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

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, 2019. 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

Page 1 of 2