Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q1 2020)
According to the SEC 13F filed on Aug 14, 2026, the Eagle Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2020. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2020, the filing reported:
New Buys - Abbott Laboratories, Aon Plc, BorgWarner Inc., Centene Corporation, Deere & Company, and 11 more
Increases - AerCap, Comcast Corporation, Walt Disney Company (The), Hilton Worldwide Holdings Inc., iShares Russell 1000 Value ETF, and 6 more
Reductions - Amazon.com, Inc., Barclays PLC, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Citigroup, Inc., and 19 more
Complete Exits - Bausch Health Companies Inc., ConocoPhillips
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2020
|
ABT
Abbott Laboratories
|
Buy - Position Entry |
+12,000
|
|
Q1 2020
|
AER
AerCap
|
Buy |
+26,893
|
|
Q1 2020
|
AMZN
Amazon.com, Inc.
|
Sell |
-8,064
|
|
Q1 2020
|
AON
Aon Plc
|
Buy - Position Entry |
+5,885,358
|
|
Q1 2020
|
BCS
Barclays PLC
|
Sell |
-5,490,614
|
|
Q1 2020
|
BHC
Bausch Health Companies Inc.
|
Sell - Position Exit |
-8,600
|
|
Q1 2020
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-13
|
|
Q1 2020
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-135,566
|
|
Q1 2020
|
BWA
BorgWarner Inc.
|
Buy - Position Entry |
+13,900
|
|
Q1 2020
|
C
Citigroup, Inc.
|
Sell |
-214,927
|
|
Q1 2020
|
CHTR
Charter Communications, Inc.
|
Sell |
-163,076
|
|
Q1 2020
|
CMCSA
Comcast Corporation
|
Buy |
+8,487,289
|
|
Q1 2020
|
CNC
Centene Corporation
|
Buy - Position Entry |
+14,400
|
|
Q1 2020
|
COP
ConocoPhillips
|
Sell - Position Exit |
-5,600
|
|
Q1 2020
|
DE
Deere & Company
|
Buy - Position Entry |
+5,500
|
|
Q1 2020
|
DELL
Dell Technologies Inc.
|
Buy - Position Entry |
+10,149
|
|
Q1 2020
|
DIS
Walt Disney Company (The)
|
Buy |
+5,205,371
|
|
Q1 2020
|
DKS
Dick's Sporting Goods Inc
|
Buy - Position Entry |
+17,200
|
|
Q1 2020
|
ECL
Ecolab Inc.
|
Sell |
-589,603
|
|
Q1 2020
|
ELV
Elevance Health, Inc.
|
Buy - Position Entry |
+1,248,860
|
|
Q1 2020
|
FI
Fiserv, Inc.
|
Sell |
-1,964,358
|
|
Q1 2020
|
FOX
Fox Corporation
|
Sell |
-2,349,945
|
|
Q1 2020
|
FOXA
Fox Corporation
|
Sell |
-680
|
|
Q1 2020
|
GM
General Motors Company
|
Sell |
-287,644
|
|
Q1 2020
|
GOOG
Alphabet Inc.
|
Sell |
-137,699
|
|
Q1 2020
|
GOOGL
Alphabet Inc.
|
Sell |
-14,158
|
|
Q1 2020
|
GS
Goldman Sachs Group, Inc. (The)
|
Sell |
-57,422
|
|
Q1 2020
|
HLT
Hilton Worldwide Holdings Inc.
|
Buy |
+3,270,009
|
|
Q1 2020
|
HXL
Hexcel Corporation
|
Buy - Position Entry |
+2,107,890
|
|
Q1 2020
|
IWD
iShares Russell 1000 Value ETF
|
Buy |
+48,279
|
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