 0.50% 24,206 $2.7M Add +0.5%
MKC McCormick & Co.-Non VTG SHRS 0.47% 34,125 $2.6M Add +49.0%
WMB Williams Cos Inc. 0.46% 65,675 $2.6M Reduce -0.9%
GOOGL Alphabet Inc. Class A 0.46% 16,830 $2.5M Add +4.1%
MSGS Madison Square Garden Sports 0.45% 13,420 $2.5M Reduce -1.9%
AIG American International Group 0.43% 30,229 $2.4M Add +0.5%
NVS Novartis AG-Sponsored ADR 0.43% 24,284 $2.3M Add +2.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.41% 60,277 $2.3M Reduce -7.6%
MDT Medtronic PLC 0.40% 25,310 $2.2M New
TXN Texas Instruments Inc. 0.40% 12,595 $2.2M No change
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 0.39% 27,150 $2.2M Reduce -1.8%
SNY Sanofi-ADR 0.36% 41,375 $2.0M Add +2.2%
VTI VG Morningstar TS MKT ETF-US 0.35% 7,532 $2.0M Add +78.0%
MSB Mesabi Trust 0.35% 110,100 $1.9M Add +173.5%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.34% 33,809 $1.9M Add +0.7%
BDX Becton Dickinson and Co. 0.32% 7,074 $1.8M No change
AFL Aflac Inc. 0.29% 18,913 $1.6M Reduce -3.1%
RSP Invesco S&P 500 Equal Weight 0.27% 8,670 $1.5M Add +14.2%
CSGP Costar Group Inc. 0.25% 14,100 $1.4M Reduce -4.1%
LLY Eli Lilly & Co. 0.24% 1,725 $1.3M Reduce -3.4%
MTG Mgic Investment Corp. 0.23% 57,850 $1.3M No change
VOO Vanguard S&P 500 ETF 0.23% 2,592 $1.2M No change
PG The Procter & Gamble Co. 0.22% 7,495 $1.2M No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.22% 4,765 $1.2M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.20% 2,098 $1.1M Add +10.5%
PEP Pepsico Inc. 0.20% 6,200 $1.1M No change
KO The Coca-Cola Co. 0.17% 15,679 $959K Add +0.2%
ISRG Intuitive Surgical Inc. 0.16% 2,200 $878K Reduce -2.2%
CVS CVS Health Corp. 0.14% 10,010 $798K Reduce -17.9%
PFE Pfizer Inc. 0.14% 28,394 $788K Add +3.6%
NEE Nextera Energy Inc. 0.13% 11,575 $740K Reduce -1.1%
IJH iShares Core S&P Midcap ETF 0.13% 11,990 $728K Reduce -0.8%
XOM Exxon Mobil Corp. 0.13% 6,021 $700K No change
DE Deere & Co. 0.12% 1,675 $688K No change
HAL Halliburton Co. 0.12% 16,877 $665K No change
GILD Gilead Sciences Inc. 0.12% 8,735 $640K Reduce -5.3%
DRI Darden Restaurants Inc. 0.11% 3,622 $605K No change
DHR Danaher Corp. 0.11% 2,400 $599K No change
VEU Vanguard Ftse All-World Ex-U 0.09% 8,700 $510K No change
PBT Permian Basin Royalty Trust 0.09% 40,450 $489K Add +19.1%
INMD Inmode Ltd. 0.09% 21,800 $471K No change
CHD Church & Dwight Co. Inc. 0.08% 4,408 $460K No change
PEG Public Service Enterprise GP 0.08% 6,800 $454K Reduce -12.8%
CLNE Clean Energy Fuels Corp. 0.07% 152,175 $408K Add +1.7%
AMGN Amgen Inc. 0.07% 1,425 $405K No change
BXP BXP Inc. filed as BOSTON PROPERTIES INC 0.07% 6,000 $392K No change
RPM RPM International Inc. 0.07% 3,200 $381K No change
BLK BlackRock Finance Inc. 0.07% 440 $367K No change
VB Vanguard Most SM-Cap ETF-Usd 0.06% 1,550 $354K No change
WTRG Essential Utilities Inc. 0.06% 9,552 $354K Add +5.5%
CSCO Cisco Systems Inc. 0.06% 6,897 $344K Reduce -33.1%
WTTR Select Water Solutions Inc. 0.06% 37,000 $342K Add +8.8%
ABT Abbott Laboratories 0.06% 2,885 $328K Add +7.5%
BSY Bentley Systems Inc. Class B 0.06% 6,275 $328K No change
CMI Cummins Inc. 0.06% 1,050 $309K No change
CP Canadian Pacific Kansas City 0.06% 3,488 $308K New
MCK McKesson Corp. 0.05% 550 $295K Reduce -8.3%
QQQ Invesco QQQ Trust Series 1 0.05% 665 $295K No change
MRSH Marsh & McLennan Cos 0.05% 1,414 $291K Reduce -15.0%
BBSI Barrett Business SVCS Inc. 0.05% 2,100 $266K Reduce -19.2%
TRV The Travelers Cos Inc. 0.05% 1,146 $264K No change
MPC Marathon Petroleum Corp. 0.05% 1,300 $262K New
ITW Illinois Tool Works 0.05% 975 $262K No change
GIS General Mills Inc. 0.05% 3,600 $252K No change
COIN Coinbase Global Inc. Class A 0.04% 890 $236K New
MCO Moody's Corp. 0.04% 600 $236K No change
TMUS T-Mobile US Inc. 0.04% 1,400 $229K Reduce -2.8%
SYY Sysco Corp. 0.04% 2,750 $223K No change
AMT American Tower Corp. 0.04% 1,075 $212K No change
OKE Oneok Inc. 0.04% 2,632 $211K New
KMB Kimberly-Clark Corp. 0.04% 1,600 $207K New
LTRX Lantronix Inc. 0.04% 57,400 $204K No change
ALTM Arcadium Lithium PLC 0.01% 13,233 $57K New

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -3.1% 2.83% −0.94
BA The Boeing Co. Reduce -3.3% 1.15% −0.70
APD Air Products & Chemicals Inc. Reduce -0.8% 1.60% −0.50
PANW Palo Alto Networks Inc. Reduce -3.1% 1.88% −0.44
ADM Archer-Daniels-Midland Co. Reduce -8.8% 0.74% −0.33
WPM Wheaton Precious Metals Corp. Reduce -0.8% 1.35% −0.29
SBUX Starbucks Corp. Reduce -16.2% 0.58% −0.26
UPS United Parcel Service Class B Reduce -0.7% 1.00% −0.23
BKNG Booking Holdings Inc. Reduce -0.6% 1.63% −0.21
UNP Union Pacific Corp. Reduce -0.4% 1.38% −0.21
HD Home Depot Inc. Reduce -1.9% 2.66% −0.16
LMT Lockheed Martin Corp. Reduce -0.6% 1.00% −0.15
APTV Aptiv Irish Holdings Ltd. Reduce -1.8% 0.39% −0.12
GOOG Alphabet Inc. Class C Reduce -1.0% 1.47% −0.11
GEN Gen Digital Inc. Reduce -2.4% 0.52% −0.10
HON Honeywell International Inc. Reduce -1.3% 0.50% −0.09
PYPL PayPal Holdings Inc. Reduce -8.1% 0.63% −0.09
V Visa Inc. Class A Reduce -1.7% 1.00% −0.09
LIN Linde PLC Reduce -1.4% 2.24% −0.07
MSGS Madison Square Garden Sports Reduce -1.9% 0.45% −0.07
CVS CVS Health Corp. Reduce -17.9% 0.14% −0.06
FCX Freeport-McMoran Inc. Reduce -0.4% 1.22% −0.06
TMO Thermo Fisher Scientific Inc. Reduce -2.3% 0.68% −0.05
CSCO Cisco Systems Inc. Reduce -33.1% 0.06% −0.05
BAC Bank of America Corp. Reduce -7.6% 0.41% −0.04
MAR Marriott International Class A Reduce -1.9% 0.90% −0.04
AFL Aflac Inc. Reduce -3.1% 0.29% −0.04
GILD Gilead Sciences Inc. Reduce -5.3% 0.12% −0.04
DVN Devon Energy Corp. Reduce -0.1% 0.93% −0.04
CSGP Costar Group Inc. Reduce -4.1% 0.25% −0.02
CRL Charles River Laboratories Reduce -1.9% 0.78% −0.02
WMB Williams Cos Inc. Reduce -0.9% 0.46% −0.02
PEG Public Service Enterprise GP Reduce -12.8% 0.08% −0.02
BBSI Barrett Business SVCS Inc. Reduce -19.2% 0.05% −0.01
LOW Lowe's Cos Inc. Reduce -0.5% 1.52% −0.01
NEE Nextera Energy Inc. Reduce -1.1% 0.13% −0.01
MRSH Marsh & McLennan Cos Reduce -15.0% 0.05% −0.01
IJH iShares Core S&P Midcap ETF Reduce -0.8% 0.13% −0.01
TMUS T-Mobile US Inc. Reduce -2.8% 0.04% −0.01
MCK McKesson Corp. Reduce -8.3% 0.05% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.4% 0.78% +0.00
ISRG Intuitive Surgical Inc. Reduce -2.2% 0.16% +0.00
IBM Intl Business Machines Corp. Reduce -0.6% 0.61% +0.01
WM Waste Management Inc. Reduce -2.3% 0.76% +0.01
QCOM Qualcomm Inc. Reduce -0.3% 1.35% +0.02
CACI Caci International Inc. Class A Reduce -0.3% 1.45% +0.02
JPM JPMorgan Chase & Co. Reduce -1.3% 2.02% +0.02
LLY Eli Lilly & Co. Reduce -3.4% 0.24% +0.03
FISV Fiserv Inc. Reduce -1.1% 0.82% +0.03
CI The Cigna Group Reduce -1.5% 0.80% +0.03

Portfolio Buys Q4 2023 → Q1 2024
GBTC Grayscale Bitcoin Trust ETF New 5.35% +5.35
MSTR Strategy Inc. Add +1.4% 0.85% +0.49
MDT Medtronic PLC New 0.40% +0.40
MSB Mesabi Trust Add +173.5% 0.35% +0.18
MKC McCormick & Co.-Non VTG SHRS Add +49.0% 0.47% +0.15
VTI VG Morningstar TS MKT ETF-US Add +78.0% 0.35% +0.15
CAT Caterpillar Inc. Add +0.2% 1.03% +0.08
CP Canadian Pacific Kansas City New 0.06% +0.06
MPC Marathon Petroleum Corp. New 0.05% +0.05
ORCL Oracle Corp. Add +0.2% 1.19% +0.04
COIN Coinbase Global Inc. Class A New 0.04% +0.04
OKE Oneok Inc. New 0.04% +0.04
KMB Kimberly-Clark Corp. New 0.04% +0.04
RSP Invesco S&P 500 Equal Weight Add +14.2% 0.27% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +10.5% 0.20% +0.01
ALTM Arcadium Lithium PLC New 0.01% +0.01
EMR Emerson Electric Co. Add +0.5% 0.50% +0.01
WTTR Select Water Solutions Inc. Add +8.8% 0.06% +0.01
FDX FedEx Corp. Add +1.2% 0.98% +0.01
CL Colgate-Palmolive Co. Add +3.0% 0.53% +0.01
MSFT Microsoft Corp. Add +3.1% 1.53% +0.00
AIG American International Group Add +0.5% 0.43% +0.00
ABT Abbott Laboratories Add +7.5% 0.06% −0.00
WTRG Essential Utilities Inc. Add +5.5% 0.06% −0.01
PBT Permian Basin Royalty Trust Add +19.1% 0.09% −0.01
GOOGL Alphabet Inc. Class A Add +4.1% 0.46% −0.01
KO The Coca-Cola Co. Add +0.2% 0.17% −0.02
COP Conocophillips Add +0.9% 0.50% −0.02
PFE Pfizer Inc. Add +3.6% 0.14% −0.02
FNV Franco-Nevada Corp. Add +4.2% 0.99% −0.03
SLB SLB Ltd. Add +0.7% 0.34% −0.03
INFL Horizon Kinetics Infl Benef Add +4.6% 0.50% −0.03
BMY Bristol-Myers Squibb Co. Add +1.9% 0.58% −0.04
CLNE Clean Energy Fuels Corp. Add +1.7% 0.07% −0.05
JNJ Johnson & Johnson Add +3.4% 0.53% −0.05
SNY Sanofi-ADR Add +2.2% 0.36% −0.06
TJX TJX Companies Inc. Add +1.1% 1.24% −0.06
NVS Novartis AG-Sponsored ADR Add +2.8% 0.43% −0.07
PCH Potlatchdeltic Corp. Add +1.5% 0.55% −0.10
ICE Intercontinental Exchange Inc. Add +0.4% 1.67% −0.12
CVX Chevron Corp. Add +2.3% 1.88% −0.12
CME Cme Group Inc. Add +1.4% 1.46% −0.16
TPL Texas Pacific Land Corp. Add +0.8% 5.06% −0.17
RIO Rio Tinto PLC-Spon ADR Add +1.0% 0.60% −0.20
INTC Intel Corp. Add +0.5% 0.80% −0.24
NKE Nike Inc. Class B Add +7.7% 5.41% −1.26

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 145$745.4MTPL, NVDA, AAPL, PANW, CAT
Q1 2026 145$714.1MTPL, NVDA, AAPL, NKE, WPM
Q4 2025 144$691.2MTPL, NVDA, NKE, AAPL, GBTC
Q3 2025 146$714.9MTPL, NVDA, GBTC, NKE, AAPL
Q2 2025 144$669.6MTPL, NVDA, GBTC, NKE, AAPL
Q1 2025 144$635.9MTPL, GBTC, NKE, NVDA, AAPL
Q4 2024 139$630.8MTPL, NVDA, GBTC, NKE, AAPL
Q3 2024 138$597.8MTPL, NKE, NVDA, AAPL, GBTC
Q2 2024 134$555.8MTPL, NVDA, GBTC, NKE, AAPL
Q1 2024 135$552.1MNKE, GBTC, TPL, NVDA, AAPL