Q1 2026 · 13F-HR
EagleClaw Capital Managment, LLCholdings as filed
Filed 2026-05-08 · accession 0001607636-26-000002
$714.1M
Reported value
145
Positions
2026-03-31
Period end
The Brief · EagleClaw Capital Managment, LLC · Q1 2026
AI · grounded in 13F
EagleClaw Capital Managment, LLC significantly increased its position in AJG by 690.78%. The fund also established a new position in XYL valued at $2,912,813 and grew its stake in WBI by 67.077%. Conversely, the fund reduced its holdings in QCOM by 10.7185% and NVDA by 6.6288%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88262P102 | TPL | TEXAS PACIFIC LAND CORPORATI | $72.1M | 10.1% | 151,894 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $33.0M | 4.63% | 189,451 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $25.2M | 3.53% | 99,210 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $20.7M | 2.90% | 392,130 | Common | SOLE |
| 962879102 | WPM | WHEATON PRECIOUS METALS CORP | $19.5M | 2.73% | 148,889 | Common | SOLE |
| 389637109 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $18.8M | 2.63% | 355,791 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $15.7M | 2.20% | 72,234 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $15.5M | 2.17% | 52,643 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $15.2M | 2.13% | 52,987 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $14.5M | 2.03% | 44,063 | Common | SOLE |
| 514952100 | LB | LANDBRIDGE COMPANY LLC | $14.4M | 2.02% | 208,955 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $14.2M | 1.99% | 28,665 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $14.1M | 1.97% | 39,308 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORPORATION | $13.8M | 1.94% | 66,822 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $13.2M | 1.85% | 18,695 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $13.0M | 1.82% | 14,495 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $12.8M | 1.80% | 80,138 | Common | SOLE |
| 009158106 | APD | AIR PRODUCTS AND CHEMICALS I | $11.8M | 1.66% | 40,772 | Common | SOLE |
| 351858105 | FNV | FRANCO NEV CORP | $11.7M | 1.63% | 47,214 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $11.5M | 1.61% | 38,955 | Common | SOLE |
| 127190304 | CACI | CACI INTL INC | $11.5M | 1.61% | 21,145 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $10.9M | 1.52% | 69,065 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $10.5M | 1.47% | 65,915 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $10.4M | 1.46% | 28,124 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $10.2M | 1.43% | 49,204 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $9.9M | 1.38% | 2,342 | Common | SOLE |
| 389930207 | BTC | GRAYSCALE BITCOIN MINI TR ET | $9.4M | 1.32% | 313,677 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $9.1M | 1.28% | 38,692 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $8.7M | 1.22% | 59,057 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $8.6M | 1.21% | 14,263 | Common | SOLE |
| 35671D857 | FCX | FREEPORT MCMORAN INC | $8.6M | 1.20% | 145,650 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $8.1M | 1.14% | 33,465 | Common | SOLE |
| 92826C839 | V | VISA INC | $7.2M | 1.01% | 23,849 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $7.2M | 1.00% | 98,497 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $7.0M | 0.98% | 19,632 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $6.1M | 0.86% | 18,725 | Common | SOLE |
| 097023105 | BA | BOEING CO | $5.9M | 0.82% | 29,505 | Common | SOLE |
| 419870100 | HE | HAWAIIAN ELEC INDS INC MTN B | $5.5M | 0.77% | 370,650 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $5.5M | 0.77% | 22,358 | Common | SOLE |
| 940923105 | WBI | WATERBRIDGE INFRASTRUCTURE L | $5.4M | 0.75% | 200,200 | Common | SOLE |
| 590672101 | MSB | MESABI TR | $5.3M | 0.75% | 169,775 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $4.9M | 0.68% | 37,900 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $4.8M | 0.68% | 22,300 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $4.7M | 0.66% | 19,486 | Common | SOLE |
| 53656F623 | INFL | LISTED FDS TR | $4.6M | 0.64% | 88,302 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $4.6M | 0.64% | 15,957 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $4.4M | 0.62% | 47,555 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $4.2M | 0.59% | 18,321 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.1M | 0.58% | 8,586 | Common | SOLE |
| 66987V109 | NVS | NOVARTIS AG | $4.1M | 0.57% | 26,836 | Common | SOLE |
| 55825T103 | MSGS | MADISON SQUARE GRDN SPRT COR | $3.9M | 0.54% | 12,095 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $3.8M | 0.53% | 31,638 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $3.4M | 0.48% | 26,226 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $3.3M | 0.46% | 7,385 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $3.2M | 0.45% | 24,252 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $3.1M | 0.44% | 111,043 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $3.1M | 0.44% | 43,685 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $3.1M | 0.43% | 36,079 | Common | SOLE |
| 594972408 | MSTR | STRATEGY INC | $3.0M | 0.42% | 24,225 | Common | SOLE |
| 98419M100 | XYL | XYLEM INC | $2.9M | 0.41% | 24,375 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $2.9M | 0.40% | 18,195 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $2.8M | 0.40% | 12,566 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $2.8M | 0.40% | 32,747 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $2.8M | 0.39% | 8,732 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $2.8M | 0.39% | 5,629 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SVCS INC | $2.7M | 0.38% | 27,513 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $2.5M | 0.35% | 51,139 | Common | SOLE |
| 80105N105 | SNY | SANOFI SA | $2.4M | 0.34% | 50,835 | Common | SOLE |
| 436440101 | HO1 | HOLOGIC INC | $2.4M | 0.34% | 31,984 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $2.4M | 0.33% | 64,200 | Common | SOLE |
| 552848103 | MTG | MGIC INVT CORP WIS | $2.4M | 0.33% | 89,550 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $2.2M | 0.31% | 8,429 | Common | SOLE |
| 25179M103 | DVN | DEVON ENERGY CORP NEW | $2.2M | 0.31% | 44,400 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $2.2M | 0.31% | 36,693 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $2.1M | 0.30% | 42,535 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $2.1M | 0.30% | 11,140 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $1.8M | 0.25% | 19,395 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $1.7M | 0.24% | 25,057 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $1.7M | 0.23% | 1,797 | Common | SOLE |
| 001055102 | AFL | AFLAC INC | $1.6M | 0.23% | 14,813 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.5M | 0.22% | 2,579 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.4M | 0.20% | 8,430 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $1.4M | 0.19% | 17,442 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $1.4M | 0.19% | 33,750 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $1.3M | 0.19% | 2,370 | Common | SOLE |
| 922908629 | VO | VANGUARD INDEX FDS | $1.3M | 0.18% | 4,565 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $1.3M | 0.18% | 9,190 | Common | SOLE |
| 668771108 | GEN | GEN DIGITAL INC | $1.3M | 0.18% | 67,950 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $1.2M | 0.17% | 16,079 | Common | SOLE |
| 742718109 | PG | PROCTER & GAMBLE CO | $1.2M | 0.17% | 8,447 | Common | SOLE |
| 754907103 | RYN | RAYONIER INC | $1.2M | 0.17% | 58,397 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.2M | 0.17% | 6,165 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $1.2M | 0.16% | 7,510 | Common | SOLE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $1.1M | 0.16% | 1,747 | Common | SOLE |
| 806857108 | SLB | SLB LIMITED | $1.1M | 0.15% | 20,959 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $1.0M | 0.14% | 2,240 | Common | SOLE |
| 37364X109 | GEOS | GEOSPACE TECHNOLOGIES CORP | $1.0M | 0.14% | 82,015 | Common | SOLE |
| 53656G209 | BCDF | LISTED FDS TR | $904,897 | 0.13% | 29,440 | Common | SOLE |
| 184499101 | CLNE | CLEAN ENERGY FUELS CORP | $869,488 | 0.12% | 350,600 | Common | SOLE |
| 464287507 | IJH | ISHARES TR | $809,685 | 0.11% | 11,990 | Common | SOLE |
| 941848103 | WAT | WATERS CORP | $789,170 | 0.11% | 2,650 | Common | SOLE |
| 714236106 | PBT | PERMIAN BASIN RTY TR | $762,884 | 0.11% | 35,450 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $738,885 | 0.10% | 2,100 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $686,440 | 0.10% | 2,000 | Common | SOLE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $653,370 | 0.09% | 8,700 | Common | SOLE |
| 682680103 | OKE | ONEOK INC NEW | $599,647 | 0.08% | 6,634 | Common | SOLE |
| 026874784 | AIG | AMERICAN INTL GROUP INC | $585,069 | 0.08% | 7,775 | Common | SOLE |
| 81617J301 | WTTR | SELECT WATER SOLUTIONS INC | $566,100 | 0.08% | 37,000 | Common | SOLE |
| 231021106 | CMI | CUMMINS INC | $564,921 | 0.08% | 1,050 | Common | SOLE |
| 237194105 | DRI | DARDEN RESTAURANTS INC | $539,110 | 0.08% | 2,750 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $527,003 | 0.07% | 2,732 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $505,490 | 0.07% | 5,385 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $498,575 | 0.07% | 19,250 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABORATORIES | $477,210 | 0.07% | 4,648 | Common | SOLE |
| 235851102 | DHR | DANAHER CORP DEL | $459,780 | 0.06% | 2,425 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $457,954 | 0.06% | 10,125 | Common | SOLE |
| 29670G102 | WTRG | ESSENTIAL UTILS INC | $445,064 | 0.06% | 11,052 | Common | SOLE |
| 068463108 | BBSI | BARRETT BUSINESS SVCS INC | $443,536 | 0.06% | 15,200 | Common | SOLE |
| 101121101 | BXP | BXP INC | $425,580 | 0.06% | 8,200 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $424,227 | 0.06% | 735 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $421,088 | 0.06% | 9,542 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $401,528 | 0.06% | 5,175 | Common | SOLE |
| 29250N105 | ENB | ENBRIDGE INC | $393,760 | 0.06% | 7,273 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $393,739 | 0.06% | 455 | Common | SOLE |
| 171340102 | CHD | CHURCH & DWIGHT CO INC | $388,009 | 0.05% | 4,158 | Common | SOLE |
| 09290D101 | BLK | BLACKROCK INC | $382,761 | 0.05% | 398 | Common | SOLE |
| 04010E109 | AGX | ARGAN INC | $381,255 | 0.05% | 700 | Common | SOLE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $357,882 | 0.05% | 11,665 | Common | SOLE |
| 922908751 | VB | VANGUARD INDEX FDS | $353,592 | 0.05% | 1,350 | Common | SOLE |
| 56585A102 | MPC | MARATHON PETE CORP | $352,596 | 0.05% | 1,444 | Common | SOLE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GROUP | $307,610 | 0.04% | 3,800 | Common | SOLE |
| 749685103 | RPM | RPM INTL INC | $298,200 | 0.04% | 3,000 | Common | SOLE |
| 406216101 | HAL | HALLIBURTON CO | $288,526 | 0.04% | 7,400 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $274,790 | 0.04% | 5,084 | Common | SOLE |
| 78648T100 | SAFT | SAFETY INS GROUP INC | $272,400 | 0.04% | 3,750 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $261,750 | 0.04% | 600 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $252,036 | 0.04% | 1,200 | Common | SOLE |
| 89417E109 | TRV | TRAVELERS COMPANIES INC | $233,344 | 0.03% | 800 | Common | SOLE |
| 00214Q104 | ARKK | ARK ETF TR | $226,562 | 0.03% | 3,352 | Common | SOLE |
| 516548203 | LTRX | LANTRONIX INC | $222,176 | 0.03% | 42,400 | Common | SOLE |
| 29273V100 | ET | ENERGY TRANSFER L P | $221,950 | 0.03% | 11,500 | Common | SOLE |
| 08265T208 | BSY | BENTLEY SYS INC | $220,378 | 0.03% | 6,275 | Common | SOLE |
| 97269D103 | WSBK | WINCHESTER BANCORP INC | $203,200 | 0.03% | 16,000 | Common | SOLE |
| 49456B101 | KMI | KINDER MORGAN INC DEL | $201,180 | 0.03% | 6,000 | Common | SOLE |
| 451100101 | IEP | ICAHN ENTERPRISES LP | $98,639 | 0.01% | 13,065 | 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.