Funds › EagleClaw Capital Managment, LLC
EagleClaw Capital Managment, LLC
13F for Q3 2026, filed Nov 6, 2026. 149 positions worth $752.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 6, 2026
Reported value
$752.6M
+$7.1M (1.0%) vs Q2 2026
Positions
149
145 in Q2 2026
Top 10 share
34.7%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | TPL Texas Pacific Land Corporation | 154,155 | $50.2M | 6.7% | +0.3% | 13F ↗ |
| 2 | NVDA NVIDIA Corporation | 174,584 | $39.9M | 5.3% | -4.8% | 13F ↗ |
| 3 | AAPL Apple Inc. | 91,386 | $30.4M | 4.0% | -3.2% | 13F ↗ |
| 4 | PANW Palo Alto Networks, Inc. | 75,040 | $29.8M | 4.0% | -5.0% | 13F ↗ |
| 5 | GBTC Grayscale Bitcoin Trust · Shs Rep Com Ut | 344,184 | $22.2M | 3.0% | -3.9% | 13F ↗ |
| 6 | WPM Wheaton Precious Metals Corp | 138,689 | $18.5M | 2.5% | -6.0% | 13F ↗ |
| 7 | ABBV AbbVie Inc. | 68,965 | $18.0M | 2.4% | -3.9% | 13F ↗ |
| 8 | JPM JPMorgan Chase & Co. | 52,775 | $17.5M | 2.3% | -0.2% | 13F ↗ |
| 9 | GOOG Alphabet Inc. Class C | 50,628 | $17.3M | 2.3% | -3.1% | 13F ↗ |
| 10 | LB LandBridge Corporation | 210,055 | $17.1M | 2.3% | -0.4% | 13F ↗ |
| 11 | MSFT Microsoft Corporation | 31,470 | $16.1M | 2.1% | -0.3% | 13F ↗ |
| 12 | ETN Eaton Corporation, PLC | 37,509 | $16.1M | 2.1% | -4.4% | 13F ↗ |
| 13 | CAT Caterpillar, Inc. | 17,987 | $14.6M | 1.9% | -1.5% | 13F ↗ |
| 14 | LIN Linde plc | 28,525 | $13.5M | 1.8% | -0.4% | 13F ↗ |
| 15 | PH Parker-Hannifin Corporation | 14,100 | $13.5M | 1.8% | -3.3% | 13F ↗ |
| 16 | CVX Chevron Corporation | 65,716 | $13.4M | 1.8% | -0.1% | 13F ↗ |
| 17 | HD Home Depot, Inc. | 45,819 | $13.0M | 1.7% | +2.3% | 13F ↗ |
| 18 | CACI CACI International, Inc. | 20,860 | $12.7M | 1.7% | -1.9% | 13F ↗ |
| 19 | NKE Nike, Inc. | 347,626 | $12.3M | 1.6% | -10.9% | 13F ↗ |
| 20 | AMZN Amazon.com, Inc. | 47,686 | $11.9M | 1.6% | -2.6% | 13F ↗ |
| 21 | BTC Grayscale Bitcoin Mini Trust | 317,786 | $11.7M | 1.6% | -1.0% | 13F ↗ |
| 22 | FNV Franco-Nevada Corporation | 47,391 | $11.3M | 1.5% | -0.6% | 13F ↗ |
| 23 | APD Air Products and Chemicals, Inc. | 40,272 | $11.2M | 1.5% | -1.1% | 13F ↗ |
| 24 | ICE Intercontinental Exchange Inc. | 70,450 | $10.7M | 1.4% | +1.0% | 13F ↗ |
| 25 | CME CME Group Inc. | 39,275 | $10.3M | 1.4% | Unchanged | 13F ↗ |
| 26 | FCX Freeport-McMoRan, Inc. | 139,475 | $9.8M | 1.3% | -3.8% | 13F ↗ |
| 27 | BKNG Booking Holdings Inc. | 59,575 | $9.7M | 1.3% | -1.1% | 13F ↗ |
| 28 | UNP Union Pacific Corporation | 31,732 | $8.6M | 1.1% | -3.6% | 13F ↗ |
| 29 | V Visa Inc. | 23,847 | $8.6M | 1.1% | -0.4% | 13F ↗ |
| 30 | TJX TJX Companies, Inc. | 62,650 | $8.3M | 1.1% | -5.3% | 13F ↗ |
| 31 | ORCL Oracle Corporation | 56,400 | $7.7M | 1.0% | -3.5% | 13F ↗ |
| 32 | ISRG Intuitive Surgical, Inc. | 18,527 | $7.5M | 1.0% | +51.2% | 13F ↗ |
| 33 | LMT Lockheed Martin Corporation | 14,398 | $7.3M | 1.0% | +1.9% | 13F ↗ |
| 34 | AJG Arthur J. Gallagher & Co. | 32,120 | $7.3M | 1.0% | +2.7% | 13F ↗ |
| 35 | LOW Lowe's Companies, Inc. | 38,805 | $7.2M | 1.0% | -2.5% | 13F ↗ |
| 36 | WMB Williams Companies, Inc. | 102,350 | $7.0M | 0.9% | +2.1% | 13F ↗ |
| 37 | MAR Marriott International | 17,973 | $6.4M | 0.8% | -0.6% | 13F ↗ |
| 38 | QCOM QUALCOMM Incorporated | 33,963 | $6.3M | 0.8% | -3.5% | 13F ↗ |
| 39 | MDT Medtronic plc. | 71,390 | $6.2M | 0.8% | +5.2% | 13F ↗ |
| 40 | XYL Xylem Inc. | 60,490 | $6.1M | 0.8% | +22.3% | 13F ↗ |
| 41 | GLW Corning Incorporated | 37,865 | $5.8M | 0.8% | New | 13F ↗ |
| 42 | JNJ Johnson & Johnson | 21,957 | $5.8M | 0.8% | -1.5% | 13F ↗ |
| 43 | AMAT Applied Materials, Inc. | 11,140 | $5.7M | 0.8% | New | 13F ↗ |
| 44 | WBI WaterBridge Infrastructure LLC | 202,450 | $5.7M | 0.8% | -0.6% | 13F ↗ |
| 45 | FDX FedEx Corporation | 19,727 | $5.6M | 0.7% | -0.6% | 13F ↗ |
| 46 | BA Boeing Company | 28,767 | $5.4M | 0.7% | -3.2% | 13F ↗ |
| 47 | GOOGL Alphabet Inc. Class A | 15,169 | $5.2M | 0.7% | -1.7% | 13F ↗ |
| 48 | PFE Pfizer, Inc. | 160,852 | $4.6M | 0.6% | +4.9% | 13F ↗ |
| 49 | Listed Fds Tr Horizon Kinetics | 89,432 | $4.5M | 0.6% | +0.3% | 13F ↗ |
| 50 | IBM International Business Machines Corporation | 20,356 | $4.5M | 0.6% | +4.3% | 13F ↗ |
Showing the top 50 of 149 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
14 new, 38 added to, 85 trimmed, 10 exited, 12 unchanged. By estimated dollars.
New positions (14)
| GLW Corning Incorporated | 37,865 | New | $5.8M |
| AMAT Applied Materials, Inc. | 11,140 | New | $5.7M |
| Alps ETF Tr Alerian Mlp | 67,320 | New | $3.5M |
| XOM ExxonMobil Holdings Corporation | 8,363 | New | $1.4M |
| OKE ONEOK, Inc. | 5,484 | New | $467.6K |
| AMD Advanced Micro Devices, Inc. | 650 | New | $397.6K |
| AVGO Broadcom Inc. | 960 | New | $337.1K |
| COST Costco Wholesale Corporation | 359 | New | $326.8K |
| AXP American Express Company | 826 | New | $251.2K |
| SAFT Safety Insurance Group, Inc. | 2,400 | New | $248.6K |
Added to (38)
| ISRG Intuitive Surgical, Inc. | 18,527 | +51.2% | $2.6M |
| MIAX Miami International Holdings, Inc. | 131,185 | +127% | $2.5M |
| XYL Xylem Inc. | 60,490 | +22.3% | $1.1M |
| CRSP CRISPR Therapeutics AG · Namen Akt | 30,220 | +77.2% | $728.6K |
| MDT Medtronic plc. | 71,390 | +5.2% | $305.9K |
| HD Home Depot, Inc. | 45,819 | +2.3% | $298.7K |
| Direxion Shares ETF Trust Warrants | 6,732 | +44.9% | $250.7K |
| CRDO Credo Technology Group Holding Ltd | 6,575 | +22.1% | $231.8K |
| INTC Intel Corporation | 11,971 | +17.7% | $216.9K |
| PFE Pfizer, Inc. | 160,852 | +4.9% | $212.5K |
Trimmed (85)
| NVDA NVIDIA Corporation | 174,584 | -4.8% | -$2.0M |
| PANW Palo Alto Networks, Inc. | 75,040 | -5.0% | -$1.6M |
| NKE Nike, Inc. | 347,626 | -10.9% | -$1.5M |
| WPM Wheaton Precious Metals Corp | 138,689 | -6.0% | -$1.2M |
| SNY Sanofi | 17,875 | -60.6% | -$1.1M |
| AAPL Apple Inc. | 91,386 | -3.2% | -$1.0M |
| GBTC Grayscale Bitcoin Trust · Shs Rep Com Ut | 344,184 | -3.9% | -$906.3K |
| ETN Eaton Corporation, PLC | 37,509 | -4.4% | -$740.8K |
| ABBV AbbVie Inc. | 68,965 | -3.9% | -$734.8K |
| AFL AFLAC Incorporated | 8,150 | -37.5% | -$546.4K |
Exited (10)
| FDXF FedEx Freight Holding Company, Inc. | 8,594 | Exited | -$1.3M |
| Exxon Mobil Corp | 8,230 | Exited | -$1.1M |
| RYN Rayonier Inc. REIT | 44,492 | Exited | -$946.8K |
| DVN Devon Energy Corporation | 17,850 | Exited | -$737.6K |
| Oneok Inc | 6,534 | Exited | -$568.1K |
| BIIB Biogen Inc. | 1,079 | Exited | -$233.1K |
| MCD McDonald's Corporation | 857 | Exited | -$231.7K |
| HAL Halliburton Company | 6,800 | Exited | -$230.9K |
| TER Teradyne, Inc. | 450 | Exited | -$217.7K |
| REPL Replimune Group, Inc. | 10,000 | Exited | -$110.7K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 6, 2026 | 13F-HR | 149 | $752.6M | Current | SEC ↗ |
| Q2 2026 | Aug 10, 2026 | 13F-HR | 145 | $745.4M | Current | SEC ↗ |
| Q1 2026 | May 8, 2026 | 13F-HR | 145 | $714.1M | Current | SEC ↗ |
| Q4 2025 | Feb 10, 2026 | 13F-HR | 144 | $691.2M | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 146 | $714.9M | Current | SEC ↗ |
| Q2 2025 | Aug 8, 2025 | 13F-HR | 144 | $669.6M | Current | SEC ↗ |
| Q1 2025 | May 8, 2025 | 13F-HR | 144 | $635.9M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer