EagleClaw Capital Managment, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), EagleClaw Capital Managment, LLC reported 134 stock positions worth $555.8 million. Its top holding was Texas Pacific Land (TPL) at 6.4% of the portfolio, followed by Nvidia (NVDA, 5.7%) and Grayscale Bitcoin Trust ETF (GBTC, 4.5%). Compared with Q1 2024, it opened 2 new positions, sold out of 3, added to 22 and reduced 48. The biggest buy was a new position in Fluence Energy (FLNC) and the biggest sale Nike Class B (NKE, shares −0%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001607636
Portfolio Value
$555.8M (Q2 2024)
SEC Filing
0001085146-24-003623 ↗ filed Aug 9, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $552.1M Q1 2024 Q2 2024: $555.8M $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 134 stocks · $555.8M
TPL Texas Pacific Land Corp. 6.36% 48,144 $35.4M Reduce -0.3%
NVDA Nvidia Corp. 5.73% 257,650 $31.8M Reduce -0.9%
GBTC Grayscale Bitcoin Trust ETF 4.46% 465,170 $24.8M Reduce -0.6%
NKE Nike Inc. Class B 4.30% 317,306 $23.9M Reduce -0.1%
AAPL Apple Inc. 3.43% 90,508 $19.1M Reduce -0.6%
HD Home Depot Inc. 2.37% 38,280 $13.2M Reduce -0.1%
ETN Eaton Corp. PLC 2.32% 41,165 $12.9M Reduce -1.7%
PANW Palo Alto Networks Inc. 2.23% 36,529 $12.4M Reduce -0.1%
ABBV Abbvie Inc. 2.13% 69,015 $11.8M Reduce -0.8%
LIN Linde PLC 2.09% 26,435 $11.6M Reduce -0.7%
JPM JPMorgan Chase & Co. 2.01% 55,342 $11.2M Reduce -0.7%
CVX Chevron Corp. 1.86% 66,085 $10.3M Add +0.4%
BKNG Booking Holdings Inc. 1.77% 2,480 $9.8M No change
AMZN Amazon.com Inc. 1.76% 50,755 $9.8M Reduce -0.6%
GOOG Alphabet Inc. Class C 1.76% 53,252 $9.8M Reduce -0.3%
APD Air Products & Chemicals Inc. 1.71% 36,820 $9.5M Add +0.7%
ICE Intercontinental Exchange Inc. 1.66% 67,265 $9.2M Add +0.1%
CACI Caci International Inc. Class A 1.64% 21,200 $9.1M Add +0.1%
NVO Novo-Nordisk A/S-Spons ADR 1.63% 63,275 $9.0M Reduce -0.8%
MSFT Microsoft Corp. 1.59% 19,782 $8.8M Reduce -1.5%
QCOM Qualcomm Inc. 1.55% 43,290 $8.6M Reduce -1.5%
WPM Wheaton Precious Metals Corp. 1.49% 158,017 $8.3M Reduce -0.1%
PH Parker Hannifin Corp. 1.45% 15,945 $8.1M Reduce -0.3%
ORCL Oracle Corp. 1.34% 52,912 $7.5M Add +0.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.33% 67,370 $7.4M Reduce -0.4%
CME Cme Group Inc. 1.32% 37,440 $7.4M Add +0.2%
LOW Lowe's Cos Inc. 1.30% 32,877 $7.2M Reduce -0.3%
UNP Union Pacific Corp. 1.26% 30,931 $7.0M Add +0.2%
FCX Freeport-McMoran Inc. 1.25% 143,325 $7.0M Add +0.2%
BA The Boeing Co. 1.05% 32,114 $5.8M Reduce -2.5%
LMT Lockheed Martin Corp. 1.03% 12,260 $5.7M Add +0.8%
FDX FedEx Corp. 1.01% 18,703 $5.6M No change
FNV Franco-Nevada Corp. 0.99% 46,241 $5.5M Add +0.7%
CAT Caterpillar Inc. 0.97% 16,140 $5.4M Add +3.7%
V Visa Inc. Class A 0.94% 19,877 $5.2M Add +0.6%
UPS United Parcel Service Class B 0.92% 37,330 $5.1M No change
DVN Devon Energy Corp. 0.88% 103,275 $4.9M Add +0.9%
MAR Marriott International Class A 0.85% 19,480 $4.7M Reduce -1.0%
WM Waste Management Inc. 0.76% 19,671 $4.2M No change
FISV Fiserv Inc. 0.75% 28,085 $4.2M Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.75% 10,205 $4.2M No change
CI The Cigna Group 0.72% 12,099 $4.0M Reduce -0.2%
MRK Merck & Co. Inc. 0.69% 30,768 $3.8M Reduce -0.2%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.68% 2,744 $3.8M No change
ADM Archer-Daniels-Midland Co. 0.66% 60,740 $3.7M Reduce -6.1%
TMO Thermo Fisher Scientific Inc. 0.63% 6,359 $3.5M Reduce -1.5%
VRTX Vertex Pharmaceuticals Inc. 0.63% 7,425 $3.5M Reduce -1.3%
RIO Rio Tinto PLC-Spon ADR 0.62% 52,300 $3.4M No change
CRL Charles River Laboratories 0.58% 15,705 $3.2M Reduce -0.6%
GEN Gen Digital Inc. 0.57% 127,900 $3.2M No change
CL Colgate-Palmolive Co. 0.57% 32,579 $3.2M No change
INTC Intel Corp. 0.56% 100,483 $3.1M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.55% 17,727 $3.1M No change
GOOGL Alphabet Inc. Class A 0.55% 16,715 $3.0M Reduce -0.7%
PYPL PayPal Holdings Inc. 0.54% 51,395 $3.0M Reduce -0.8%
WMB Williams Cos Inc. 0.51% 66,825 $2.8M Add +1.8%
HON Honeywell International Inc. 0.51% 13,231 $2.8M Reduce -1.1%
INFL Horizon Kinetics Infl Benef 0.51% 85,910 $2.8M Add +1.4%
HOLX Hologic Inc. 0.49% 36,650 $2.7M No change
JNJ Johnson & Johnson 0.49% 18,531 $2.7M No change
EMR Emerson Electric Co. 0.48% 24,206 $2.7M No change
NVS Novartis AG-Sponsored ADR 0.47% 24,284 $2.6M No change
PCH Potlatchdeltic Corp. 0.46% 64,200 $2.5M No change
MSGS Madison Square Garden Sports 0.45% 13,420 $2.5M No change
COP Conocophillips 0.45% 21,867 $2.5M Reduce -0.1%
MKC McCormick & Co.-Non VTG SHRS 0.44% 34,425 $2.4M Add +0.9%
TXN Texas Instruments Inc. 0.44% 12,545 $2.4M Reduce -0.4%
BMY Bristol-Myers Squibb Co. 0.44% 58,668 $2.4M Reduce -1.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.41% 57,777 $2.3M Reduce -4.2%
AIG American International Group 0.40% 30,229 $2.2M No change
FLNC Fluence Energy Inc. 0.38% 120,475 $2.1M New
SNY Sanofi-ADR 0.37% 42,350 $2.1M Add +2.4%
MDT Medtronic PLC 0.37% 26,035 $2.0M Add +2.9%
VTI VG Morningstar TS MKT ETF-US 0.36% 7,532 $2.0M No change
MSB Mesabi Trust 0.35% 114,500 $2.0M Add +4.0%
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 0.34% 27,150 $1.9M No change
AFL Aflac Inc. 0.30% 18,713 $1.7M Reduce -1.1%
BDX Becton Dickinson and Co. 0.30% 7,074 $1.7M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.29% 33,809 $1.6M No change
LLY Eli Lilly & Co. 0.28% 1,725 $1.6M No change
RSP Invesco S&P 500 Equal Weight 0.28% 9,405 $1.5M Add +8.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.23% 2,398 $1.3M Add +14.3%
VOO Vanguard S&P 500 ETF 0.23% 2,592 $1.3M No change
MTG Mgic Investment Corp. 0.22% 57,350 $1.2M Reduce -0.9%
PG The Procter & Gamble Co. 0.22% 7,373 $1.2M Reduce -1.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.21% 4,765 $1.2M No change
CSGP Costar Group Inc. 0.19% 14,100 $1.0M No change
PEP Pepsico Inc. 0.18% 6,200 $1.0M No change
KO The Coca-Cola Co. 0.18% 15,654 $996K Reduce -0.2%
ISRG Intuitive Surgical Inc. 0.18% 2,200 $979K No change
NEE Nextera Energy Inc. 0.15% 11,575 $820K No change
PFE Pfizer Inc. 0.14% 28,394 $794K No change
IJH iShares Core S&P Midcap ETF 0.13% 11,990 $702K No change
XOM Exxon Mobil Corp. 0.12% 5,760 $663K Reduce -4.3%
DE Deere & Co. 0.11% 1,675 $626K No change
DHR Danaher Corp. 0.11% 2,400 $600K No change
GILD Gilead Sciences Inc. 0.11% 8,735 $599K No change
HAL Halliburton Co. 0.10% 16,877 $570K No change
CVS CVS Health Corp. 0.10% 9,285 $548K Reduce -7.2%
DRI Darden Restaurants Inc. 0.10% 3,622 $548K No change
VEU Vanguard Ftse All-World Ex-U 0.09% 8,700 $510K No change
CHD Church & Dwight Co. Inc. 0.08% 4,408 $457K No change
PBT Permian Basin Royalty Trust 0.08% 40,450 $455K No change
PEG Public Service Enterprise GP 0.08% 6,098 $449K Reduce -10.3%
AMGN Amgen Inc. 0.08% 1,425 $445K No change
CLNE Clean Energy Fuels Corp. 0.07% 152,175 $406K No change
INMD Inmode Ltd. 0.07% 21,800 $398K No change
WTTR Select Water Solutions Inc. 0.07% 37,000 $396K No change
BXP BXP Inc. filed as BOSTON PROPERTIES INC 0.07% 6,000 $369K No change
WTRG Essential Utilities Inc. 0.06% 9,552 $357K No change
BLK BlackRock Finance Inc. 0.06% 440 $346K No change
RPM RPM International Inc. 0.06% 3,200 $345K No change
VB Vanguard Most SM-Cap ETF-Usd 0.06% 1,550 $338K No change
QQQ Invesco QQQ Trust Series 1 0.06% 665 $319K No change
CP Canadian Pacific Kansas City 0.06% 4,013 $316K Add +15.1%
BSY Bentley Systems Inc. Class B 0.06% 6,275 $310K No change
MCK McKesson Corp. 0.06% 525 $307K Reduce -4.5%
CSCO Cisco Systems Inc. 0.05% 6,425 $305K Reduce -6.8%
ABT Abbott Laboratories 0.05% 2,848 $296K Reduce -1.3%
CMI Cummins Inc. 0.05% 1,050 $291K No change
BBSI Barrett Business SVCS Inc. 0.05% 8,400 $275K No change
MRSH Marsh & McLennan Cos 0.05% 1,264 $266K Reduce -10.6%
MCO Moody's Corp. 0.05% 600 $253K No change
TMUS T-Mobile US Inc. 0.04% 1,400 $247K No change
TRV The Travelers Cos Inc. 0.04% 1,146 $233K No change
ITW Illinois Tool Works 0.04% 975 $231K No change
GIS General Mills Inc. 0.04% 3,600 $228K No change
MPC Marathon Petroleum Corp. 0.04% 1,300 $226K No change
KMB Kimberly-Clark Corp. 0.04% 1,600 $221K No change
OKE Oneok Inc. 0.04% 2,632 $215K No change
AMT American Tower Corp. 0.04% 1,050 $204K Reduce -2.3%
LTRX Lantronix Inc. 0.04% 57,400 $204K No change
BCDF Horizon Kin Blockchain Dev 0.04% 8,200 $202K New
ALTM Arcadium Lithium PLC 0.01% 13,233 $44K No change

Portfolio Sells Q1 2024 → Q2 2024
NKE Nike Inc. Class B Reduce -0.1% 4.30% −1.11
GBTC Grayscale Bitcoin Trust ETF Reduce -0.6% 4.46% −0.90
SBUX Starbucks Corp. Sold out 0.00% −0.58
HD Home Depot Inc. Reduce -0.1% 2.37% −0.29
LOW Lowe's Cos Inc. Reduce -0.3% 1.30% −0.22
CRL Charles River Laboratories Reduce -0.6% 0.58% −0.19
ABBV Abbvie Inc. Reduce -0.8% 2.13% −0.17
PH Parker Hannifin Corp. Reduce -0.3% 1.45% −0.16
LIN Linde PLC Reduce -0.7% 2.09% −0.15
BMY Bristol-Myers Squibb Co. Reduce -1.2% 0.44% −0.14
BA The Boeing Co. Reduce -2.5% 1.05% −0.10
PYPL PayPal Holdings Inc. Reduce -0.8% 0.54% −0.09
CI The Cigna Group Reduce -0.2% 0.72% −0.08
ADM Archer-Daniels-Midland Co. Reduce -6.1% 0.66% −0.08
FISV Fiserv Inc. Reduce -0.3% 0.75% −0.06
COP Conocophillips Reduce -0.1% 0.45% −0.05
MAR Marriott International Class A Reduce -1.0% 0.85% −0.05
MRK Merck & Co. Inc. Reduce -0.2% 0.69% −0.05
ETN Eaton Corp. PLC Reduce -1.7% 2.32% −0.05
TMO Thermo Fisher Scientific Inc. Reduce -1.5% 0.63% −0.05
CVS CVS Health Corp. Reduce -7.2% 0.10% −0.05
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.04
SYY Sysco Corp. Sold out 0.00% −0.04
MTG Mgic Investment Corp. Reduce -0.9% 0.22% −0.01
JPM JPMorgan Chase & Co. Reduce -0.7% 2.01% −0.01
XOM Exxon Mobil Corp. Reduce -4.3% 0.12% −0.01
CSCO Cisco Systems Inc. Reduce -6.8% 0.05% −0.01
ABT Abbott Laboratories Reduce -1.3% 0.05% −0.01
MRSH Marsh & McLennan Cos Reduce -10.6% 0.05% −0.00
AMT American Tower Corp. Reduce -2.3% 0.04% −0.00
PG The Procter & Gamble Co. Reduce -1.6% 0.22% −0.00
PEG Public Service Enterprise GP Reduce -10.3% 0.08% −0.00
BAC Bank of America Corp. Reduce -4.2% 0.41% −0.00
MCK McKesson Corp. Reduce -4.5% 0.06% +0.00
KO The Coca-Cola Co. Reduce -0.2% 0.18% +0.01
AFL Aflac Inc. Reduce -1.1% 0.30% +0.01
HON Honeywell International Inc. Reduce -1.1% 0.51% +0.01
TXN Texas Instruments Inc. Reduce -0.4% 0.44% +0.04
VRTX Vertex Pharmaceuticals Inc. Reduce -1.3% 0.63% +0.06
MSFT Microsoft Corp. Reduce -1.5% 1.59% +0.06
GOOGL Alphabet Inc. Class A Reduce -0.7% 0.55% +0.09
TJX TJX Companies Inc. Reduce -0.4% 1.33% +0.09
AMZN Amazon.com Inc. Reduce -0.6% 1.76% +0.10
WPM Wheaton Precious Metals Corp. Reduce -0.1% 1.49% +0.14
NVO Novo-Nordisk A/S-Spons ADR Reduce -0.8% 1.63% +0.14
QCOM Qualcomm Inc. Reduce -1.5% 1.55% +0.20
GOOG Alphabet Inc. Class C Reduce -0.3% 1.76% +0.29
PANW Palo Alto Networks Inc. Reduce -0.1% 2.23% +0.35
AAPL Apple Inc. Reduce -0.6% 3.43% +0.60
TPL Texas Pacific Land Corp. Reduce -0.3% 6.36% +1.30

Portfolio Buys Q1 2024 → Q2 2024
FLNC Fluence Energy Inc. New 0.38% +0.38
CACI Caci International Inc. Class A Add +0.1% 1.64% +0.19
ORCL Oracle Corp. Add +0.8% 1.34% +0.15
APD Air Products & Chemicals Inc. Add +0.7% 1.71% +0.11
WMB Williams Cos Inc. Add +1.8% 0.51% +0.05
BCDF Horizon Kin Blockchain Dev New 0.04% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +14.3% 0.23% +0.04
FCX Freeport-McMoran Inc. Add +0.2% 1.25% +0.04
LMT Lockheed Martin Corp. Add +0.8% 1.03% +0.03
RSP Invesco S&P 500 Equal Weight Add +8.5% 0.28% +0.01
INFL Horizon Kinetics Infl Benef Add +1.4% 0.51% +0.01
SNY Sanofi-ADR Add +2.4% 0.37% +0.01
MSB Mesabi Trust Add +4.0% 0.35% +0.00
CP Canadian Pacific Kansas City Add +15.1% 0.06% +0.00
FNV Franco-Nevada Corp. Add +0.7% 0.99% −0.01
ICE Intercontinental Exchange Inc. Add +0.1% 1.66% −0.02
CVX Chevron Corp. Add +0.4% 1.86% −0.02
MDT Medtronic PLC Add +2.9% 0.37% −0.03
MKC McCormick & Co.-Non VTG SHRS Add +0.9% 0.44% −0.04
DVN Devon Energy Corp. Add +0.9% 0.88% −0.05
V Visa Inc. Class A Add +0.6% 0.94% −0.06
CAT Caterpillar Inc. Add +3.7% 0.97% −0.07
UNP Union Pacific Corp. Add +0.2% 1.26% −0.12
CME Cme Group Inc. Add +0.2% 1.32% −0.13

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