Arkolith/Funds/EagleClaw Capital Managment, LLC

EagleClaw Capital Managment, LLC

CIK 1607636
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

EagleClaw Capital Managment, LLC holds a diversified book of 145 stocks worth $745.4M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Miami International Holdings and trimmed Nvidia Corp. Their largest long position is Texas Pacific Land Corp at 9% of the equity book.

Opened
10
bought for the first time
Added to
43
already held, bought more
Trimmed
70
sold some, still holds it
Sold out
10
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
36%
Top 20 holdings
54%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

97% mapped to company sectors

Financials
24%
Information Technology
22%
Industrials
15%
Materials
12%
Health Care
9%
Consumer Discretionary
8%
Energy
3%
ETF / fund or unclassified
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as EagleClaw Capital Managment, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$499.8B
JPMORGAN CHASE & CO80 / 80$465.3B
BANK OF AMERICA CORP /DE/80 / 80$308.0B
ROYAL BANK OF CANADA80 / 80$152.1B
WELLS FARGO & COMPANY/MN80 / 80$125.2B
RAYMOND JAMES FINANCIAL INC80 / 80$89.8B
LPL Financial LLC80 / 80$50.6B
HighTower Advisors, LLC80 / 80$24.2B

Ranked by how many of EagleClaw Capital Managment, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

145 positions
#SecurityValueShares% PortLast moveHistory
1Texas Pacific Land Corporati
COM
$67.2M153.6K
9.0%
+1.1%
Added · +2K sh
2Nvidia Corporation
COM
$36.7M183.4K
4.9%
−3.2%
Reduced · −6K sh
3Apple Inc
COM
$27.3M94.4K
3.7%
−4.8%
Reduced · −5K sh
4Palo Alto Networks Inc
COM
$26.9M79.0K
3.6%
−1.4%
Reduced · −1K sh
5Caterpillar Inc
COM
$19.4M18.3K
2.6%
−2.4%
Reduced · −440 sh
6Alphabet Inc
CAP STK CL C
$18.5M52.2K
2.5%
−1.4%
Reduced · −765 sh
7Abbvie Inc
COM
$18.1M71.8K
2.4%
−0.6%
Reduced · −460 sh
8JPMorgan Chase & Co
COM
$17.3M52.9K
2.3%
+0.5%
Added · +263 sh
9Eaton Corp PLC
SHS
$16.7M39.2K
2.2%
−0.2%
Reduced · −75 sh
10Landbridge Company LLC
CL A
$16.7M210.8K
2.2%
+0.9%
Added · +2K sh
11Wheaton Precious Metals Corp
COM
$16.6M147.5K
2.2%
−0.9%
Reduced · −1K sh
12Grayscale Bitcoin Trust ETF
SHS REP COM UT
$16.3M358.2K
2.2%
+0.7%
Added · +2K sh
13Nike Inc
CL B
$16.0M390.1K
2.1%
−0.5%
Reduced · −2K sh
14Home Depot Inc
COM
$15.8M44.8K
2.1%
+1.6%
Added · +706 sh
15Linde PLC
SHS
$14.9M28.6K
2.0%
−0.1%
Reduced · −30 sh
16Parker-Hannifin Corp
COM
$14.3M14.6K
1.9%
+0.6%
Added · +80 sh
17Air Products And Chemicals I
COM
$11.9M40.7K
1.6%
−0.1%
Reduced · −40 sh
18Microsoft Corp
COM
$11.8M31.6K
1.6%
+12%
Added · +3K sh
19Amazon Com Inc
COM
$11.7M48.9K
1.6%
−0.5%
Reduced · −268 sh
20Chevron Corporation
COM
$10.9M65.8K
1.5%
−1.6%
Reduced · −1K sh
21Booking Holdings Inc
COM
$10.7M60.2K
1.4%
26×
Added · +58K sh
22TJX Cos Inc New
COM
$10.0M66.1K
1.3%
+0.3%
Added · +225 sh
23Franco Nev Corp
COM
$9.9M47.7K
1.3%
+1.0%
Added · +465 sh
24Caci Intl Inc
CL A
$9.9M21.3K
1.3%
+0.6%
Added · +125 sh
25Freeport McMoran Inc
CL B
$9.1M145.0K
1.2%
−0.4%
Reduced · −650 sh
26Union Pac Corp
COM
$9.0M32.9K
1.2%
−1.6%
Reduced · −550 sh
27Lowes Cos Inc
COM
$8.8M39.8K
1.2%
+2.9%
Added · +1K sh
28Cme Group Inc
COM
$8.7M39.3K
1.2%
+0.8%
Added · +305 sh
29Intercontinental Exchange In
COM
$8.6M69.7K
1.2%
+1.0%
Added · +680 sh
30Oracle Corp
COM
$8.6M58.5K
1.1%
−1.0%
Reduced · −600 sh
31Grayscale Bitcoin Mini TR Et
SHS NEW
$8.3M320.9K
1.1%
+2.3%
Added · +7K sh
32Visa Inc
COM CL A
$8.2M23.9K
1.1%
+0.4%
Added · +100 sh
33Williams Cos Inc
COM
$7.5M100.2K
1.0%
+1.7%
Added · +2K sh
34Lockheed Martin Corp
COM
$7.2M14.1K
1.0%
−0.9%
Reduced · −135 sh
35Gallagher Arthur J & Co
COM
$7.2M31.3K
1.0%
+40%
Added · +9K sh
36Waterbridge Infrastructure L
CL A SHS REPSTG
$7.0M203.7K
0.9%
+1.7%
Added · +3K sh
37Marriott Intl Inc New
CL A
$6.7M18.1K
0.9%
−3.4%
Reduced · −635 sh
38Qualcomm Inc
COM
$6.5M35.2K
0.9%
−7.2%
Reduced · −3K sh
39Boeing Co
COM
$6.4M29.7K
0.9%
+0.7%
Added · +200 sh
40Fedex Corp
COM
$6.2M19.8K
0.8%
+1.1%
Added · +210 sh
41Hawaiian Elec Inds Inc MTN B
COM
$5.9M434.8K
0.8%
+17%
Added · +64K sh
42Xylem Inc
COM
$5.8M49.5K
0.8%
+103%
Added · +25K sh
43Johnson & Johnson
COM
$5.7M22.3K
0.8%
−0.3%
Reduced · −75 sh
44Alphabet Inc
CAP STK CL A
$5.5M15.4K
0.7%
−3.3%
Reduced · −525 sh
45International Business Machs
COM
$5.5M19.5K
0.7%
+0.2%
Added · +40 sh
46Medtronic PLC
SHS
$5.3M67.8K
0.7%
+107%
Added · +35K sh
47Intuitive Surgical Inc
COM NEW
$4.9M12.3K
0.7%
+447%
Added · +10K sh
48Listed FDS TR
HORI KI INFL ETF
$4.4M89.2K
0.6%
+1.0%
Added · +900 sh
49Rio Tinto PLC
SPONSORED ADR
$4.4M46.9K
0.6%
−1.5%
Reduced · −695 sh
50Mesabi TR
CTF BEN INT
$4.3M170.6K
0.6%
+0.5%
Added · +800 sh
Showing 50 of 145 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026145$745.4M13F-HR
Q1 2026Mar 31, 2026May 8, 2026145$714.1M13F-HR
Q4 2025Dec 31, 2025Feb 10, 2026144$691.2M13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025146$714.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.