Eagleclaw Capital Managment, LLC Top Holdings and 13F Report (2024) About Eagleclaw Capital Managment, LLCInvestment ActivityEagleclaw Capital Managment, LLC has $597.75 million in total holdings as of September 30, 2024.Eagleclaw Capital Managment, LLC owns shares of 138 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 4.34% of the portfolio was purchased this quarter.About 3.24% of the portfolio was sold this quarter.This quarter, Eagleclaw Capital Managment, LLC has purchased 134 new stocks and bought additional shares in 47 stocks.Eagleclaw Capital Managment, LLC sold shares of 52 stocks and completely divested from 3 stocks this quarter.Largest Holdings Texas Pacific Land $42,105,661NIKE $28,696,762NVIDIA $28,307,664Apple $22,249,869GRAYSCALE BITCOIN TR BTC $20,429,775 Largest New Holdings this Quarter GRAYSCALE BITCOIN MINI TR BT $5,719,095 HoldingLANDBRIDGE COMPANY LLC $920,298 HoldingSysco $214,665 HoldingVanguard FTSE Emerging Markets ETF $214,559 HoldingAllstate $206,529 Holding Largest Purchases this Quarter GRAYSCALE BITCOIN MINI TR BT 1,015,825 shares (about $5.72M)Becton, Dickinson and Company 18,721 shares (about $4.51M)MicroStrategy 24,696 shares (about $4.16M)Fluence Energy 74,700 shares (about $1.70M)Apple 4,985 shares (about $1.16M) Largest Sales this Quarter GRAYSCALE BITCOIN TR BTC 60,620 shares (about $3.06M)NVIDIA 24,550 shares (about $2.98M)Intel 23,048 shares (about $540.70K)Texas Pacific Land 553 shares (about $489.26K)Berkshire Hathaway 770 shares (about $354.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofEagleclaw Capital Managment, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTPLTexas Pacific Land$42,105,661$489,261 ▼-1.1%47,5917.0%Oils/EnergyNKENIKE$28,696,762$646,911 ▲2.3%324,6244.8%Consumer DiscretionaryNVDANVIDIA$28,307,664$2,981,352 ▼-9.5%233,1004.7%Computer and TechnologyAAPLApple$22,249,869$1,161,505 ▲5.5%95,4933.7%Computer and TechnologyGRAYSCALE BITCOIN TR BTC$20,429,775$3,061,310 ▼-13.0%404,5503.4%SHS REP COM UTHDHome Depot$15,574,133$63,211 ▲0.4%38,4362.6%Retail/WholesaleETNEaton$13,734,874$91,146 ▲0.7%41,4402.3%Industrial ProductsABBVAbbVie$13,404,350$224,732 ▼-1.6%67,8772.2%MedicalPANWPalo Alto Networks$12,919,698$434,086 ▲3.5%37,7992.2%Computer and TechnologyLINDE PLC$12,260,071$345,724 ▼-2.7%25,7102.1%SHSJPMJPMorgan Chase & Co.$11,399,078$270,322 ▼-2.3%54,0601.9%FinanceAPDAir Products and Chemicals$11,133,987$171,200 ▲1.6%37,3951.9%Basic MaterialsICEIntercontinental Exchange$10,688,986$116,464 ▼-1.1%66,5401.8%FinanceCACICACI International$10,502,416$194,256 ▼-1.8%20,8151.8%Computer and TechnologyBKNGBooking$10,462,906$16,848 ▲0.2%2,4841.8%Retail/WholesaleCVXChevron$9,904,709$172,307 ▲1.8%67,2551.7%Oils/EnergyPHParker-Hannifin$9,862,710$211,660 ▼-2.1%15,6101.6%Industrial ProductsAMZNAmazon.com$9,587,610$130,431 ▲1.4%51,4551.6%Retail/WholesaleWPMWheaton Precious Metals$9,541,734$109,944 ▼-1.1%156,2171.6%Basic MaterialsGOOGAlphabet$9,291,919$388,717 ▲4.4%55,5771.6%Computer and TechnologyLOWLowe's Companies$9,255,486$350,751 ▲3.9%34,1721.5%Retail/WholesaleORCLOracle$9,022,169$5,964 ▲0.1%52,9471.5%Computer and TechnologyMSFTMicrosoft$8,242,097$270,233 ▼-3.2%19,1541.4%Computer and TechnologyCMECME Group$8,236,865$24,272 ▼-0.3%37,3301.4%FinanceTJXTJX Companies$7,893,399$25,271 ▼-0.3%67,1551.3%Retail/WholesaleNVONovo Nordisk A/S$7,840,760$306,605 ▲4.1%65,8501.3%MedicalUNPUnion Pacific$7,806,268$182,395 ▲2.4%31,6711.3%TransportationQCOMQUALCOMM$7,403,977$42,513 ▲0.6%43,5401.2%Computer and TechnologyFCXFreeport-McMoRan$7,152,288$2,496 ▼0.0%143,2751.2%Basic MaterialsLMTLockheed Martin$7,074,930$91,776 ▼-1.3%12,1031.2%AerospaceCATCaterpillar$6,609,928$297,251 ▲4.7%16,9001.1%Industrial ProductsBDXBecton, Dickinson and Company$6,219,175$4,513,633 ▲264.6%25,7951.0%MedicalGRAYSCALE BITCOIN MINI TR BT$5,719,095$5,719,095 ▲New Holding1,015,8251.0%SHSFNVFranco-Nevada$5,703,821$41,624 ▼-0.7%45,9061.0%Basic MaterialsVVisa$5,689,265$224,084 ▲4.1%20,6921.0%Business ServicesFDXFedEx$5,151,479$32,842 ▲0.6%18,8230.9%TransportationFIFiserv$5,045,4700.0%28,0850.8%Business ServicesUPSUnited Parcel Service$4,893,891$195,647 ▼-3.8%35,8950.8%TransportationMARMarriott International$4,842,7280.0%19,4800.8%Consumer DiscretionaryBABoeing$4,635,091$247,521 ▼-5.1%30,4860.8%AerospaceMSTRMicroStrategy$4,626,384$4,163,746 ▲900.0%27,4400.8%Computer and TechnologyFLNCFluence Energy$4,432,424$1,696,437 ▲62.0%195,1750.7%Oils/EnergyBRK.BBerkshire Hathaway$4,342,553$354,400 ▼-7.5%9,4350.7%FinanceCIThe Cigna Group$4,290,313$98,735 ▲2.4%12,3840.7%MedicalWMWaste Management$4,083,7000.0%19,6710.7%Business ServicesPYPLPayPal$4,079,018$68,666 ▲1.7%52,2750.7%Computer and TechnologyDVNDevon Energy$3,997,673$42,445 ▼-1.1%102,1900.7%Oils/EnergyTMOThermo Fisher Scientific$3,887,094$46,393 ▼-1.2%6,2840.7%MedicalIBMInternational Business Machines$3,786,437$132,648 ▼-3.4%17,1270.6%Computer and TechnologyRIORio Tinto Group$3,692,655$29,536 ▼-0.8%51,8850.6%Basic MaterialsVRTXVertex Pharmaceuticals$3,546,235$93,016 ▲2.7%7,6250.6%MedicalCLColgate-Palmolive$3,413,135$31,143 ▲0.9%32,8790.6%Consumer StaplesGENGenesis Healthcare$3,395,834$112,463 ▼-3.2%123,8000.6%Business ServicesMRKMerck & Co., Inc.$3,335,030$158,984 ▼-4.6%29,3680.6%MedicalMSBMesabi Trust$3,315,960$722,535 ▲27.9%146,4000.6%Basic MaterialsINFLHorizon Kinetics Inflation Beneficiaries ETF$3,225,598$3,759 ▼-0.1%85,8100.5%ETFWMBWilliams Companies$3,003,314$47,248 ▼-1.5%65,7900.5%Oils/EnergyHOLXHologic$2,985,5090.0%36,6500.5%MedicalJNJJohnson & Johnson$2,976,317$26,739 ▼-0.9%18,3660.5%MedicalGOOGLAlphabet$2,952,959$180,776 ▲6.5%17,8050.5%Computer and TechnologyBMYBristol-Myers Squibb$2,929,415$106,067 ▼-3.5%56,6180.5%MedicalMKCMcCormick & Company, Incorporated$2,919,593$86,415 ▲3.1%35,4750.5%Consumer StaplesMSGSMadison Square Garden Sports$2,852,121$57,272 ▲2.0%13,6950.5%Consumer DiscretionaryPCHPotlatchDeltic$2,789,721$102,489 ▼-3.5%61,9250.5%ConstructionEMREmerson Electric$2,729,482$82,029 ▲3.1%24,9560.5%Industrial ProductsHONHoneywell International$2,650,166$84,749 ▼-3.1%12,8210.4%Multi-Sector ConglomeratesNVSNovartis$2,580,359$212,787 ▼-7.6%22,4340.4%MedicalMDTMedtronic$2,567,836$223,905 ▲9.6%28,5220.4%MedicalSNYSanofi$2,493,938$53,308 ▲2.2%43,2750.4%MedicalVTIVanguard Total Stock Market ETF$2,302,657$169,896 ▲8.0%8,1320.4%ETFTXNTexas Instruments$2,255,744$335,676 ▼-13.0%10,9200.4%Computer and TechnologyAIGAmerican International Group$2,224,654$10,984 ▲0.5%30,3790.4%FinanceCOPConocoPhillips$2,188,245$113,913 ▼-4.9%20,7850.4%Oils/EnergyBACBank of America$2,067,407$225,184 ▼-9.8%52,1020.3%FinanceAFLAflac$2,058,573$33,540 ▼-1.6%18,4130.3%FinanceAPTVAptiv$1,896,383$58,688 ▼-3.0%26,3350.3%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$1,868,639$183,639 ▲10.9%10,4300.3%ETFINTCIntel$1,816,621$540,705 ▼-22.9%77,4350.3%Computer and TechnologyLLYEli Lilly and Company$1,522,045$6,202 ▼-0.4%1,7180.3%MedicalSLBSchlumberger$1,501,139$82,851 ▲5.8%35,7840.3%Oils/EnergyMTGMGIC Investment$1,441,280$26,880 ▼-1.8%56,3000.2%FinanceSPYSPDR S&P 500 ETF Trust$1,375,8760.0%2,3980.2%FinanceVOOVanguard S&P 500 ETF$1,367,7210.0%2,5920.2%ETFPGProcter & Gamble$1,264,014$12,990 ▼-1.0%7,2980.2%Consumer StaplesVOVanguard Mid-Cap ETF$1,257,1500.0%4,7650.2%ETFCSGPCoStar Group$1,176,864$113,160 ▲10.6%15,6000.2%Computer and TechnologyKOCoca-Cola$1,175,198$50,302 ▲4.5%16,3540.2%Consumer StaplesISRGIntuitive Surgical$1,080,7940.0%2,2000.2%MedicalPEPPepsiCo$1,054,3100.0%6,2000.2%Consumer StaplesCPCanadian Pacific Kansas City$1,030,843$687,571 ▲200.3%12,0510.2%TransportationNEENextEra Energy$961,529$16,906 ▼-1.7%11,3750.2%UtilitiesLANDBRIDGE COMPANY LLC$920,298$920,298 ▲New Holding23,5250.2%CL APFEPfizer$800,017$21,705 ▼-2.6%27,6440.1%MedicalGILDGilead Sciences$759,590$27,248 ▲3.7%9,0600.1%MedicalIJHiShares Core S&P Mid-Cap ETF$747,2170.0%11,9900.1%ETFDEDeere & Company$719,894$20,866 ▲3.0%1,7250.1%Industrial ProductsXOMExxon Mobil$692,770$17,583 ▲2.6%5,9100.1%Oils/EnergyDHRDanaher$667,2480.0%2,4000.1%Multi-Sector ConglomeratesDRIDarden Restaurants$594,4790.0%3,6220.1%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$548,1000.0%8,7000.1%ETFShowing largest 100 holdings. 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