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

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 Q4 2024 Q1 2025: $635.9M $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 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%
ABT Abbott Laboratories 0.10% 4,648 $617K Add +75.5%
GD General Dynamics Corp. 0.09% 2,000 $545K New
VEU Vanguard Ftse All-World Ex-U 0.08% 8,700 $528K No change
DHR Danaher Corp. 0.08% 2,400 $492K No change
BXP BXP Inc. 0.07% 7,000 $470K Add +16.7%
CHD Church & Dwight Co. Inc. 0.07% 4,158 $458K Reduce -5.7%
HAL Halliburton Co. 0.07% 17,226 $437K Add +2.1%
WTRG Essential Utilities Inc. 0.07% 11,052 $437K No change
IBN Icici Bank Ltd.-Spon ADR 0.06% 12,750 $402K No change
PEG Public Service Enterprise GP 0.06% 4,800 $395K Reduce -9.4%
WTTR Select Water Solutions Inc. 0.06% 37,000 $389K No change
BLK BlackRock Inc. 0.06% 400 $379K Reduce -9.1%
RPM RPM International Inc. 0.06% 3,200 $370K No change
FLNC Fluence Energy Inc. 0.05% 71,200 $345K Reduce -61.3%
VB Vanguard Most SM-Cap ETF-Usd 0.05% 1,550 $344K No change
CLNE Clean Energy Fuels Corp. 0.05% 220,925 $342K Add +43.8%
MCK McKesson Corp. 0.05% 505 $340K Reduce -3.8%
BCDF Horizon Kin Blockchain Dev 0.05% 12,132 $338K Add +1.2%
CMI Cummins Inc. 0.05% 1,050 $329K No change
CSCO Cisco Systems Inc. 0.05% 5,325 $329K Reduce -8.6%
TMUS T-Mobile US Inc. 0.05% 1,225 $327K Reduce -9.3%
ENB Enbridge Inc. 0.05% 7,273 $322K New
RTX RTX Corp. 0.05% 2,425 $321K New
PBT Permian Basin Royalty Trust 0.05% 31,700 $314K Reduce -8.7%
TRV The Travelers Cos Inc. 0.05% 1,146 $303K No change
QQQ Invesco QQQ Trust Series 1 0.05% 640 $300K No change
BBSI Barrett Business SVCS Inc. 0.05% 7,200 $296K Reduce -14.3%
GEOS Geospace Technologies Corp. 0.05% 40,150 $289K Add +193.1%
CVS CVS Health Corp. 0.04% 4,135 $280K Reduce -32.6%
MCO Moody's Corp. 0.04% 600 $279K No change
BSY Bentley Systems Inc. Class B 0.04% 6,275 $247K No change
AMT American Tower Corp. 0.04% 1,050 $228K New
KMB Kimberly-Clark Corp. 0.04% 1,600 $228K No change
ADP Automatic Data Processing 0.04% 740 $226K No change
ALL Allstate Corp. 0.04% 1,089 $225K No change
MPC Marathon Petroleum Corp. 0.04% 1,544 $225K New
MRSH Marsh & McLennan Cos 0.04% 914 $223K Reduce -17.9%
GIS General Mills Inc. 0.03% 3,600 $215K No change
ET Energy Transfer LP 0.03% 11,500 $214K No change
SYK Stryker Corp. 0.03% 550 $205K New
ITW Illinois Tool Works 0.03% 825 $205K Reduce -15.4%
VWO Vanguard Ftse Emerging Marke 0.03% 4,484 $203K New
INMD Inmode Ltd. 0.03% 11,400 $202K Reduce -36.0%
LTRX Lantronix Inc. 0.02% 42,400 $106K Reduce -26.1%

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

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