EagleClaw Capital Managment, LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/6/2026
Form type
13F-HR
Num holdings
149
Total value ($000)
$752,552
Net value change ($000)
+7,148 (1.0%)
New positions
14
Sold out positions
10
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
GBTC 5,925 36.3%
GLW 5,822 NEW
AMAT 5,697 NEW
MSFT 4,364 37.1%
AMLP 3,492 NEW
BTC 3,415 41.0%
NVDA 3,174 8.6%
AAPL 3,118 11.4%
PANW 2,881 10.7%
CACI 2,852 28.9%
Top Reduces (Value $000, Stocks/ETFs)
TPL -17,006 -25.3%
CAT -4,856 -25.0%
NKE -3,707 -23.1%
HD -2,754 -17.4%
HE -1,828 -31.1%
TJX -1,731 -17.3%
LOW -1,625 -18.5%
LIN -1,321 -8.9%
FDXF -1,298 -100.0%
WBI -1,286 -18.4%
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