Q3 2025 · 13F-HR
EagleClaw Capital Managment, LLCholdings as filed
Filed 2025-11-14 · accession 0001607636-25-000002
$714.9M
Reported value
146
Positions
2025-09-30
Period end
The Brief · EagleClaw Capital Managment, LLC · Q3 2025
AI · grounded in 13F
EagleClaw Capital Managment, LLC established a new position in Texas Pacific Land Corporati TPL valued at $45.7M. The fund also initiated new stakes in Nvidia Corporation NVDA for $38.7M and Grayscale Bitcoin Trust ETF GBTC for $30M. Additional new positions include Nike Inc NKE at $28.1M and Apple Inc AAPL at $22.8M. Total assets under management stand at $714.9M across 146 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88262P102 | TPL | TEXAS PACIFIC LAND CORPORATI | $45.7M | 6.39% | 48,948 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $38.7M | 5.41% | 207,453 | Common | SOLE |
| 389637109 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $30.0M | 4.20% | 334,466 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $28.1M | 3.93% | 403,051 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $22.8M | 3.19% | 89,589 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $17.9M | 2.50% | 44,176 | Common | SOLE |
| 962879102 | WPM | WHEATON PRECIOUS METALS CORP | $17.5M | 2.45% | 156,767 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $16.8M | 2.35% | 53,156 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $16.7M | 2.34% | 72,124 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $16.3M | 2.28% | 57,867 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $15.6M | 2.18% | 76,478 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $15.6M | 2.18% | 41,608 | Common | SOLE |
| 389930207 | BTC | GRAYSCALE BITCOIN MINI TR ET | $15.0M | 2.10% | 297,110 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $13.8M | 1.94% | 29,155 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $13.5M | 1.88% | 55,252 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $12.8M | 1.79% | 2,368 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $11.6M | 1.62% | 68,811 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $11.6M | 1.62% | 15,253 | Common | SOLE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $11.3M | 1.58% | 41,453 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $11.0M | 1.53% | 49,914 | Common | SOLE |
| 514952100 | LB | LANDBRIDGE COMPANY LLC | $10.8M | 1.51% | 202,340 | Common | SOLE |
| 351858105 | FNV | FRANCO NEV CORP | $10.8M | 1.51% | 48,399 | Common | SOLE |
| 127190304 | CACI | CACI INTL INC | $10.7M | 1.50% | 21,514 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $10.7M | 1.49% | 68,690 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $10.6M | 1.48% | 39,174 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $10.3M | 1.43% | 19,792 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $10.0M | 1.40% | 39,702 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $9.8M | 1.38% | 68,105 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $9.7M | 1.36% | 20,325 | Common | SOLE |
| 92826C839 | V | VISA INC | $8.1M | 1.14% | 23,777 | Common | SOLE |
| 594972408 | MSTR | STRATEGY INC | $8.1M | 1.13% | 25,000 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $7.8M | 1.09% | 33,115 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $7.3M | 1.02% | 14,567 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $7.1M | 1.00% | 42,950 | Common | SOLE |
| 097023105 | BA | BOEING CO | $6.5M | 0.91% | 30,080 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $6.0M | 0.84% | 32,116 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $5.8M | 0.81% | 148,025 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $5.8M | 0.81% | 91,122 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $5.5M | 0.76% | 19,377 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $5.1M | 0.71% | 19,490 | Common | SOLE |
| 590672101 | MSB | MESABI TR | $4.9M | 0.69% | 167,425 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $4.8M | 0.67% | 20,323 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $4.4M | 0.62% | 18,097 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.3M | 0.61% | 8,606 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $4.3M | 0.60% | 23,221 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $4.1M | 0.57% | 14,201 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $4.0M | 0.56% | 18,231 | Common | SOLE |
| 53656F623 | INFL | LISTED FDS TR | $3.9M | 0.54% | 87,130 | Common | SOLE |
| 419870100 | HE | HAWAIIAN ELEC INDUSTRIES | $3.8M | 0.53% | 341,300 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $3.7M | 0.51% | 44,335 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $3.6M | 0.51% | 27,571 | Common | SOLE |
| 66987V109 | NVS | NOVARTIS AG | $3.6M | 0.50% | 28,082 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $3.6M | 0.50% | 64,150 | Common | SOLE |
| 668771108 | GEN | GEN DIGITAL INC | $3.4M | 0.48% | 120,900 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $3.3M | 0.46% | 25,770 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $3.2M | 0.44% | 47,825 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $3.1M | 0.43% | 46,275 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $3.1M | 0.43% | 32,347 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $3.0M | 0.42% | 6,259 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $3.0M | 0.42% | 37,170 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $2.9M | 0.41% | 8,932 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $2.9M | 0.40% | 7,385 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $2.9M | 0.40% | 34,266 | Common | SOLE |
| 55825T103 | MSGS | MADISON SQUARE GRDN SPRT COR | $2.9M | 0.40% | 12,595 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $2.9M | 0.40% | 33,850 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $2.8M | 0.40% | 32,997 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $2.7M | 0.38% | 52,864 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $2.7M | 0.38% | 12,771 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $2.7M | 0.37% | 31,843 | Common | SOLE |
| 552848103 | MTG | MGIC INVT CORP WIS | $2.5M | 0.36% | 89,800 | Common | SOLE |
| 026874784 | AIG | AMERICAN INTL GROUP INC | $2.5M | 0.35% | 31,404 | Common | SOLE |
| 80105N105 | SNY | SANOFI SA | $2.4M | 0.34% | 51,685 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $2.4M | 0.34% | 36,270 | Common | SOLE |
| 25179M103 | DVN | DEVON ENERGY CORP NEW | $2.4M | 0.33% | 68,275 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $2.3M | 0.33% | 24,690 | Common | SOLE |
| 436440101 | HO1 | HOLOGIC INC | $2.3M | 0.32% | 34,300 | Common | SOLE |
| 737630103 | PCH | POTLATCHDELTIC CORPORATION | $2.3M | 0.32% | 55,600 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $2.1M | 0.29% | 46,168 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $2.1M | 0.29% | 10,830 | Common | SOLE |
| 001055102 | AFL | AFLAC INC | $2.0M | 0.28% | 17,613 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.8M | 0.25% | 9,795 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.6M | 0.22% | 2,564 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $1.5M | 0.22% | 20,771 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $1.5M | 0.21% | 20,075 | Common | SOLE |
| 922908629 | VO | VANGUARD INDEX FDS | $1.4M | 0.20% | 4,765 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $1.4M | 0.19% | 1,820 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $1.3M | 0.19% | 8,775 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.2M | 0.16% | 1,767 | Common | SOLE |
| 37364X109 | GEOS | GEOSPACE TECHNOLOGIES CORP | $1.2M | 0.16% | 61,150 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $1.1M | 0.15% | 16,329 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $1.1M | 0.15% | 2,350 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.1M | 0.15% | 9,450 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $1.0M | 0.15% | 7,460 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $1.0M | 0.14% | 2,310 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $953,490 | 0.13% | 8,590 | Common | SOLE |
| 940923105 | WBI | WATERBRIDGE INFRASTRUCTURE L | $883,961 | 0.12% | 35,050 | Common | SOLE |
| 464287507 | IJH | ISHARES TR | $782,467 | 0.11% | 11,990 | Common | SOLE |
| 806857108 | SLB | SCHLUMBERGER LTD | $779,649 | 0.11% | 22,684 | Common | SOLE |
| 184499101 | CLNE | CLEAN ENERGY FUELS CORP | $742,073 | 0.10% | 287,625 | Common | SOLE |
| 53656G209 | BCDF | LISTED FDS TR | $690,687 | 0.10% | 21,900 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $682,000 | 0.10% | 2,000 | Common | SOLE |
| 101121101 | BXP | BXP INC | $654,192 | 0.09% | 8,800 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $654,021 | 0.09% | 25,668 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $622,553 | 0.09% | 4,648 | Common | SOLE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $620,919 | 0.09% | 8,700 | Common | SOLE |
| 714236106 | PBT | PERMIAN BASIN RTY TR | $615,025 | 0.09% | 33,700 | Common | SOLE |
| 237194105 | DRI | DARDEN RESTAURANTS INC | $609,152 | 0.09% | 3,200 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $600,896 | 0.08% | 1,940 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $599,675 | 0.08% | 2,125 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $581,928 | 0.08% | 19,250 | Common | SOLE |
| 682680103 | OKE | ONEOK INC NEW | $484,083 | 0.07% | 6,634 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $480,781 | 0.07% | 2,425 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $466,077 | 0.07% | 13,892 | Common | SOLE |
| 09290D101 | BLK | BLACKROCK INC | $464,016 | 0.06% | 398 | Common | SOLE |
| 231021106 | CMI | CUMMINS INC | $443,489 | 0.06% | 1,050 | Common | SOLE |
| 29670G102 | WTRG | ESSENTIAL UTILS INC | $440,975 | 0.06% | 11,052 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $405,775 | 0.06% | 2,425 | Common | SOLE |
| 81617J301 | WTTR | SELECT WATER SOLUTIONS INC | $395,530 | 0.06% | 37,000 | Common | SOLE |
| 922908751 | VB | VANGUARD INDEX FDS | $394,134 | 0.06% | 1,550 | Common | SOLE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $371,397 | 0.05% | 4,450 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $370,819 | 0.05% | 480 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $369,228 | 0.05% | 615 | Common | SOLE |
| 29250N105 | ENB | ENBRIDGE INC | $366,996 | 0.05% | 7,273 | Common | SOLE |
| 171340102 | CHD | CHURCH & DWIGHT CO INC | $364,350 | 0.05% | 4,158 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $364,337 | 0.05% | 5,325 | Common | SOLE |
| 749685103 | RPM | RPM INTL INC | $359,534 | 0.05% | 3,050 | Common | SOLE |
| 08265T208 | BSY | BENTLEY SYS INC | $323,037 | 0.05% | 6,275 | Common | SOLE |
| 89417E109 | TRV | TRAVELERS COMPANIES INC | $319,986 | 0.04% | 1,146 | Common | SOLE |
| 068463108 | BBSI | BARRETT BUSINESS SVCS INC | $319,104 | 0.04% | 7,200 | Common | SOLE |
| 56585A102 | MPC | MARATHON PETE CORP | $297,591 | 0.04% | 1,544 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $287,256 | 0.04% | 1,200 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $285,888 | 0.04% | 600 | Common | SOLE |
| 78648T100 | SAFT | SAFETY INS GROUP INC | $265,088 | 0.04% | 3,750 | Common | SOLE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $259,350 | 0.04% | 9,500 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $249,743 | 0.03% | 740 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $242,943 | 0.03% | 4,484 | Common | SOLE |
| 00214Q104 | ARKK | ARK ETF TR | $228,868 | 0.03% | 2,652 | Common | SOLE |
| 406216101 | HAL | HALLIBURTON CO | $228,780 | 0.03% | 9,300 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP NEW | $222,707 | 0.03% | 1,158 | Common | SOLE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $217,190 | 0.03% | 740 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $215,127 | 0.03% | 825 | Common | SOLE |
| 863667101 | SYK | STRYKER CORPORATION | $203,319 | 0.03% | 550 | Common | SOLE |
| 29273V100 | ET | ENERGY TRANSFER L P | $197,340 | 0.03% | 11,500 | Common | SOLE |
| 516548203 | LTRX | LANTRONIX INC | $193,768 | 0.03% | 42,400 | Common | SOLE |
| 97269D103 | WSBK | WINCHESTER BANCORP INC | $152,800 | 0.02% | 16,000 | Common | SOLE |
| 451100101 | IEP | ICAHN ENTERPRISES LP | $103,294 | 0.01% | 12,268 | 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.