EagleClaw Capital Managment, LLC
Sector Allocation
- Financials24.5%$182.8M
- Technology21.9%$163.2M
- Industrials13.7%$101.9M
- Consumer Discretionary11.3%$84.2M
- Materials9.0%$67.2M
- Healthcare8.9%$66.2M
- Energy4.5%$33.2M
- Other2.3%$17.3M
- Utilities1.7%$12.9M
- Consumer Staples1.5%$10.9M
AUM History
13fpro.ai/research/fund/eagleclaw-capital-managment-llc-1607636
Conviction and streaks
Stable · top 10 = 35.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
TPL
$67.2MNVDA
$36.7MAAPL
$27.3MPANW
$26.9MCAT
$19.4MGOOG
$18.5MABBV
$18.1MJPM
$17.3METN
$16.7MLB
$16.7MWPM
$16.6MGBTC
$16.3MNKE
$16.0MHD
$15.8MLIN
$14.9MPH
$14.3MAPD
$11.9MMSFT
$11.8MAMZN
$11.7MCVX
$10.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/eagleclaw-capital-managment-llc-1607636
EagleClaw Capital Managment, LLC 13F holdings — Q2 2026
$745.4M portfolio (+4.4% QoQ) · 145 holdings · Q2 2026 13F · top 10 are 36% of the stock portfolio
$67.2M
9.0% of stocks
+1%This quarter-4.8%Since filed10+ qtrsHeld$36.7M
4.9% of stocks
-3%This quarter-0.7%Since filed10+ qtrsHeld$27.3M
3.7% of stocks
-5%This quarter+11.6%Since filed10+ qtrsHeld$26.9M
3.6% of stocks
-1%This quarter+1.4%Since filed10+ qtrsHeld$19.4M
2.6% of stocks
-2%This quarter-17.4%Since filed10+ qtrsHeldAIQuality66.6#397Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$18.5M
2.5% of stocks
-1%This quarter-11.7%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$18.1M
2.4% of stocks
-0.6%This quarter+15.6%Since filed10+ qtrsHeld$17.3M
2.3% of stocks
+0.5%This quarter-7.2%Since filed10+ qtrsHeld$16.7M
2.2% of stocks
-0.2%This quarter-16.4%Since filed10+ qtrsHeld$16.7M
2.2% of stocks
+0.9%This quarter-2.6%Since filed8 qtrsHeld
All holdings — EagleClaw Capital Managment, LLC (Q2 2026)
145 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Wheaton Precious Metals Corp. | Materials | $16.6M | 2.2% | 147K | -0.9% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Grayscale Bitcoin Trust ETFetf/fund | Financials | $16.3M | 2.2% | 358K | +0.7% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | NIKE, Inc. | Consumer Discretionary | $16.0M | 2.1% | 390K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | HOME DEPOT, INC. | Consumer Discretionary | $15.8M | 2.1% | 45K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | LINDE PLC | Materials | $14.9M | 2.0% | 29K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Parker-Hannifin Corp | Industrials | $14.3M | 1.9% | 15K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Air Products & Chemicals, Inc. | Materials | $11.9M | 1.6% | 41K | -0.1% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | MICROSOFT CORP | Technology | $11.8M | 1.6% | 32K | +12% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | AMAZON COM INC | Consumer Discretionary | $11.7M | 1.6% | 49K | -0.5% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | CHEVRON CORP | Energy | $10.9M | 1.5% | 66K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Booking Holdings Inc. | Consumer Discretionary | $10.7M | 1.4% | 60K | +2471% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $10.0M | 1.3% | 66K | +0.3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | FRANCO NEVADA Corp | Materials | $9.9M | 1.3% | 48K | +1.0% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CACI INTERNATIONAL INC /DE/ | Technology | $9.9M | 1.3% | 21K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | FREEPORT-MCMORAN INC | Materials | $9.1M | 1.2% | 145K | -0.4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $UNP | UNION PACIFIC CORP | Industrials | $9.0M | 1.2% | 33K | -2% | |||
| 27 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $8.8M | 1.2% | 40K | +3% | |||
| 28 | $CME | CME GROUP INC. | Financials | $8.7M | 1.2% | 39K | +0.8% | |||
| 29 | $ICE | Intercontinental Exchange, Inc. | Financials | $8.6M | 1.1% | 70K | +1.0% | |||
| 30 | $ORCL | ORACLE CORP | Technology | $8.6M | 1.1% | 58K | -1% | |||
| 31 | $BTC | Grayscale Bitcoin Mini Trust ETF | Financials | $8.3M | 1.1% | 321K | +2% | |||
| 32 | $V | VISA INC. | Financials | $8.2M | 1.1% | 24K | +0.4% | |||
| 33 | $WMB | WILLIAMS COMPANIES, INC. | Energy | $7.5M | 1.0% | 100K | +2% | |||
| 34 | $LMT | LOCKHEED MARTIN CORP | Industrials | $7.2M | 1.0% | 14K | -0.9% | |||
| 35 | $AJG | Arthur J. Gallagher & Co. | Financials | $7.2M | 1.0% | 31K | +40% | |||
| 36 | $WBI | WaterBridge Infrastructure LLC | Energy | $7.0M | 0.9% | 204K | +2% | |||
| 37 | $MAR | MARRIOTT INTERNATIONAL INC /MD/ | Consumer Discretionary | $6.7M | 0.9% | 18K | -3% | |||
| 38 | $QCOM | QUALCOMM INC/DE | Technology | $6.5M | 0.9% | 35K | -7% | |||
| 39 | $BA | BOEING CO | Industrials | $6.4M | 0.9% | 30K | +0.7% | |||
| 40 | $FDX | FEDEX CORP | Industrials | $6.2M | 0.8% | 20K | +1% | |||
| 41 | $HE | HAWAIIAN ELECTRIC INDUSTRIES INC | Utilities | $5.9M | 0.8% | 435K | +17% | |||
| 42 | $XYL | Xylem Inc. | Industrials | $5.8M | 0.8% | 49K | +103% | |||
| 43 | $JNJ | JOHNSON & JOHNSON | Healthcare | $5.7M | 0.8% | 22K | -0.3% | |||
| 44 | $GOOGL | Alphabet Inc. | Technology | $5.5M | 0.7% | 15K | -3% | |||
| 45 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $5.5M | 0.7% | 20K | +0.2% | |||
| 46 | $MDT | Medtronic plc | Healthcare | $5.3M | 0.7% | 68K | +107% | |||
| 47 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $4.9M | 0.7% | 12K | +447% | |||
| 48 | — | LISTED FDS TR - HORI KI INFL ETF | — | $4.4M | 0.6% | 89K | +1% | |||
| 49 | $RIO | RIO TINTO PLC | Materials | $4.4M | 0.6% | 47K | -1% | |||
| 50 | $MSB | MESABI TRUST | Financials | $4.3M | 0.6% | 171K | +0.5% | |||
| 51 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $4.3M | 0.6% | 8,543 | -0.5% | |||
| 52 | $WM | WASTE MANAGEMENT INC | Utilities | $4.1M | 0.6% | 18K | -0.3% | |||
| 53 | $MSGS | Madison Square Garden Sports Corp. | Communication Services | $4.0M | 0.5% | 10K | -17% | |||
| 54 | $MRK | Merck & Co., Inc. | Healthcare | $3.9M | 0.5% | 30K | -5% | |||
| 55 | $EMR | EMERSON ELECTRIC CO | Industrials | $3.8M | 0.5% | 27K | +2% | |||
| 56 | $SYY | SYSCO CORP | Consumer Discretionary | $3.8M | 0.5% | 45K | +3% | |||
| 57 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $3.7M | 0.5% | 7,535 | +2% | |||
| 58 | $NVS | NOVARTIS AG | Healthcare | $3.7M | 0.5% | 24K | -12% | |||
| 59 | $PFE | PFIZER INC | Healthcare | $3.7M | 0.5% | 153K | +38% | |||
| 60 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $3.4M | 0.5% | 37K | +2% | |||
| 61 | $MKC | MCCORMICK & CO INC | Consumer Staples | $3.3M | 0.5% | 66K | +56% | |||
| 62 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $3.2M | 0.4% | 8,732 | — | |||
| 63 | $NVO | NOVO NORDISK A S | Healthcare | $3.1M | 0.4% | 64K | -0.9% | |||
| 64 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $2.7M | 0.4% | 5,479 | -3% | |||
| 65 | $IVZ | Invesco Ltd. | Financials | $2.6M | 0.3% | 12K | +10% | |||
| 66 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $2.5M | 0.3% | 24K | -14% | |||
| 67 | $COP | CONOCOPHILLIPS | Energy | $2.5M | 0.3% | 24K | -2% | |||
| 68 | $MTG | MGIC INVESTMENT CORP | Financials | $2.4M | 0.3% | 85K | -5% | |||
| 69 | $MIAX | MIAMI INTERNATIONAL HOLDINGS, INC. | Financials | $2.1M | 0.3% | 58K | New | |||
| 70 | $LLY | ELI LILLY & Co | Healthcare | $2.1M | 0.3% | 1,772 | -1% | |||
| 71 | $MSTR | Strategy Inc | Financials | $2.1M | 0.3% | 24K | -0.9% | |||
| 72 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.0M | 0.3% | 36K | -30% | |||
| 73 | $SNY | Sanofi | Healthcare | $1.9M | 0.3% | 45K | -11% | |||
| 74 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.8M | 0.2% | 6,015 | -2% | |||
| 75 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.8M | 0.2% | 2,564 | -0.6% | |||
| 76 | $NEE | NEXTERA ENERGY INC | Utilities | $1.6M | 0.2% | 18K | -7% | |||
| 77 | $CI | Cigna Group | Healthcare | $1.5M | 0.2% | 5,565 | -34% | |||
| 78 | $AFL | AFLAC INC | Financials | $1.5M | 0.2% | 13K | -12% | |||
| 79 | $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $1.5M | 0.2% | 17K | — | |||
| 80 | $DE | DEERE & CO | Industrials | $1.5M | 0.2% | 2,365 | -0.2% | |||
| 81 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $1.5M | 0.2% | 18K | +300% | |||
| 82 | $CRDO | Credo Technology Group Holding Ltd | Technology | $1.5M | 0.2% | 5,385 | — | |||
| 83 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.4M | 0.2% | 25K | -33% | |||
| 84 | $INTC | INTEL CORP | Technology | $1.4M | 0.2% | 10K | +7% | |||
| 85 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.4M | 0.2% | 1,837 | +5% | |||
| 86 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $1.3M | 0.2% | 5,999 | -52% | |||
| 87 | $HONA | Honeywell Aerospace Inc. | Industrials | $1.3M | 0.2% | 5,999 | New | |||
| 88 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $1.3M | 0.2% | 8,594 | New | |||
| 89 | $KO | COCA COLA CO | Consumer Staples | $1.3M | 0.2% | 16K | -1% | |||
| 90 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.2M | 0.2% | 8,447 | — | |||
| 91 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.1M | 0.1% | 8,230 | -2% | |||
| 92 | $PEP | PEPSICO INC | Consumer Staples | $974K | 0.1% | 7,195 | -4% | |||
| 93 | $RYN | RAYONIER INC | Real Estate | $947K | 0.1% | 44K | -24% | |||
| 94 | — | LISTED FDS TR - HORZN KINTCS BL | — | $946K | 0.1% | 32K | +8% | |||
| 95 | $SLB | SLB LIMITED/NV | Energy | $931K | 0.1% | 20K | -4% | |||
| 96 | $CRSP | CRISPR Therapeutics AG | Healthcare | $930K | 0.1% | 17K | New | |||
| 97 | — | ISHARES TR - CORE S&P MCP ETF | — | $925K | 0.1% | 12K | — | |||
| 98 | $PBT | PERMIAN BASIN ROYALTY TRUST | Financials | $916K | 0.1% | 37K | +3% | |||
| 99 | $CSGP | COSTAR GROUP, INC. | Industrials | $913K | 0.1% | 32K | -4% | |||
| 100 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $865K | 0.1% | 6,850 | -25% | |||
| 101 | $AMGN | AMGEN INC | Healthcare | $760K | 0.1% | 2,100 | — | |||
| 102 | $WTTR | Select Water Solutions, Inc. | Energy | $739K | 0.1% | 37K | — | |||
| 103 | $DVN | DEVON ENERGY CORP/DE | Energy | $738K | 0.1% | 18K | -60% | |||
| 104 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $729K | 0.1% | 8,700 | — | |||
| 105 | $CMI | CUMMINS INC | Industrials | $713K | 0.1% | 1,000 | -5% | |||
| 106 | $CLNE | Clean Energy Fuels Corp. | Utilities | $693K | 0.1% | 338K | -4% | |||
| 107 | $CSCO | CISCO SYSTEMS, INC. | Technology | $655K | 0.1% | 5,575 | +8% | |||
| 108 | $BDX | BECTON DICKINSON & CO | Healthcare | $640K | 0.1% | 4,232 | -77% | |||
| 109 | $GD | GENERAL DYNAMICS CORP | Industrials | $620K | 0.1% | 1,750 | -13% | |||
| 110 | $OKE | ONEOK INC /NEW/ | Energy | $568K | 0.1% | 6,534 | -2% | |||
| 111 | — | DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT | — | $567K | 0.1% | 4,645 | New | |||
| 112 | $IBN | ICICI BANK LTD | Financials | $559K | 0.1% | 19K | — | |||
| 113 | $BXP | BXP, Inc. | Real Estate | $534K | 0.1% | 8,050 | -2% | |||
| 114 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $530K | 0.1% | 720 | -2% | |||
| 115 | $RTX | RTX Corp | Industrials | $509K | 0.1% | 2,682 | -2% | |||
| 116 | $AGX | ARGAN INC | Industrials | $479K | 0.1% | 600 | -14% | |||
| 117 | $DHR | DANAHER CORP /DE/ | Healthcare | $462K | 0.1% | 2,425 | — | |||
| 118 | $DRI | DARDEN RESTAURANTS INC | Consumer Discretionary | $458K | 0.1% | 2,225 | -19% | |||
| 119 | $ABT | ABBOTT LABORATORIES | Healthcare | $422K | 0.1% | 4,648 | — | |||
| 120 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $409K | 0.1% | 1,350 | — | |||
| 121 | $WTRG | Essential Utilities, Inc. | Utilities | $407K | 0.1% | 11K | -4% | |||
| 122 | $ENB | ENBRIDGE INC | Energy | $394K | 0.1% | 7,273 | — | |||
| 123 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $372K | 0.1% | 12K | +0.6% | |||
| 124 | $BLK | BlackRock, Inc. | Financials | $368K | 0.1% | 383 | -4% | |||
| 125 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $354K | 0.1% | 3,658 | -12% | |||
| 126 | $MCK | MCKESSON CORP | Consumer Staples | $344K | 0.1% | 455 | — | |||
| 127 | $GEOS | GEOSPACE TECHNOLOGIES CORP | Technology | $339K | 0.1% | 50K | -39% | |||
| 128 | $RPM | RPM INTERNATIONAL INC/DE/ | Materials | $333K | 0.0% | 3,000 | — | |||
| 129 | $BBSI | BARRETT BUSINESS SERVICES INC | Industrials | $320K | 0.0% | 9,000 | -41% | |||
| 130 | $MPC | Marathon Petroleum Corp | Energy | $320K | 0.0% | 1,250 | -13% | |||
| 131 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $303K | 0.0% | 5,084 | — | |||
| 132 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $292K | 0.0% | 3,600 | -5% | |||
| 133 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $276K | 0.0% | 3,700 | -52% | |||
| 134 | $MCO | MOODYS CORP /DE/ | Financials | $272K | 0.0% | 600 | — | |||
| 135 | — | ARK ETF TR - INNOVATION ETF | — | $271K | 0.0% | 3,352 | — | |||
| 136 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $264K | 0.0% | 800 | — | |||
| 137 | $LTRX | LANTRONIX INC | Technology | $249K | 0.0% | 42K | — | |||
| 138 | $BIIB | BIOGEN INC. | Healthcare | $233K | 0.0% | 1,079 | New | |||
| 139 | $MCD | MCDONALDS CORP | Consumer Discretionary | $232K | 0.0% | 857 | New | |||
| 140 | $HAL | HALLIBURTON CO | Energy | $231K | 0.0% | 6,800 | -8% | |||
| 141 | $ET | Energy Transfer LP | Energy | $220K | 0.0% | 12K | — | |||
| 142 | $TER | TERADYNE, INC | Technology | $218K | 0.0% | 450 | New | |||
| 143 | $WSBK | Winchester Bancorp, Inc./MD/ | Financials | $210K | 0.0% | 16K | — | |||
| 144 | $REPL | Replimune Group, Inc. | Healthcare | $111K | 0.0% | 10K | New | |||
| 145 | $IEP | ICAHN ENTERPRISES L.P. | Energy | $107K | 0.0% | 15K | +14% |
What changed in Q2 2026
Against the previous quarter's 13F: 9 new, 43 added to, 71 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (9)
$MIAXMIAMI INTERNATIONAL HOLDINGS, INC.$2.1M
first bought this quarter
$HONAHoneywell Aerospace Inc.$1.3M
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$1.3M
first bought this quarter
$CRSPCRISPR Therapeutics AG$930K
first bought this quarter
- DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT$567K
first bought this quarter
$BIIBBIOGEN INC.$233K
first bought this quarter
+3 more in the Excel export
Added to (43)
$BKNGBooking Holdings Inc.+2471%
now $10.7M · held 10+ qtrs
$ISRGINTUITIVE SURGICAL INC+447%
now $4.9M · held 10+ qtrs
$XYLXylem Inc.+103%
now $5.8M · held 2 qtrs, 2 adds in a row
$MDTMedtronic plc+107%
now $5.3M · held 10+ qtrs, 2 adds in a row
$AJGArthur J. Gallagher & Co.+40%
now $7.2M · held 4 qtrs, 4 adds in a row
now $11.8M · held 10+ qtrs, 2 adds in a row
+37 more in the Excel export
Trimmed (71)
$BDXBECTON DICKINSON & CO-77%
now $640K · held 10+ qtrs, 3 trims in a row
$HONHONEYWELL INTERNATIONAL INC-52%
now $1.3M · held 10+ qtrs
now $27.3M · held 10+ qtrs
now $36.7M · held 10+ qtrs, 3 trims in a row
$DVNDEVON ENERGY CORP/DE-60%
now $738K · held 10+ qtrs, 6 trims in a row
$BACBANK OF AMERICA CORP /DE/-30%
now $2.0M · held 10+ qtrs, 2 trims in a row
+65 more in the Excel export
Holdings by quarter
Every 13F EagleClaw Capital Managment, LLC has filed, 39 earlier quarters. Pick one to see what it held then.
Is it too late to follow EagleClaw Capital Managment?
Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of EagleClaw Capital Managment's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-2.7%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 10% over the last 4
Top 10 weight
36%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
EagleClaw Capital Managment, LLC disclosed 145 positions worth $745.4M in its Form 13F-HR for Q2 2026, led by $TPL (Texas Pacific Land Corp) at 9.0% of the equity portfolio, followed by $NVDA and $AAPL. During the quarter the fund opened 9 new positions and exited 9 — including a new stake in $MIAX and a full exit from $HOLX. The portfolio is most concentrated in Financials (24.5% of disclosed assets). All figures are sourced directly from EagleClaw Capital Managment, LLC’s Form 13F-HR filing with the SEC under CIK 1607636.
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AI-Powered Hedge Fund Analysis: EagleClaw Capital Managment, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For EagleClaw Capital Managment, LLC (SEC CIK: 1607636), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in EagleClaw Capital Managment, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.