EagleClaw Capital Managment, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), EagleClaw Capital Managment, LLC reported 145 stock positions worth $714.1 million. Its top holding was Texas Pacific Land (TPL) at 10.1% of the portfolio, followed by Nvidia (NVDA, 4.6%) and Apple (AAPL, 3.5%). Compared with Q4 2025, it opened 7 new positions, sold out of 6, added to 37 and reduced 77. The biggest buy was Texas Pacific Land (TPL, shares +4%) and the biggest sale Nvidia (NVDA, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001607636
- Portfolio Value
- $714.1M (Q1 2026)
- SEC Filing
- 0001607636-26-000002 ↗ filed May 8, 2026
Holdings Value
Holdings 145 stocks · $714.1M
| TPL Texas Pacific Land Corp. | 10.09% | 151,894 | $72.1M | Add +3.8% |
| NVDA Nvidia Corp. | 4.63% | 189,451 | $33.0M | Reduce -6.6% |
| AAPL Apple Inc. | 3.53% | 99,210 | $25.2M | Add +12.8% |
| NKE Nike Inc. Class B | 2.90% | 392,130 | $20.7M | Reduce -2.5% |
| WPM Wheaton Precious Metals Corp. | 2.73% | 148,889 | $19.5M | Reduce -4.0% |
| GBTC Grayscale Bitcoin Trust ETF | 2.63% | 355,791 | $18.8M | Add +6.9% |
| ABBV Abbvie Inc. | 2.20% | 72,234 | $15.7M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 2.17% | 52,643 | $15.5M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 2.13% | 52,987 | $15.2M | Reduce -3.7% |
| HD Home Depot Inc. | 2.03% | 44,063 | $14.5M | Reduce -0.0% |
| LB Landbridge Co. LLC-A | 2.02% | 208,955 | $14.4M | Add +4.0% |
| LIN Linde PLC | 1.99% | 28,665 | $14.2M | Reduce -1.8% |
| ETN Eaton Corp. PLC | 1.97% | 39,308 | $14.1M | Reduce -6.0% |
| CVX Chevron Corp. | 1.94% | 66,822 | $13.8M | Reduce -2.3% |
| CAT Caterpillar Inc. | 1.85% | 18,695 | $13.2M | Reduce -6.9% |
| PH Parker Hannifin Corp. | 1.82% | 14,495 | $13.0M | Reduce -4.4% |
| PANW Palo Alto Networks Inc. | 1.80% | 80,138 | $12.8M | Add +5.3% |
| APD Air Products & Chemicals Inc. | 1.66% | 40,772 | $11.8M | Add +1.3% |
| FNV Franco-Nevada Corp. | 1.63% | 47,214 | $11.7M | Reduce -1.7% |
| CME Cme Group Inc. | 1.61% | 38,955 | $11.5M | Reduce -0.3% |
| CACI Caci International Inc. Class A | 1.61% | 21,145 | $11.5M | Reduce -1.2% |
| ICE Intercontinental Exchange Inc. | 1.52% | 69,065 | $10.9M | Add +0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.47% | 65,915 | $10.5M | Reduce -2.5% |
| MSFT Microsoft Corp. | 1.46% | 28,124 | $10.4M | Add +50.6% |
| AMZN Amazon.com Inc. | 1.44% | 49,204 | $10.2M | Reduce -1.0% |
| BKNG Booking Holdings Inc. | 1.38% | 2,342 | $9.9M | Reduce -1.3% |
| BTC Grayscale Bitcoin Mini ETF | 1.32% | 313,677 | $9.4M | Add +4.2% |
| LOW Lowe's Cos Inc. | 1.28% | 38,692 | $9.1M | Reduce -2.2% |
| ORCL Oracle Corp. | 1.22% | 59,057 | $8.7M | Add +2.5% |
| LMT Lockheed Martin Corp. | 1.21% | 14,263 | $8.6M | Reduce -1.6% |
| FCX Freeport-McMoran Inc. | 1.20% | 145,650 | $8.6M | Reduce -1.0% |
| UNP Union Pacific Corp. | 1.14% | 33,465 | $8.1M | Add +0.1% |
| V Visa Inc. Class A | 1.01% | 23,849 | $7.2M | Reduce -0.0% |
| WMB Williams Cos Inc. | 1.00% | 98,497 | $7.2M | Reduce -0.9% |
| FDX FedEx Corp. | 0.98% | 19,632 | $7.0M | Reduce -1.4% |
| MAR Marriott International Class A | 0.86% | 18,725 | $6.1M | Reduce -2.9% |
| BA The Boeing Co. | 0.82% | 29,505 | $5.9M | Reduce -0.5% |
| HE Hawaiian Electric Inds | 0.77% | 370,650 | $5.5M | Add +1.9% |
| JNJ Johnson & Johnson | 0.77% | 22,358 | $5.5M | Reduce -4.0% |
| WBI Waterbridge Infrastruc Class A | 0.75% | 200,200 | $5.4M | Add +67.1% |
| MSB Mesabi Trust | 0.75% | 169,775 | $5.3M | Add +1.5% |
| QCOM Qualcomm Inc. | 0.68% | 37,900 | $4.9M | Reduce -10.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.68% | 22,300 | $4.8M | Add +690.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.66% | 19,486 | $4.7M | Add +1.8% |
| INFL Horizon Kinetics Infl Benef | 0.64% | 88,302 | $4.6M | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 0.64% | 15,957 | $4.6M | Reduce -10.8% |
| RIO Rio Tinto PLC-Spon ADR | 0.62% | 47,555 | $4.4M | Reduce -0.5% |
| WM Waste Management Inc. | 0.59% | 18,321 | $4.2M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 8,586 | $4.1M | Reduce -0.2% |
| NVS Novartis AG-Sponsored ADR | 0.57% | 26,836 | $4.1M | Reduce -3.1% |
| MSGS Madison Square Garden Sports | 0.54% | 12,095 | $3.9M | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.53% | 31,638 | $3.8M | Reduce -1.0% |
| EMR Emerson Electric Co. | 0.48% | 26,226 | $3.4M | Reduce -4.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.46% | 7,385 | $3.3M | No change |
| COP Conocophillips | 0.45% | 24,252 | $3.2M | Reduce -1.2% |
| PFE Pfizer Inc. | 0.44% | 111,043 | $3.1M | Add +286.0% |
| SYY Sysco Corp. | 0.44% | 43,685 | $3.1M | Reduce -1.8% |
| CL Colgate-Palmolive Co. | 0.43% | 36,079 | $3.1M | Reduce -2.9% |
| MSTR Strategy Inc. | 0.42% | 24,225 | $3.0M | Reduce -0.8% |
| XYL Xylem Inc. | 0.41% | 24,375 | $2.9M | New |
| BDX Becton Dickinson and Co. | 0.40% | 18,195 | $2.9M | Reduce -19.7% |
| HON Honeywell International Inc. | 0.40% | 12,566 | $2.8M | Add +0.1% |
| MDT Medtronic PLC | 0.40% | 32,747 | $2.8M | Add +1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.39% | 8,732 | $2.8M | Add +3.6% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 5,629 | $2.8M | Reduce -9.7% |
| UPS United Parcel Service Class B | 0.38% | 27,513 | $2.7M | Reduce -16.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 51,139 | $2.5M | Reduce -3.3% |
| SNY Sanofi-ADR | 0.34% | 50,835 | $2.4M | Reduce -1.1% |
| HOLX Hologic Inc. | 0.34% | 31,984 | $2.4M | Reduce -5.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.33% | 64,200 | $2.4M | Reduce -0.7% |
| MTG Mgic Investment Corp. | 0.33% | 89,550 | $2.4M | Reduce -0.3% |
| CI The Cigna Group | 0.31% | 8,429 | $2.2M | Reduce -40.6% |
| DVN Devon Energy Corp. | 0.31% | 44,400 | $2.2M | Reduce -2.4% |
| BMY Bristol-Myers Squibb Co. | 0.31% | 36,693 | $2.2M | Reduce -17.4% |
| MKC McCormick & Co.-Non VTG SHRS | 0.30% | 42,535 | $2.1M | Add +11.4% |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 11,140 | $2.1M | Add +9.7% |
| NEE Nextera Energy Inc. | 0.25% | 19,395 | $1.8M | Reduce -2.7% |
| APTV Aptiv PLC | 0.24% | 25,057 | $1.7M | Reduce -23.9% |
| LLY Eli Lilly & Co. | 0.23% | 1,797 | $1.7M | Add +1.5% |
| AFL Aflac Inc. | 0.23% | 14,813 | $1.6M | Reduce -15.9% |
| VOO Vanguard S&P 500 ETF | 0.22% | 2,579 | $1.5M | No change |
| XOM Exxon Mobil Corp. | 0.20% | 8,430 | $1.4M | Reduce -10.8% |
| CP Canadian Pacific Kansas City | 0.19% | 17,442 | $1.4M | Add +1.2% |
| CSGP Costar Group Inc. | 0.19% | 33,750 | $1.4M | Reduce -1.2% |
| DE Deere & Co. | 0.19% | 2,370 | $1.3M | Add +1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 4,565 | $1.3M | Reduce -4.2% |
| GILD Gilead Sciences Inc. | 0.18% | 9,190 | $1.3M | Reduce -2.1% |
| GEN Gen Digital Inc. | 0.18% | 67,950 | $1.3M | Reduce -43.7% |
| KO The Coca-Cola Co. | 0.17% | 16,079 | $1.2M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 0.17% | 8,447 | $1.2M | Reduce -5.4% |
| RYN Rayonier Inc. | 0.17% | 58,397 | $1.2M | New |
| TXN Texas Instruments Inc. | 0.17% | 6,165 | $1.2M | Reduce -36.6% |
| PEP Pepsico Inc. | 0.16% | 7,510 | $1.2M | Add +0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 1,747 | $1.1M | Add +7.4% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.15% | 20,959 | $1.1M | Reduce -5.5% |
| ISRG Intuitive Surgical Inc. | 0.14% | 2,240 | $1.0M | Reduce -3.0% |
| GEOS Geospace Technologies Corp. | 0.14% | 82,015 | $1.0M | Add +34.1% |
| BCDF Horizon Kin Blockchain Dev | 0.13% | 29,440 | $905K | Add +24.0% |
| CLNE Clean Energy Fuels Corp. | 0.12% | 350,600 | $869K | Add +42.7% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 11,990 | $810K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Reduce -6.6% | 4.63% | −0.85 |
| NKE Nike Inc. Class B | Reduce -2.5% | 2.90% | −0.81 |
| BKNG Booking Holdings Inc. | Reduce -1.3% | 1.38% | −0.46 |
| GOOG Alphabet Inc. Class C | Reduce -3.7% | 2.13% | −0.37 |
| QCOM Qualcomm Inc. | Reduce -10.7% | 0.68% | −0.37 |
| PYPL PayPal Holdings Inc. | Reduce -78.0% | 0.06% | −0.33 |
| AIG American International Group | Reduce -75.1% | 0.08% | −0.30 |
| GEN Gen Digital Inc. | Reduce -43.7% | 0.18% | −0.30 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 2.17% | −0.29 |
| CI The Cigna Group | Reduce -40.6% | 0.31% | −0.25 |
| PCH Potlatchdeltic Corp. | Sold out | 0.00% | −0.25 |
| BDX Becton Dickinson and Co. | Reduce -19.7% | 0.40% | −0.24 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 1.44% | −0.22 |
| V Visa Inc. Class A | Reduce -0.0% | 1.01% | −0.20 |
| GOOGL Alphabet Inc. Class A | Reduce -10.8% | 0.64% | −0.17 |
| HD Home Depot Inc. | Reduce -0.0% | 2.03% | −0.17 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.7% | 0.33% | −0.15 |
| CSGP Costar Group Inc. | Reduce -1.2% | 0.19% | −0.14 |
| TMO Thermo Fisher Scientific Inc. | Reduce -9.7% | 0.39% | −0.14 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.13 |
| APTV Aptiv PLC | Reduce -23.9% | 0.24% | −0.12 |
| MSTR Strategy Inc. | Reduce -0.8% | 0.42% | −0.11 |
| PH Parker Hannifin Corp. | Reduce -4.4% | 1.82% | −0.11 |
| BA The Boeing Co. | Reduce -0.5% | 0.82% | −0.11 |
| LOW Lowe's Cos Inc. | Reduce -2.2% | 1.28% | −0.10 |
| UPS United Parcel Service Class B | Reduce -16.2% | 0.38% | −0.09 |
| TXN Texas Instruments Inc. | Reduce -36.6% | 0.17% | −0.08 |
| BAC Bank of America Corp. | Reduce -3.3% | 0.35% | −0.07 |
| AFL Aflac Inc. | Reduce -15.9% | 0.23% | −0.05 |
| MTG Mgic Investment Corp. | Reduce -0.3% | 0.33% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.58% | −0.05 |
| EMR Emerson Electric Co. | Reduce -4.8% | 0.48% | −0.05 |
| ISRG Intuitive Surgical Inc. | Reduce -3.0% | 0.14% | −0.04 |
| CACI Caci International Inc. Class A | Reduce -1.2% | 1.61% | −0.04 |
| SYY Sysco Corp. | Reduce -1.8% | 0.44% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -17.4% | 0.31% | −0.04 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.03 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.03 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.03 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.03 |
| TJX TJX Companies Inc. | Reduce -2.5% | 1.47% | −0.03 |
| BXP BXP Inc. | Reduce -6.8% | 0.06% | −0.03 |
| HOLX Hologic Inc. | Reduce -5.5% | 0.34% | −0.03 |
| SNY Sanofi-ADR | Reduce -1.1% | 0.34% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.2% | 0.18% | −0.02 |
| TRV The Travelers Cos Inc. | Reduce -30.2% | 0.03% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -5.4% | 0.17% | −0.01 |
| INTC Intel Corp. | Reduce -27.7% | 0.06% | −0.01 |
| DRI Darden Restaurants Inc. | Reduce -14.1% | 0.08% | −0.01 |
| PEG Public Service Enterprise GP | Reduce -14.6% | 0.04% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| TPL Texas Pacific Land Corp. | Add +3.8% | 10.09% | +4.01 |
| LB Landbridge Co. LLC-A | Add +4.0% | 2.02% | +0.60 |
| AJG Arthur J Gallagher & Co. | Add +690.8% | 0.68% | +0.57 |
| XYL Xylem Inc. | New | 0.41% | +0.41 |
| WBI Waterbridge Infrastruc Class A | Add +67.1% | 0.75% | +0.40 |
| PFE Pfizer Inc. | Add +286.0% | 0.44% | +0.33 |
| APD Air Products & Chemicals Inc. | Add +1.3% | 1.66% | +0.22 |
| RYN Rayonier Inc. | New | 0.17% | +0.17 |
| MSFT Microsoft Corp. | Add +50.6% | 1.46% | +0.15 |
| HE Hawaiian Electric Inds | Add +1.9% | 0.77% | +0.12 |
| WAT Waters Corp. | New | 0.11% | +0.11 |
| INFL Horizon Kinetics Infl Benef | Add +2.0% | 0.64% | +0.09 |
| CRDO Credo Technology Group Holdi | New | 0.07% | +0.07 |
| AAPL Apple Inc. | Add +12.8% | 3.53% | +0.07 |
| AGX Argan Inc. | New | 0.05% | +0.05 |
| CLNE Clean Energy Fuels Corp. | Add +42.7% | 0.12% | +0.05 |
| HON Honeywell International Inc. | Add +0.1% | 0.40% | +0.04 |
| ARKK ARK Innovation ETF | New | 0.03% | +0.03 |
| DE Deere & Co. | Add +1.1% | 0.19% | +0.03 |
| KMI Kinder Morgan Inc. | New | 0.03% | +0.03 |
| BBSI Barrett Business SVCS Inc. | Add +111.1% | 0.06% | +0.02 |
| PBT Permian Basin Royalty Trust | Add +5.2% | 0.11% | +0.02 |
| BCDF Horizon Kin Blockchain Dev | Add +24.0% | 0.13% | +0.02 |
| UNP Union Pacific Corp. | Add +0.1% | 1.14% | +0.02 |
| RSP Invesco S&P 500 Equal Weight | Add +9.7% | 0.30% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +21.1% | 0.05% | +0.01 |
| RTX RTX Corp. | Add +12.7% | 0.07% | +0.01 |
| CP Canadian Pacific Kansas City | Add +1.2% | 0.19% | +0.01 |
| PEP Pepsico Inc. | Add +0.7% | 0.16% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +13.4% | 0.04% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.4% | 0.16% | −0.00 |
| GEOS Geospace Technologies Corp. | Add +34.1% | 0.14% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.6% | 0.39% | −0.02 |
| LLY Eli Lilly & Co. | Add +1.5% | 0.23% | −0.04 |
| MDT Medtronic PLC | Add +1.9% | 0.40% | −0.05 |
| MKC McCormick & Co.-Non VTG SHRS | Add +11.4% | 0.30% | −0.08 |
| ICE Intercontinental Exchange Inc. | Add +0.3% | 1.52% | −0.09 |
| IBM Intl Business Machines Corp. | Add +1.8% | 0.66% | −0.16 |
| ABBV Abbvie Inc. | Add +1.0% | 2.20% | −0.16 |
| MSB Mesabi Trust | Add +1.5% | 0.75% | −0.18 |
| PANW Palo Alto Networks Inc. | Add +5.3% | 1.80% | −0.23 |
| BTC Grayscale Bitcoin Mini ETF | Add +4.2% | 1.32% | −0.37 |
| ORCL Oracle Corp. | Add +2.5% | 1.22% | −0.41 |
| GBTC Grayscale Bitcoin Trust ETF | Add +6.9% | 2.63% | −0.66 |
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 |