EagleClaw Capital Managment, LLC
- SEC CIK
- 0001607636
- Latest filing
- Aug 10, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 7, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 139
- +1 vs. Q3 2024
- Portfolio value
- $630.8M
- +$33.1M (+5.5%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TPLTexas Pacific Land Corp | Stock | 47,315 | $52.3M | 8.3% | −276−0.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 235,996 | $31.7M | 5.0% | +2,896+1.2% | Added | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 403,354 | $29.9M | 4.7% | −1,196−0.3% | Reduced | History |
| NKENIKE, Inc. | Stock | 380,366 | $28.8M | 4.6% | +55,742+17.2% | Added | History |
| AAPLApple Inc. | Stock | 96,133 | $24.1M | 3.8% | +640+0.7% | Added | History |
| HDHome Depot, Inc. | Stock | 39,386 | $15.3M | 2.4% | +950+2.5% | Added | History |
| ETNEaton Corp plc | Stock | 42,008 | $13.9M | 2.2% | +568+1.4% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 76,318 | $13.9M | 2.2% | +720+1.0% | AddedConverted for a 2-for-1 split | History |
| JPMJPMorgan Chase & Co | Stock | 55,951 | $13.4M | 2.1% | +1,891+3.5% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 2,520 | $12.5M | 2.0% | +36+1.4% | Added | History |
| ABBVAbbVie Inc. | Stock | 69,825 | $12.4M | 2.0% | +1,948+2.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 51,345 | $11.3M | 1.8% | −110−0.2% | Reduced | History |
| LINLinde PLC | Stock | 26,885 | $11.3M | 1.8% | +1,175+4.6% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 38,225 | $11.1M | 1.8% | +830+2.2% | Added | History |
| GOOGAlphabet Inc. | Stock | 55,377 | $10.5M | 1.7% | −200−0.4% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 67,740 | $10.1M | 1.6% | +1,200+1.8% | Added | History |
| PHParker-Hannifin Corp | Stock | 15,835 | $10.1M | 1.6% | +225+1.4% | Added | History |
| CVXChevron Corp | Stock | 67,490 | $9.78M | 1.5% | +235+0.3% | Added | History |
| WPMWheaton Precious Metals Corp. | COM | 160,917 | $9.05M | 1.4% | +4,700+3.0% | Added | History |
| ORCLOracle Corp | Stock | 53,522 | $8.92M | 1.4% | +575+1.1% | Added | History |
| CMECME Group Inc. | COM | 38,380 | $8.91M | 1.4% | +1,050+2.8% | Added | History |
| MSFTMicrosoft Corp | Stock | 21,079 | $8.88M | 1.4% | +1,925+10.1% | Added | History |
| LOWLowes Companies Inc | Stock | 34,877 | $8.61M | 1.4% | +705+2.1% | Added | History |
| CACICACI International Inc | CL A | 21,265 | $8.59M | 1.4% | +450+2.2% | Added | History |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 204,406 | $8.56M | 1.4% | +1,241+0.6% | AddedConverted for a 1-for-5 split | History |
| TJXTJX Companies Inc | Stock | 67,605 | $8.17M | 1.3% | +450+0.7% | Added | History |
| MSTRStrategy Inc | Stock | 26,435 | $7.66M | 1.2% | −1,005−3.7% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 32,101 | $7.32M | 1.2% | +430+1.4% | Added | History |
| QCOMQualcomm Inc | Stock | 44,690 | $6.87M | 1.1% | +1,150+2.6% | Added | History |
| VVisa Inc. | Stock | 21,092 | $6.67M | 1.1% | +400+1.9% | Added | History |
| LBLandBridge Co LLC | CL A | 99,225 | $6.41M | 1.0% | +75,700+321.8% | Added | History |
| BDXBecton Dickinson & Co | Stock | 27,785 | $6.30M | 1.0% | +1,990+7.7% | Added | History |
| CATCaterpillar Inc | Stock | 17,150 | $6.22M | 1.0% | +250+1.5% | Added | History |
| LMTLockheed Martin Corp | Stock | 12,623 | $6.13M | 1.0% | +520+4.3% | Added | History |
| FISVFiserv Inc | Stock | 27,785 | $5.71M | 0.9% | −300−1.1% | Reduced | History |
| NVONovo Nordisk A S | ADR | 65,850 | $5.66M | 0.9% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 19,780 | $5.52M | 0.9% | +300+1.5% | Added | History |
| FCXFreeport-McMoran Inc | Stock | 144,325 | $5.50M | 0.9% | +1,050+0.7% | Added | History |
| FNVFranco Nevada Corp | Stock | 46,381 | $5.45M | 0.9% | +475+1.0% | Added | History |
| BABoeing Co | Stock | 30,471 | $5.39M | 0.9% | −150.0% | Reduced | History |
| FDXFedEx Corp | Stock | 18,823 | $5.30M | 0.8% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 37,905 | $4.78M | 0.8% | +2,010+5.6% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 10,125 | $4.59M | 0.7% | +690+7.3% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 52,325 | $4.47M | 0.7% | +50+0.1% | Added | History |
| MSBMesabi Trust | CTF BEN INT | 145,725 | $4.10M | 0.6% | −675−0.5% | Reduced | History |
| WMWaste Management Inc | Stock | 19,646 | $3.96M | 0.6% | −25−0.1% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 17,697 | $3.89M | 0.6% | +570+3.3% | Added | History |
| WMBWilliams Companies, Inc. | COM | 68,190 | $3.69M | 0.6% | +2,400+3.6% | Added | History |
| GENGen Digital Inc. | Stock | 127,700 | $3.50M | 0.6% | +3,900+3.2% | Added | History |
| CICigna Group | Stock | 12,379 | $3.42M | 0.5% | −50.0% | Reduced | History |
| DVNDevon Energy Corp | Stock | 103,700 | $3.39M | 0.5% | +1,510+1.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 17,705 | $3.35M | 0.5% | −100−0.6% | Reduced | History |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 86,110 | $3.28M | 0.5% | +300+0.3% | Added | – |
| TMOThermo Fisher Scientific Inc. | Stock | 6,284 | $3.27M | 0.5% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 34,914 | $3.17M | 0.5% | +2,035+6.2% | Added | History |
| RIORio Tinto PLC | ADR | 53,855 | $3.17M | 0.5% | +1,970+3.8% | Added | History |
| HONHoneywell International Inc | COM | 13,821 | $3.12M | 0.5% | +1,000+7.8% | Added | History |
| EMREmerson Electric Co | Stock | 24,856 | $3.08M | 0.5% | −100−0.4% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 7,630 | $3.07M | 0.5% | +5+0.1% | Added | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 13,595 | $3.07M | 0.5% | −100−0.7% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 30,818 | $3.07M | 0.5% | +1,450+4.9% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 52,018 | $2.94M | 0.5% | −4,600−8.1% | Reduced | History |
| FLNCFluence Energy, Inc. | COM CL A | 183,775 | $2.92M | 0.5% | −11,400−5.8% | Reduced | History |
| JNJJohnson & Johnson | Stock | 19,896 | $2.88M | 0.5% | +1,530+8.3% | Added | History |
| MKCMcCormick & Co Inc | Stock | 36,535 | $2.79M | 0.4% | +1,060+3.0% | Added | History |
| HOLXHologic Inc | COM | 36,650 | $2.64M | 0.4% | 00.0% | Unchanged | History |
| NVSNovartis AG | ADR | 25,134 | $2.45M | 0.4% | +2,700+12.0% | Added | History |
| PCHPotlatchdeltic Corp | COM | 62,225 | $2.44M | 0.4% | +300+0.5% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,132 | $2.36M | 0.4% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 52,802 | $2.32M | 0.4% | +700+1.3% | Added | History |
| MDTMedtronic plc | Stock | 28,622 | $2.29M | 0.4% | +100+0.4% | Added | History |
| AIGAmerican International Group, Inc. | Stock | 31,129 | $2.27M | 0.4% | +750+2.5% | Added | History |
| TXNTexas Instruments Inc | Stock | 11,920 | $2.24M | 0.4% | +1,000+9.2% | Added | History |
| APTVAptiv PLC | Stock | 36,670 | $2.22M | 0.4% | +10,335+39.2% | Added | History |
| COPConocoPhillips | Stock | 22,287 | $2.21M | 0.4% | +1,502+7.2% | Added | History |
| SNYSanofi | SPONSORED ADR | 43,650 | $2.11M | 0.3% | +375+0.9% | Added | History |
| AFLAflac Inc | Stock | 18,413 | $1.90M | 0.3% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 10,580 | $1.85M | 0.3% | +150+1.4% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,398 | $1.41M | 0.2% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,592 | $1.40M | 0.2% | 00.0% | Unchanged | – |
| MTGMgic Investment Corp | COM | 57,800 | $1.37M | 0.2% | +1,500+2.7% | Added | History |
| INTCIntel Corp | Stock | 67,500 | $1.35M | 0.2% | −9,935−12.8% | Reduced | History |
| LLYEli Lilly & Co | Stock | 1,718 | $1.33M | 0.2% | 00.0% | Unchanged | History |
| SLBSLB Limited | Stock | 34,584 | $1.33M | 0.2% | −1,200−3.4% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,765 | $1.26M | 0.2% | 00.0% | Unchanged | – |
| ISRGIntuitive Surgical Inc | COM NEW | 2,380 | $1.24M | 0.2% | +180+8.2% | Added | History |
| PGProcter & Gamble Co | Stock | 7,298 | $1.22M | 0.2% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 15,600 | $1.12M | 0.2% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 6,740 | $1.02M | 0.2% | +540+8.7% | Added | History |
| KOCoca Cola Co | Stock | 16,354 | $1.02M | 0.2% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 13,961 | $1.01M | 0.2% | +1,910+15.8% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 9,060 | $836.9K | 0.1% | 00.0% | Unchanged | History |
| NEENextera Energy Inc | Stock | 11,375 | $815.5K | 0.1% | 00.0% | Unchanged | History |
| DEDeere & Co | Stock | 1,775 | $752.1K | 0.1% | +50+2.9% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,990 | $747.1K | 0.1% | 00.0% | Unchanged | – |
| PFEPfizer Inc | Stock | 27,181 | $721.1K | 0.1% | −463−1.7% | Reduced | History |
| DRIDarden Restaurants Inc | COM | 3,622 | $676.2K | 0.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 5,785 | $622.3K | 0.1% | −125−2.1% | Reduced | History |
| DHRDanaher Corp | Stock | 2,400 | $550.9K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,700 | $499.5K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.