Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q2 2018)

As of Jun 30, 2018, the Eagle Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 2018, the filing reported:

New Buys - Mohawk Industries, Inc.

Increases - AerCap, Barclays PLC, Charter Communications, Inc., Comcast Corporation, Liberty Broadband Corporation, and 2 more

Reductions - Amazon.com, Inc., Bank of America Corporation, Berkshire Hathaway Inc. New, Citigroup, Inc., Ecolab Inc., and 19 more

Complete Exits - Coca-Cola Company (The), Liberty Latin America Ltd, Mondelez International, Inc., EchoStar Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2018	AER AerCap	AerCap	Buy	+1,551,496	+23.9%	$435.88K	8,049,530
Q2 2018	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-17,135	-1.8%	$1.62M	954,070
Q2 2018	BAC Bank of America Corporation	Bank of America Corporation	Sell	-8,286,314	-36.6%	$405.48K	14,383,913
Q2 2018	BCS Barclays PLC	Barclays PLC	Buy	+12,617,573	+36.2%	$476.60K	47,517,311
Q2 2018	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-280,216	-2.8%	$1.79M	9,583,363
Q2 2018	C Citigroup, Inc.	Citigroup, Inc.	Sell	-438,906	-2.1%	$1.40M	20,887,794
Q2 2018	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+765,550	+42342.4%	$225.00K	767,358
Q2 2018	CMCSA Comcast Corporation	Comcast Corporation	Buy	+15,016,072	+89.8%	$1.04M	31,739,093
Q2 2018	ECL Ecolab Inc.	Ecolab Inc.	Sell	-2,775,918	-35.7%	$702.01K	5,002,594
Q2 2018	FIS Fidelity National Information S	Fidelity National Information S	Sell	-3,043,363	-99.7%	$1.10K	10,400
Q2 2018	GD General Dynamics Corporation	General Dynamics Corporation	Sell	-794,102	-99.6%	$522.00	2,800
Q2 2018	GM General Motors Company	General Motors Company	Sell	-475,326	-2.2%	$839.94K	21,318,366
Q2 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-19,893	-1.2%	$1.81M	1,626,609
Q2 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-6,379	-2.5%	$284.30K	251,774
Q2 2018	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-66,373	-2.3%	$611.73K	2,773,395
Q2 2018	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-80,472	-1.3%	$643.69K	6,177,432
Q2 2018	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Sell - Position Exit	-12,600	-100.0%	$0.00	-
Q2 2018	LBRDA Liberty Broadband Corporation	Liberty Broadband Corporation	Buy	+1,257,903	+5892.9%	$96.76K	1,279,249
Q2 2018	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Buy	+6,216,495	+25234.4%	$472.58K	6,241,130
Q2 2018	LILA Liberty Latin America Ltd	Liberty Latin America Ltd	Sell - Position Exit	-36,263	-100.0%	$0.00	-
Q2 2018	LILAK Liberty Latin America Ltd	Liberty Latin America Ltd	Sell	-852,110	-19.2%	$69.29K	3,575,342
Q2 2018	MAR Marriott International	Marriott International	Sell	-1,714,776	-21.5%	$794.52K	6,275,863
Q2 2018	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell - Position Exit	-17,305	-100.0%	$0.00	-
Q2 2018	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy - Position Entry	+1,854,210	-	$397.30K	1,854,210
Q2 2018	MS Morgan Stanley	Morgan Stanley	Sell	-82,679	-1.4%	$276.82K	5,840,003
Q2 2018	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-475,954	-2.1%	$2.18M	22,093,607
Q2 2018	NSRGY Nestle S.A.	Nestle S.A.	Sell	-4,905	-38.1%	$618.00	7,980
Q2 2018	ORCL Oracle Corporation	Oracle Corporation	Sell	-6,311,242	-17.4%	$1.32M	30,016,066
Q2 2018	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-32,246	-62.0%	$2.16K	19,800
Q2 2018	SATS EchoStar Corporation	EchoStar Corporation	Sell - Position Exit	-4,100	-100.0%	$0.00	-

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