EagleClaw Capital Managment, LLC
- SEC CIK
- 0001607636
- Latest filing
- Aug 10, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 8, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 144
- 0 vs. Q1 2025
- Portfolio value
- $669.6M
- +$33.6M (+5.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TPLTexas Pacific Land Corp | Stock | 47,127 | $49.8M | 7.4% | −304−0.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 209,525 | $33.1M | 4.9% | −8,550−3.9% | Reduced | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 388,961 | $33.0M | 4.9% | −10,125−2.5% | Reduced | History |
| NKENIKE, Inc. | Stock | 397,296 | $28.2M | 4.2% | −11,637−2.8% | Reduced | History |
| AAPLApple Inc. | Stock | 90,764 | $18.6M | 2.8% | −850−0.9% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 54,068 | $15.7M | 2.3% | −875−1.6% | Reduced | History |
| HDHome Depot, Inc. | Stock | 41,957 | $15.4M | 2.3% | −83−0.2% | Reduced | History |
| ETNEaton Corp plc | Stock | 41,108 | $14.7M | 2.2% | −775−1.9% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 71,553 | $14.6M | 2.2% | −1,140−1.6% | Reduced | History |
| WPMWheaton Precious Metals Corp. | COM | 162,510 | $14.6M | 2.2% | −2,557−1.5% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 2,372 | $13.7M | 2.1% | −82−3.3% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 73,912 | $13.7M | 2.0% | −150.0% | Reduced | History |
| ORCLOracle Corp | Stock | 61,097 | $13.4M | 2.0% | +2,225+3.8% | Added | History |
| LINLinde PLC | Stock | 27,315 | $12.8M | 1.9% | −350−1.3% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 69,300 | $12.7M | 1.9% | +30.0% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 40,735 | $11.5M | 1.7% | +190+0.5% | Added | History |
| PHParker-Hannifin Corp | Stock | 15,750 | $11.0M | 1.6% | −50−0.3% | Reduced | History |
| CMECME Group Inc. | COM | 38,880 | $10.7M | 1.6% | −50−0.1% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 48,039 | $10.5M | 1.6% | −429−0.9% | Reduced | History |
| CACICACI International Inc | CL A | 22,000 | $10.5M | 1.6% | +290+1.3% | Added | History |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 215,640 | $10.3M | 1.5% | +6,084+2.9% | Added | History |
| MSTRStrategy Inc | Stock | 25,090 | $10.1M | 1.5% | −2,005−7.4% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 20,333 | $10.1M | 1.5% | −517−2.5% | Reduced | History |
| CVXChevron Corp | Stock | 68,190 | $9.76M | 1.5% | −375−0.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 54,252 | $9.62M | 1.4% | −100−0.2% | Reduced | History |
| TJXTJX Companies Inc | Stock | 67,420 | $8.33M | 1.2% | −715−1.0% | Reduced | History |
| LOWLowes Companies Inc | Stock | 36,602 | $8.12M | 1.2% | +250+0.7% | Added | History |
| FNVFranco Nevada Corp | Stock | 47,341 | $7.76M | 1.2% | −165−0.3% | Reduced | History |
| LBLandBridge Co LLC | CL A | 113,465 | $7.67M | 1.1% | +3,990+3.6% | Added | History |
| UNPUnion Pacific Corp | Stock | 32,815 | $7.55M | 1.1% | −88−0.3% | Reduced | History |
| VVisa Inc. | Stock | 20,427 | $7.25M | 1.1% | −415−2.0% | Reduced | History |
| CATCaterpillar Inc | Stock | 18,425 | $7.15M | 1.1% | −125−0.7% | Reduced | History |
| QCOMQualcomm Inc | Stock | 44,181 | $7.04M | 1.1% | −209−0.5% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 14,144 | $6.55M | 1.0% | +215+1.5% | Added | History |
| FCXFreeport-McMoran Inc | Stock | 149,125 | $6.46M | 1.0% | −100−0.1% | Reduced | History |
| BABoeing Co | Stock | 30,330 | $6.36M | 0.9% | −27−0.1% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 91,515 | $5.75M | 0.9% | +4,450+5.1% | Added | History |
| IBMInternational Business Machines Corp | Stock | 19,211 | $5.66M | 0.8% | −76−0.4% | Reduced | History |
| MARMarriott International Inc | Stock | 19,040 | $5.20M | 0.8% | −215−1.1% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 29,655 | $5.11M | 0.8% | +413+1.4% | Added | History |
| FISVFiserv Inc | Stock | 26,320 | $4.54M | 0.7% | −1,275−4.6% | Reduced | History |
| NVONovo Nordisk A S | ADR | 65,150 | $4.50M | 0.7% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 9,184 | $4.46M | 0.7% | −360−3.8% | Reduced | History |
| CICigna Group | Stock | 13,031 | $4.31M | 0.6% | −125−1.0% | Reduced | History |
| FDXFedEx Corp | Stock | 18,848 | $4.28M | 0.6% | −50−0.3% | Reduced | History |
| WMWaste Management Inc | Stock | 18,546 | $4.24M | 0.6% | −1,275−6.4% | Reduced | History |
| MSBMesabi Trust | CTF BEN INT | 165,625 | $3.97M | 0.6% | +400+0.2% | Added | History |
| GENGen Digital Inc. | Stock | 126,600 | $3.72M | 0.6% | −500−0.4% | Reduced | History |
| Listed FDS Tr53656F623 | HORI KI INFL ETF | 87,555 | $3.69M | 0.6% | +983+1.1% | Added | – |
| PYPLPayPal Holdings, Inc. | Stock | 48,250 | $3.59M | 0.5% | −4,100−7.8% | Reduced | History |
| HEHawaiian Electric Industries Inc | COM | 323,900 | $3.44M | 0.5% | +323,900 | New | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 7,585 | $3.38M | 0.5% | −10−0.1% | Reduced | History |
| EMREmerson Electric Co | Stock | 24,771 | $3.30M | 0.5% | −100.0% | Reduced | History |
| CLColgate Palmolive Co | Stock | 35,749 | $3.25M | 0.5% | −200−0.6% | Reduced | History |
| SYYSysco Corp | Stock | 42,860 | $3.25M | 0.5% | +2,885+7.2% | Added | History |
| HONHoneywell International Inc | COM | 13,771 | $3.21M | 0.5% | −50−0.4% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 31,750 | $3.20M | 0.5% | −6,282−16.5% | Reduced | History |
| RIORio Tinto PLC | ADR | 52,130 | $3.04M | 0.5% | −1,350−2.5% | Reduced | History |
| NVSNovartis AG | ADR | 24,908 | $3.01M | 0.5% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 19,416 | $2.97M | 0.4% | −162−0.8% | Reduced | History |
| MDTMedtronic plc | Stock | 32,247 | $2.81M | 0.4% | +2,037+6.7% | Added | History |
| MKCMcCormick & Co Inc | Stock | 36,670 | $2.78M | 0.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 15,740 | $2.77M | 0.4% | −449−2.8% | Reduced | History |
| AIGAmerican International Group, Inc. | Stock | 32,354 | $2.77M | 0.4% | −565−1.7% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,932 | $2.71M | 0.4% | +200+2.3% | Added | – |
| Aris Water Solutions, Inc.04041L106 | CLASS A COM | 107,650 | $2.55M | 0.4% | +107,650 | New | – |
| SNYSanofi | SPONSORED ADR | 52,585 | $2.54M | 0.4% | +6,760+14.8% | Added | History |
| DVNDevon Energy Corp | Stock | 79,775 | $2.54M | 0.4% | −8,250−9.4% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 6,214 | $2.52M | 0.4% | −5−0.1% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 31,818 | $2.52M | 0.4% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 52,864 | $2.50M | 0.4% | −3,350−6.0% | Reduced | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 11,945 | $2.50M | 0.4% | −1,525−11.3% | Reduced | History |
| HOLXHologic Inc | COM | 35,950 | $2.34M | 0.3% | −700−1.9% | Reduced | History |
| APTVAptiv PLC | Stock | 33,497 | $2.29M | 0.3% | −3,225−8.8% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 10,834 | $2.25M | 0.3% | −700−6.1% | Reduced | History |
| PCHPotlatchdeltic Corp | COM | 58,439 | $2.24M | 0.3% | −3,586−5.8% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 47,718 | $2.21M | 0.3% | −1,600−3.2% | Reduced | History |
| COPConocoPhillips | Stock | 24,369 | $2.19M | 0.3% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 11,180 | $2.03M | 0.3% | +680+6.5% | Added | – |
| AFLAflac Inc | Stock | 17,663 | $1.86M | 0.3% | −175−1.0% | Reduced | History |
| MTGMgic Investment Corp | COM | 65,800 | $1.83M | 0.3% | −1,150−1.7% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 20,121 | $1.59M | 0.2% | +670+3.4% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 2,592 | $1.47M | 0.2% | 00.0% | Unchanged | – |
| PGProcter & Gamble Co | Stock | 8,700 | $1.39M | 0.2% | −60−0.7% | Reduced | History |
| NEENextera Energy Inc | Stock | 19,853 | $1.38M | 0.2% | −2,000−9.2% | Reduced | History |
| LLYEli Lilly & Co | Stock | 1,715 | $1.34M | 0.2% | +7+0.4% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,765 | $1.33M | 0.2% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,067 | $1.28M | 0.2% | −243−10.5% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 2,310 | $1.26M | 0.2% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 16,354 | $1.16M | 0.2% | 00.0% | Unchanged | History |
| CSGPCostar Group, Inc. | COM | 14,300 | $1.15M | 0.2% | −150−1.0% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 8,590 | $952.4K | 0.1% | −1,070−11.1% | Reduced | History |
| DEDeere & Co | Stock | 1,775 | $902.6K | 0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 6,635 | $876.1K | 0.1% | 00.0% | Unchanged | History |
| SLBSLB Limited | Stock | 23,684 | $800.5K | 0.1% | −12,000−33.6% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 11,990 | $743.6K | 0.1% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 6,810 | $734.1K | 0.1% | −288−4.1% | Reduced | History |
| DRIDarden Restaurants Inc | COM | 3,200 | $697.5K | 0.1% | −422−11.7% | Reduced | History |
| Listed FD Tr53656G209 | HORZN KINTCS BL | 20,600 | $642.1K | 0.1% | +8,468+69.8% | Added | – |
| PFEPfizer Inc | Stock | 26,418 | $640.4K | 0.1% | −863−3.2% | Reduced | History |
Sold out since Q1 2025 (6)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| HALHalliburton Co | Stock | 17,226 | $437.0K | 0.1% | History |
| CVSCVS Health Corp | Stock | 4,135 | $280.1K | <0.1% | History |
| ALLAllstate Corp | Stock | 1,089 | $225.5K | <0.1% | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 914 | $223.0K | <0.1% | History |
| GISGeneral Mills Inc | Stock | 3,600 | $215.2K | <0.1% | History |
| INMDInMode Ltd. | SHS | 11,400 | $202.2K | <0.1% | History |