StockDriftsStockDriftsTop 50 EagleClaw Capital Managment, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | 9.02% | 153.6K | $67.2M | +1.14%(+1.74K) | $92.75(+285.85%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.92% | 183.4K | $36.7M | -3.19%(-6.05K) | $5.89(+3738.28%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.66% | 94.4K | $27.3M | -4.85%(-4.81K) | $83.86(+264.14%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 3.61% | 79.0K | $26.9M | -1.45%(-1.16K) | $48.68(+676.94%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.61% | 18.3K | $19.4M | -2.35%(-440) | $193.27(+349.87%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.48% | 52.2K | $18.5M | -1.44%(-765) | $57.80(+492.86%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 2.42% | 71.8K | $18.1M | -0.64%(-460) | $80.09(+211.43%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.32% | 52.9K | $17.3M | +0.50%(+263) | $81.59(+347.01%) | 2026-06-30 | |
| ETN | EATON CORP PLC | 2.24% | 39.2K | $16.7M | -0.19%(-75) | $71.85(+536.63%) | 2026-06-30 | |
| LB | LANDBRIDGE COMPANY LLC | 2.24% | 210.8K | $16.7M | +0.89%(+1.85K) | $54.74(+43.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.02% | +56.16% | +7.63% | +44.46% |
| Top 20 Holdings Unweighted | +16.72% | +59.00% | +9.15% | +54.90% |
EagleClaw Capital Managment, LLC reports $745.40M in US-listed equity holdings across 145 positions in its most recent 13F filing. Its largest disclosed positions are TPL (9.0%), NVDA (4.9%) and AAPL (3.7%). The top 20 holdings account for 54.3% of reported assets. Its disclosed equity book has returned +56.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from EagleClaw Capital Managment, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1607636). View EagleClaw Capital Managment, LLC’s 13F filings on SEC