Filed: 5/8/2026ACC: 0001607636-26-000002
📋 What this filing means
EAGLECLAW CAPITAL MANAGMENT, LLC filed this quarterly 13F‑HR report disclosing 145 equity positions with a total reported market value of $714.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
145
Positions
$714.13M
Total AUM (reported)
6.25M
Total Shares
Allocation by class
COM$501.53M70.2%
CL A$35.94M5.0%
CL B$31.98M4.5%
SHS$31.11M4.4%
SHS REP COM UT$18.77M2.6%
CAP STK CL C$15.20M2.1%
SPONSORED ADR$10.98M1.5%
Portfolio Concentration
Top 3$130.30M18.2%
4–10$119.88M16.8%
11–25$184.15M25.8%
Rest$279.80M39.2%
Top 3 weight
18.2%
Top 10 weight
35.0%
Voting Authority Distribution
Total shares with voting rights: 6.25M
Sole
Full voting authority
6.25M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole145
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings145
Rows:
TEXAS PACIFIC LAND CORPORATI
SOLEShares151.89K
TypeSH
Market value$72.08M
10.09%
Sole
151.89K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares189.45K
TypeSH
Market value$33.04M
4.63%
Sole
189.45K
Shared
0.00
None
0.00
APPLE INC
SOLEShares99.21K
TypeSH
Market value$25.18M
3.53%
Sole
99.21K
Shared
0.00
None
0.00
NIKE INC
SOLEShares392.13K
TypeSH
Market value$20.71M
2.90%
Sole
392.13K
Shared
0.00
None
0.00
WHEATON PRECIOUS METALS CORP
SOLEShares148.89K
TypeSH
Market value$19.51M
2.73%
Sole
148.89K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares355.79K
TypeSH
Market value$18.77M
2.63%
Sole
355.79K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares72.23K
TypeSH
Market value$15.71M
2.20%
Sole
72.23K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares52.64K
TypeSH
Market value$15.49M
2.17%
Sole
52.64K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares52.99K
TypeSH
Market value$15.20M
2.13%
Sole
52.99K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares44.06K
TypeSH
Market value$14.49M
2.03%
Sole
44.06K
Shared
0.00
None
0.00
LANDBRIDGE COMPANY LLC
SOLEShares208.96K
TypeSH
Market value$14.43M
2.02%
Sole
208.96K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares28.66K
TypeSH
Market value$14.21M
1.99%
Sole
28.66K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares39.31K
TypeSH
Market value$14.06M
1.97%
Sole
39.31K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares66.82K
TypeSH
Market value$13.83M
1.94%
Sole
66.82K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares18.70K
TypeSH
Market value$13.24M
1.85%
Sole
18.70K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares14.49K
TypeSH
Market value$12.98M
1.82%
Sole
14.49K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares80.14K
TypeSH
Market value$12.85M
1.80%
Sole
80.14K
Shared
0.00
None
0.00
AIR PRODUCTS AND CHEMICALS I
SOLEShares40.77K
TypeSH
Market value$11.84M
1.66%
Sole
40.77K
Shared
0.00
None
0.00
FRANCO NEV CORP
SOLEShares47.21K
TypeSH
Market value$11.66M
1.63%
Sole
47.21K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares38.95K
TypeSH
Market value$11.51M
1.61%
Sole
38.95K
Shared
0.00
None
0.00
CACI INTL INC
SOLEShares21.14K
TypeSH
Market value$11.50M
1.61%
Sole
21.14K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares69.06K
TypeSH
Market value$10.86M
1.52%
Sole
69.06K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares65.92K
TypeSH
Market value$10.53M
1.47%
Sole
65.92K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares28.12K
TypeSH
Market value$10.41M
1.46%
Sole
28.12K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares49.20K
TypeSH
Market value$10.25M
1.43%
Sole
49.20K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEXAS PACIFIC LAND CORPORATISOLE | COM | 151.89K | SH | $72.08M 10.09% | 151.89K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 189.45K | SH | $33.04M 4.63% | 189.45K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 99.21K | SH | $25.18M 3.53% | 99.21K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 392.13K | SH | $20.71M 2.90% | 392.13K | 0.00 | 0.00 |
WHEATON PRECIOUS METALS CORPSOLE | COM | 148.89K | SH | $19.51M 2.73% | 148.89K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 355.79K | SH | $18.77M 2.63% | 355.79K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 72.23K | SH | $15.71M 2.20% | 72.23K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 52.64K | SH | $15.49M 2.17% | 52.64K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 52.99K | SH | $15.20M 2.13% | 52.99K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 44.06K | SH | $14.49M 2.03% | 44.06K | 0.00 | 0.00 |
LANDBRIDGE COMPANY LLCSOLE | CL A | 208.96K | SH | $14.43M 2.02% | 208.96K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 28.66K | SH | $14.21M 1.99% | 28.66K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 39.31K | SH | $14.06M 1.97% | 39.31K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 66.82K | SH | $13.83M 1.94% | 66.82K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 18.70K | SH | $13.24M 1.85% | 18.70K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 14.49K | SH | $12.98M 1.82% | 14.49K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 80.14K | SH | $12.85M 1.80% | 80.14K | 0.00 | 0.00 |
AIR PRODUCTS AND CHEMICALS ISOLE | COM | 40.77K | SH | $11.84M 1.66% | 40.77K | 0.00 | 0.00 |
FRANCO NEV CORPSOLE | COM | 47.21K | SH | $11.66M 1.63% | 47.21K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 38.95K | SH | $11.51M 1.61% | 38.95K | 0.00 | 0.00 |
CACI INTL INCSOLE | CL A | 21.14K | SH | $11.50M 1.61% | 21.14K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 69.06K | SH | $10.86M 1.52% | 69.06K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 65.92K | SH | $10.53M 1.47% | 65.92K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 28.12K | SH | $10.41M 1.46% | 28.12K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 49.20K | SH | $10.25M 1.43% | 49.20K | 0.00 | 0.00 |
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