Q4 2025 · 13F-HR
EagleClaw Capital Managment, LLCholdings as filed
Filed 2026-02-10 · accession 0001607636-26-000001
$691.2M
Reported value
144
Positions
2025-12-31
Period end
The Brief · EagleClaw Capital Managment, LLC · Q4 2025
AI · grounded in 13F
EagleClaw Capital Managment, LLC increased its position in Waterbridge Infrastructure L WBI by 241.87%. The fund also accumulated shares of Texas Pacific Land Corporati TPL by 199.07% and Grayscale Bitcoin Mini Tr Et BTC by 1.37%. Conversely, the manager trimmed holdings in Strategy Inc MSTR by 2.3% and Grayscale Bitcoin Trust ETF GBTC by 0.49%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 88262P102 | TPL | TEXAS PACIFIC LAND CORPORATI | $42.0M | 6.08% | 146,388 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $37.8M | 5.47% | 202,901 | Common | SOLE |
| 654106103 | NKE | NIKE INC | $25.6M | 3.71% | 402,114 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $23.9M | 3.46% | 87,925 | Common | SOLE |
| 389637109 | GBTC | GRAYSCALE BITCOIN TRUST ETF | $22.8M | 3.29% | 332,841 | Common | SOLE |
| 962879102 | WPM | WHEATON PRECIOUS METALS CORP | $18.2M | 2.64% | 155,012 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $17.3M | 2.50% | 55,012 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $17.0M | 2.46% | 52,756 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $16.3M | 2.36% | 71,494 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $15.2M | 2.19% | 44,076 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $14.0M | 2.03% | 76,113 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $13.3M | 1.93% | 15,158 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $13.3M | 1.93% | 41,808 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $12.7M | 1.84% | 2,373 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $12.4M | 1.80% | 29,175 | Common | SOLE |
| 389930207 | BTC | GRAYSCALE BITCOIN MINI TR ET | $11.7M | 1.69% | 301,190 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $11.5M | 1.67% | 20,090 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $11.5M | 1.66% | 49,704 | Common | SOLE |
| 127190304 | CACI | CACI INTL INC | $11.4M | 1.65% | 21,394 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $11.2M | 1.62% | 57,607 | Common | SOLE |
| 45866F104 | ICE | INTERCONTINENTAL EXCHANGE IN | $11.2M | 1.61% | 68,876 | Common | SOLE |
| 12572Q105 | CME | CME GROUP INC | $10.7M | 1.54% | 39,074 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP NEW | $10.4M | 1.51% | 68,390 | Common | SOLE |
| 872540109 | TJX | TJX COS INC NEW | $10.4M | 1.50% | 67,610 | Common | SOLE |
| 351858105 | FNV | FRANCO NEV CORP | $10.0M | 1.44% | 48,024 | Common | SOLE |
| 009158106 | APD | AIR PRODS & CHEMS INC | $9.9M | 1.44% | 40,263 | Common | SOLE |
| 514952100 | LB | LANDBRIDGE COMPANY LLC | $9.8M | 1.42% | 200,880 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $9.5M | 1.38% | 39,567 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $9.0M | 1.31% | 18,674 | Common | SOLE |
| 92826C839 | V | VISA INC | $8.4M | 1.21% | 23,852 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $7.7M | 1.12% | 33,415 | Common | SOLE |
| 35671D857 | FCX | FREEPORT-MCMORAN INC | $7.5M | 1.08% | 147,100 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $7.3M | 1.05% | 42,450 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $7.0M | 1.01% | 14,502 | Common | SOLE |
| 590672101 | MSB | MESABI TR | $6.4M | 0.93% | 167,225 | Common | SOLE |
| 097023105 | BA | BOEING CO | $6.4M | 0.93% | 29,655 | Common | SOLE |
| 571903202 | MAR | MARRIOTT INTL INC NEW | $6.0M | 0.87% | 19,290 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $6.0M | 0.86% | 99,372 | Common | SOLE |
| 31428X106 | FDX | FEDEX CORP | $5.8M | 0.83% | 19,907 | Common | SOLE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHS | $5.7M | 0.82% | 19,142 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $5.6M | 0.81% | 17,887 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $4.8M | 0.70% | 23,296 | Common | SOLE |
| 419870100 | HE | HAWAIIAN ELEC INDUSTRIES | $4.5M | 0.65% | 363,550 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $4.4M | 0.64% | 22,671 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.3M | 0.63% | 8,606 | Common | SOLE |
| 94106L109 | WM | WASTE MGMT INC DEL | $4.0M | 0.58% | 18,331 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP | $3.9M | 0.57% | 14,201 | Common | SOLE |
| 53656F623 | INFL | LISTED FDS TR | $3.9M | 0.56% | 86,605 | Common | SOLE |
| 767204100 | RIO | RIO TINTO PLC | $3.8M | 0.55% | 47,805 | Common | SOLE |
| 66987V109 | NVS | NOVARTIS AG | $3.8M | 0.55% | 27,682 | Common | SOLE |
| 594972408 | MSTR | STRATEGY INC | $3.7M | 0.54% | 24,425 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $3.7M | 0.53% | 27,551 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $3.6M | 0.52% | 6,234 | Common | SOLE |
| 58933Y105 | MRK | MERCK & CO INC | $3.4M | 0.49% | 31,963 | Common | SOLE |
| 92532F100 | VRTX | VERTEX PHARMACEUTICALS INC | $3.3M | 0.48% | 7,385 | Common | SOLE |
| 670100205 | NVO | NOVO-NORDISK A S | $3.3M | 0.48% | 64,650 | Common | SOLE |
| 668771108 | GEN | GEN DIGITAL INC | $3.3M | 0.47% | 120,600 | Common | SOLE |
| 871829107 | SYY | SYSCO CORP | $3.3M | 0.47% | 44,485 | Common | SOLE |
| 911312106 | UPS | UNITED PARCEL SERVICE INC | $3.3M | 0.47% | 32,816 | Common | SOLE |
| 55825T103 | MSGS | MADISON SQUARE GRDN SPRT COR | $3.2M | 0.46% | 12,245 | Common | SOLE |
| G5960L103 | MDT | MEDTRONIC PLC | $3.1M | 0.45% | 32,147 | Common | SOLE |
| 194162103 | CL | COLGATE PALMOLIVE CO | $2.9M | 0.42% | 37,170 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $2.9M | 0.42% | 52,864 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $2.8M | 0.41% | 8,432 | Common | SOLE |
| 70450Y103 | PYPL | PAYPAL HLDGS INC | $2.7M | 0.39% | 46,075 | Common | SOLE |
| 026874784 | AIG | AMERICAN INTL GROUP INC | $2.7M | 0.39% | 31,179 | Common | SOLE |
| 552848103 | MTG | MGIC INVT CORP WIS | $2.6M | 0.38% | 89,800 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $2.6M | 0.38% | 38,195 | Common | SOLE |
| 436440101 | HO1 | HOLOGIC INC | $2.5M | 0.36% | 33,832 | Common | SOLE |
| G3265R107 | APTV | APTIV PLC | $2.5M | 0.36% | 32,917 | Common | SOLE |
| 80105N105 | SNY | SANOFI SA | $2.5M | 0.36% | 51,385 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $2.4M | 0.35% | 12,556 | Common | SOLE |
| 940923105 | WBI | WATERBRIDGE INFRASTRUCTURE L | $2.4M | 0.35% | 119,825 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $2.4M | 0.35% | 44,418 | Common | SOLE |
| 20825C104 | COP | CONOCOPHILLIPS | $2.3M | 0.33% | 24,540 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $2.3M | 0.33% | 34,150 | Common | SOLE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $1.9M | 0.28% | 10,155 | Common | SOLE |
| 001055102 | AFL | AFLAC INC | $1.9M | 0.28% | 17,613 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $1.9M | 0.28% | 1,770 | Common | SOLE |
| 737630103 | PCH | POTLATCHDELTIC CORPORATION | $1.7M | 0.25% | 43,225 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRS INC | $1.7M | 0.24% | 9,720 | Common | SOLE |
| 25179M103 | DVN | DEVON ENERGY CORP NEW | $1.7M | 0.24% | 45,475 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $1.6M | 0.23% | 2,579 | Common | SOLE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $1.6M | 0.23% | 19,925 | Common | SOLE |
| 922908629 | VO | VANGUARD INDEX FDS | $1.4M | 0.20% | 4,765 | Common | SOLE |
| 46120E602 | ISRG | INTUITIVE SURGICAL INC | $1.3M | 0.19% | 2,310 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $1.3M | 0.19% | 8,925 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $1.3M | 0.18% | 17,242 | Common | SOLE |
| 375558103 | GILD | GILEAD SCIENCES INC | $1.2M | 0.17% | 9,390 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $1.1M | 0.17% | 16,329 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.1M | 0.16% | 9,450 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $1.1M | 0.16% | 1,627 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $1.1M | 0.16% | 2,345 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $1.1M | 0.15% | 7,460 | Common | SOLE |
| 37364X109 | GEOS | GEOSPACE TECHNOLOGIES CORP | $1.0M | 0.15% | 61,150 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $868,844 | 0.13% | 12,935 | Common | SOLE |
| 806857108 | SLB | SLB LIMITED | $851,422 | 0.12% | 22,184 | Common | SOLE |
| 464287507 | IJH | ISHARES TR | $791,340 | 0.11% | 11,990 | Common | SOLE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO | $729,788 | 0.11% | 2,820 | Common | SOLE |
| 53656G209 | BCDF | LISTED FDS TR | $717,658 | 0.10% | 23,750 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $716,323 | 0.10% | 28,768 | Common | SOLE |
| 031162100 | AMGN | AMGEN INC | $695,534 | 0.10% | 2,125 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $673,320 | 0.10% | 2,000 | Common | SOLE |
| 922042775 | VEU | VANGUARD INTL EQUITY INDEX F | $639,972 | 0.09% | 8,700 | Common | SOLE |
| 101121101 | BXP | BXP INC | $593,824 | 0.09% | 8,800 | Common | SOLE |
| 237194105 | DRI | DARDEN RESTAURANTS INC | $588,864 | 0.09% | 3,200 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $582,348 | 0.08% | 4,648 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $573,650 | 0.08% | 19,250 | Common | SOLE |
| 714236106 | PBT | PERMIAN BASIN RTY TR | $572,226 | 0.08% | 33,700 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $555,131 | 0.08% | 2,425 | Common | SOLE |
| 231021106 | CMI | CUMMINS INC | $535,973 | 0.08% | 1,050 | Common | SOLE |
| 184499101 | CLNE | CLEAN ENERGY FUELS CORP | $515,813 | 0.07% | 245,625 | Common | SOLE |
| 682680103 | OKE | ONEOK INC NEW | $487,599 | 0.07% | 6,634 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $486,785 | 0.07% | 13,192 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $451,518 | 0.07% | 735 | Common | SOLE |
| 75513E101 | RTX | RTX CORPORATION | $444,745 | 0.06% | 2,425 | Common | SOLE |
| 09290D101 | BLK | BLACKROCK INC | $425,995 | 0.06% | 398 | Common | SOLE |
| 29670G102 | WTRG | ESSENTIAL UTILS INC | $423,955 | 0.06% | 11,052 | Common | SOLE |
| 17275R102 | CSCO | CISCO SYS INC | $410,185 | 0.06% | 5,325 | Common | SOLE |
| 922908751 | VB | VANGUARD INDEX FDS | $399,823 | 0.06% | 1,550 | Common | SOLE |
| 58155Q103 | MCK | MCKESSON CORP | $393,739 | 0.06% | 480 | Common | SOLE |
| 81617J301 | WTTR | SELECT WATER SOLUTIONS INC | $389,240 | 0.06% | 37,000 | Common | SOLE |
| 744573106 | PEG | PUBLIC SVC ENTERPRISE GRP IN | $357,335 | 0.05% | 4,450 | Common | SOLE |
| 171340102 | CHD | CHURCH & DWIGHT CO INC | $348,634 | 0.05% | 4,158 | Common | SOLE |
| 29250N105 | ENB | ENBRIDGE INC | $347,868 | 0.05% | 7,273 | Common | SOLE |
| 89417E109 | TRV | TRAVELERS COMPANIES INC | $332,409 | 0.05% | 1,146 | Common | SOLE |
| 749685103 | RPM | RPM INTL INC | $317,200 | 0.05% | 3,050 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $306,510 | 0.04% | 600 | Common | SOLE |
| 78648T100 | SAFT | SAFETY INS GROUP INC | $292,163 | 0.04% | 3,750 | Common | SOLE |
| 808524797 | SCHD | SCHWAB STRATEGIC TR | $264,288 | 0.04% | 9,635 | Common | SOLE |
| 068463108 | BBSI | BARRETT BUSINESS SVCS INC | $260,712 | 0.04% | 7,200 | Common | SOLE |
| 516548203 | LTRX | LANTRONIX INC | $248,464 | 0.04% | 42,400 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $243,648 | 0.04% | 1,200 | Common | SOLE |
| 56585A102 | MPC | MARATHON PETE CORP | $242,969 | 0.04% | 1,494 | Common | SOLE |
| 922042858 | VWO | VANGUARD INTL EQUITY INDEX F | $241,060 | 0.03% | 4,484 | Common | SOLE |
| 08265T208 | BSY | BENTLEY SYS INC | $239,485 | 0.03% | 6,275 | Common | SOLE |
| 14149Y108 | CAH | CARDINAL HEALTH INC | $236,325 | 0.03% | 1,150 | Common | SOLE |
| 406216101 | HAL | HALLIBURTON CO | $228,906 | 0.03% | 8,100 | Common | SOLE |
| 126650100 | CVS | CVS HEALTH CORP | $228,557 | 0.03% | 2,880 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $224,860 | 0.03% | 500 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC | $203,198 | 0.03% | 825 | Common | SOLE |
| 29273V100 | ET | ENERGY TRANSFER L P | $189,635 | 0.03% | 11,500 | Common | SOLE |
| 97269D103 | WSBK | WINCHESTER BANCORP INC | $167,200 | 0.02% | 16,000 | 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.