EagleClaw Capital Managment, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), EagleClaw Capital Managment, LLC reported 138 stock positions worth $597.8 million. Its top holding was Texas Pacific Land (TPL) at 7.0% of the portfolio, followed by Nike Class B (NKE, 4.8%) and Nvidia (NVDA, 4.7%). Compared with Q2 2024, it opened 6 new positions, sold out of 3, added to 47 and reduced 52. The biggest buy was Becton Dickinson and (BDX, shares +265%) and the biggest sale Grayscale Bitcoin Trust ETF (GBTC, shares −13%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001607636
Portfolio Value
$597.8M (Q3 2024)
SEC Filing
0001085146-24-005475 ↗ filed Nov 8, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $552.1M Q1 2024 Q2 2024: $555.8M Q2 2024 Q3 2024: $597.8M $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 138 stocks · $597.8M
TPL Texas Pacific Land Corp. 7.04% 47,591 $42.1M Reduce -1.1%
NKE Nike Inc. Class B 4.80% 324,624 $28.7M Add +2.3%
NVDA Nvidia Corp. 4.74% 233,100 $28.3M Reduce -9.5%
AAPL Apple Inc. 3.72% 95,493 $22.2M Add +5.5%
GBTC Grayscale Bitcoin Trust ETF 3.42% 404,550 $20.4M Reduce -13.0%
HD Home Depot Inc. 2.61% 38,436 $15.6M Add +0.4%
ETN Eaton Corp. PLC 2.30% 41,440 $13.7M Add +0.7%
ABBV Abbvie Inc. 2.24% 67,877 $13.4M Reduce -1.6%
PANW Palo Alto Networks Inc. 2.16% 37,799 $12.9M Add +3.5%
LIN Linde PLC 2.05% 25,710 $12.3M Reduce -2.7%
JPM JPMorgan Chase & Co. 1.91% 54,060 $11.4M Reduce -2.3%
APD Air Products & Chemicals Inc. 1.86% 37,395 $11.1M Add +1.6%
ICE Intercontinental Exchange Inc. 1.79% 66,540 $10.7M Reduce -1.1%
CACI Caci International Inc. Class A 1.76% 20,815 $10.5M Reduce -1.8%
BKNG Booking Holdings Inc. 1.75% 2,484 $10.5M Add +0.2%
CVX Chevron Corp. 1.66% 67,255 $9.9M Add +1.8%
PH Parker Hannifin Corp. 1.65% 15,610 $9.9M Reduce -2.1%
AMZN Amazon.com Inc. 1.60% 51,455 $9.6M Add +1.4%
WPM Wheaton Precious Metals Corp. 1.60% 156,217 $9.5M Reduce -1.1%
GOOG Alphabet Inc. Class C 1.55% 55,577 $9.3M Add +4.4%
LOW Lowe's Cos Inc. 1.55% 34,172 $9.3M Add +3.9%
ORCL Oracle Corp. 1.51% 52,947 $9.0M Add +0.1%
MSFT Microsoft Corp. 1.38% 19,154 $8.2M Reduce -3.2%
CME Cme Group Inc. 1.38% 37,330 $8.2M Reduce -0.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.32% 67,155 $7.9M Reduce -0.3%
NVO Novo-Nordisk A/S-Spons ADR 1.31% 65,850 $7.8M Add +4.1%
UNP Union Pacific Corp. 1.31% 31,671 $7.8M Add +2.4%
QCOM Qualcomm Inc. 1.24% 43,540 $7.4M Add +0.6%
FCX Freeport-McMoran Inc. 1.20% 143,275 $7.2M Reduce -0.0%
LMT Lockheed Martin Corp. 1.18% 12,103 $7.1M Reduce -1.3%
CAT Caterpillar Inc. 1.11% 16,900 $6.6M Add +4.7%
BDX Becton Dickinson and Co. 1.04% 25,795 $6.2M Add +264.6%
BTC Grayscale Bitcoin Mini Trust 0.96% 1,015,825 $5.7M Add +118.4%
FNV Franco-Nevada Corp. 0.95% 45,906 $5.7M Reduce -0.7%
V Visa Inc. Class A 0.95% 20,692 $5.7M Add +4.1%
FDX FedEx Corp. 0.86% 18,823 $5.2M Add +0.6%
FISV Fiserv Inc. 0.84% 28,085 $5.0M No change
UPS United Parcel Service Class B 0.82% 35,895 $4.9M Reduce -3.8%
MAR Marriott International Class A 0.81% 19,480 $4.8M No change
BA The Boeing Co. 0.78% 30,486 $4.6M Reduce -5.1%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.77% 27,440 $4.6M No change
FLNC Fluence Energy Inc. 0.74% 195,175 $4.4M Add +62.0%
BRK.B Berkshire Hathaway Inc. Class B 0.73% 9,435 $4.3M Reduce -7.5%
CI The Cigna Group 0.72% 12,384 $4.3M Add +2.4%
WM Waste Management Inc. 0.68% 19,671 $4.1M No change
PYPL PayPal Holdings Inc. 0.68% 52,275 $4.1M Add +1.7%
DVN Devon Energy Corp. 0.67% 102,190 $4.0M Reduce -1.1%
TMO Thermo Fisher Scientific Inc. 0.65% 6,284 $3.9M Reduce -1.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.63% 17,127 $3.8M Reduce -3.4%
RIO Rio Tinto PLC-Spon ADR 0.62% 51,885 $3.7M Reduce -0.8%
VRTX Vertex Pharmaceuticals Inc. 0.59% 7,625 $3.5M Add +2.7%
CL Colgate-Palmolive Co. 0.57% 32,879 $3.4M Add +0.9%
GEN Gen Digital Inc. 0.57% 123,800 $3.4M Reduce -3.2%
MRK Merck & Co. Inc. 0.56% 29,368 $3.3M Reduce -4.5%
MSB Mesabi Trust 0.55% 146,400 $3.3M Add +27.9%
INFL Horizon Kinetics Infl Benef 0.54% 85,810 $3.2M Reduce -0.1%
WMB Williams Cos Inc. 0.50% 65,790 $3.0M Reduce -1.6%
HOLX Hologic Inc. 0.50% 36,650 $3.0M No change
JNJ Johnson & Johnson 0.50% 18,366 $3.0M Reduce -0.9%
GOOGL Alphabet Inc. Class A 0.49% 17,805 $3.0M Add +6.5%
BMY Bristol-Myers Squibb Co. 0.49% 56,618 $2.9M Reduce -3.5%
MKC McCormick & Co.-Non VTG SHRS 0.49% 35,475 $2.9M Add +3.0%
MSGS Madison Square Garden Sports 0.48% 13,695 $2.9M Add +2.0%
PCH Potlatchdeltic Corp. 0.47% 61,925 $2.8M Reduce -3.5%
EMR Emerson Electric Co. 0.46% 24,956 $2.7M Add +3.1%
HON Honeywell International Inc. 0.44% 12,821 $2.7M Reduce -3.1%
NVS Novartis AG-Sponsored ADR 0.43% 22,434 $2.6M Reduce -7.6%
MDT Medtronic PLC 0.43% 28,522 $2.6M Add +9.6%
SNY Sanofi-ADR 0.42% 43,275 $2.5M Add +2.2%
VTI VG Morningstar TS MKT ETF-US 0.39% 8,132 $2.3M Add +8.0%
TXN Texas Instruments Inc. 0.38% 10,920 $2.3M Reduce -12.9%
AIG American International Group 0.37% 30,379 $2.2M Add +0.5%
COP Conocophillips 0.37% 20,785 $2.2M Reduce -5.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.35% 52,102 $2.1M Reduce -9.8%
AFL Aflac Inc. 0.34% 18,413 $2.1M Reduce -1.6%
APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC 0.32% 26,335 $1.9M Reduce -3.0%
RSP Invesco S&P 500 Equal Weight 0.31% 10,430 $1.9M Add +10.9%
INTC Intel Corp. 0.30% 77,435 $1.8M Reduce -22.9%
LLY Eli Lilly & Co. 0.25% 1,718 $1.5M Reduce -0.4%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.25% 35,784 $1.5M Add +5.8%
MTG Mgic Investment Corp. 0.24% 56,300 $1.4M Reduce -1.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.23% 2,398 $1.4M No change
VOO Vanguard S&P 500 ETF 0.23% 2,592 $1.4M No change
PG The Procter & Gamble Co. 0.21% 7,298 $1.3M Reduce -1.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.21% 4,765 $1.3M No change
CSGP Costar Group Inc. 0.20% 15,600 $1.2M Add +10.6%
KO The Coca-Cola Co. 0.20% 16,354 $1.2M Add +4.5%
ISRG Intuitive Surgical Inc. 0.18% 2,200 $1.1M No change
PEP Pepsico Inc. 0.18% 6,200 $1.1M No change
CP Canadian Pacific Kansas City 0.17% 12,051 $1.0M Add +200.3%
NEE Nextera Energy Inc. 0.16% 11,375 $962K Reduce -1.7%
LB Landbridge Co. LLC-A 0.15% 23,525 $920K New
PFE Pfizer Inc. 0.13% 27,644 $800K Reduce -2.6%
GILD Gilead Sciences Inc. 0.13% 9,060 $760K Add +3.7%
IJH iShares Core S&P Midcap ETF 0.13% 11,990 $747K No change
DE Deere & Co. 0.12% 1,725 $720K Add +3.0%
XOM Exxon Mobil Corp. 0.12% 5,910 $693K Add +2.6%
DHR Danaher Corp. 0.11% 2,400 $667K No change
DRI Darden Restaurants Inc. 0.10% 3,622 $594K No change
VEU Vanguard Ftse All-World Ex-U 0.09% 8,700 $548K No change
PBT Permian Basin Royalty Trust 0.08% 41,375 $492K Add +2.3%
HAL Halliburton Co. 0.08% 16,877 $490K No change
BXP BXP Inc. 0.08% 6,000 $483K No change
CLNE Clean Energy Fuels Corp. 0.08% 155,175 $483K Add +2.0%
PEG Public Service Enterprise GP 0.08% 5,298 $473K Reduce -13.1%
CHD Church & Dwight Co. Inc. 0.08% 4,408 $462K No change
AMGN Amgen Inc. 0.07% 1,325 $427K Reduce -7.0%
WTRG Essential Utilities Inc. 0.07% 11,052 $426K Add +15.7%
BLK BlackRock Finance Inc. 0.07% 440 $418K No change
WTTR Select Water Solutions Inc. 0.07% 37,000 $412K No change
RPM RPM International Inc. 0.06% 3,200 $387K No change
CVS CVS Health Corp. 0.06% 5,935 $373K Reduce -36.1%
VB Vanguard Most SM-Cap ETF-Usd 0.06% 1,550 $368K No change
CMI Cummins Inc. 0.06% 1,050 $340K No change
BCDF Horizon Kin Blockchain Dev 0.06% 11,990 $335K Add +46.2%
BSY Bentley Systems Inc. Class B 0.05% 6,275 $319K No change
BBSI Barrett Business SVCS Inc. 0.05% 8,400 $315K No change
QQQ Invesco QQQ Trust Series 1 0.05% 640 $312K Reduce -3.8%
CSCO Cisco Systems Inc. 0.05% 5,825 $310K Reduce -9.3%
INMD Inmode Ltd. 0.05% 18,000 $305K Reduce -17.4%
ABT Abbott Laboratories 0.05% 2,648 $302K Reduce -7.0%
MCO Moody's Corp. 0.05% 600 $285K No change
TMUS T-Mobile US Inc. 0.05% 1,350 $279K Reduce -3.6%
TRV The Travelers Cos Inc. 0.04% 1,146 $268K No change
GIS General Mills Inc. 0.04% 3,600 $266K No change
MCK McKesson Corp. 0.04% 525 $260K No change
ITW Illinois Tool Works 0.04% 975 $256K No change
MRSH Marsh & McLennan Cos 0.04% 1,114 $249K Reduce -11.9%
AMT American Tower Corp. 0.04% 1,050 $244K No change
OKE Oneok Inc. 0.04% 2,632 $240K No change
LTRX Lantronix Inc. 0.04% 57,400 $236K No change
KMB Kimberly-Clark Corp. 0.04% 1,600 $228K No change
SYY Sysco Corp. 0.04% 2,750 $215K New
VWO Vanguard Ftse Emerging Marke 0.04% 4,484 $215K New
ALL Allstate Corp. 0.03% 1,089 $207K New
ADP Automatic Data Processing 0.03% 740 $205K New
GEOS Geospace Technologies Corp. 0.02% 11,000 $114K New
ALTM Arcadium Lithium PLC 0.01% 14,436 $41K Add +9.1%

Portfolio Sells Q2 2024 → Q3 2024
GBTC Grayscale Bitcoin Trust ETF Reduce -13.0% 3.42% −1.04
NVDA Nvidia Corp. Reduce -9.5% 4.74% −0.99
ADM Archer-Daniels-Midland Co. Sold out 0.00% −0.66
CRL Charles River Laboratories Sold out 0.00% −0.58
BA The Boeing Co. Reduce -5.1% 0.78% −0.28
INTC Intel Corp. Reduce -22.9% 0.30% −0.26
DVN Devon Energy Corp. Reduce -1.1% 0.67% −0.21
MSFT Microsoft Corp. Reduce -3.2% 1.38% −0.21
MRK Merck & Co. Inc. Reduce -4.5% 0.56% −0.13
JPM JPMorgan Chase & Co. Reduce -2.3% 1.91% −0.11
UPS United Parcel Service Class B Reduce -3.8% 0.82% −0.10
COP Conocophillips Reduce -5.0% 0.37% −0.08
BAC Bank of America Corp. Reduce -9.8% 0.35% −0.07
HON Honeywell International Inc. Reduce -3.1% 0.44% −0.07
TXN Texas Instruments Inc. Reduce -12.9% 0.38% −0.06
FCX Freeport-McMoran Inc. Reduce -0.0% 1.20% −0.06
MPC Marathon Petroleum Corp. Sold out 0.00% −0.04
CVS CVS Health Corp. Reduce -36.1% 0.06% −0.04
LIN Linde PLC Reduce -2.7% 2.05% −0.04
NVS Novartis AG-Sponsored ADR Reduce -7.6% 0.43% −0.03
FNV Franco-Nevada Corp. Reduce -0.7% 0.95% −0.03
APTV Aptiv Irish Holdings Ltd. Reduce -3.0% 0.32% −0.03
LLY Eli Lilly & Co. Reduce -0.4% 0.25% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -7.5% 0.73% −0.02
INMD Inmode Ltd. Reduce -17.4% 0.05% −0.02
TJX TJX Companies Inc. Reduce -0.3% 1.32% −0.01
PFE Pfizer Inc. Reduce -2.6% 0.13% −0.01
AMGN Amgen Inc. Reduce -7.0% 0.07% −0.01
WMB Williams Cos Inc. Reduce -1.6% 0.50% −0.01
PG The Procter & Gamble Co. Reduce -1.0% 0.21% −0.01
GEN Gen Digital Inc. Reduce -3.2% 0.57% −0.01
MRSH Marsh & McLennan Cos Reduce -11.9% 0.04% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -3.8% 0.05% −0.01
CSCO Cisco Systems Inc. Reduce -9.3% 0.05% −0.00
ABT Abbott Laboratories Reduce -7.0% 0.05% −0.00
RIO Rio Tinto PLC-Spon ADR Reduce -0.8% 0.62% −0.00
PEG Public Service Enterprise GP Reduce -13.1% 0.08% −0.00
TMUS T-Mobile US Inc. Reduce -3.6% 0.05% +0.00
JNJ Johnson & Johnson Reduce -0.9% 0.50% +0.01
PCH Potlatchdeltic Corp. Reduce -3.5% 0.47% +0.01
NEE Nextera Energy Inc. Reduce -1.7% 0.16% +0.01
TMO Thermo Fisher Scientific Inc. Reduce -1.2% 0.65% +0.02
MTG Mgic Investment Corp. Reduce -1.8% 0.24% +0.02
INFL Horizon Kinetics Infl Benef Reduce -0.1% 0.54% +0.03
AFL Aflac Inc. Reduce -1.6% 0.34% +0.04
BMY Bristol-Myers Squibb Co. Reduce -3.5% 0.49% +0.05
CME Cme Group Inc. Reduce -0.3% 1.38% +0.05
IBM Intl Business Machines Corp. Reduce -3.4% 0.63% +0.08
WPM Wheaton Precious Metals Corp. Reduce -1.1% 1.60% +0.11
ABBV Abbvie Inc. Reduce -1.6% 2.24% +0.11

Portfolio Buys Q2 2024 → Q3 2024
BDX Becton Dickinson and Co. Add +264.6% 1.04% +0.74
NKE Nike Inc. Class B Add +2.3% 4.80% +0.50
BTC Grayscale Bitcoin Mini Trust Add +118.4% 0.96% +0.49
FLNC Fluence Energy Inc. Add +62.0% 0.74% +0.37
AAPL Apple Inc. Add +5.5% 3.72% +0.29
LOW Lowe's Cos Inc. Add +3.9% 1.55% +0.24
HD Home Depot Inc. Add +0.4% 2.61% +0.23
MSB Mesabi Trust Add +27.9% 0.55% +0.20
ORCL Oracle Corp. Add +0.1% 1.51% +0.17
LB Landbridge Co. LLC-A New 0.15% +0.15
APD Air Products & Chemicals Inc. Add +1.6% 1.86% +0.15
PYPL PayPal Holdings Inc. Add +1.7% 0.68% +0.15
CAT Caterpillar Inc. Add +4.7% 1.11% +0.14
CP Canadian Pacific Kansas City Add +200.3% 0.17% +0.12
MDT Medtronic PLC Add +9.6% 0.43% +0.06
MKC McCormick & Co.-Non VTG SHRS Add +3.0% 0.49% +0.05
SNY Sanofi-ADR Add +2.2% 0.42% +0.05
UNP Union Pacific Corp. Add +2.4% 1.31% +0.05
SYY Sysco Corp. New 0.04% +0.04
VWO Vanguard Ftse Emerging Marke New 0.04% +0.04
ALL Allstate Corp. New 0.03% +0.03
RSP Invesco S&P 500 Equal Weight Add +10.9% 0.31% +0.03
ADP Automatic Data Processing New 0.03% +0.03
MSGS Madison Square Garden Sports Add +2.0% 0.48% +0.02
VTI VG Morningstar TS MKT ETF-US Add +8.0% 0.39% +0.02
BCDF Horizon Kin Blockchain Dev Add +46.2% 0.06% +0.02
GILD Gilead Sciences Inc. Add +3.7% 0.13% +0.02
GEOS Geospace Technologies Corp. New 0.02% +0.02
KO The Coca-Cola Co. Add +4.5% 0.20% +0.02
V Visa Inc. Class A Add +4.1% 0.95% +0.01
CSGP Costar Group Inc. Add +10.6% 0.20% +0.01
DE Deere & Co. Add +3.0% 0.12% +0.01
CLNE Clean Energy Fuels Corp. Add +2.0% 0.08% +0.01
WTRG Essential Utilities Inc. Add +15.7% 0.07% +0.01
CL Colgate-Palmolive Co. Add +0.9% 0.57% +0.00
PBT Permian Basin Royalty Trust Add +2.3% 0.08% +0.00
ALTM Arcadium Lithium PLC Add +9.1% 0.01% −0.00
CI The Cigna Group Add +2.4% 0.72% −0.00
XOM Exxon Mobil Corp. Add +2.6% 0.12% −0.00
BKNG Booking Holdings Inc. Add +0.2% 1.75% −0.02
EMR Emerson Electric Co. Add +3.1% 0.46% −0.02
ETN Eaton Corp. PLC Add +0.7% 2.30% −0.02
AIG American International Group Add +0.5% 0.37% −0.03
VRTX Vertex Pharmaceuticals Inc. Add +2.7% 0.59% −0.03
SLB SLB Ltd. Add +5.8% 0.25% −0.04
GOOGL Alphabet Inc. Class A Add +6.5% 0.49% −0.05
PANW Palo Alto Networks Inc. Add +3.5% 2.16% −0.07
FDX FedEx Corp. Add +0.6% 0.86% −0.15
AMZN Amazon.com Inc. Add +1.4% 1.60% −0.16
CVX Chevron Corp. Add +1.8% 1.66% −0.20

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