EagleClaw Capital Managment, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), EagleClaw Capital Managment, LLC reported 146 stock positions worth $714.9 million. Its top holding was Texas Pacific Land (TPL) at 6.4% of the portfolio, followed by Nvidia (NVDA, 5.4%) and Grayscale Bitcoin Trust ETF (GBTC, 4.2%). Compared with Q2 2025, it opened 5 new positions, sold out of 3, added to 57 and reduced 46. The biggest buy was Grayscale Bitcoin Mini ETF (BTC, shares +38%) and the biggest sale Grayscale Bitcoin Trust ETF (GBTC, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001607636
- Portfolio Value
- $714.9M (Q3 2025)
- SEC Filing
- 0001607636-25-000002 ↗ filed Nov 14, 2025
Holdings Value
Holdings 146 stocks · $714.9M
| TPL Texas Pacific Land Corp. | 6.39% | 48,948 | $45.7M | Add +3.9% |
| NVDA Nvidia Corp. | 5.41% | 207,453 | $38.7M | Reduce -1.0% |
| GBTC Grayscale Bitcoin Trust ETF | 4.20% | 334,466 | $30.0M | Reduce -14.0% |
| NKE Nike Inc. Class B | 3.93% | 403,051 | $28.1M | Add +1.4% |
| AAPL Apple Inc. | 3.19% | 89,589 | $22.8M | Reduce -1.3% |
| HD Home Depot Inc. | 2.50% | 44,176 | $17.9M | Add +5.3% |
| WPM Wheaton Precious Metals Corp. | 2.45% | 156,767 | $17.5M | Reduce -3.5% |
| JPM JPMorgan Chase & Co. | 2.35% | 53,156 | $16.8M | Reduce -1.7% |
| ABBV Abbvie Inc. | 2.34% | 72,124 | $16.7M | Reduce -2.4% |
| ORCL Oracle Corp. | 2.28% | 57,867 | $16.3M | Reduce -5.3% |
| PANW Palo Alto Networks Inc. | 2.18% | 76,478 | $15.6M | Add +6.9% |
| ETN Eaton Corp. PLC | 2.18% | 41,608 | $15.6M | Add +1.2% |
| BTC Grayscale Bitcoin Mini ETF | 2.10% | 297,110 | $15.0M | Add +37.8% |
| LIN Linde PLC | 1.94% | 29,155 | $13.8M | Add +6.7% |
| GOOG Alphabet Inc. Class C | 1.88% | 55,252 | $13.5M | Add +1.8% |
| BKNG Booking Holdings Inc. | 1.79% | 2,368 | $12.8M | Reduce -0.2% |
| ICE Intercontinental Exchange Inc. | 1.62% | 68,811 | $11.6M | Reduce -0.7% |
| PH Parker Hannifin Corp. | 1.62% | 15,253 | $11.6M | Reduce -3.2% |
| APD Air Products & Chemicals Inc. | 1.58% | 41,453 | $11.3M | Add +1.8% |
| AMZN Amazon.com Inc. | 1.53% | 49,914 | $11.0M | Add +3.9% |
| LB Landbridge Co. LLC-A | 1.51% | 202,340 | $10.8M | Add +78.3% |
| FNV Franco-Nevada Corp. | 1.51% | 48,399 | $10.8M | Add +2.2% |
| CACI Caci International Inc. Class A | 1.50% | 21,514 | $10.7M | Reduce -2.2% |
| CVX Chevron Corp. | 1.49% | 68,690 | $10.7M | Add +0.7% |
| CME Cme Group Inc. | 1.48% | 39,174 | $10.6M | Add +0.8% |
| MSFT Microsoft Corp. | 1.43% | 19,792 | $10.3M | Reduce -2.7% |
| LOW Lowe's Cos Inc. | 1.40% | 39,702 | $10.0M | Add +8.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.38% | 68,105 | $9.8M | Add +1.0% |
| CAT Caterpillar Inc. | 1.36% | 20,325 | $9.7M | Add +10.3% |
| V Visa Inc. Class A | 1.14% | 23,777 | $8.1M | Add +16.4% |
| MSTR Strategy Inc. | 1.13% | 25,000 | $8.1M | Reduce -0.4% |
| UNP Union Pacific Corp. | 1.09% | 33,115 | $7.8M | Add +0.9% |
| LMT Lockheed Martin Corp. | 1.02% | 14,567 | $7.3M | Add +3.0% |
| QCOM Qualcomm Inc. | 1.00% | 42,950 | $7.1M | Reduce -2.8% |
| BA The Boeing Co. | 0.91% | 30,080 | $6.5M | Reduce -0.8% |
| BDX Becton Dickinson and Co. | 0.84% | 32,116 | $6.0M | Add +8.3% |
| FCX Freeport-McMoran Inc. | 0.81% | 148,025 | $5.8M | Reduce -0.7% |
| WMB Williams Cos Inc. | 0.81% | 91,122 | $5.8M | Reduce -0.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.76% | 19,377 | $5.5M | Add +0.9% |
| MAR Marriott International Class A | 0.71% | 19,490 | $5.1M | Add +2.4% |
| MSB Mesabi Trust | 0.69% | 167,425 | $4.9M | Add +1.1% |
| FDX FedEx Corp. | 0.67% | 20,323 | $4.8M | Add +7.8% |
| GOOGL Alphabet Inc. Class A | 0.62% | 18,097 | $4.4M | Add +15.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 8,606 | $4.3M | Reduce -6.3% |
| JNJ Johnson & Johnson | 0.60% | 23,221 | $4.3M | Add +19.6% |
| CI The Cigna Group | 0.57% | 14,201 | $4.1M | Add +9.0% |
| WM Waste Management Inc. | 0.56% | 18,231 | $4.0M | Reduce -1.7% |
| INFL Horizon Kinetics Infl Benef | 0.54% | 87,130 | $3.9M | Reduce -0.5% |
| HE Hawaiian Electric Inds | 0.53% | 341,300 | $3.8M | Add +5.4% |
| SYY Sysco Corp. | 0.51% | 44,335 | $3.7M | Add +3.4% |
| EMR Emerson Electric Co. | 0.51% | 27,571 | $3.6M | Add +11.3% |
| NVS Novartis AG-Sponsored ADR | 0.50% | 28,082 | $3.6M | Add +12.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.50% | 64,150 | $3.6M | Reduce -1.5% |
| GEN Gen Digital Inc. | 0.48% | 120,900 | $3.4M | Reduce -4.5% |
| FISV Fiserv Inc. | 0.46% | 25,770 | $3.3M | Reduce -2.1% |
| RIO Rio Tinto PLC-Spon ADR | 0.44% | 47,825 | $3.2M | Reduce -8.3% |
| PYPL PayPal Holdings Inc. | 0.43% | 46,275 | $3.1M | Reduce -4.1% |
| MDT Medtronic PLC | 0.43% | 32,347 | $3.1M | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 0.42% | 6,259 | $3.0M | Add +0.7% |
| CL Colgate-Palmolive Co. | 0.42% | 37,170 | $3.0M | Add +4.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 8,932 | $2.9M | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.40% | 7,385 | $2.9M | Reduce -2.6% |
| UPS United Parcel Service Class B | 0.40% | 34,266 | $2.9M | Add +7.9% |
| MSGS Madison Square Garden Sports | 0.40% | 12,595 | $2.9M | Add +5.4% |
| CSGP Costar Group Inc. | 0.40% | 33,850 | $2.9M | Add +136.7% |
| APTV Aptiv PLC | 0.40% | 32,997 | $2.8M | Reduce -1.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.38% | 52,864 | $2.7M | No change |
| HON Honeywell International Inc. | 0.38% | 12,771 | $2.7M | Reduce -7.3% |
| MRK Merck & Co. Inc. | 0.37% | 31,843 | $2.7M | Add +0.1% |
| MTG Mgic Investment Corp. | 0.36% | 89,800 | $2.5M | Add +36.5% |
| AIG American International Group | 0.34% | 31,404 | $2.5M | Reduce -2.9% |
| SNY Sanofi-ADR | 0.34% | 51,685 | $2.4M | Reduce -1.7% |
| MKC McCormick & Co.-Non VTG SHRS | 0.34% | 36,270 | $2.4M | Reduce -1.1% |
| DVN Devon Energy Corp. | 0.33% | 68,275 | $2.4M | Reduce -14.4% |
| COP Conocophillips | 0.33% | 24,690 | $2.3M | Add +1.3% |
| HOLX Hologic Inc. | 0.32% | 34,300 | $2.3M | Reduce -4.6% |
| PCH Potlatchdeltic Corp. | 0.32% | 55,600 | $2.3M | Reduce -4.9% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 46,168 | $2.1M | Reduce -3.3% |
| RSP Invesco S&P 500 Equal Weight | 0.29% | 10,830 | $2.1M | Reduce -3.1% |
| AFL Aflac Inc. | 0.28% | 17,613 | $2.0M | Reduce -0.3% |
| TXN Texas Instruments Inc. | 0.25% | 9,795 | $1.8M | Reduce -9.6% |
| VOO Vanguard S&P 500 ETF | 0.22% | 2,564 | $1.6M | Reduce -1.1% |
| CP Canadian Pacific Kansas City | 0.22% | 20,771 | $1.5M | Add +3.2% |
| NEE Nextera Energy Inc. | 0.21% | 20,075 | $1.5M | Add +1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.20% | 4,765 | $1.4M | No change |
| LLY Eli Lilly & Co. | 0.19% | 1,820 | $1.4M | Add +6.1% |
| PG The Procter & Gamble Co. | 0.19% | 8,775 | $1.3M | Add +0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 1,767 | $1.2M | Reduce -14.5% |
| GEOS Geospace Technologies Corp. | 0.16% | 61,150 | $1.2M | Add +69.2% |
| KO The Coca-Cola Co. | 0.15% | 16,329 | $1.1M | Reduce -0.1% |
| DE Deere & Co. | 0.15% | 2,350 | $1.1M | Add +32.4% |
| XOM Exxon Mobil Corp. | 0.15% | 9,450 | $1.1M | Add +38.8% |
| PEP Pepsico Inc. | 0.15% | 7,460 | $1.0M | Add +12.4% |
| ISRG Intuitive Surgical Inc. | 0.14% | 2,310 | $1.0M | No change |
| GILD Gilead Sciences Inc. | 0.13% | 8,590 | $953K | No change |
| WBI Waterbridge Infrastruc Class A | 0.12% | 35,050 | $884K | New |
| IJH iShares Core S&P Midcap ETF | 0.11% | 11,990 | $782K | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.11% | 22,684 | $780K | Reduce -4.2% |
| CLNE Clean Energy Fuels Corp. | 0.10% | 287,625 | $742K | Add +40.6% |
| BCDF Horizon Kin Blockchain Dev | 0.10% | 21,900 | $691K | Add +6.3% |
Portfolio Sells Q2 2025 → Q3 2025
| GBTC Grayscale Bitcoin Trust ETF | Reduce -14.0% | 4.20% | −0.73 |
| MSTR Strategy Inc. | Reduce -0.4% | 1.13% | −0.39 |
| ARIS WATER SOLUTIONS INC-A | Sold out | 0.00% | −0.38 |
| ICE Intercontinental Exchange Inc. | Reduce -0.7% | 1.62% | −0.28 |
| BKNG Booking Holdings Inc. | Reduce -0.2% | 1.79% | −0.26 |
| FISV Fiserv Inc. | Reduce -2.1% | 0.46% | −0.21 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.5% | 0.50% | −0.17 |
| FCX Freeport-McMoran Inc. | Reduce -0.7% | 0.81% | −0.15 |
| HON Honeywell International Inc. | Reduce -7.3% | 0.38% | −0.10 |
| PYPL PayPal Holdings Inc. | Reduce -4.1% | 0.43% | −0.10 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.6% | 0.40% | −0.10 |
| TXN Texas Instruments Inc. | Reduce -9.6% | 0.25% | −0.08 |
| MSFT Microsoft Corp. | Reduce -2.7% | 1.43% | −0.08 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -1.1% | 0.34% | −0.08 |
| GEN Gen Digital Inc. | Reduce -4.5% | 0.48% | −0.08 |
| WM Waste Management Inc. | Reduce -1.7% | 0.56% | −0.07 |
| AIG American International Group | Reduce -2.9% | 0.34% | −0.07 |
| CACI Caci International Inc. Class A | Reduce -2.2% | 1.50% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.3% | 0.61% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -2.8% | 1.00% | −0.05 |
| WMB Williams Cos Inc. | Reduce -0.4% | 0.81% | −0.05 |
| DVN Devon Energy Corp. | Reduce -14.4% | 0.33% | −0.04 |
| BA The Boeing Co. | Reduce -0.8% | 0.91% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.3% | 0.29% | −0.04 |
| SNY Sanofi-ADR | Reduce -1.7% | 0.34% | −0.04 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.5% | 0.16% | −0.03 |
| HOLX Hologic Inc. | Reduce -4.6% | 0.32% | −0.03 |
| PH Parker Hannifin Corp. | Reduce -3.2% | 1.62% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.1% | 0.15% | −0.02 |
| PCH Potlatchdeltic Corp. | Reduce -4.9% | 0.32% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.1% | 0.29% | −0.02 |
| FLNC Fluence Energy Inc. | Sold out | 0.00% | −0.02 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -8.3% | 0.44% | −0.01 |
| SLB SLB Ltd. | Reduce -4.2% | 0.11% | −0.01 |
| INFL Horizon Kinetics Infl Benef | Reduce -0.5% | 0.54% | −0.01 |
| PFE Pfizer Inc. | Reduce -2.8% | 0.09% | −0.00 |
| MCK McKesson Corp. | Reduce -5.0% | 0.05% | −0.00 |
| AFL Aflac Inc. | Reduce -0.3% | 0.28% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -1.1% | 0.22% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -1.7% | 2.35% | +0.00 |
| INTC Intel Corp. | Reduce -4.1% | 0.07% | +0.02 |
| PBT Permian Basin Royalty Trust | Reduce -5.6% | 0.09% | +0.02 |
| APTV Aptiv PLC | Reduce -1.5% | 0.40% | +0.06 |
| WPM Wheaton Precious Metals Corp. | Reduce -3.5% | 2.45% | +0.27 |
| ORCL Oracle Corp. | Reduce -5.3% | 2.28% | +0.28 |
| ABBV Abbvie Inc. | Reduce -2.4% | 2.34% | +0.29 |
| AAPL Apple Inc. | Reduce -1.3% | 3.19% | +0.41 |
| NVDA Nvidia Corp. | Reduce -1.0% | 5.41% | +0.47 |
Portfolio Buys Q2 2025 → Q3 2025
| BTC Grayscale Bitcoin Mini ETF | Add +37.8% | 2.10% | +0.57 |
| GOOG Alphabet Inc. Class C | Add +1.8% | 1.88% | +0.45 |
| LB Landbridge Co. LLC-A | Add +78.3% | 1.51% | +0.36 |
| FNV Franco-Nevada Corp. | Add +2.2% | 1.51% | +0.35 |
| CAT Caterpillar Inc. | Add +10.3% | 1.36% | +0.29 |
| CSGP Costar Group Inc. | Add +136.7% | 0.40% | +0.23 |
| HD Home Depot Inc. | Add +5.3% | 2.50% | +0.21 |
| GOOGL Alphabet Inc. Class A | Add +15.0% | 0.62% | +0.20 |
| LOW Lowe's Cos Inc. | Add +8.5% | 1.40% | +0.18 |
| JNJ Johnson & Johnson | Add +19.6% | 0.60% | +0.16 |
| TJX TJX Companies Inc. | Add +1.0% | 1.38% | +0.13 |
| WBI Waterbridge Infrastruc Class A | New | 0.12% | +0.12 |
| MSB Mesabi Trust | Add +1.1% | 0.69% | +0.09 |
| GEOS Geospace Technologies Corp. | Add +69.2% | 0.16% | +0.09 |
| AJG Arthur J Gallagher & Co. | New | 0.08% | +0.08 |
| MTG Mgic Investment Corp. | Add +36.5% | 0.36% | +0.08 |
| BDX Becton Dickinson and Co. | Add +8.3% | 0.84% | +0.08 |
| NVS Novartis AG-Sponsored ADR | Add +12.7% | 0.50% | +0.05 |
| V Visa Inc. Class A | Add +16.4% | 1.14% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +0.7% | 0.42% | +0.05 |
| CLNE Clean Energy Fuels Corp. | Add +40.6% | 0.10% | +0.04 |
| XOM Exxon Mobil Corp. | Add +38.8% | 0.15% | +0.04 |
| LMT Lockheed Martin Corp. | Add +3.0% | 1.02% | +0.04 |
| SAFT Safety Insurance Group Inc. | New | 0.04% | +0.04 |
| CVX Chevron Corp. | Add +0.7% | 1.49% | +0.03 |
| ARKK ARK Innovation ETF | New | 0.03% | +0.03 |
| HAL Halliburton Co. | New | 0.03% | +0.03 |
| FDX FedEx Corp. | Add +7.8% | 0.67% | +0.03 |
| MSGS Madison Square Garden Sports | Add +5.4% | 0.40% | +0.03 |
| SYY Sysco Corp. | Add +3.4% | 0.51% | +0.03 |
| LIN Linde PLC | Add +6.7% | 1.94% | +0.02 |
| BXP BXP Inc. | Add +25.7% | 0.09% | +0.02 |
| IBN Icici Bank Ltd.-Spon ADR | Add +51.0% | 0.08% | +0.02 |
| PEP Pepsico Inc. | Add +12.4% | 0.15% | +0.02 |
| DE Deere & Co. | Add +32.4% | 0.15% | +0.02 |
| HE Hawaiian Electric Inds | Add +5.4% | 0.53% | +0.01 |
| EMR Emerson Electric Co. | Add +11.3% | 0.51% | +0.01 |
| MDT Medtronic PLC | Add +0.3% | 0.43% | +0.01 |
| NEE Nextera Energy Inc. | Add +1.1% | 0.21% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +14.5% | 0.04% | +0.00 |
| BCDF Horizon Kin Blockchain Dev | Add +6.3% | 0.10% | +0.00 |
| IEP Icahn Enterprises LP | Add +6.1% | 0.01% | +0.00 |
| COP Conocophillips | Add +1.3% | 0.33% | +0.00 |
| DHR Danaher Corp. | Add +3.2% | 0.07% | −0.00 |
| MRK Merck & Co. Inc. | Add +0.1% | 0.37% | −0.00 |
| AMT American Tower Corp. | Add +10.3% | 0.03% | −0.00 |
| LLY Eli Lilly & Co. | Add +6.1% | 0.19% | −0.01 |
| PANW Palo Alto Networks Inc. | Add +6.9% | 2.18% | −0.01 |
| ETN Eaton Corp. PLC | Add +1.2% | 2.18% | −0.01 |
| PG The Procter & Gamble Co. | Add +0.9% | 0.19% | −0.02 |
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 |