Q2 2026 13F · SEC CIK 1607636

EagleClaw Capital Managment, LLC

Asset managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $745.4M
Reported positions: 145
Top holdings a year, 3 yrs: +15.8%
Average holding period: 8.3 yrs

EagleClaw Capital Managment, LLC is an asset manager that reported 145 positions worth $745.4M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Texas Pacific Land Corporati (TPL, 9.0%), Nvidia Corporation Com (NVDA, 4.9%), Apple Inc (AAPL, 3.7%). A portfolio copying its top holdings returned 15.8% a year over the last 3 years, against 20.4% for the S&P 500.

EagleClaw Capital Managment, LLC holdings largest 50 of 145 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

EagleClaw Capital Managment, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TPLTexas Pacific Land Corporati	9.0%	10.1%	153,629	+1.1%	$67.2M
NVDANvidia Corporation Com	4.9%	4.6%	183,401	-3.2%	$36.7M
AAPLApple Inc	3.7%	3.5%	94,398	-4.9%	$27.3M
PANWPalo Alto Networks Inc	3.6%	1.8%	78,978	-1.4%	$26.9M
CATCaterpillar Inc Com	2.6%	1.9%	18,255	-2.4%	$19.4M
GOOGAlphabet Inc	2.5%	2.1%	52,222	-1.4%	$18.5M
ABBVAbbvie Inc	2.4%	2.2%	71,774	-0.6%	$18.1M
JPMJpmorgan Chase & Co	2.3%	2.2%	52,906	+0.5%	$17.3M
ETNEaton Corp PLC	2.2%	2.0%	39,233	-0.2%	$16.7M
LBLandbridge Company LLC	2.2%	2.0%	210,805	+0.9%	$16.7M
WPMWheaton Precious Metals	2.2%	2.7%	147,484	-0.9%	$16.6M
GBTCGrayscale Bitcoin Trust ETF	2.2%	2.6%	358,216	+0.7%	$16.3M
NKENike Inc Cl B	2.1%	2.9%	390,091	-0.5%	$16.0M
HDHome Depot Inc Com	2.1%	2.0%	44,769	+1.6%	$15.8M
LINLinde PLC	2.0%	2.0%	28,635	-0.1%	$14.9M
PHParker-Hannifin Corp	1.9%	1.8%	14,575	+0.6%	$14.3M
APDAir Products and Chemicals Inc	1.6%	1.7%	40,732	-0.1%	$11.9M
MSFTMicrosoft Corp	1.6%	1.5%	31,573	+12.3%	$11.8M
AMZNAmazon Com Inc Com	1.6%	1.4%	48,936	-0.5%	$11.7M
CVXChevron Corp New	1.5%	1.9%	65,781	-1.6%	$10.9M
BKNGBooking Holdings Inc Com	1.4%	1.4%	60,210	+2470.9%	$10.7M
TJXTjx Cos Inc New Com	1.3%	1.5%	66,140	+0.3%	$10.0M
FNVFranco Nev Corp	1.3%	1.6%	47,679	+1.0%	$9.9M
CACICaci Intl Inc	1.3%	1.6%	21,270	+0.6%	$9.9M
FCXFreeport Mcmoran Inc Cl B	1.2%	1.2%	145,000	-0.4%	$9.1M
UNPUnion Pac Corp	1.2%	1.1%	32,915	-1.6%	$9.0M
LOWLowes Cos Inc	1.2%	1.3%	39,802	+2.9%	$8.8M
CMECme Group Inc	1.2%	1.6%	39,260	+0.8%	$8.7M
ICEIntercontinental Exchange in	1.2%	1.5%	69,745	+1.0%	$8.6M
ORCLOracle Corp	1.1%	1.2%	58,457	-1.0%	$8.6M
BTCGrayscale Bitcoin Mini Tr Et	1.1%	1.3%	320,872	+2.3%	$8.3M
VVisa Inc Com Cl A	1.1%	1.0%	23,949	+0.4%	$8.2M
WMBWilliams Companies	1.0%	1.0%	100,220	+1.7%	$7.5M
LMTLockheed Martin Corp Com	1.0%	1.2%	14,128	-0.9%	$7.2M
AJGGallagher Arthur J & Co	1.0%	0.7%	31,285	+40.3%	$7.2M
WBIWaterbridge Infrastructure L	0.9%	0.8%	203,650	+1.7%	$7.0M
MARMarriott Intl Inc New Cl A	0.9%	0.9%	18,090	-3.4%	$6.7M
QCOMQualcomm Inc	0.9%	0.7%	35,188	-7.2%	$6.5M
BABoeing Co	0.9%	0.8%	29,705	+0.7%	$6.4M
FDXFedex Corp	0.8%	1.0%	19,842	+1.1%	$6.2M
HEHawaiian Elec Inds Inc Mtn B	0.8%	0.8%	434,750	+17.3%	$5.9M
XYLXylem Inc Ny	0.8%	—	49,455	—	$5.8M
JNJJohnson & Johnson	0.8%	0.8%	22,283	-0.3%	$5.7M
GOOGLAlphabet Inc	0.7%	0.6%	15,432	-3.3%	$5.5M
IBMInternational Business Machs	0.7%	0.7%	19,526	+0.2%	$5.5M
MDTMedtronic PLC	0.7%	—	67,845	—	$5.3M
ISRGIntuitive Surgical Inc	0.7%	—	12,250	—	$4.9M
INFLListed Fds Tr	0.6%	0.6%	89,202	+1.0%	$4.4M
RIORio Tinto PLC	0.6%	0.6%	46,860	-1.5%	$4.4M
MSBMesabi Tr	0.6%	0.7%	170,575	+0.5%	$4.3M

What EagleClaw Capital Managment, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.6% /yr; S&P 500 +20.1%
3 years: +15.8% /yr; S&P 500 +20.4%
5 years: +8.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$745.4M	145
Q1 2026	$714.1M	145
Q4 2025	$691.2M	144
Q3 2025	$714.9M	146
Q2 2025	$669.6M	144
Q1 2025	$635.9M	144
Q4 2024	$630.8M	139
Q3 2024	$597.8M	138
Q2 2024	$555.8M	134
Q1 2024	$552.1M	135
Q4 2023	$480.1M	127
Q3 2023	$440.4M	123

Questions about EagleClaw Capital Managment, LLC's portfolio

What stocks does EagleClaw Capital Managment, LLC own?

EagleClaw Capital Managment, LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 145 positions worth $745.4M. The largest are Texas Pacific Land Corporati (TPL) at 9.0%, Nvidia Corporation Com (NVDA) at 4.9%, Apple Inc (AAPL) at 3.7%, Palo Alto Networks Inc (PANW) at 3.6% and Caterpillar Inc Com (CAT) at 2.6%.

What did EagleClaw Capital Managment, LLC buy last quarter?

In Q2 2026, EagleClaw Capital Managment, LLC added Booking Holdings Inc Com (BKNG) (+2470.9% shares), Gallagher Arthur J & Co (AJG) (+40.3% shares) and Hawaiian Elec Inds Inc Mtn B (HE) (+17.3% shares), compared with its Q1 2026 filing.

What did EagleClaw Capital Managment, LLC sell last quarter?

In Q2 2026, EagleClaw Capital Managment, LLC cut from its top 50 Waste Mgmt Inc Del (WM), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Novartis AG (NVS) and Qualcomm Inc (QCOM) (-7.2% shares), compared with its Q1 2026 filing.

How has EagleClaw Capital Managment, LLC's portfolio performed?

A portfolio copying EagleClaw Capital Managment, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +7.6% against +20.1%. Over 5 years: +8.0% a year against +11.6%.

When is EagleClaw Capital Managment, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. EagleClaw Capital Managment, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.