EagleClaw Capital Managment
EagleClaw Capital Managment reported 145 stocks worth $745M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are TPL (9.0%), NVDA (4.9%) and AAPL (3.7%). Compared with Q1 2026, the fund opened new positions in MIAX, HON and HONA, added to TPL, JPM and LB, trimmed NVDA, AAPL and PANW and sold out of APTV, GEN and WAT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  TPL Texas Pacific Land C | $67.2M | 9.0% | 154K | +1,735 (+1%) | 8 of 8 | |
| 2 |  NVDA Nvidia Corporation | $36.7M | 4.9% | 183K | −6,050 (−3%) | 8 of 8 | |
| 3 |  AAPL Apple Inc | $27.3M | 3.7% | 94K | −4,812 (−5%) | 8 of 8 | |
| 4 |  PANW Palo Alto Networks Inc | $26.9M | 3.6% | 79K | −1,160 (−1%) | 8 of 8 | |
| 5 |  CAT Caterpillar Inc | $19.4M | 2.6% | 18K | −440 (−2%) | 8 of 8 | |
| 6 |  GOOG Alphabet Inc | $18.5M | 2.5% | 52K | −765 (−1%) | 8 of 8 | |
| 7 |  ABBV Abbvie Inc | $18.1M | 2.4% | 72K | −460 (−1%) | 8 of 8 | |
| 8 |  JPM Jpmorgan Chase & Co. | $17.3M | 2.3% | 53K | +263 (+0%) | 8 of 8 | |
| 9 |  ETN Eaton Corp PLC | $16.7M | 2.2% | 39K | −75 (−0%) | 8 of 8 | |
| 10 |  LB Landbridge Company LLC | $16.7M | 2.2% | 211K | +1,850 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $2.8M | 13K |
HOLOGIC INC | $2.4M | 32K |
 APTV Aptiv PLC | $1.7M | 25K |
 GEN Gen Digital Inc | $1.3M | 68K |
 WAT Waters Corp | $789K | 2,650 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →EagleClaw Capital Managment 13F FAQ
What does EagleClaw Capital Managment own?
EagleClaw Capital Managment reported 145 stocks worth $745M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are TPL (9.0%), NVDA (4.9%) and AAPL (3.7%). The table above lists every position in the filing (the top 10 without an account).
What did EagleClaw Capital Managment buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 43 added to, 69 trimmed and 10 sold out. New positions include MIAX, HON and HONA. It sold all of APTV, GEN and WAT.
When will EagleClaw Capital Managment file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is EagleClaw Capital Managment's portfolio worth?
The Q2 2026 filing reports $745M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.