Eagle Capital Management
Superinvestor profile · Rank #13 of 149 tracked managers by reported 13F value · CIK 0000945631 · All profiles
Founded 1988New York City, New York, U.S.Long-only concentrated value, bottom-upKey person: Ravenel B. Curry III (founder; firm is now led by a three-person CIO team including his son R. Boykin Curry IV)
Reported 13F value
$32.7B
Period 2026-06-30 · Filed 2026-08-14
Positions
56
Top 10 = 58.7% of value
Clone CAGR (full window)
+15.7%
2016-11-14 → 2026-10-02 · cumulative +322%
SPY CAGR (same window)
+15.5%
Cumulative +316%
Max drawdown (monthly)
-31%
Month-end values, approximate
Latest-quarter activity
0 new · 4 exited
15 increased · 33 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-14 → 2026-10-02, 40 filings) | +15.69% | Cumulative +322.3% vs SPY +316.1% |
| Trailing 10Y | — | |
| Trailing 5Y | +11.68% | |
| Trailing 3Y | +19.99% | |
| Trailing 1Y | +10.33% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| AMZN | Amazon Com Inc | 8.28% | $2.7B |
| UNH | Unitedhealth Group Inc | 7.33% | $2.4B |
| MELI | Mercadolibre Inc | 7.29% | $2.4B |
| TSM | Taiwan Semiconductor Manufac | 6.45% | $2.1B |
| COP | Conocophillips | 5.55% | $1.8B |
| DHR | Danaher Corp Del | 5.45% | $1.8B |
| SPGI | S&P Global Inc | 5.06% | $1.7B |
| HUM | Humana Inc | 4.67% | $1.5B |
| GOOG | Alphabet Inc | 4.35% | $1.4B |
| MSFT | Microsoft Corp | 4.23% | $1.4B |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 94.8% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://www.eaglecap.com/about — Founded in 1988 by Ravenel Curry with his late wife Beth Curry, after his years investing for The Duke Endowment. Runs a single strategy (the Eagle Equity Portfolio) and charges a flat fee rather than a performance-based '2 and 20'.