We are live on ! Find out more
ECM

EagleClaw Capital Management Portfolio holdings

AUM $745M
1-Year Est. Return 23.99%
This Fund
S&P 500
This Quarter Est. Return
+6.12%
1 Year Est. Return
+23.99%
3 Year Est. Return
+104.02%
5 Year Est. Return
+140.24%
10 Year Est. Return
+617.44%
AUM
$715M
AUM Growth
+$45.3M
Cap. Flow
+$14.2M
Cap. Flow %
1.99%
Top 10 Hldgs %
35.04%
Holding
149
New
5
Increased
57
Reduced
46
Closed
3

Top Buys

Rank Stock Value
1
LB
LandBridge Co
LB
+$4.9M
2
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
+$4.13M
3
CSGP icon
CoStar Group
CSGP
+$1.73M
4
TPL icon
Texas Pacific Land
TPL
+$1.72M
5
V icon
Visa
V
+$1.16M

Top Sells

Rank Stock Value
1
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$4.9M
2
ARIS
Aris Water Solutions
ARIS
+$2.55M
3
ORCL icon
Oracle
ORCL
+$823K
4
WPM icon
Wheaton Precious Metals
WPM
+$561K
5
DVN icon
Devon Energy
DVN
+$391K

Sector Composition

Rank Sector Weight
1 Technology 20.3%
2 Consumer Discretionary 13.72%
3 Energy 11.89%
4 Industrials 11.34%
5 Materials 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TPL icon
1
Texas Pacific Land
TPL
$25.1B
$45.7M 6.39%
146,844
+5,463
+4% +$1.72M
NVDA icon
2
NVIDIA
NVDA
$5.25T
$38.7M 5.41%
207,453
-2,072
-1% -$361K
GBTC icon
3
Grayscale Bitcoin Trust
GBTC
$11.6B
$30M 4.2%
334,466
-54,495
-14% -$4.9M
NKE icon
4
Nike
NKE
$58.7B
$28.1M 3.93%
403,051
+5,755
+1% +$429K
AAPL icon
5
Apple
AAPL
$4.67T
$22.8M 3.19%
89,589
-1,175
-1% -$265K
HD icon
6
Home Depot
HD
$329B
$17.9M 2.5%
44,176
+2,219
+5% +$873K
WPM icon
7
Wheaton Precious Metals
WPM
$69.6B
$17.5M 2.45%
156,767
-5,743
-4% -$561K
JPM icon
8
JPMorgan Chase
JPM
$951B
$16.8M 2.35%
53,156
-912
-2% -$271K
ABBV icon
9
AbbVie
ABBV
$451B
$16.7M 2.34%
72,124
-1,788
-2% -$364K
ORCL icon
10
Oracle
ORCL
$435B
$16.3M 2.28%
57,867
-3,230
-5% -$823K
PANW icon
11
Palo Alto Networks
PANW
$303B
$15.6M 2.18%
76,478
+4,925
+7% +$943K
ETN icon
12
Eaton
ETN
$156B
$15.6M 2.18%
41,608
+500
+1% +$182K
BTC
13
Grayscale Bitcoin Mini Trust ETF
BTC
$4.11B
$15M 2.1%
297,110
+81,470
+38% +$4.13M
LIN icon
14
Linde
LIN
$226B
$13.8M 1.94%
29,155
+1,840
+7% +$871K
GOOG icon
15
Alphabet (Google) Class C
GOOG
$4.19T
$13.5M 1.88%
55,252
+1,000
+2% +$210K
BKNG icon
16
Booking.com
BKNG
$155B
$12.8M 1.79%
59,200
-100
-0.2% -$22.3K
ICE icon
17
Intercontinental Exchange
ICE
$91.1B
$11.6M 1.62%
68,811
-489
-0.7% -$87.4K
PH icon
18
Parker-Hannifin
PH
$125B
$11.6M 1.62%
15,253
-497
-3% -$367K
APD icon
19
Air Products & Chemicals
APD
$68.6B
$11.3M 1.58%
41,453
+718
+2% +$208K
AMZN icon
20
Amazon
AMZN
$2.87T
$11M 1.53%
49,914
+1,875
+4% +$424K
LB
21
LandBridge Co
LB
$2.47B
$10.8M 1.51%
202,340
+88,875
+78% +$4.9M
FNV icon
22
Franco-Nevada
FNV
$51.3B
$10.8M 1.51%
48,399
+1,058
+2% +$191K
CACI icon
23
CACI
CACI
$13.9B
$10.7M 1.5%
21,514
-486
-2% -$235K
CVX icon
24
Chevron
CVX
$396B
$10.7M 1.49%
68,690
+500
+0.7% +$77.4K
CME icon
25
CME Group
CME
$103B
$10.6M 1.48%
39,174
+294
+0.8% +$80K
1
2 3 4 5

Similar funds

AAM
Auxier Asset Management Aurora, Oregon $745M AUM 27.52% 1-Year Est. Return
IWP
Insight Wealth Partners Plano, Texas $745M AUM 25.89% 1-Year Est. Return
CCME
CIBC Capital Markets (Europe) Luxembourg $745M AUM
HIG
Heritage Investment Group Pompano Beach, Florida $744M AUM 20.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
HPM
Helix Partners Management New York $744M AUM 62.28% 1-Year Est. Return
PCM
Permanent Capital Management Chicago, Illinois $747M AUM 17.94% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

EagleClaw Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, EagleClaw Capital Management held 149 positions worth $715M, up 6.8% from $670M the previous quarter. Its ten largest holdings account for 35% of the portfolio.

EagleClaw Capital Management's Q3 2025 filing shows 5 new, 57 increased, 46 reduced and 3 closed positions. Its largest new stake was WaterBridge Infrastructure LLC: 35,050 shares worth $884K. The largest sale was Grayscale Bitcoin Trust, an estimated $4.9M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 20% a quarter earlier, followed by Consumer Discretionary and Energy.

  • EagleClaw Capital Management's largest Q3 2025 buy was WaterBridge Infrastructure LLC: 35,050 shares worth $884K.
  • EagleClaw Capital Management added most to LandBridge Co in Q3 2025, an estimated $4.9M increase.
  • EagleClaw Capital Management's biggest Q3 2025 reduction was Grayscale Bitcoin Trust, cutting an estimated $4.9M.
  • EagleClaw Capital Management fully exited Aris Water Solutions in Q3 2025, selling an estimated $2.55M.
  • EagleClaw Capital Management's ten largest holdings make up 35% of its $715M portfolio in Q3 2025.
  • EagleClaw Capital Management opened 5 new positions and closed 3 in Q3 2025.
  • EagleClaw Capital Management's portfolio value rose 6.8% quarter-over-quarter to $715M.

Based on EagleClaw Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.