EagleClaw Capital Managment, LLC 13F Holdings · Q2 2026
EagleClaw Capital Managment, LLC reported 145 securities worth $745.40M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: TPL (9.02%), NVDA (4.92%), AAPL (3.66%). Among its top 25 positions this quarter: 11 added, 14 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TPL | TEXAS PACIFIC LAND CORPORATI | $67.2M | 9.02% | 153,629 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $36.7M | 4.92% | 183,401 | Trimmed |
| 3 | AAPL | APPLE INC | $27.3M | 3.66% | 94,398 | Trimmed |
| 4 | PANW | PALO ALTO NETWORKS INC | $26.9M | 3.61% | 78,978 | Trimmed |
| 5 | CAT | CATERPILLAR INC | $19.4M | 2.61% | 18,255 | Trimmed |
| 6 | GOOG | ALPHABET INC | $18.5M | 2.48% | 52,222 | Trimmed |
| 7 | ABBV | ABBVIE INC | $18.1M | 2.42% | 71,774 | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $17.3M | 2.32% | 52,906 | Added |
| 9 | ETN | EATON CORP PLC | $16.7M | 2.24% | 39,233 | Trimmed |
| 10 | LB | LANDBRIDGE COMPANY LLC | $16.7M | 2.24% | 210,805 | Added |
| 11 | WPM | WHEATON PRECIOUS METALS CORP | $16.6M | 2.22% | 147,484 | Trimmed |
| 12 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $16.3M | 2.19% | 358,216 | Added |
| 13 | NKE | NIKE INC | $16.0M | 2.15% | 390,091 | Trimmed |
| 14 | HD | HOME DEPOT INC | $15.8M | 2.12% | 44,769 | Added |
| 15 | LIN | LINDE PLC | $14.9M | 1.99% | 28,635 | Trimmed |
| 16 | PH | PARKER-HANNIFIN CORP | $14.3M | 1.91% | 14,575 | Added |
| 17 | APD | AIR PRODUCTS AND CHEMICALS I | $11.9M | 1.60% | 40,732 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $11.8M | 1.58% | 31,573 | Added |
| 19 | AMZN | AMAZON COM INC | $11.7M | 1.56% | 48,936 | Trimmed |
| 20 | CVX | CHEVRON CORPORATION | $10.9M | 1.46% | 65,781 | Trimmed |
| 21 | BKNG | BOOKING HOLDINGS INC | $10.7M | 1.44% | 60,210 | Added |
| 22 | TJX | TJX COS INC NEW | $10.0M | 1.34% | 66,140 | Added |
| 23 | FNV | FRANCO NEV CORP | $9.9M | 1.33% | 47,679 | Added |
| 24 | CACI | CACI INTL INC | $9.9M | 1.32% | 21,270 | Added |
| 25 | FCX | FREEPORT MCMORAN INC | $9.1M | 1.22% | 145,000 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR