Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q2 2016)
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 Jun 30, 2016. 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 Q2 2016, the filing reported:
New Buys - Charter Communications, Inc.
Increases - Bank of America Corporation, Citigroup, Inc., Goldman Sachs Group, Inc. (The), JP Morgan Chase & Co., Marriott International
Reductions - Amazon.com, Inc., Alibaba Group Holding Limited, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Ecolab Inc., and 12 more
Complete Exits - The Kraft Heinz Company
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 |
|---|---|---|---|
|
Q2 2016
|
AMZN
Amazon.com, Inc.
|
Sell |
-41,821
|
|
Q2 2016
|
BABA
Alibaba Group Holding Limited
|
Sell |
-3,657,871
|
|
Q2 2016
|
BAC
Bank of America Corporation
|
Buy |
+1,022,109
|
|
Q2 2016
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-3
|
|
Q2 2016
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-299,283
|
|
Q2 2016
|
C
Citigroup, Inc.
|
Buy |
+718,707
|
|
Q2 2016
|
CHTR
Charter Communications, Inc.
|
Buy - Position Entry |
+1,808
|
|
Q2 2016
|
ECL
Ecolab Inc.
|
Sell |
-138,850
|
|
Q2 2016
|
GOOG
Alphabet Inc.
|
Sell |
-6,887
|
|
Q2 2016
|
GOOGL
Alphabet Inc.
|
Sell |
-40,313
|
|
Q2 2016
|
GS
Goldman Sachs Group, Inc. (The)
|
Buy |
+73,391
|
|
Q2 2016
|
JPM
JP Morgan Chase & Co.
|
Buy |
+740,432
|
|
Q2 2016
|
KHC
The Kraft Heinz Company
|
Sell - Position Exit |
-2,886,558
|
|
Q2 2016
|
MAR
Marriott International
|
Buy |
+684,652
|
|
Q2 2016
|
MDLZ
Mondelez International, Inc.
|
Sell |
-506,810
|
|
Q2 2016
|
MS
Morgan Stanley
|
Sell |
-248,999
|
|
Q2 2016
|
MSFT
Microsoft Corporation
|
Sell |
-352,649
|
|
Q2 2016
|
NSRGY
Nestle S.A.
|
Sell |
-2,952
|
|
Q2 2016
|
ORCL
Oracle Corporation
|
Sell |
-493,550
|
|
Q2 2016
|
PEP
Pepsico, Inc.
|
Sell |
-157,579
|
|
Q2 2016
|
STZ
Constellation Brands, Inc.
|
Sell |
-214,225
|
|
Q2 2016
|
TMO
Thermo Fisher Scientific Inc
|
Sell |
-139,509
|
|
Q2 2016
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-236,131
|
|
Q2 2016
|
WRB
W.R. Berkley Corporation
|
Sell |
-302,068
|