EagleClaw Capital Managment, LLC

Q2 2014 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2014
Date filed
8/11/2014
Form type
13F-HR
Num holdings
105
Total value ($000)
$147,381
Net value change ($000)
+8,872 (6.4%)
New positions
6
Sold out positions
3
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2014
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NAVI 1,911 NEW
AAPL 1,190 20.0%
ALPHABET INC CL C 1,185 NEW
WMB 932 51.5%
APACHE CORP 739 29.7%
GILD 686 NEW
AMZN 583 43.2%
HAL 527 29.5%
TGT 474 NEW
ABBV 464 18.0%
Top Reduces (Value $000, Stocks/ETFs)
SLM -2,555 -96.1%
CHICAGO BRIDGE IRON -1,225 -24.6%
Alphabet Inc. Class C -1,141 -49.9%
RIG -404 -58.4%
TRI -385 -100.0%
VOD -316 -59.2%
DIAMOND OFFSHORE DRILLING, INC. -227 -100.0%
GS -225 -100.0%
JPM -206 -6.9%
GE -197 -22.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type