EagleClaw Capital Managment, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), EagleClaw Capital Managment, LLC reported 144 stock positions worth $669.6 million. Its top holding was Texas Pacific Land (TPL) at 7.4% of the portfolio, followed by Nvidia (NVDA, 4.9%) and Grayscale Bitcoin Trust ETF (GBTC, 4.9%). Compared with Q1 2025, it opened 6 new positions, sold out of 6, added to 21 and reduced 76. The biggest buy was Oracle (ORCL, shares +4%) and the biggest sale Texas Pacific Land (TPL, shares −1%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001607636
Portfolio Value
$669.6M (Q2 2025)
SEC Filing
0001085146-25-004700 ↗ filed Aug 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 Q1 2025 Q2 2025: $669.6M $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 · $669.6M
TPL Texas Pacific Land Corp. 7.44% 47,127 $49.8M Reduce -0.6%
NVDA Nvidia Corp. 4.94% 209,525 $33.1M Reduce -3.9%
GBTC Grayscale Bitcoin Trust ETF 4.93% 388,961 $33.0M Reduce -2.5%
NKE Nike Inc. Class B 4.22% 397,296 $28.2M Reduce -2.9%
AAPL Apple Inc. 2.78% 90,764 $18.6M Reduce -0.9%
JPM JPMorgan Chase & Co. 2.34% 54,068 $15.7M Reduce -1.6%
HD Home Depot Inc. 2.30% 41,957 $15.4M Reduce -0.2%
ETN Eaton Corp. PLC 2.19% 41,108 $14.7M Reduce -1.9%
PANW Palo Alto Networks Inc. 2.19% 71,553 $14.6M Reduce -1.6%
WPM Wheaton Precious Metals Corp. 2.18% 162,510 $14.6M Reduce -1.6%
BKNG Booking Holdings Inc. 2.05% 2,372 $13.7M Reduce -3.3%
ABBV Abbvie Inc. 2.05% 73,912 $13.7M Reduce -0.0%
ORCL Oracle Corp. 2.00% 61,097 $13.4M Add +3.8%
LIN Linde PLC 1.91% 27,315 $12.8M Reduce -1.3%
ICE Intercontinental Exchange Inc. 1.90% 69,300 $12.7M Add +0.0%
APD Air Products & Chemicals Inc. 1.72% 40,735 $11.5M Add +0.5%
PH Parker Hannifin Corp. 1.64% 15,750 $11.0M Reduce -0.3%
CME Cme Group Inc. 1.60% 38,880 $10.7M Reduce -0.1%
AMZN Amazon.com Inc. 1.57% 48,039 $10.5M Reduce -0.9%
CACI Caci International Inc. Class A 1.57% 22,000 $10.5M Add +1.3%
BTC Grayscale Bitcoin Mini ETF 1.54% 215,640 $10.3M Add +2.9%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 1.51% 25,090 $10.1M Reduce -7.4%
MSFT Microsoft Corp. 1.51% 20,333 $10.1M Reduce -2.5%
CVX Chevron Corp. 1.46% 68,190 $9.8M Reduce -0.6%
GOOG Alphabet Inc. Class C 1.44% 54,252 $9.6M Reduce -0.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.24% 67,420 $8.3M Reduce -1.1%
LOW Lowe's Cos Inc. 1.21% 36,602 $8.1M Add +0.7%
FNV Franco-Nevada Corp. 1.16% 47,341 $7.8M Reduce -0.3%
LB Landbridge Co. LLC-A 1.15% 113,465 $7.7M Add +3.6%
UNP Union Pacific Corp. 1.13% 32,815 $7.6M Reduce -0.3%
V Visa Inc. Class A 1.08% 20,427 $7.3M Reduce -2.0%
CAT Caterpillar Inc. 1.07% 18,425 $7.2M Reduce -0.7%
QCOM Qualcomm Inc. 1.05% 44,181 $7.0M Reduce -0.5%
LMT Lockheed Martin Corp. 0.98% 14,144 $6.6M Add +1.5%
FCX Freeport-McMoran Inc. 0.97% 149,125 $6.5M Reduce -0.1%
BA The Boeing Co. 0.95% 30,330 $6.4M Reduce -0.1%
WMB Williams Cos Inc. 0.86% 91,515 $5.7M Add +5.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.85% 19,211 $5.7M Reduce -0.4%
MAR Marriott International Class A 0.78% 19,040 $5.2M Reduce -1.1%
BDX Becton Dickinson and Co. 0.76% 29,655 $5.1M Add +1.4%
FISV Fiserv Inc. 0.68% 26,320 $4.5M Reduce -4.6%
NVO Novo-Nordisk A/S-Spons ADR 0.67% 65,150 $4.5M No change
BRK.B Berkshire Hathaway Inc. Class B 0.67% 9,184 $4.5M Reduce -3.8%
CI The Cigna Group 0.64% 13,031 $4.3M Reduce -0.9%
FDX FedEx Corp. 0.64% 18,848 $4.3M Reduce -0.3%
WM Waste Management Inc. 0.63% 18,546 $4.2M Reduce -6.4%
MSB Mesabi Trust 0.59% 165,625 $4.0M Add +0.2%
GEN Gen Digital Inc. 0.56% 126,600 $3.7M Reduce -0.4%
INFL Horizon Kinetics Infl Benef 0.55% 87,555 $3.7M Add +1.1%
PYPL PayPal Holdings Inc. 0.54% 48,250 $3.6M Reduce -7.8%
HE Hawaiian Electric Inds 0.51% 323,900 $3.4M New
VRTX Vertex Pharmaceuticals Inc. 0.50% 7,585 $3.4M Reduce -0.1%
EMR Emerson Electric Co. 0.49% 24,771 $3.3M Reduce -0.0%
CL Colgate-Palmolive Co. 0.49% 35,749 $3.2M Reduce -0.6%
SYY Sysco Corp. 0.48% 42,860 $3.2M Add +7.2%
HON Honeywell International Inc. 0.48% 13,771 $3.2M Reduce -0.4%
UPS United Parcel Service Class B 0.48% 31,750 $3.2M Reduce -16.5%
RIO Rio Tinto PLC-Spon ADR 0.45% 52,130 $3.0M Reduce -2.5%
NVS Novartis AG-Sponsored ADR 0.45% 24,908 $3.0M No change
JNJ Johnson & Johnson 0.44% 19,416 $3.0M Reduce -0.8%
MDT Medtronic PLC 0.42% 32,247 $2.8M Add +6.7%
MKC McCormick & Co.-Non VTG SHRS 0.42% 36,670 $2.8M No change
GOOGL Alphabet Inc. Class A 0.41% 15,740 $2.8M Reduce -2.8%
AIG American International Group 0.41% 32,354 $2.8M Reduce -1.7%
VTI VG Morningstar TS MKT ETF-US 0.41% 8,932 $2.7M Add +2.3%
ARIS WATER SOLUTIONS INC-A 0.38% 107,650 $2.5M New
SNY Sanofi-ADR 0.38% 52,585 $2.5M Add +14.8%
DVN Devon Energy Corp. 0.38% 79,775 $2.5M Reduce -9.4%
TMO Thermo Fisher Scientific Inc. 0.38% 6,214 $2.5M Reduce -0.1%
MRK Merck & Co. Inc. 0.38% 31,818 $2.5M No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.37% 52,864 $2.5M Reduce -6.0%
MSGS Madison Square Garden Sports 0.37% 11,945 $2.5M Reduce -11.3%
HOLX Hologic Inc. 0.35% 35,950 $2.3M Reduce -1.9%
APTV Aptiv PLC 0.34% 33,497 $2.3M Reduce -8.8%
TXN Texas Instruments Inc. 0.34% 10,834 $2.2M Reduce -6.1%
PCH Potlatchdeltic Corp. 0.33% 58,439 $2.2M Reduce -5.8%
BMY Bristol-Myers Squibb Co. 0.33% 47,718 $2.2M Reduce -3.2%
COP Conocophillips 0.33% 24,369 $2.2M No change
RSP Invesco S&P 500 Equal Weight 0.30% 11,180 $2.0M Add +6.5%
AFL Aflac Inc. 0.28% 17,663 $1.9M Reduce -1.0%
MTG Mgic Investment Corp. 0.27% 65,800 $1.8M Reduce -1.7%
CP Canadian Pacific Kansas City 0.24% 20,121 $1.6M Add +3.4%
VOO Vanguard S&P 500 ETF 0.22% 2,592 $1.5M No change
PG The Procter & Gamble Co. 0.21% 8,700 $1.4M Reduce -0.7%
NEE Nextera Energy Inc. 0.21% 19,853 $1.4M Reduce -9.2%
LLY Eli Lilly & Co. 0.20% 1,715 $1.3M Add +0.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.20% 4,765 $1.3M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 2,067 $1.3M Reduce -10.5%
ISRG Intuitive Surgical Inc. 0.19% 2,310 $1.3M No change
KO The Coca-Cola Co. 0.17% 16,354 $1.2M No change
CSGP Costar Group Inc. 0.17% 14,300 $1.1M Reduce -1.0%
GILD Gilead Sciences Inc. 0.14% 8,590 $952K Reduce -11.1%
DE Deere & Co. 0.13% 1,775 $903K No change
PEP Pepsico Inc. 0.13% 6,635 $876K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.12% 23,684 $801K Reduce -33.6%
IJH iShares Core S&P Midcap ETF 0.11% 11,990 $744K No change
XOM Exxon Mobil Corp. 0.11% 6,810 $734K Reduce -4.1%
DRI Darden Restaurants Inc. 0.10% 3,200 $698K Reduce -11.7%
BCDF Horizon Kin Blockchain Dev 0.10% 20,600 $642K Add +69.8%
PFE Pfizer Inc. 0.10% 26,418 $640K Reduce -3.2%
ABT Abbott Laboratories 0.09% 4,648 $632K No change
AMGN Amgen Inc. 0.09% 2,125 $593K No change
VEU Vanguard Ftse All-World Ex-U 0.09% 8,700 $585K No change
GD General Dynamics Corp. 0.09% 2,000 $583K No change
OKE Oneok Inc. 0.08% 6,634 $542K No change
GEOS Geospace Technologies Corp. 0.08% 36,150 $515K Reduce -10.0%
BXP BXP Inc. 0.07% 7,000 $472K No change
DHR Danaher Corp. 0.07% 2,350 $464K Reduce -2.1%
PBT Permian Basin Royalty Trust 0.07% 35,700 $445K Add +12.6%
IBN Icici Bank Ltd.-Spon ADR 0.06% 12,750 $429K No change
BLK BlackRock Inc. 0.06% 398 $418K Reduce -0.5%
WTRG Essential Utilities Inc. 0.06% 11,052 $410K No change
CHD Church & Dwight Co. Inc. 0.06% 4,158 $400K No change
CLNE Clean Energy Fuels Corp. 0.06% 204,625 $399K Reduce -7.4%
PEG Public Service Enterprise GP 0.06% 4,450 $375K Reduce -7.3%
MCK McKesson Corp. 0.06% 505 $370K No change
CSCO Cisco Systems Inc. 0.06% 5,325 $369K No change
VB Vanguard Most SM-Cap ETF-Usd 0.05% 1,550 $367K No change
RTX RTX Corp. 0.05% 2,425 $354K No change
CMI Cummins Inc. 0.05% 1,050 $344K No change
QQQ Invesco QQQ Trust Series 1 0.05% 615 $339K Reduce -3.9%
BSY Bentley Systems Inc. Class B 0.05% 6,275 $339K No change
RPM RPM International Inc. 0.05% 3,050 $335K Reduce -4.7%
ENB Enbridge Inc. 0.05% 7,273 $330K No change
INTC Intel Corp. 0.05% 14,492 $325K Reduce -70.6%
WTTR Select Water Solutions Inc. 0.05% 37,000 $320K No change
TRV The Travelers Cos Inc. 0.05% 1,146 $307K No change
MCO Moody's Corp. 0.04% 600 $301K No change
BBSI Barrett Business SVCS Inc. 0.04% 7,200 $300K No change
TMUS T-Mobile US Inc. 0.04% 1,200 $286K Reduce -2.0%
COIN Coinbase Global Inc. Class A 0.04% 740 $259K New
MPC Marathon Petroleum Corp. 0.04% 1,544 $256K No change
AMT American Tower Corp. 0.03% 1,050 $232K No change
ADP Automatic Data Processing 0.03% 740 $228K No change
VWO Vanguard Ftse Emerging Marke 0.03% 4,484 $222K No change
SCHD Schwab US DVD Equity ETF 0.03% 8,300 $220K New
SYK Stryker Corp. 0.03% 550 $218K No change
ET Energy Transfer LP 0.03% 11,500 $208K No change
KMB Kimberly-Clark Corp. 0.03% 1,600 $206K No change
ITW Illinois Tool Works 0.03% 825 $204K No change
WSBK Winchester Bancorp Inc. 0.02% 16,000 $143K New
LTRX Lantronix Inc. 0.02% 42,400 $122K No change
FLNC Fluence Energy Inc. 0.02% 15,425 $104K Reduce -78.3%
IEP Icahn Enterprises LP 0.01% 11,560 $93K New

Portfolio Sells Q1 2025 → Q2 2025
TPL Texas Pacific Land Corp. Reduce -0.6% 7.44% −2.45
AAPL Apple Inc. Reduce -0.9% 2.78% −0.42
ABBV Abbvie Inc. Reduce -0.0% 2.05% −0.39
CVX Chevron Corp. Reduce -0.6% 1.46% −0.35
FISV Fiserv Inc. Reduce -4.6% 0.68% −0.28
UPS United Parcel Service Class B Reduce -16.5% 0.48% −0.18
BMY Bristol-Myers Squibb Co. Reduce -3.2% 0.33% −0.14
DVN Devon Energy Corp. Reduce -9.4% 0.38% −0.14
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.8% 0.67% −0.13
INTC Intel Corp. Reduce -70.6% 0.05% −0.13
HD Home Depot Inc. Reduce -0.2% 2.30% −0.13
SLB SLB Ltd. Reduce -33.6% 0.12% −0.12
LIN Linde PLC Reduce -1.3% 1.91% −0.11
TMO Thermo Fisher Scientific Inc. Reduce -0.1% 0.38% −0.11
PCH Potlatchdeltic Corp. Reduce -5.8% 0.33% −0.11
UNP Union Pacific Corp. Reduce -0.3% 1.13% −0.09
WM Waste Management Inc. Reduce -6.4% 0.63% −0.09
FDX FedEx Corp. Reduce -0.3% 0.64% −0.08
VRTX Vertex Pharmaceuticals Inc. Reduce -0.1% 0.50% −0.07
HAL Halliburton Co. Sold out 0.00% −0.07
JNJ Johnson & Johnson Reduce -0.8% 0.44% −0.07
V Visa Inc. Class A Reduce -2.0% 1.08% −0.07
TJX TJX Companies Inc. Reduce -1.1% 1.24% −0.06
RIO Rio Tinto PLC-Spon ADR Reduce -2.5% 0.45% −0.05
CL Colgate-Palmolive Co. Reduce -0.6% 0.49% −0.04
CVS CVS Health Corp. Sold out 0.00% −0.04
MSGS Madison Square Garden Sports Reduce -11.3% 0.37% −0.04
FLNC Fluence Energy Inc. Reduce -78.3% 0.02% −0.04
NEE Nextera Energy Inc. Reduce -9.2% 0.21% −0.04
CI The Cigna Group Reduce -0.9% 0.64% −0.04
AIG American International Group Reduce -1.7% 0.41% −0.04
ALL Allstate Corp. Sold out 0.00% −0.04
MRSH Marsh & McLennan Cos Sold out 0.00% −0.04
GIS General Mills Inc. Sold out 0.00% −0.03
AFL Aflac Inc. Reduce -1.0% 0.28% −0.03
INMD Inmode Ltd. Sold out 0.00% −0.03
GILD Gilead Sciences Inc. Reduce -11.1% 0.14% −0.03
PG The Procter & Gamble Co. Reduce -0.7% 0.21% −0.03
CME Cme Group Inc. Reduce -0.1% 1.60% −0.02
XOM Exxon Mobil Corp. Reduce -4.1% 0.11% −0.02
QCOM Qualcomm Inc. Reduce -0.5% 1.05% −0.02
FNV Franco-Nevada Corp. Reduce -0.3% 1.16% −0.02
DRI Darden Restaurants Inc. Reduce -11.7% 0.10% −0.01
PFE Pfizer Inc. Reduce -3.2% 0.10% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -10.5% 0.19% −0.01
TMUS T-Mobile US Inc. Reduce -2.0% 0.04% −0.01
CSGP Costar Group Inc. Reduce -1.0% 0.17% −0.01
RPM RPM International Inc. Reduce -4.7% 0.05% −0.01
DHR Danaher Corp. Reduce -2.1% 0.07% −0.01
PEG Public Service Enterprise GP Reduce -7.3% 0.06% −0.01

Portfolio Buys Q1 2025 → Q2 2025
ORCL Oracle Corp. Add +3.8% 2.00% +0.70
HE Hawaiian Electric Inds New 0.51% +0.51
ARIS WATER SOLUTIONS INC-A New 0.38% +0.38
BTC Grayscale Bitcoin Mini ETF Add +2.9% 1.54% +0.34
CACI Caci International Inc. Class A Add +1.3% 1.57% +0.31
BCDF Horizon Kin Blockchain Dev Add +69.8% 0.10% +0.04
WMB Williams Cos Inc. Add +5.1% 0.86% +0.04
COIN Coinbase Global Inc. Class A New 0.04% +0.04
SCHD Schwab US DVD Equity ETF New 0.03% +0.03
VTI VG Morningstar TS MKT ETF-US Add +2.3% 0.41% +0.03
CP Canadian Pacific Kansas City Add +3.4% 0.24% +0.02
WSBK Winchester Bancorp Inc. New 0.02% +0.02
ICE Intercontinental Exchange Inc. Add +0.0% 1.90% +0.02
RSP Invesco S&P 500 Equal Weight Add +6.5% 0.30% +0.02
PBT Permian Basin Royalty Trust Add +12.6% 0.07% +0.02
IEP Icahn Enterprises LP New 0.01% +0.01
SYY Sysco Corp. Add +7.2% 0.48% +0.01
LMT Lockheed Martin Corp. Add +1.5% 0.98% −0.00
INFL Horizon Kinetics Infl Benef Add +1.1% 0.55% −0.00
MDT Medtronic PLC Add +6.7% 0.42% −0.01
SNY Sanofi-ADR Add +14.8% 0.38% −0.02
LLY Eli Lilly & Co. Add +0.4% 0.20% −0.02
LB Landbridge Co. LLC-A Add +3.6% 1.15% −0.09
MSB Mesabi Trust Add +0.2% 0.59% −0.11
LOW Lowe's Cos Inc. Add +0.7% 1.21% −0.12
APD Air Products & Chemicals Inc. Add +0.5% 1.72% −0.16
BDX Becton Dickinson and Co. Add +1.4% 0.76% −0.29

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