Q1 2025 · 13F-HR
EagleClaw Capital Managment, LLCholdings as filed
Filed 2025-05-08 · accession 0001085146-25-002843
$635.9M
Reported value
144
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88262P102 | TPL | TEXAS PACIFIC LAND CORPORATI | $62.8M | 9.88% | 47,431 | Common | SOLE |
| 389637109 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $26.0M | 4.09% | 399,086 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $26.0M | 4.08% | 408,933 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $23.6M | 3.72% | 218,075 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $20.4M | 3.20% | 91,614 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $15.5M | 2.44% | 73,927 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $15.4M | 2.42% | 42,040 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $13.5M | 2.12% | 54,943 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $12.9M | 2.03% | 27,665 | Common | SOLE |
| 962879102 | WPM | WHEATON PRECIOUS METALS CORP | $12.8M | 2.02% | 165,067 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $12.4M | 1.95% | 72,693 | Common | SOLE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $12.0M | 1.88% | 40,545 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $12.0M | 1.88% | 69,297 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $11.5M | 1.80% | 68,565 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $11.4M | 1.79% | 41,883 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $11.3M | 1.78% | 2,454 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $10.3M | 1.62% | 38,930 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $9.6M | 1.51% | 15,800 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $9.2M | 1.45% | 48,468 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $8.5M | 1.34% | 54,352 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $8.5M | 1.33% | 36,352 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $8.3M | 1.30% | 68,135 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $8.2M | 1.29% | 58,872 | Common | SOLE |
| 127190304 | CACI | CACI INTL INC | $8.0M | 1.25% | 21,710 | Common | SOLE |
| 514952100 | LB | LANDBRIDGE COMPANY LLC | $7.9M | 1.24% | 109,475 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $7.8M | 1.23% | 20,850 | Common | SOLE |
| 594972408 | MSTR | MICROSTRATEGY INC | $7.8M | 1.23% | 27,095 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $7.8M | 1.22% | 32,903 | Common | SOLE |
| 389930207 | BTC | GRAYSCALE BITCOIN MINI TR ET | $7.6M | 1.20% | 209,556 | Common | SOLE |
| 351858105 | FNV | FRANCO NEV CORP | $7.5M | 1.18% | 47,506 | Common | SOLE |
| 92826C839 | V | VISA INC | $7.3M | 1.15% | 20,842 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $6.8M | 1.07% | 44,390 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $6.7M | 1.05% | 29,242 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $6.2M | 0.98% | 13,929 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $6.1M | 0.96% | 18,550 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $6.1M | 0.96% | 27,595 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $5.6M | 0.89% | 149,225 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $5.2M | 0.82% | 87,065 | Common | SOLE |
| 097023105 | BA | BOEING CO | $5.2M | 0.81% | 30,357 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.1M | 0.80% | 9,544 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $4.8M | 0.75% | 19,287 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $4.6M | 0.72% | 18,898 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $4.6M | 0.72% | 19,821 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $4.6M | 0.72% | 19,255 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $4.5M | 0.71% | 65,150 | Common | SOLE |
| 590672101 | MSB | MESABI TR | $4.5M | 0.71% | 165,225 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $4.3M | 0.68% | 13,156 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $4.2M | 0.66% | 38,032 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $3.7M | 0.58% | 7,595 | Common | SOLE |
| 53656F623 | INFL | LISTED FD TR | $3.5M | 0.55% | 86,572 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $3.4M | 0.54% | 52,350 | Common | SOLE |
| 668771108 | GEN | GEN DIGITAL INC | $3.4M | 0.53% | 127,100 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $3.4M | 0.53% | 35,949 | Common | SOLE |
| 25179M103 | DVN | DEVON ENERGY CORP NEW | $3.3M | 0.52% | 88,025 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $3.2M | 0.51% | 19,578 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $3.2M | 0.51% | 53,480 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $3.1M | 0.49% | 6,219 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $3.0M | 0.47% | 36,670 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $3.0M | 0.47% | 49,318 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $3.0M | 0.47% | 39,975 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $2.9M | 0.46% | 13,821 | Common | SOLE |
| 026874784 | AIG | AMERICAN INTL GROUP INC | $2.9M | 0.45% | 32,919 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $2.9M | 0.45% | 31,818 | Common | SOLE |
| 737630103 | PCH | POTLATCHDELTIC CORPORATION | $2.8M | 0.44% | 62,025 | Common | SOLE |
| 66987V109 | NVS | NOVARTIS AG | $2.8M | 0.44% | 24,908 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $2.7M | 0.43% | 24,781 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $2.7M | 0.43% | 30,210 | Common | SOLE |
| 55825T103 | MSGS | MADISON SQUARE GRDN SPRT COR | $2.6M | 0.41% | 13,470 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $2.6M | 0.40% | 24,369 | Common | SOLE |
| 80105N105 | SNY | SANOFI | $2.5M | 0.40% | 45,825 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $2.5M | 0.39% | 16,189 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $2.4M | 0.38% | 8,732 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $2.3M | 0.37% | 56,214 | Common | SOLE |
| 436440101 | HO1 | HOLOGIC INC | $2.3M | 0.36% | 36,650 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $2.2M | 0.34% | 36,722 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $2.1M | 0.33% | 11,534 | Common | SOLE |
| 001055102 | AFL | AFLAC INC | $2.0M | 0.31% | 17,838 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $1.8M | 0.29% | 10,500 | Common | SOLE |
| 552848103 | MTG | MGIC INVT CORP WIS | $1.7M | 0.26% | 66,950 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $1.5M | 0.24% | 21,853 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $1.5M | 0.23% | 8,760 | Common | SOLE |
| 806857108 | SLB | SCHLUMBERGER LTD | $1.5M | 0.23% | 35,684 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $1.4M | 0.22% | 1,708 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $1.4M | 0.21% | 19,451 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.3M | 0.21% | 2,592 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.3M | 0.20% | 2,310 | Common | SOLE |
| 922908629 | VO | VANGUARD INDEX FDS | $1.2M | 0.19% | 4,765 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $1.2M | 0.18% | 16,354 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $1.1M | 0.18% | 14,450 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $1.1M | 0.18% | 2,310 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $1.1M | 0.18% | 49,300 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $1.1M | 0.17% | 9,660 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $994,852 | 0.16% | 6,635 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $844,165 | 0.13% | 7,098 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $833,096 | 0.13% | 1,775 | Common | SOLE |
| 237194105 | DRI | DARDEN RESTAURANTS INC | $752,507 | 0.12% | 3,622 | Common | SOLE |
| 464287507 | IJH | ISHARES TR | $699,617 | 0.11% | 11,990 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $691,301 | 0.11% | 27,281 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $662,044 | 0.10% | 2,125 | Common | SOLE |
| 682680103 | OKE | ONEOK INC NEW | $658,225 | 0.10% | 6,634 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $616,557 | 0.10% | 4,648 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $545,160 | 0.09% | 2,000 | Common | SOLE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $527,742 | 0.08% | 8,700 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $492,000 | 0.08% | 2,400 | Common | SOLE |
| 101121101 | BXP | BXP INC | $470,330 | 0.07% | 7,000 | Common | SOLE |
| 171340102 | CHD | CHURCH & DWIGHT CO INC | $457,735 | 0.07% | 4,158 | Common | SOLE |
| 406216101 | HAL | HALLIBURTON CO | $437,024 | 0.07% | 17,226 | Common | SOLE |
| 29670G102 | WTRG | ESSENTIAL UTILS INC | $436,886 | 0.07% | 11,052 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $401,880 | 0.06% | 12,750 | Common | SOLE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $395,040 | 0.06% | 4,800 | Common | SOLE |
| 81617J301 | WTTR | SELECT WATER SOLUTIONS INC | $388,500 | 0.06% | 37,000 | Common | SOLE |
| 09290D101 | BLK | BLACKROCK INC | $378,592 | 0.06% | 400 | Common | SOLE |
| 749685103 | RPM | RPM INTL INC | $370,176 | 0.06% | 3,200 | Common | SOLE |
| 34379V103 | FLNC | FLUENCE ENERGY INC | $345,320 | 0.05% | 71,200 | Common | SOLE |
| 922908751 | VB | VANGUARD INDEX FDS | $343,713 | 0.05% | 1,550 | Common | SOLE |
| 184499101 | CLNE | CLEAN ENERGY FUELS CORP | $342,434 | 0.05% | 220,925 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $339,860 | 0.05% | 505 | Common | SOLE |
| 53656G209 | BCDF | LISTED FD TR | $338,179 | 0.05% | 12,132 | Common | SOLE |
| 231021106 | CMI | CUMMINS INC | $329,112 | 0.05% | 1,050 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $328,606 | 0.05% | 5,325 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $326,720 | 0.05% | 1,225 | Common | SOLE |
| 29250N105 | ENB | ENBRIDGE INC | $322,267 | 0.05% | 7,273 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $321,216 | 0.05% | 2,425 | Common | SOLE |
| 714236106 | PBT | PERMIAN BASIN RTY TR | $314,147 | 0.05% | 31,700 | Common | SOLE |
| 89417E109 | TRV | TRAVELERS COMPANIES INC | $303,071 | 0.05% | 1,146 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $300,109 | 0.05% | 640 | Common | SOLE |
| 068463108 | BBSI | BARRETT BUSINESS SVCS INC | $296,280 | 0.05% | 7,200 | Common | SOLE |
| 37364X109 | GEOS | GEOSPACE TECHNOLOGIES CORP | $289,482 | 0.05% | 40,150 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $280,146 | 0.04% | 4,135 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $279,414 | 0.04% | 600 | Common | SOLE |
| 08265T208 | BSY | BENTLEY SYS INC | $246,859 | 0.04% | 6,275 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP NEW | $228,480 | 0.04% | 1,050 | Common | SOLE |
| 494368103 | KMB | KIMBERLY-CLARK CORP | $227,552 | 0.04% | 1,600 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $226,092 | 0.04% | 740 | Common | SOLE |
| 020002101 | ALL | ALLSTATE CORP | $225,499 | 0.04% | 1,089 | Common | SOLE |
| 56585A102 | MPC | MARATHON PETE CORP | $224,945 | 0.04% | 1,544 | Common | SOLE |
| 571748102 | MRSH | MARSH & MCLENNAN COS INC | $223,043 | 0.04% | 914 | Common | SOLE |
| 370334104 | GIS | GENERAL MLS INC | $215,244 | 0.03% | 3,600 | Common | SOLE |
| 29273V100 | ET | ENERGY TRANSFER L P | $213,785 | 0.03% | 11,500 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $204,738 | 0.03% | 550 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $204,608 | 0.03% | 825 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $202,946 | 0.03% | 4,484 | Common | SOLE |
| M5425M103 | INMD | INMODE LTD | $202,236 | 0.03% | 11,400 | Common | SOLE |
| 516548203 | LTRX | LANTRONIX INC | $105,576 | 0.02% | 42,400 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.