EagleClaw Capital Managment, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), EagleClaw Capital Managment, LLC reported 144 stock positions worth $635.9 million. Its top holding was Texas Pacific Land (TPL) at 9.9% of the portfolio, followed by Grayscale Bitcoin Trust ETF (GBTC, 4.1%) and Nike Class B (NKE, 4.1%). Compared with Q4 2024, it opened 7 new positions, sold out of 2, added to 59 and reduced 53. The biggest buy was Texas Pacific Land (TPL, shares +0%) and the biggest sale Nvidia (NVDA, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001607636
- Portfolio Value
- $635.9M (Q1 2025)
- SEC Filing
- 0001085146-25-002843 ↗ filed May 8, 2025
Holdings Value
Holdings 144 stocks · $635.9M
| TPL Texas Pacific Land Corp. | 9.88% | 47,431 | $62.8M | Add +0.3% |
| GBTC Grayscale Bitcoin Trust ETF | 4.09% | 399,086 | $26.0M | Reduce -1.1% |
| NKE Nike Inc. Class B | 4.08% | 408,933 | $26.0M | Add +7.5% |
| NVDA Nvidia Corp. | 3.72% | 218,075 | $23.6M | Reduce -7.6% |
| AAPL Apple Inc. | 3.20% | 91,614 | $20.4M | Reduce -4.7% |
| ABBV Abbvie Inc. | 2.44% | 73,927 | $15.5M | Add +5.9% |
| HD Home Depot Inc. | 2.42% | 42,040 | $15.4M | Add +6.7% |
| JPM JPMorgan Chase & Co. | 2.12% | 54,943 | $13.5M | Reduce -1.8% |
| LIN Linde PLC | 2.03% | 27,665 | $12.9M | Add +2.9% |
| WPM Wheaton Precious Metals Corp. | 2.02% | 165,067 | $12.8M | Add +2.6% |
| PANW Palo Alto Networks Inc. | 1.95% | 72,693 | $12.4M | Reduce -4.8% |
| APD Air Products & Chemicals Inc. | 1.88% | 40,545 | $12.0M | Add +6.1% |
| ICE Intercontinental Exchange Inc. | 1.88% | 69,297 | $12.0M | Add +2.3% |
| CVX Chevron Corp. | 1.80% | 68,565 | $11.5M | Add +1.6% |
| ETN Eaton Corp. PLC | 1.79% | 41,883 | $11.4M | Reduce -0.3% |
| BKNG Booking Holdings Inc. | 1.78% | 2,454 | $11.3M | Reduce -2.6% |
| CME Cme Group Inc. | 1.62% | 38,930 | $10.3M | Add +1.4% |
| PH Parker Hannifin Corp. | 1.51% | 15,800 | $9.6M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 1.45% | 48,468 | $9.2M | Reduce -5.6% |
| GOOG Alphabet Inc. Class C | 1.34% | 54,352 | $8.5M | Reduce -1.9% |
| LOW Lowe's Cos Inc. | 1.33% | 36,352 | $8.5M | Add +4.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.30% | 68,135 | $8.3M | Add +0.8% |
| ORCL Oracle Corp. | 1.29% | 58,872 | $8.2M | Add +10.0% |
| CACI Caci International Inc. Class A | 1.25% | 21,710 | $8.0M | Add +2.1% |
| LB Landbridge Co. LLC-A | 1.24% | 109,475 | $7.9M | Add +10.3% |
| MSFT Microsoft Corp. | 1.23% | 20,850 | $7.8M | Reduce -1.1% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 1.23% | 27,095 | $7.8M | Add +2.5% |
| UNP Union Pacific Corp. | 1.22% | 32,903 | $7.8M | Add +2.5% |
| BTC Grayscale Bitcoin Mini ETF | 1.20% | 209,556 | $7.6M | Add +2.5% |
| FNV Franco-Nevada Corp. | 1.18% | 47,506 | $7.5M | Add +2.4% |
| V Visa Inc. Class A | 1.15% | 20,842 | $7.3M | Reduce -1.2% |
| QCOM Qualcomm Inc. | 1.07% | 44,390 | $6.8M | Reduce -0.7% |
| BDX Becton Dickinson and Co. | 1.05% | 29,242 | $6.7M | Add +5.2% |
| LMT Lockheed Martin Corp. | 0.98% | 13,929 | $6.2M | Add +10.3% |
| CAT Caterpillar Inc. | 0.96% | 18,550 | $6.1M | Add +8.2% |
| FISV Fiserv Inc. | 0.96% | 27,595 | $6.1M | Reduce -0.7% |
| FCX Freeport-McMoran Inc. | 0.89% | 149,225 | $5.6M | Add +3.4% |
| WMB Williams Cos Inc. | 0.82% | 87,065 | $5.2M | Add +27.7% |
| BA The Boeing Co. | 0.81% | 30,357 | $5.2M | Reduce -0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.80% | 9,544 | $5.1M | Reduce -5.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.75% | 19,287 | $4.8M | Add +9.0% |
| FDX FedEx Corp. | 0.72% | 18,898 | $4.6M | Add +0.4% |
| WM Waste Management Inc. | 0.72% | 19,821 | $4.6M | Add +0.9% |
| MAR Marriott International Class A | 0.72% | 19,255 | $4.6M | Reduce -2.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.71% | 65,150 | $4.5M | Reduce -1.1% |
| MSB Mesabi Trust | 0.71% | 165,225 | $4.5M | Add +13.4% |
| CI The Cigna Group | 0.68% | 13,156 | $4.3M | Add +6.3% |
| UPS United Parcel Service Class B | 0.66% | 38,032 | $4.2M | Add +0.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.58% | 7,595 | $3.7M | Reduce -0.5% |
| INFL Horizon Kinetics Infl Benef | 0.55% | 86,572 | $3.5M | Add +0.5% |
| PYPL PayPal Holdings Inc. | 0.54% | 52,350 | $3.4M | Add +0.1% |
| GEN Gen Digital Inc. | 0.53% | 127,100 | $3.4M | Reduce -0.5% |
| CL Colgate-Palmolive Co. | 0.53% | 35,949 | $3.4M | Add +3.0% |
| DVN Devon Energy Corp. | 0.52% | 88,025 | $3.3M | Reduce -15.1% |
| JNJ Johnson & Johnson | 0.51% | 19,578 | $3.2M | Reduce -1.6% |
| RIO Rio Tinto PLC-Spon ADR | 0.51% | 53,480 | $3.2M | Reduce -0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.49% | 6,219 | $3.1M | Reduce -1.0% |
| MKC McCormick & Co.-Non VTG SHRS | 0.47% | 36,670 | $3.0M | Add +0.4% |
| BMY Bristol-Myers Squibb Co. | 0.47% | 49,318 | $3.0M | Reduce -5.2% |
| SYY Sysco Corp. | 0.47% | 39,975 | $3.0M | Add +1353.6% |
| HON Honeywell International Inc. | 0.46% | 13,821 | $2.9M | No change |
| AIG American International Group | 0.45% | 32,919 | $2.9M | Add +5.8% |
| MRK Merck & Co. Inc. | 0.45% | 31,818 | $2.9M | Add +3.2% |
| PCH Potlatchdeltic Corp. | 0.44% | 62,025 | $2.8M | Reduce -0.3% |
| NVS Novartis AG-Sponsored ADR | 0.44% | 24,908 | $2.8M | Reduce -0.9% |
| EMR Emerson Electric Co. | 0.43% | 24,781 | $2.7M | Reduce -0.3% |
| MDT Medtronic PLC | 0.43% | 30,210 | $2.7M | Add +5.5% |
| MSGS Madison Square Garden Sports | 0.41% | 13,470 | $2.6M | Reduce -0.9% |
| COP Conocophillips | 0.40% | 24,369 | $2.6M | Add +9.3% |
| SNY Sanofi-ADR | 0.40% | 45,825 | $2.5M | Add +5.0% |
| GOOGL Alphabet Inc. Class A | 0.39% | 16,189 | $2.5M | Reduce -8.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 8,732 | $2.4M | Add +7.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 56,214 | $2.3M | Add +6.5% |
| HOLX Hologic Inc. | 0.36% | 36,650 | $2.3M | No change |
| APTV Aptiv PLC | 0.34% | 36,722 | $2.2M | Add +0.1% |
| TXN Texas Instruments Inc. | 0.33% | 11,534 | $2.1M | Reduce -3.2% |
| AFL Aflac Inc. | 0.31% | 17,838 | $2.0M | Reduce -3.1% |
| RSP Invesco S&P 500 Equal Weight | 0.29% | 10,500 | $1.8M | Reduce -0.8% |
| MTG Mgic Investment Corp. | 0.26% | 66,950 | $1.7M | Add +15.8% |
| NEE Nextera Energy Inc. | 0.24% | 21,853 | $1.5M | Add +92.1% |
| PG The Procter & Gamble Co. | 0.23% | 8,760 | $1.5M | Add +20.0% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.23% | 35,684 | $1.5M | Add +3.2% |
| LLY Eli Lilly & Co. | 0.22% | 1,708 | $1.4M | Reduce -0.6% |
| CP Canadian Pacific Kansas City | 0.21% | 19,451 | $1.4M | Add +39.3% |
| VOO Vanguard S&P 500 ETF | 0.21% | 2,592 | $1.3M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 2,310 | $1.3M | Reduce -3.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.19% | 4,765 | $1.2M | No change |
| KO The Coca-Cola Co. | 0.18% | 16,354 | $1.2M | No change |
| CSGP Costar Group Inc. | 0.18% | 14,450 | $1.1M | Reduce -7.4% |
| ISRG Intuitive Surgical Inc. | 0.18% | 2,310 | $1.1M | Reduce -2.9% |
| INTC Intel Corp. | 0.18% | 49,300 | $1.1M | Reduce -27.0% |
| GILD Gilead Sciences Inc. | 0.17% | 9,660 | $1.1M | Add +6.6% |
| PEP Pepsico Inc. | 0.16% | 6,635 | $995K | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.13% | 7,098 | $844K | Add +22.7% |
| DE Deere & Co. | 0.13% | 1,775 | $833K | No change |
| DRI Darden Restaurants Inc. | 0.12% | 3,622 | $753K | No change |
| IJH iShares Core S&P Midcap ETF | 0.11% | 11,990 | $700K | No change |
| PFE Pfizer Inc. | 0.11% | 27,281 | $691K | Add +0.4% |
| AMGN Amgen Inc. | 0.10% | 2,125 | $662K | Add +60.4% |
| OKE Oneok Inc. | 0.10% | 6,634 | $658K | Add +152.1% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -7.6% | 3.72% | −1.31 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -1.1% | 4.09% | −0.64 |
| AAPL Apple Inc. | Reduce -4.7% | 3.20% | −0.62 |
| ETN Eaton Corp. PLC | Reduce -0.3% | 1.79% | −0.42 |
| FLNC Fluence Energy Inc. | Reduce -61.3% | 0.05% | −0.41 |
| GOOG Alphabet Inc. Class C | Reduce -1.9% | 1.34% | −0.34 |
| AMZN Amazon.com Inc. | Reduce -5.6% | 1.45% | −0.34 |
| PANW Palo Alto Networks Inc. | Reduce -4.8% | 1.95% | −0.25 |
| BKNG Booking Holdings Inc. | Reduce -2.6% | 1.78% | −0.21 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.1% | 0.71% | −0.19 |
| MSFT Microsoft Corp. | Reduce -1.1% | 1.23% | −0.18 |
| MAR Marriott International Class A | Reduce -2.6% | 0.72% | −0.15 |
| GOOGL Alphabet Inc. Class A | Reduce -8.6% | 0.39% | −0.14 |
| PH Parker Hannifin Corp. | Reduce -0.2% | 1.51% | −0.09 |
| MSGS Madison Square Garden Sports | Reduce -0.9% | 0.41% | −0.07 |
| EMR Emerson Electric Co. | Reduce -0.3% | 0.43% | −0.06 |
| BA The Boeing Co. | Reduce -0.4% | 0.81% | −0.04 |
| INTC Intel Corp. | Reduce -27.0% | 0.18% | −0.04 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.0% | 0.49% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -3.2% | 0.33% | −0.03 |
| GEN Gen Digital Inc. | Reduce -0.5% | 0.53% | −0.02 |
| LTRX Lantronix Inc. | Reduce -26.1% | 0.02% | −0.02 |
| DVN Devon Energy Corp. | Reduce -15.1% | 0.52% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.7% | 0.20% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -2.9% | 0.18% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -0.7% | 1.07% | −0.02 |
| INMD Inmode Ltd. | Reduce -36.0% | 0.03% | −0.02 |
| BLK BlackRock Inc. | Reduce -9.1% | 0.06% | −0.01 |
| ALTM Arcadium Lithium PLC | Sold out | 0.00% | −0.01 |
| PBT Permian Basin Royalty Trust | Reduce -8.7% | 0.05% | −0.01 |
| BBSI Barrett Business SVCS Inc. | Reduce -14.3% | 0.05% | −0.01 |
| PEG Public Service Enterprise GP | Reduce -9.4% | 0.06% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.8% | 0.29% | −0.01 |
| ITW Illinois Tool Works | Reduce -15.4% | 0.03% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.8% | 2.12% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.6% | 0.16% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -8.6% | 0.05% | −0.00 |
| MRSH Marsh & McLennan Cos | Reduce -17.9% | 0.04% | −0.00 |
| CHD Church & Dwight Co. Inc. | Reduce -5.7% | 0.07% | −0.00 |
| CVS CVS Health Corp. | Reduce -32.6% | 0.04% | +0.00 |
| CSGP Costar Group Inc. | Reduce -7.4% | 0.18% | +0.00 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -0.7% | 0.51% | +0.00 |
| TMUS T-Mobile US Inc. | Reduce -9.3% | 0.05% | +0.00 |
| MCK McKesson Corp. | Reduce -3.8% | 0.05% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -5.2% | 0.47% | +0.01 |
| AFL Aflac Inc. | Reduce -3.1% | 0.31% | +0.01 |
| LLY Eli Lilly & Co. | Reduce -0.6% | 0.22% | +0.01 |
| NVS Novartis AG-Sponsored ADR | Reduce -0.9% | 0.44% | +0.05 |
| PCH Potlatchdeltic Corp. | Reduce -0.3% | 0.44% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| TPL Texas Pacific Land Corp. | Add +0.3% | 9.88% | +1.59 |
| WPM Wheaton Precious Metals Corp. | Add +2.6% | 2.02% | +0.58 |
| ABBV Abbvie Inc. | Add +5.9% | 2.44% | +0.47 |
| SYY Sysco Corp. | Add +1353.6% | 0.47% | +0.44 |
| FNV Franco-Nevada Corp. | Add +2.4% | 1.18% | +0.31 |
| ICE Intercontinental Exchange Inc. | Add +2.3% | 1.88% | +0.28 |
| CVX Chevron Corp. | Add +1.6% | 1.80% | +0.25 |
| LIN Linde PLC | Add +2.9% | 2.03% | +0.24 |
| WMB Williams Cos Inc. | Add +27.7% | 0.82% | +0.23 |
| LB Landbridge Co. LLC-A | Add +10.3% | 1.24% | +0.22 |
| CME Cme Group Inc. | Add +1.4% | 1.62% | +0.21 |
| CI The Cigna Group | Add +6.3% | 0.68% | +0.14 |
| IBM Intl Business Machines Corp. | Add +9.0% | 0.75% | +0.14 |
| APD Air Products & Chemicals Inc. | Add +6.1% | 1.88% | +0.12 |
| NEE Nextera Energy Inc. | Add +92.1% | 0.24% | +0.11 |
| WM Waste Management Inc. | Add +0.9% | 0.72% | +0.09 |
| AIG American International Group | Add +5.8% | 0.45% | +0.09 |
| GD General Dynamics Corp. | New | 0.09% | +0.09 |
| SNY Sanofi-ADR | Add +5.0% | 0.40% | +0.07 |
| MDT Medtronic PLC | Add +5.5% | 0.43% | +0.06 |
| UNP Union Pacific Corp. | Add +2.5% | 1.22% | +0.06 |
| OKE Oneok Inc. | Add +152.1% | 0.10% | +0.06 |
| MSB Mesabi Trust | Add +13.4% | 0.71% | +0.06 |
| CP Canadian Pacific Kansas City | Add +39.3% | 0.21% | +0.05 |
| BDX Becton Dickinson and Co. | Add +5.2% | 1.05% | +0.05 |
| COP Conocophillips | Add +9.3% | 0.40% | +0.05 |
| ENB Enbridge Inc. | New | 0.05% | +0.05 |
| RTX RTX Corp. | New | 0.05% | +0.05 |
| ABT Abbott Laboratories | Add +75.5% | 0.10% | +0.05 |
| AMGN Amgen Inc. | Add +60.4% | 0.10% | +0.05 |
| MTG Mgic Investment Corp. | Add +15.8% | 0.26% | +0.04 |
| PG The Procter & Gamble Co. | Add +20.0% | 0.23% | +0.04 |
| GILD Gilead Sciences Inc. | Add +6.6% | 0.17% | +0.04 |
| AMT American Tower Corp. | New | 0.04% | +0.04 |
| MPC Marathon Petroleum Corp. | New | 0.04% | +0.04 |
| XOM Exxon Mobil Corp. | Add +22.7% | 0.13% | +0.03 |
| INFL Horizon Kinetics Infl Benef | Add +0.5% | 0.55% | +0.03 |
| MKC McCormick & Co.-Non VTG SHRS | Add +0.4% | 0.47% | +0.03 |
| SYK Stryker Corp. | New | 0.03% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | New | 0.03% | +0.03 |
| CL Colgate-Palmolive Co. | Add +3.0% | 0.53% | +0.03 |
| SLB SLB Ltd. | Add +3.2% | 0.23% | +0.02 |
| GEOS Geospace Technologies Corp. | Add +193.1% | 0.05% | +0.02 |
| FCX Freeport-McMoran Inc. | Add +3.4% | 0.89% | +0.02 |
| MSTR Strategy Inc. | Add +2.5% | 1.23% | +0.01 |
| TJX TJX Companies Inc. | Add +0.8% | 1.30% | +0.01 |
| LMT Lockheed Martin Corp. | Add +10.3% | 0.98% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.4% | 0.38% | +0.00 |
| BXP BXP Inc. | Add +16.7% | 0.07% | +0.00 |
| BAC Bank of America Corp. | Add +6.5% | 0.37% | +0.00 |
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 |