1y return+9.0%S&P 500 +20.9%
3y return+47.1%S&P 500 +68.5%
5y return+49.7%S&P 500 +74.5%
10y return+224.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $324 against $357 in the S&P 500.2
EagleClaw Capital Managment, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TPLTexas Pacific Land Corporati | $67.2M | 9.0% | +1.1% |
| NVDANvidia Corporation | $36.7M | 4.9% | −3.2% |
| AAPLApple Inc | $27.3M | 3.7% | −4.9% |
| PANWPalo Alto Networks Inc | $26.9M | 3.6% | −1.4% |
| CATCaterpillar Inc | $19.4M | 2.6% | −2.4% |
| GOOGAlphabet Inc | $18.5M | 2.5% | −1.4% |
| ABBVAbbvie Inc | $18.1M | 2.4% | |
| JPMJpmorgan Chase & Co | $17.3M | 2.3% | |
| Eaton Corp PLCCUSIP G29183103 | $16.7M | 2.2% | |
| LBLandbridge Company LLC | $16.7M | 2.2% | |
| WPMWheaton Precious Metals Corp | $16.6M | 2.2% | |
| GBTCGrayscale Bitcoin Trust Etf | $16.3M | 2.2% | |
| NKENike Inc | $16.0M | 2.1% | |
| HDHome Depot Inc | $15.8M | 2.1% | +1.6% |
| Linde PLCCUSIP G54950103 | $14.9M | 2.0% | |
| PHParker-hannifin Corp | $14.3M | 1.9% | |
| APDAir Products And Chemicals I | $11.9M | 1.6% | |
| MSFTMicrosoft Corp | $11.8M | 1.6% | +12.3% |
| AMZNAmazon Com Inc | $11.7M | 1.6% | |
| CVXChevron Corporation | $10.9M | 1.5% | −1.6% |
| BKNGBooking Holdings Inc | $10.7M | 1.4% | +2.8% |
| TJXTjx Cos Inc New | $10.0M | 1.3% | |
| FNVFranco Nev Corp | $9.9M | 1.3% | |
| CACICaci Intl Inc | $9.9M | 1.3% | |
| FCXFreeport Mcmoran Inc | $9.1M | 1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $36.7M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $26.9M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $19.4M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $18.5M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $16.7M |
| MARMarriott Intl Inc New | June 30, 2020 | +332.3% | $6.7M |
| WMBWilliams Cos Inc | June 30, 2020 | +290.8% | $7.5M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $17.3M |
| PHParker-hannifin Corp | March 31, 2022 | +244.7% | $14.3M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $27.3M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $2.8M
- Hologic IncCUSIP 436440101 was $2.4M
- Aptiv PLCCUSIP G3265R107 was $1.7M
- GENGen Digital Inc was $1.3M
- WATWaters Corp was $789K
- PYPLPaypal Hldgs Inc was $458K
- SAFTSafety Ins Group Inc was $272K
- TMUST-mobile Us Inc was $252K
- BSYBentley Sys Inc was $220K
- KMIKinder Morgan Inc Del was $201K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +3.9% | +14.8% |
| March 31, 2026 | +2.7% | −4.6% |
| December 31, 2025 | −2.4% | +2.4% |
| September 30, 2025 | +4.7% | +7.8% |
| June 30, 2025 | +6.0% | +10.5% |
| March 31, 2025 | −0.8% | −4.6% |
| December 31, 2024 | +2.5% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +8.4% | +10.0% |
| December 31, 2023 | +8.0% | +11.2% |
| September 30, 2023 | −1.2% | −3.6% |
| June 30, 2023 | +3.3% | +8.3% |
| March 31, 2023 | +2.5% | +7.0% |
| December 31, 2022 | +15.8% | +7.1% |
| September 30, 2022 | −4.4% | −5.3% |
| June 30, 2022 | −15.1% | −16.5% |
| March 31, 2022 | −4.5% | −4.9% |
| December 31, 2021 | +10.4% | +10.7% |
| September 30, 2021 | −3.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: EagleClaw Capital Managment, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1607636&type=13F-HR&dateb=&owner=include&count=40CIK 1607636
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1607636/000160763626000006/Filed August 10, 2026 · accession 0001607636-26-000006