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

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 Q2 2025 Q3 2025: $714.9M Q3 2025 Q4 2025: $691.2M Q4 2025 Q1 2026: $714.1M $714.1M Q1 2026 Q2 2026: $745.4M Q2 2026

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
WAT Waters Corp. 0.11% 2,650 $789K New
PBT Permian Basin Royalty Trust 0.11% 35,450 $763K Add +5.2%
AMGN Amgen Inc. 0.10% 2,100 $739K Reduce -1.2%
GD General Dynamics Corp. 0.10% 2,000 $686K No change
VEU Vanguard Ftse All-World Ex-U 0.09% 8,700 $653K No change
OKE Oneok Inc. 0.08% 6,634 $600K No change
AIG American International Group 0.08% 7,775 $585K Reduce -75.1%
WTTR Select Water Solutions Inc. 0.08% 37,000 $566K No change
CMI Cummins Inc. 0.08% 1,050 $565K No change
DRI Darden Restaurants Inc. 0.08% 2,750 $539K Reduce -14.1%
RTX RTX Corp. 0.07% 2,732 $527K Add +12.7%
CRDO Credo Technology Group Holdi 0.07% 5,385 $505K New
IBN Icici Bank Ltd.-Spon ADR 0.07% 19,250 $499K No change
ABT Abbott Laboratories 0.07% 4,648 $477K No change
DHR Danaher Corp. 0.06% 2,425 $460K No change
PYPL PayPal Holdings Inc. 0.06% 10,125 $458K Reduce -78.0%
WTRG Essential Utilities Inc. 0.06% 11,052 $445K No change
BBSI Barrett Business SVCS Inc. 0.06% 15,200 $444K Add +111.1%
BXP BXP Inc. 0.06% 8,200 $426K Reduce -6.8%
QQQ Invesco QQQ Trust Series 1 0.06% 735 $424K No change
INTC Intel Corp. 0.06% 9,542 $421K Reduce -27.7%
CSCO Cisco Systems Inc. 0.06% 5,175 $402K Reduce -2.8%
ENB Enbridge Inc. 0.06% 7,273 $394K No change
MCK McKesson Corp. 0.06% 455 $394K Reduce -5.2%
CHD Church & Dwight Co. Inc. 0.05% 4,158 $388K No change
BLK BlackRock Inc. 0.05% 398 $383K No change
AGX Argan Inc. 0.05% 700 $381K New
SCHD Schwab US DVD Equity ETF 0.05% 11,665 $358K Add +21.1%
VB Vanguard Most SM-Cap ETF-Usd 0.05% 1,350 $354K Reduce -12.9%
MPC Marathon Petroleum Corp. 0.05% 1,444 $353K Reduce -3.4%
PEG Public Service Enterprise GP 0.04% 3,800 $308K Reduce -14.6%
RPM RPM International Inc. 0.04% 3,000 $298K Reduce -1.6%
HAL Halliburton Co. 0.04% 7,400 $289K Reduce -8.6%
VWO Vanguard Ftse Emerging Marke 0.04% 5,084 $275K Add +13.4%
SAFT Safety Insurance Group Inc. 0.04% 3,750 $272K No change
MCO Moody's Corp. 0.04% 600 $262K No change
TMUS T-Mobile US Inc. 0.04% 1,200 $252K No change
TRV The Travelers Cos Inc. 0.03% 800 $233K Reduce -30.2%
ARKK ARK Innovation ETF 0.03% 3,352 $227K New
LTRX Lantronix Inc. 0.03% 42,400 $222K No change
ET Energy Transfer LP 0.03% 11,500 $222K No change
BSY Bentley Systems Inc. Class B 0.03% 6,275 $220K No change
WSBK Winchester Bancorp Inc. 0.03% 16,000 $203K No change
KMI Kinder Morgan Inc. 0.03% 6,000 $201K New
IEP Icahn Enterprises LP 0.01% 13,065 $99K 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

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