Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q2 2019)

As of Jun 30, 2019, 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 2019, the filing reported:

New Buys - None reported

Increases - AerCap, Berkshire Hathaway Inc. New, Citigroup, Inc., Comcast Corporation, Fiserv, Inc., and 11 more

Reductions - Amazon.com, Inc., Bank of America Corporation, Barclays PLC, Charter Communications, Inc., Walt Disney Company (The), and 11 more

Complete Exits - Lyft, Inc.

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 2019	AER AerCap	AerCap	Buy	+49,594	+0.6%	$418.55K	8,047,556
Q2 2019	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-1,062	-0.1%	$1.72M	907,105
Q2 2019	BAC Bank of America Corporation	Bank of America Corporation	Sell	-629	-0.4%	$4.07K	140,225
Q2 2019	BCS Barclays PLC	Barclays PLC	Sell	-2,602,552	-16.3%	$101.59K	13,349,561
Q2 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+728,791	+7.9%	$2.12M	9,958,101
Q2 2019	C Citigroup, Inc.	Citigroup, Inc.	Buy	+19,692	+0.1%	$1.88M	26,805,854
Q2 2019	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-20,097	-2.8%	$275.80K	697,906
Q2 2019	CMCSA Comcast Corporation	Comcast Corporation	Buy	+397,587	+1.2%	$1.41M	33,444,598
Q2 2019	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-6,970	-3.7%	$25.50K	182,584
Q2 2019	ECL Ecolab Inc.	Ecolab Inc.	Sell	-225,008	-16.3%	$227.63K	1,152,919
Q2 2019	FI Fiserv, Inc.	Fiserv, Inc.	Buy	+40,768	+1.7%	$227.89K	2,499,939
Q2 2019	FOX Fox Corporation	Fox Corporation	Sell	-1,296,327	-16.7%	$236.34K	6,469,888
Q2 2019	FOXA Fox Corporation	Fox Corporation	Sell	-240,329	-22.5%	$30.39K	829,344
Q2 2019	GM General Motors Company	General Motors Company	Sell	-111,519	-0.5%	$781.65K	20,286,796
Q2 2019	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+15,923	+0.9%	$1.95M	1,800,187
Q2 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-5,572	-2.5%	$237.00K	218,882
Q2 2019	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Buy	+714,963	+11.5%	$1.42M	6,927,386
Q2 2019	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Buy	+594,384	+13.5%	$487.57K	4,988,455
Q2 2019	JPM JP Morgan Chase & Co.	JP Morgan Chase & Co.	Sell	-2,015	-10.1%	$2.00K	17,882
Q2 2019	LBRDA Liberty Broadband Corporation	Liberty Broadband Corporation	Sell	-15,626	-1.3%	$118.31K	1,150,451
Q2 2019	LBRDK Liberty Broadband Corporation	Liberty Broadband Corporation	Buy	+10,394	+0.2%	$676.53K	6,491,398
Q2 2019	LYFT Lyft, Inc.	Lyft, Inc.	Sell - Position Exit	-10,000	-100.0%	$0.00	-
Q2 2019	MAR Marriott International	Marriott International	Buy	+5,544	+0.1%	$1.34M	9,529,107
Q2 2019	MHK Mohawk Industries, Inc.	Mohawk Industries, Inc.	Buy	+10,784	+0.2%	$678.66K	4,602,018
Q2 2019	MS Morgan Stanley	Morgan Stanley	Buy	+50,536	+0.3%	$675.22K	15,412,374
Q2 2019	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-86,379	-0.5%	$2.52M	18,777,198
Q2 2019	ORCL Oracle Corporation	Oracle Corporation	Sell	-2,986,567	-12.7%	$1.17M	20,550,004
Q2 2019	TMO Thermo Fisher Scientific Inc	Thermo Fisher Scientific Inc	Buy	+117	+0.4%	$8.60K	29,287
Q2 2019	TRIP TripAdvisor, Inc.	TripAdvisor, Inc.	Sell	-22,503	-0.3%	$412.06K	8,901,791
Q2 2019	UNH UnitedHealth Group Incorporated	UnitedHealth Group Incorporated	Sell	-676,520	-15.3%	$915.32K	3,751,176

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