EagleClaw Capital Managment, LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| TEXAS PACIFIC LAND CORPORATI | 0 | 151,894 | +151,894 | 0 | 72,082,817 | +72,082,817 |
| LANDBRIDGE COMPANY LLC | 200,880 | 208,955 | +8,075 | 9,841,111 | 14,428,343 | +4,587,232 |
| GALLAGHER ARTHUR J & CO | 2,820 | 22,300 | +19,480 | 729,788 | 4,829,734 | +4,099,946 |
| CHEVRON CORPORATION | 68,390 | 66,822 | -1,568 | 10,423,387 | 13,825,563 | +3,402,176 |
| WATERBRIDGE INFRASTRUCTURE L | 0 | 200,200 | +200,200 | 0 | 5,363,358 | +5,363,358 |
| XYLEM INC | 0 | 24,375 | +24,375 | 0 | 2,912,813 | +2,912,813 |
| PFIZER INC | 0 | 111,043 | +111,043 | 0 | 3,118,087 | +3,118,087 |
| AIR PRODUCTS AND CHEMICALS I | 40,263 | 40,772 | +509 | 9,945,766 | 11,843,858 | +1,898,092 |
| LINDE PLC | 29,175 | 28,665 | -510 | 12,439,928 | 14,210,960 | +1,771,032 |
| CATERPILLAR INC | 20,090 | 18,695 | -1,395 | 11,508,958 | 13,244,660 | +1,735,702 |
| FRANCO NEV CORP | 48,024 | 47,214 | -810 | 9,954,415 | 11,664,219 | +1,709,804 |
| LOCKHEED MARTIN CORP | 14,502 | 14,263 | -239 | 7,014,182 | 8,620,415 | +1,606,233 |
| MICROSOFT CORP | 18,674 | 28,124 | +9,450 | 9,031,266 | 10,410,773 | +1,379,507 |
| WHEATON PRECIOUS METALS CORP | 0 | 148,889 | +148,889 | 0 | 19,505,948 | +19,505,948 |
| APPLE INC | 87,925 | 99,210 | +11,285 | 23,903,291 | 25,178,506 | +1,275,215 |
| FEDEX CORP | 19,907 | 19,632 | -275 | 5,750,336 | 6,992,526 | +1,242,190 |
| RAYONIER INC | 0 | 58,397 | +58,397 | 0 | 1,204,146 | +1,204,146 |
| WILLIAMS COS INC | 0 | 98,497 | +98,497 | 0 | 7,168,612 | +7,168,612 |
| FREEPORT MCMORAN INC | 147,100 | 145,650 | -1,450 | 7,471,209 | 8,561,307 | +1,090,098 |
| HAWAIIAN ELEC INDS INC MTN B | 363,550 | 370,650 | +7,100 | 4,471,665 | 5,500,446 | +1,028,781 |
| CONOCOPHILLIPS | 24,540 | 24,252 | -288 | 2,297,189 | 3,201,264 | +904,075 |
| CME GROUP INC | 39,074 | 38,955 | -119 | 10,670,328 | 11,505,359 | +835,031 |
| WATERS CORP | 0 | 2,650 | +2,650 | 0 | 789,170 | +789,170 |
| LISTED FDS TR | 86,605 | 88,302 | +1,697 | 3,850,458 | 4,597,002 | +746,544 |
| EATON CORP PLC | 41,808 | 39,308 | -2,500 | 13,316,266 | 14,059,292 | +743,026 |
| MADISON SQUARE GRDN SPRT COR | 12,245 | 12,095 | -150 | 3,167,169 | 3,887,333 | +720,164 |
| JOHNSON & JOHNSON | 23,296 | 22,358 | -938 | 4,821,010 | 5,465,074 | +644,064 |
| RIO TINTO PLC | 0 | 47,555 | +47,555 | 0 | 4,436,406 | +4,436,406 |
| DEVON ENERGY CORP NEW | 45,475 | 44,400 | -1,075 | 1,665,749 | 2,234,208 | +568,459 |
| CREDO TECHNOLOGY GROUP HOLDI | 0 | 5,385 | +5,385 | 0 | 505,490 | +505,490 |
| MERCK & CO INC | 31,963 | 31,638 | -325 | 3,364,425 | 3,805,735 | +441,310 |
| HONEYWELL INTL INC | 12,556 | 12,566 | +10 | 2,449,491 | 2,840,225 | +390,734 |
| UNION PAC CORP | 0 | 33,465 | +33,465 | 0 | 8,119,278 | +8,119,278 |
| ARGAN INC | 0 | 700 | +700 | 0 | 381,255 | +381,255 |
| CLEAN ENERGY FUELS CORP | 245,625 | 350,600 | +104,975 | 515,813 | 869,488 | +353,675 |
| EXXON MOBIL CORP | 9,450 | 8,430 | -1,020 | 1,137,213 | 1,430,234 | +293,021 |
| NOVARTIS AG | 27,682 | 26,836 | -846 | 3,816,517 | 4,099,199 | +282,682 |
| DEERE & CO | 2,345 | 2,370 | +25 | 1,091,762 | 1,335,021 | +243,259 |
| ARK ETF TR | 0 | 3,352 | +3,352 | 0 | 226,562 | +226,562 |
| SLB LIMITED | 0 | 20,959 | +20,959 | 0 | 1,077,083 | +1,077,083 |
| NEXTERA ENERGY INC | 19,925 | 19,395 | -530 | 1,599,579 | 1,801,408 | +201,829 |
| KINDER MORGAN INC DEL | 0 | 6,000 | +6,000 | 0 | 201,180 | +201,180 |
| INVESCO EXCHANGE TRADED FD T | 10,155 | 11,140 | +985 | 1,945,292 | 2,137,989 | +192,697 |
| PERMIAN BASIN RTY TR | 0 | 35,450 | +35,450 | 0 | 762,884 | +762,884 |
| LISTED FDS TR | 23,750 | 29,440 | +5,690 | 717,658 | 904,897 | +187,239 |
| BARRETT BUSINESS SVCS INC | 7,200 | 15,200 | +8,000 | 260,712 | 443,536 | +182,824 |
| WASTE MGMT INC DEL | 0 | 18,321 | +18,321 | 0 | 4,209,983 | +4,209,983 |
| SELECT WATER SOLUTIONS INC | 0 | 37,000 | +37,000 | 0 | 566,100 | +566,100 |
| TJX COS INC NEW | 0 | 65,915 | +65,915 | 0 | 10,526,626 | +10,526,626 |
| MARRIOTT INTL INC NEW | 19,290 | 18,725 | -565 | 5,984,530 | 6,124,386 | +139,856 |
| COLGATE PALMOLIVE CO | 37,170 | 36,079 | -1,091 | 2,937,147 | 3,074,985 | +137,838 |
| GILEAD SCIENCES INC | 9,390 | 9,190 | -200 | 1,152,529 | 1,280,810 | +128,281 |
| ONEOK INC NEW | 0 | 6,634 | +6,634 | 0 | 599,647 | +599,647 |
| MARATHON PETE CORP | 1,494 | 1,444 | -50 | 242,969 | 352,596 | +109,627 |
| CANADIAN PACIFIC KANSAS CITY | 17,242 | 17,442 | +200 | 1,269,528 | 1,371,988 | +102,460 |
| CACI INTL INC | 21,394 | 21,145 | -249 | 11,398,937 | 11,500,131 | +101,194 |
| PEPSICO INC | 0 | 7,510 | +7,510 | 0 | 1,166,228 | +1,166,228 |
| SCHWAB STRATEGIC TR | 0 | 11,665 | +11,665 | 0 | 357,882 | +357,882 |
| RTX CORPORATION | 0 | 2,732 | +2,732 | 0 | 527,003 | +527,003 |
| COCA COLA CO | 16,329 | 16,079 | -250 | 1,141,560 | 1,222,808 | +81,248 |
| HALLIBURTON CO | 8,100 | 7,400 | -700 | 228,906 | 288,526 | +59,620 |
| ENBRIDGE INC | 7,273 | 7,273 | 0 | 347,868 | 393,760 | +45,892 |
| AMGEN INC | 2,125 | 2,100 | -25 | 695,534 | 738,885 | +43,351 |
| CHURCH & DWIGHT CO INC | 4,158 | 4,158 | 0 | 348,634 | 388,009 | +39,375 |
| WINCHESTER BANCORP INC | 0 | 16,000 | +16,000 | 0 | 203,200 | +203,200 |
| VANGUARD INTL EQUITY INDEX F | 0 | 5,084 | +5,084 | 0 | 274,790 | +274,790 |
| ENERGY TRANSFER L P | 11,500 | 11,500 | 0 | 189,635 | 221,950 | +32,315 |
| CUMMINS INC | 1,050 | 1,050 | 0 | 535,973 | 564,921 | +28,948 |
| STATE STR SPDR S&P 500 ETF T | 0 | 1,747 | +1,747 | 0 | 1,136,144 | +1,136,144 |
| ESSENTIAL UTILS INC | 11,052 | 11,052 | 0 | 423,955 | 445,064 | +21,109 |
| ISHARES TR | 11,990 | 11,990 | 0 | 791,340 | 809,685 | +18,345 |
| VANGUARD INTL EQUITY INDEX F | 0 | 8,700 | +8,700 | 0 | 653,370 | +653,370 |
| GENERAL DYNAMICS CORP | 2,000 | 2,000 | 0 | 673,320 | 686,440 | +13,120 |
| T-MOBILE US INC | 0 | 1,200 | +1,200 | 0 | 252,036 | +252,036 |
| ICAHN ENTERPRISES LP | 13,065 | 13,065 | 0 | 98,639 | 98,639 | 0 |
| MCKESSON CORP | 480 | 455 | -25 | 393,739 | 393,739 | 0 |
| CISCO SYS INC | 5,325 | 5,175 | -150 | 410,185 | 401,528 | -8,657 |
| RPM INTL INC | 0 | 3,000 | +3,000 | 0 | 298,200 | +298,200 |
| BENTLEY SYS INC | 6,275 | 6,275 | 0 | 239,485 | 220,378 | -19,107 |
| SAFETY INS GROUP INC | 0 | 3,750 | +3,750 | 0 | 272,400 | +272,400 |
| VANGUARD INDEX FDS | 0 | 8,732 | +8,732 | 0 | 2,801,313 | +2,801,313 |
| LANTRONIX INC | 42,400 | 42,400 | 0 | 248,464 | 222,176 | -26,288 |
| INVESCO QQQ TR | 735 | 735 | 0 | 451,518 | 424,227 | -27,291 |
| GEOSPACE TECHNOLOGIES CORP | 61,150 | 82,015 | +20,865 | 1,034,047 | 1,000,583 | -33,464 |
| SANOFI SA | 0 | 50,835 | +50,835 | 0 | 2,449,230 | +2,449,230 |
| BLACKROCK INC | 398 | 398 | 0 | 425,995 | 382,761 | -43,234 |
| MOODYS CORP | 600 | 600 | 0 | 306,510 | 261,750 | -44,760 |
| VANGUARD INDEX FDS | 0 | 1,350 | +1,350 | 0 | 353,592 | +353,592 |
| PUBLIC SVC ENTERPRISE GROUP | 0 | 3,800 | +3,800 | 0 | 307,610 | +307,610 |
| DARDEN RESTAURANTS INC | 3,200 | 2,750 | -450 | 588,864 | 539,110 | -49,754 |
| VERTEX PHARMACEUTICALS INC | 0 | 7,385 | +7,385 | 0 | 3,297,698 | +3,297,698 |
| PROCTER & GAMBLE CO | 0 | 8,447 | +8,447 | 0 | 1,220,085 | +1,220,085 |
| INTEL CORP | 13,192 | 9,542 | -3,650 | 486,785 | 421,088 | -65,697 |
| VANGUARD INDEX FDS | 0 | 4,565 | +4,565 | 0 | 1,310,977 | +1,310,977 |
| ICICI BANK LIMITED | 19,250 | 19,250 | 0 | 573,650 | 498,575 | -75,075 |
| VANGUARD INDEX FDS | 0 | 2,579 | +2,579 | 0 | 1,541,081 | +1,541,081 |
| DANAHER CORP DEL | 2,425 | 2,425 | 0 | 555,131 | 459,780 | -95,351 |
| TRAVELERS COMPANIES INC | 0 | 800 | +800 | 0 | 233,344 | +233,344 |
| HOLOGIC INC | 33,832 | 31,984 | -1,848 | 2,520,146 | 2,417,671 | -102,475 |
| ABBOTT LABORATORIES | 4,648 | 4,648 | 0 | 582,348 | 477,210 | -105,138 |