EagleClaw Capital Managment, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), EagleClaw Capital Managment, LLC reported 139 stock positions worth $630.8 million. Its top holding was Texas Pacific Land (TPL) at 8.3% of the portfolio, followed by Nvidia (NVDA, 5.0%) and Grayscale Bitcoin Trust ETF (GBTC, 4.7%). Compared with Q3 2024, it opened 3 new positions, sold out of 2, added to 64 and reduced 22. The biggest buy was Landbridge Co. LLC-A (LB, shares +322%) and the biggest sale Fluence Energy (FLNC, shares −6%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001607636
Portfolio Value
$630.8M (Q4 2024)
SEC Filing
0001085146-25-000881 ↗ filed Feb 7, 2025

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 Q3 2024 Q4 2024: $630.8M $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 139 stocks · $630.8M
TPL Texas Pacific Land Corp. 8.29% 47,315 $52.3M Reduce -0.6%
NVDA Nvidia Corp. 5.02% 235,996 $31.7M Add +1.2%
GBTC Grayscale Bitcoin Trust ETF 4.73% 403,354 $29.9M Reduce -0.3%
NKE Nike Inc. Class B 4.56% 380,366 $28.8M Add +17.2%
AAPL Apple Inc. 3.82% 96,133 $24.1M Add +0.7%
HD Home Depot Inc. 2.43% 39,386 $15.3M Add +2.5%
ETN Eaton Corp. PLC 2.21% 42,008 $13.9M Add +1.4%
PANW Palo Alto Networks Inc. 2.20% 76,318 $13.9M Add +0.9%
JPM JPMorgan Chase & Co. 2.13% 55,951 $13.4M Add +3.5%
BKNG Booking Holdings Inc. 1.98% 2,520 $12.5M Add +1.4%
ABBV Abbvie Inc. 1.97% 69,825 $12.4M Add +2.9%
AMZN Amazon.com Inc. 1.79% 51,345 $11.3M Reduce -0.2%
LIN Linde PLC 1.78% 26,885 $11.3M Add +4.6%
APD Air Products & Chemicals Inc. 1.76% 38,225 $11.1M Add +2.2%
GOOG Alphabet Inc. Class C 1.67% 55,377 $10.5M Reduce -0.4%
ICE Intercontinental Exchange Inc. 1.60% 67,740 $10.1M Add +1.8%
PH Parker Hannifin Corp. 1.60% 15,835 $10.1M Add +1.4%
CVX Chevron Corp. 1.55% 67,490 $9.8M Add +0.3%
WPM Wheaton Precious Metals Corp. 1.43% 160,917 $9.0M Add +3.0%
ORCL Oracle Corp. 1.41% 53,522 $8.9M Add +1.1%
CME Cme Group Inc. 1.41% 38,380 $8.9M Add +2.8%
MSFT Microsoft Corp. 1.41% 21,079 $8.9M Add +10.1%
LOW Lowe's Cos Inc. 1.36% 34,877 $8.6M Add +2.1%
CACI Caci International Inc. Class A 1.36% 21,265 $8.6M Add +2.2%
BTC Grayscale Bitcoin Mini ETF 1.36% 204,406 $8.6M Add +0.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.29% 67,605 $8.2M Add +0.7%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 1.21% 26,435 $7.7M Reduce -3.7%
UNP Union Pacific Corp. 1.16% 32,101 $7.3M Add +1.4%
QCOM Qualcomm Inc. 1.09% 44,690 $6.9M Add +2.6%
V Visa Inc. Class A 1.06% 21,092 $6.7M Add +1.9%
LB Landbridge Co. LLC-A 1.02% 99,225 $6.4M Add +321.8%
BDX Becton Dickinson and Co. 1.00% 27,785 $6.3M Add +7.7%
CAT Caterpillar Inc. 0.99% 17,150 $6.2M Add +1.5%
LMT Lockheed Martin Corp. 0.97% 12,623 $6.1M Add +4.3%
FISV Fiserv Inc. 0.90% 27,785 $5.7M Reduce -1.1%
NVO Novo-Nordisk A/S-Spons ADR 0.90% 65,850 $5.7M No change
MAR Marriott International Class A 0.87% 19,780 $5.5M Add +1.5%
FCX Freeport-McMoran Inc. 0.87% 144,325 $5.5M Add +0.7%
FNV Franco-Nevada Corp. 0.86% 46,381 $5.5M Add +1.0%
BA The Boeing Co. 0.85% 30,471 $5.4M Reduce -0.1%
FDX FedEx Corp. 0.84% 18,823 $5.3M No change
UPS United Parcel Service Class B 0.76% 37,905 $4.8M Add +5.6%
BRK.B Berkshire Hathaway Inc. Class B 0.73% 10,125 $4.6M Add +7.3%
PYPL PayPal Holdings Inc. 0.71% 52,325 $4.5M Add +0.1%
MSB Mesabi Trust 0.65% 145,725 $4.1M Reduce -0.5%
WM Waste Management Inc. 0.63% 19,646 $4.0M Reduce -0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.62% 17,697 $3.9M Add +3.3%
WMB Williams Cos Inc. 0.58% 68,190 $3.7M Add +3.6%
GEN Gen Digital Inc. 0.55% 127,700 $3.5M Add +3.1%
CI The Cigna Group 0.54% 12,379 $3.4M Reduce -0.0%
DVN Devon Energy Corp. 0.54% 103,700 $3.4M Add +1.5%
GOOGL Alphabet Inc. Class A 0.53% 17,705 $3.4M Reduce -0.6%
INFL Horizon Kinetics Infl Benef 0.52% 86,110 $3.3M Add +0.3%
TMO Thermo Fisher Scientific Inc. 0.52% 6,284 $3.3M No change
CL Colgate-Palmolive Co. 0.50% 34,914 $3.2M Add +6.2%
RIO Rio Tinto PLC-Spon ADR 0.50% 53,855 $3.2M Add +3.8%
HON Honeywell International Inc. 0.49% 13,821 $3.1M Add +7.8%
EMR Emerson Electric Co. 0.49% 24,856 $3.1M Reduce -0.4%
VRTX Vertex Pharmaceuticals Inc. 0.49% 7,630 $3.1M Add +0.1%
MSGS Madison Square Garden Sports 0.49% 13,595 $3.1M Reduce -0.7%
MRK Merck & Co. Inc. 0.49% 30,818 $3.1M Add +4.9%
BMY Bristol-Myers Squibb Co. 0.47% 52,018 $2.9M Reduce -8.1%
FLNC Fluence Energy Inc. 0.46% 183,775 $2.9M Reduce -5.8%
JNJ Johnson & Johnson 0.46% 19,896 $2.9M Add +8.3%
MKC McCormick & Co.-Non VTG SHRS 0.44% 36,535 $2.8M Add +3.0%
HOLX Hologic Inc. 0.42% 36,650 $2.6M No change
NVS Novartis AG-Sponsored ADR 0.39% 25,134 $2.4M Add +12.0%
PCH Potlatchdeltic Corp. 0.39% 62,225 $2.4M Add +0.5%
VTI VG Morningstar TS MKT ETF-US 0.37% 8,132 $2.4M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.37% 52,802 $2.3M Add +1.3%
MDT Medtronic PLC 0.36% 28,622 $2.3M Add +0.3%
AIG American International Group 0.36% 31,129 $2.3M Add +2.5%
TXN Texas Instruments Inc. 0.35% 11,920 $2.2M Add +9.2%
APTV Aptiv PLC 0.35% 36,670 $2.2M Add +39.2%
COP Conocophillips 0.35% 22,287 $2.2M Add +7.2%
SNY Sanofi-ADR 0.33% 43,650 $2.1M Add +0.9%
AFL Aflac Inc. 0.30% 18,413 $1.9M No change
RSP Invesco S&P 500 Equal Weight 0.29% 10,580 $1.9M Add +1.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.22% 2,398 $1.4M No change
VOO Vanguard S&P 500 ETF 0.22% 2,592 $1.4M No change
MTG Mgic Investment Corp. 0.22% 57,800 $1.4M Add +2.7%
INTC Intel Corp. 0.21% 67,500 $1.4M Reduce -12.8%
LLY Eli Lilly & Co. 0.21% 1,718 $1.3M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.21% 34,584 $1.3M Reduce -3.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.20% 4,765 $1.3M No change
ISRG Intuitive Surgical Inc. 0.20% 2,380 $1.2M Add +8.2%
PG The Procter & Gamble Co. 0.19% 7,298 $1.2M No change
CSGP Costar Group Inc. 0.18% 15,600 $1.1M No change
PEP Pepsico Inc. 0.16% 6,740 $1.0M Add +8.7%
KO The Coca-Cola Co. 0.16% 16,354 $1.0M No change
CP Canadian Pacific Kansas City 0.16% 13,961 $1.0M Add +15.8%
GILD Gilead Sciences Inc. 0.13% 9,060 $837K No change
NEE Nextera Energy Inc. 0.13% 11,375 $815K No change
DE Deere & Co. 0.12% 1,775 $752K Add +2.9%
IJH iShares Core S&P Midcap ETF 0.12% 11,990 $747K No change
PFE Pfizer Inc. 0.11% 27,181 $721K Reduce -1.7%
DRI Darden Restaurants Inc. 0.11% 3,622 $676K No change
XOM Exxon Mobil Corp. 0.10% 5,785 $622K Reduce -2.1%
DHR Danaher Corp. 0.09% 2,400 $551K No change
VEU Vanguard Ftse All-World Ex-U 0.08% 8,700 $499K No change

Show all 139 holdings

Portfolio Sells Q3 2024 → Q4 2024
FLNC Fluence Energy Inc. Reduce -5.8% 0.46% −0.28
CI The Cigna Group Reduce -0.0% 0.54% −0.18
INTC Intel Corp. Reduce -12.8% 0.21% −0.09
WM Waste Management Inc. Reduce -0.1% 0.63% −0.05
AMT American Tower Corp. Sold out 0.00% −0.04
SLB SLB Ltd. Reduce -3.4% 0.21% −0.04
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.04
BMY Bristol-Myers Squibb Co. Reduce -8.1% 0.47% −0.02
PBT Permian Basin Royalty Trust Reduce -16.1% 0.06% −0.02
CLNE Clean Energy Fuels Corp. Reduce -1.0% 0.06% −0.02
PFE Pfizer Inc. Reduce -1.7% 0.11% −0.02
XOM Exxon Mobil Corp. Reduce -2.1% 0.10% −0.02
INMD Inmode Ltd. Reduce -1.1% 0.05% −0.00
MSGS Madison Square Garden Sports Reduce -0.7% 0.49% +0.01
EMR Emerson Electric Co. Reduce -0.4% 0.49% +0.03
GOOGL Alphabet Inc. Class A Reduce -0.6% 0.53% +0.04
FISV Fiserv Inc. Reduce -1.1% 0.90% +0.06
BA The Boeing Co. Reduce -0.1% 0.85% +0.08
MSB Mesabi Trust Reduce -0.5% 0.65% +0.09
GOOG Alphabet Inc. Class C Reduce -0.4% 1.67% +0.12
AMZN Amazon.com Inc. Reduce -0.2% 1.79% +0.18
MSTR Strategy Inc. Reduce -3.7% 1.21% +0.44
TPL Texas Pacific Land Corp. Reduce -0.6% 8.29% +1.25
GBTC Grayscale Bitcoin Trust ETF Reduce -0.3% 4.73% +1.31

Portfolio Buys Q3 2024 → Q4 2024
LB Landbridge Co. LLC-A Add +321.8% 1.02% +0.86
BTC Grayscale Bitcoin Mini ETF Add +0.6% 1.36% +0.40
NVDA Nvidia Corp. Add +1.2% 5.02% +0.29
BKNG Booking Holdings Inc. Add +1.4% 1.98% +0.23
JPM JPMorgan Chase & Co. Add +3.5% 2.13% +0.22
V Visa Inc. Class A Add +1.9% 1.06% +0.10
AAPL Apple Inc. Add +0.7% 3.82% +0.09
WMB Williams Cos Inc. Add +3.6% 0.58% +0.08
MAR Marriott International Class A Add +1.5% 0.87% +0.06
IBN Icici Bank Ltd.-Spon ADR New 0.06% +0.06
HON Honeywell International Inc. Add +7.8% 0.49% +0.05
PANW Palo Alto Networks Inc. Add +0.9% 2.20% +0.04
ET Energy Transfer LP New 0.04% +0.04
COIN Coinbase Global Inc. Class A New 0.04% +0.04
CME Cme Group Inc. Add +2.8% 1.41% +0.03
APTV Aptiv PLC Add +39.2% 0.35% +0.03
MSFT Microsoft Corp. Add +10.1% 1.41% +0.03
PYPL PayPal Holdings Inc. Add +0.1% 0.71% +0.03
BAC Bank of America Corp. Add +1.3% 0.37% +0.02
ISRG Intuitive Surgical Inc. Add +8.2% 0.20% +0.02
GEOS Geospace Technologies Corp. Add +24.6% 0.02% +0.00
BRK.B Berkshire Hathaway Inc. Class B Add +7.3% 0.73% +0.00
DE Deere & Co. Add +2.9% 0.12% −0.00
CP Canadian Pacific Kansas City Add +15.8% 0.16% −0.01
AIG American International Group Add +2.5% 0.36% −0.01
GEN Gen Digital Inc. Add +3.1% 0.55% −0.01
PEP Pepsico Inc. Add +8.7% 0.16% −0.01
COP Conocophillips Add +7.2% 0.35% −0.02
IBM Intl Business Machines Corp. Add +3.3% 0.62% −0.02
RSP Invesco S&P 500 Equal Weight Add +1.4% 0.29% −0.02
CVS CVS Health Corp. Add +3.4% 0.04% −0.02
INFL Horizon Kinetics Infl Benef Add +0.3% 0.52% −0.02
TXN Texas Instruments Inc. Add +9.2% 0.35% −0.02
MTG Mgic Investment Corp. Add +2.7% 0.22% −0.02
TJX TJX Companies Inc. Add +0.7% 1.29% −0.03
BDX Becton Dickinson and Co. Add +7.7% 1.00% −0.04
JNJ Johnson & Johnson Add +8.3% 0.46% −0.04
NVS Novartis AG-Sponsored ADR Add +12.0% 0.39% −0.04
MKC McCormick & Co.-Non VTG SHRS Add +3.0% 0.44% −0.05
PH Parker Hannifin Corp. Add +1.4% 1.60% −0.05
UPS United Parcel Service Class B Add +5.6% 0.76% −0.06
MDT Medtronic PLC Add +0.3% 0.36% −0.07
CL Colgate-Palmolive Co. Add +6.2% 0.50% −0.07
MRK Merck & Co. Inc. Add +4.9% 0.49% −0.07
PCH Potlatchdeltic Corp. Add +0.5% 0.39% −0.08
SNY Sanofi-ADR Add +0.9% 0.33% −0.08
ETN Eaton Corp. PLC Add +1.4% 2.21% −0.09
FNV Franco-Nevada Corp. Add +1.0% 0.86% −0.09
ORCL Oracle Corp. Add +1.1% 1.41% −0.10
APD Air Products & Chemicals Inc. Add +2.2% 1.76% −0.11

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