Filed: 8/10/2026ACC: 0001607636-26-000006
📋 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 $745.40M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
145
Positions
$745.40M
Total AUM (reported)
6.32M
Total Shares
Allocation by class
COM$520.06M69.8%
CL A$37.31M5.0%
SHS$36.89M4.9%
CL B$27.66M3.7%
CAP STK CL C$18.45M2.5%
SHS REP COM UT$16.31M2.2%
SPONSORED ADR$10.10M1.4%
Portfolio Concentration
Top 3$131.25M17.6%
4–10$133.63M17.9%
11–25$189.74M25.5%
Rest$290.79M39.0%
Top 3 weight
17.6%
Top 10 weight
35.5%
Voting Authority Distribution
Total shares with voting rights: 6.32M
Sole
Full voting authority
6.32M
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
SOLEShares153.63K
TypeSH
Market value$67.23M
9.02%
Sole
153.63K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares183.40K
TypeSH
Market value$36.70M
4.92%
Sole
183.40K
Shared
0.00
None
0.00
APPLE INC
SOLEShares94.40K
TypeSH
Market value$27.32M
3.66%
Sole
94.40K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares78.98K
TypeSH
Market value$26.93M
3.61%
Sole
78.98K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares18.25K
TypeSH
Market value$19.44M
2.61%
Sole
18.25K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares52.22K
TypeSH
Market value$18.45M
2.48%
Sole
52.22K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares71.77K
TypeSH
Market value$18.06M
2.42%
Sole
71.77K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares52.91K
TypeSH
Market value$17.32M
2.32%
Sole
52.91K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares39.23K
TypeSH
Market value$16.72M
2.24%
Sole
39.23K
Shared
0.00
None
0.00
LANDBRIDGE COMPANY LLC
SOLEShares210.81K
TypeSH
Market value$16.70M
2.24%
Sole
210.81K
Shared
0.00
None
0.00
WHEATON PRECIOUS METALS CORP
SOLEShares147.48K
TypeSH
Market value$16.57M
2.22%
Sole
147.48K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares358.22K
TypeSH
Market value$16.31M
2.19%
Sole
358.22K
Shared
0.00
None
0.00
NIKE INC
SOLEShares390.09K
TypeSH
Market value$16.01M
2.15%
Sole
390.09K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares44.77K
TypeSH
Market value$15.79M
2.12%
Sole
44.77K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares28.64K
TypeSH
Market value$14.86M
1.99%
Sole
28.64K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares14.57K
TypeSH
Market value$14.26M
1.91%
Sole
14.57K
Shared
0.00
None
0.00
AIR PRODUCTS AND CHEMICALS I
SOLEShares40.73K
TypeSH
Market value$11.94M
1.60%
Sole
40.73K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares31.57K
TypeSH
Market value$11.78M
1.58%
Sole
31.57K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares48.94K
TypeSH
Market value$11.66M
1.56%
Sole
48.94K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares65.78K
TypeSH
Market value$10.90M
1.46%
Sole
65.78K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares60.21K
TypeSH
Market value$10.73M
1.44%
Sole
60.21K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares66.14K
TypeSH
Market value$10.02M
1.34%
Sole
66.14K
Shared
0.00
None
0.00
FRANCO NEV CORP
SOLEShares47.68K
TypeSH
Market value$9.94M
1.33%
Sole
47.68K
Shared
0.00
None
0.00
CACI INTL INC
SOLEShares21.27K
TypeSH
Market value$9.85M
1.32%
Sole
21.27K
Shared
0.00
None
0.00
FREEPORT MCMORAN INC
SOLEShares145K
TypeSH
Market value$9.12M
1.22%
Sole
145K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEXAS PACIFIC LAND CORPORATISOLE | COM | 153.63K | SH | $67.23M 9.02% | 153.63K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 183.40K | SH | $36.70M 4.92% | 183.40K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 94.40K | SH | $27.32M 3.66% | 94.40K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 78.98K | SH | $26.93M 3.61% | 78.98K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 18.25K | SH | $19.44M 2.61% | 18.25K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 52.22K | SH | $18.45M 2.48% | 52.22K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 71.77K | SH | $18.06M 2.42% | 71.77K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 52.91K | SH | $17.32M 2.32% | 52.91K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 39.23K | SH | $16.72M 2.24% | 39.23K | 0.00 | 0.00 |
LANDBRIDGE COMPANY LLCSOLE | CL A | 210.81K | SH | $16.70M 2.24% | 210.81K | 0.00 | 0.00 |
WHEATON PRECIOUS METALS CORPSOLE | COM | 147.48K | SH | $16.57M 2.22% | 147.48K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 358.22K | SH | $16.31M 2.19% | 358.22K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 390.09K | SH | $16.01M 2.15% | 390.09K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 44.77K | SH | $15.79M 2.12% | 44.77K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 28.64K | SH | $14.86M 1.99% | 28.64K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 14.57K | SH | $14.26M 1.91% | 14.57K | 0.00 | 0.00 |
AIR PRODUCTS AND CHEMICALS ISOLE | COM | 40.73K | SH | $11.94M 1.60% | 40.73K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 31.57K | SH | $11.78M 1.58% | 31.57K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 48.94K | SH | $11.66M 1.56% | 48.94K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 65.78K | SH | $10.90M 1.46% | 65.78K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 60.21K | SH | $10.73M 1.44% | 60.21K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 66.14K | SH | $10.02M 1.34% | 66.14K | 0.00 | 0.00 |
FRANCO NEV CORPSOLE | COM | 47.68K | SH | $9.94M 1.33% | 47.68K | 0.00 | 0.00 |
CACI INTL INCSOLE | CL A | 21.27K | SH | $9.85M 1.32% | 21.27K | 0.00 | 0.00 |
FREEPORT MCMORAN INCSOLE | CL B | 145K | SH | $9.12M 1.22% | 145K | 0.00 | 0.00 |
Page 1 of 6
…