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EagleClaw Capital Managment, LLC
hedge fundUpdated 31 days agoManaged by Eagleclaw Capital Managment, Llc • Latest filing Q2 2026
Portfolio value
$745.4M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
19.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $424.1M |
| Q2 2023 | $434.8M |
| Q3 2023 | $440.4M |
| Q4 2023 | $480.1M |
| Q1 2024 | $552.1M |
| Q2 2024 | $555.8M |
| Q3 2024 | $597.8M |
| Q4 2024 | $630.8M |
| Q1 2025 | $635.9M |
| Q2 2025 | $669.6M |
| Q3 2025 | $714.9M |
| Q4 2025 | $691.2M |
| Q1 2026 | $714.1M |
| Q2 2026 | $745.4M |
Top holdings
145 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TPL TEXAS PACIFIC LAND CORPORATI | $67.2M | 153.6K | 9.02% | — |
| 2 | N NVDA NVIDIA CORPORATION | $36.7M | 183.4K | 4.92% | — |
| 3 | A AAPL APPLE INC | $27.3M | 94.4K | 3.66% | — |
| 4 | P PANW PALO ALTO NETWORKS INC | $26.9M | 79.0K | 3.61% | — |
| 5 | C CAT CATERPILLAR INC | $19.4M | 18.3K | 2.61% | — |
| 6 | G GOOGN ALPHABET INC | $18.5M | 52.2K | 2.48% | — |
| 7 | A ABBV ABBVIE INC | $18.1M | 71.8K | 2.42% | — |
| 8 | J JPM-PM JPMORGAN CHASE & CO | $17.3M | 52.9K | 2.32% | — |
| 9 | E ETN EATON CORP PLC | $16.7M | 39.2K | 2.24% | — |
| 10 | L LB LANDBRIDGE COMPANY LLC | $16.7M | 210.8K | 2.24% | — |
| 11 | W WPM WHEATON PRECIOUS METALS CORP | $16.6M | 147.5K | 2.22% | — |
| 12 | G GBTC GRAYSCALE BITCOIN TRUST ETF | $16.3M | 358.2K | 2.19% | — |
| 13 | N NKE NIKE INC | $16M | 390.1K | 2.15% | — |
| 14 | H HD HOME DEPOT INC | $15.8M | 44.8K | 2.12% | — |
| 15 | L LIN LINDE PLC | $14.9M | 28.6K | 1.99% | — |
| 16 | P PH PARKER-HANNIFIN CORP | $14.3M | 14.6K | 1.91% | — |
| 17 | A APD AIR PRODUCTS AND CHEMICALS I | $11.9M | 40.7K | 1.60% | — |
| 18 | M MSFT MICROSOFT CORP | $11.8M | 31.6K | 1.58% | — |
| 19 | A AMZN AMAZON COM INC | $11.7M | 48.9K | 1.56% | — |
| 20 | C CVX CHEVRON CORPORATION | $10.9M | 65.8K | 1.46% | — |