Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

EagleClaw Capital Managment, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

EagleClaw Capital Managment, LLC (CIK 1607636) reported $714.1M across 144 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TPL ($72.1M, 10.09%), NVDA ($33.0M, 4.63%), AAPL ($25.2M, 3.53%), NKE ($20.7M, 2.90%), WPM ($19.5M, 2.73%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1TPLTEXAS PACIFIC LAND CORPORATI$72.1M10.09%151,894Added
2NVDANVIDIA CORPORATION$33.0M4.63%189,451Trimmed
3AAPLAPPLE INC$25.2M3.53%99,210Added
4NKENIKE INC$20.7M2.90%392,130Trimmed
5WPMWHEATON PRECIOUS METALS CORP$19.5M2.73%148,889Trimmed
6GBTCGRAYSCALE BITCOIN TRUST ETF$18.8M2.63%355,791Added
7ABBVABBVIE INC$15.7M2.20%72,234Added
8JPMJPMORGAN CHASE & CO$15.5M2.17%52,643Trimmed
9GOOGALPHABET INC$15.2M2.13%52,987Trimmed
10HDHOME DEPOT INC$14.5M2.03%44,063Trimmed
11LBLANDBRIDGE COMPANY LLC$14.4M2.02%208,955Added
12LINLINDE PLC$14.2M1.99%28,665Trimmed
13ETNEATON CORP PLC$14.1M1.97%39,308Trimmed
14CVXCHEVRON CORPORATION$13.8M1.94%66,822Trimmed
15CATCATERPILLAR INC$13.2M1.85%18,695Trimmed
16PHPARKER-HANNIFIN CORP$13.0M1.82%14,495Trimmed
17PANWPALO ALTO NETWORKS INC$12.8M1.80%80,138Added
18APDAIR PRODUCTS AND CHEMICALS I$11.8M1.66%40,772Added
19FNVFRANCO NEV CORP$11.7M1.63%47,214Trimmed
20CMECME GROUP INC$11.5M1.61%38,955Trimmed
21CACICACI INTL INC$11.5M1.61%21,145Trimmed
22ICEINTERCONTINENTAL EXCHANGE IN$10.9M1.52%69,065Added
23TJXTJX COS INC NEW$10.5M1.47%65,915Trimmed
24MSFTMICROSOFT CORP$10.4M1.46%28,124Added
25AMZNAMAZON COM INC$10.2M1.43%49,204Trimmed

Source: SEC Form 13F filings · as of 2026-03-31