EagleClaw Capital Managment, LLC

RIA/Wealth

EagleClaw Capital Managment, LLC is a RIA/Wealth based in Boston, MA led by Katherine Rose Kelliher, managing $714.9M across 146 long positions as of Q3 2025 with TPL as the largest holding (6% allocation).

CCOKatherine Rose Kelliher

Portfolio Value: $714.9M
Positions: 146
Top Holding: TPL at 6.39%
Last Reported: Q3 2025

AddressOne Federal Street, 19th Floor, Boston, MA, 02110, United States

Top Holdings

Largest long holdings in EagleClaw Capital Managment, LLC's portfolio (35% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Texas Pacific Land TPL	Oil & Gas Exploration & Production Energy	$45.7M	6.39%	+$1.7M Bought	0.21% 48.9K shares	Q3 2016 Held for 9y 2m
2 Nvidia NVDA	Semiconductors Technology	$38.7M	5.41%	-$386.6K Sold	0.00% 207.5K shares	Q3 2017 Held for 8y 2m
3 GBTC Grayscale Bitcoin Trust GBTC	Unknown Unknown	$30.0M	4.20%	-$4.9M Sold	— 334.5K shares	Q1 2024 Held for 1y 8m
4 Nike NKE	Apparel - Footwear & Accessories Consumer Cyclical	$28.1M	3.93%	+$401.3K Bought	0.03% 403.1K shares	Q1 2014 Held for 11y 8m
5 Apple AAPL	Consumer Electronics Technology	$22.8M	3.19%	-$299.2K Sold	0.00% 89.6K shares	Q1 2014 Held for 11y 8m
6 Home Depot HD	Home Improvement Consumer Cyclical	$17.9M	2.50%	+$899.1K Bought	0.00% 44.2K shares	Q1 2014 Held for 11y 8m
7 Wheaton Precious Metals WPM	Gold Basic Materials	$17.5M	2.45%	-$642.3K Sold	0.03% 156.8K shares	Q4 2016 Held for 8y 11m
8 JPMorgan Chase JPM	Banks - Diversified Financial Services	$16.8M	2.35%	-$287.7K Sold	0.00% 53.2K shares	Q1 2014 Held for 11y 8m
9 AbbVie ABBV	Drug Manufacturers - General Healthcare	$16.7M	2.34%	-$414.0K Sold	0.00% 72.1K shares	Q1 2014 Held for 11y 8m
10 Oracle ORCL	Software - Infrastructure Technology	$16.3M	2.28%	-$908.4K Sold	0.00% 57.9K shares	Q1 2021 Held for 4y 8m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in EagleClaw Capital Managment, LLC's latest filing

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GthenC

Market Value

$714.9M

Prior: $669.6M

Q/Q Change

+6.77%

+$45.3M

Net Flows % of MV

+1.3%

Turnover Ratio

3.63%

New Purchases

3 stocks

$1.7M

Added To

57 stocks

+$26.9M

Sold Out Of

4 stocks

$7.4M

Reduced Holdings

45 stocks

-$12.0M

Increased Positions

Position	Shares Δ	Change
1 WBI WaterBridge Infrastructure LLC WBI	New	0 → 35.1K +$884.0K
2 Arthur J. Gallagher AJG	New	0 → 1.9K +$600.9K
3 Safety Insurance Group SAFT	New	0 → 3.8K +$265.1K
4 CoStar Group CSGP	+136.71%	14.3K → 33.9K +$1.6M
5 LandBridge Company LB	+78.33%	113.5K → 202.3K +$4.7M

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	26.3K → 0 −$4.5M
2 Aris Water Solutions ARIS	Sold	107.7K → 0 −$2.5M
3 Kimberly-Clark KMB	Sold	1.6K → 0 −$206.3K
4 Fluence Energy, Inc. FLNC	Sold	15.4K → 0 −$103.5K
5 SPDR S&P 500 ETF Trust SPY	-14.51%	2.1K → 1.8K −$199.9K