Ownership history in EagleClaw Capital Managment, LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which EagleClaw Capital Managment, LLC reported a position in ORACLE CORP (ORCL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π EagleClaw Capital Managment, LLC outperformed the S&P 500 by +18.6% annually on this ORCL position. Timing score: 82% (14/17 decisions correct). Average cost basis: $80.24. Maximum drawdown during holding period: β30.6%.
π₯ Exceptional β beat the S&P 500 by 18.6% per year on this position.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
14 of 17 add/trim decisions correct
Best entry: $65.53 (2021 Q1) Β· Worst: $217.21 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
13 adds Β· 5 trims. Bought during 4 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π EagleClaw Capital Managment, LLC has been actively increasing its ORCL allocation β a bullish signal from insiders.
Currently 1.62% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size