EdgeMarket › What Eagleclaw Capital Managment, Llc reported owning
What Eagleclaw Capital Managment, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
714.1MPositions
145Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TPL Texas Pacific Land Corp | 72.1M | 10.1% | 151.9K | 383.64 | +28.6% |
| NVDA NVIDIA CORP | 33.0M | 4.6% | 189.5K | 214.72 | +22.4% |
| AAPL Apple Inc. | 25.2M | 3.5% | 99.2K | 309.35 | +36.9% |
| NKE NIKE, Inc. | 20.7M | 2.9% | 392.1K | 40.76 | -46.6% |
| WPM Wheaton Precious Metals Corp. | 19.5M | 2.7% | 148.9K | 157.78 | +69.2% |
| GBTC Grayscale Bitcoin Trust ETF | 18.8M | 2.6% | 355.8K | 59.63 | -33.6% |
| ABBV AbbVie Inc. | 15.7M | 2.2% | 72.2K | 264.96 | +26.7% |
| JPM JPMORGAN CHASE & CO | 15.5M | 2.2% | 52.6K | 351.58 | +20.3% |
| GOOG Alphabet Inc. | 15.2M | 2.1% | 53.0K | 341.75 | +70.7% |
| HD HOME DEPOT, INC. | 14.5M | 2.0% | 44.1K | 335.61 | -16.5% |
| LB LandBridge Co LLC | 14.4M | 2.0% | 209.0K | 89.71 | +67.2% |
| LIN LINDE PLC | 14.2M | 2.0% | 28.7K | 487.57 | +1.1% |
| ETN Eaton Corp plc | 14.1M | 2.0% | 39.3K | 419.20 | +21.1% |
| CVX CHEVRON CORP | 13.8M | 1.9% | 66.8K | 205.27 | +34.0% |
| CAT CATERPILLAR INC | 13.2M | 1.9% | 18.7K | 827.90 | +96.8% |
| PH Parker-Hannifin Corp | 13.0M | 1.8% | 14.5K | 1,001.74 | +34.8% |
| PANW Palo Alto Networks Inc | 12.8M | 1.8% | 80.1K | 357.87 | +94.0% |
| APD Air Products & Chemicals, Inc. | 11.8M | 1.7% | 40.8K | 305.10 | +4.4% |
| FNV FRANCO NEVADA Corp | 11.7M | 1.6% | 47.2K | 265.74 | +49.0% |
| CME CME GROUP INC. | 11.5M | 1.6% | 39.0K | 274.98 | +0.1% |
| CACI CACI INTERNATIONAL INC /DE/ | 11.5M | 1.6% | 21.1K | 647.39 | +33.0% |
| ICE Intercontinental Exchange, Inc. | 10.9M | 1.5% | 69.1K | 161.25 | -11.1% |
| TJX TJX COMPANIES INC /DE/ | 10.5M | 1.5% | 65.9K | 140.53 | +1.6% |
| MSFT MICROSOFT CORP | 10.4M | 1.5% | 28.1K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 10.2M | 1.4% | 49.2K | 258.63 | +15.6% |
| BKNG Booking Holdings Inc. | 9.9M | 1.4% | 2.3K | 209.62 | -7.1% |
| BTC Grayscale Bitcoin Mini Trust ETF | 9.4M | 1.3% | 313.7K | 34.08 | -32.7% |
| LOW LOWES COMPANIES INC | 9.1M | 1.3% | 38.7K | 216.09 | -16.0% |
| ORCL ORACLE CORP | 8.7M | 1.2% | 59.1K | 146.47 | -37.7% |
| LMT LOCKHEED MARTIN CORP | 8.6M | 1.2% | 14.3K | 563.57 | +26.4% |
| FCX FREEPORT-MCMORAN INC | 8.6M | 1.2% | 145.7K | 76.66 | +85.6% |
| UNP UNION PACIFIC CORP | 8.1M | 1.1% | 33.5K | 308.05 | +36.5% |
| V VISA INC. | 7.2M | 1.0% | 23.8K | 371.04 | +7.9% |
| WMB WILLIAMS COMPANIES, INC. | 7.2M | 1.0% | 98.5K | 70.49 | +23.2% |
| FDX FEDEX CORP | 7.0M | 1.0% | 19.6K | 325.08 | +43.1% |
| MAR MARRIOTT INTERNATIONAL INC /MD/ | 6.1M | 0.9% | 18.7K | 356.39 | +35.2% |
| BA BOEING CO | 5.9M | 0.8% | 29.5K | 214.20 | -5.1% |
| HE HAWAIIAN ELECTRIC INDUSTRIES INC | 5.5M | 0.8% | 370.6K | 11.50 | -1.6% |
| JNJ JOHNSON & JOHNSON | 5.5M | 0.8% | 22.4K | 270.24 | +51.1% |
| WBI WaterBridge Infrastructure LLC | 5.4M | 0.8% | 200.2K | 31.70 | — |
| MSB MESABI TRUST | 5.3M | 0.7% | 169.8K | 22.77 | -29.5% |
| QCOM QUALCOMM INC/DE | 4.9M | 0.7% | 37.9K | 160.75 | +3.4% |
| AJG Arthur J. Gallagher & Co. | 4.8M | 0.7% | 22.3K | 263.81 | -12.8% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 4.7M | 0.7% | 19.5K | 235.68 | -2.8% |
| INFL Horizon Kinetics Inflation Beneficiaries ETF | 4.6M | 0.6% | 88.3K | 55.64 | +32.4% |
| GOOGL Alphabet Inc. | 4.6M | 0.6% | 16.0K | 344.82 | +73.0% |
| RIO RIO TINTO PLC | 4.4M | 0.6% | 47.6K | 105.30 | +73.7% |
| WM WASTE MANAGEMENT INC | 4.2M | 0.6% | 18.3K | 224.06 | -2.6% |
| unmapped CUSIP 084670702 | 4.1M | 0.6% | 8.6K | — | — |
| NVS NOVARTIS AG | 4.1M | 0.6% | 26.8K | 158.86 | +24.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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