EagleClaw Capital Managment, LLC

CIK 0001607636 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source

EagleClaw Capital Managment, LLC reported 145 positions worth $745.4M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: TPL (9.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$745.4M
2026 Q2
Positions
145
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
35.5%
Est. Net Flow (Q)
2026 Q2
10 / 145 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1TPLTEXAS PACIFIC LAND CORPORATISH$67.2M9.02%153,629
2NVDANVIDIA CORPORATIONSH$36.7M4.92%183,401
3AAPLAPPLE INCSH$27.3M3.66%94,398
4PANWPALO ALTO NETWORKS INCSH$26.9M3.61%78,978
5CATCATERPILLAR INCSH$19.4M2.61%18,255
6GOOGALPHABET INCSH$18.5M2.48%52,222
7ABBVABBVIE INCSH$18.1M2.42%71,774
8JPMJPMORGAN CHASE & COSH$17.3M2.32%52,906
9ETNEATON CORP PLCSH$16.7M2.24%39,233
10LBLANDBRIDGE COMPANY LLCSH$16.7M2.24%210,805

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does EagleClaw Capital Managment, LLC hold as of Q2 2026?

EagleClaw Capital Managment, LLC reported 145 positions worth $745.4M in its Q2 2026 13F filing. Largest positions: TPL (9.0%), NVDA (4.9%), AAPL (3.7%), PANW (3.6%) and CAT (2.6%).

What did EagleClaw Capital Managment, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did EagleClaw Capital Managment, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.