Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q2 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 Jun 30, 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 Q2 2020, the filing reported:

New Buys - ConocoPhillips, RTX Corporation

Increases - Aon Plc, Comcast Corporation, Walt Disney Company (The), Elevance Health, Inc., Hilton Worldwide Holdings Inc., and 6 more

Reductions - AerCap, Amazon.com, Inc., Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Citigroup, Inc., and 21 more

Complete Exits - Abbott Laboratories, Barclays PLC, BorgWarner Inc., Centene Corporation, Deere & Company, and 11 more

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 2020	ABT Abbott Laboratories	Abbott Laboratories	Sell - Position Exit	-12,000	-100.0%	$0.00	-
Q2 2020	AER AerCap	AerCap	Sell	-304,851	-3.5%	$262.19K	8,512,533
Q2 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-21,128	-2.4%	$2.39M	865,487
Q2 2020	AON Aon Plc	Aon Plc	Buy	+560,312	+9.5%	$1.24M	6,445,670
Q2 2020	BCS Barclays PLC	Barclays PLC	Sell - Position Exit	-163,637	-100.0%	$0.00	-
Q2 2020	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-1	-4.0%	$6.42K	24
Q2 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-1,547,756	-15.3%	$1.53M	8,550,241
Q2 2020	BWA BorgWarner Inc.	BorgWarner Inc.	Sell - Position Exit	-13,900	-100.0%	$0.00	-
Q2 2020	C Citigroup, Inc.	Citigroup, Inc.	Sell	-3,853,613	-14.6%	$1.15M	22,491,256
Q2 2020	CCOI Cogent Communications Holdings,	Cogent Communications Holdings,	Sell	-4,800	-32.4%	$774.00	10,000
Q2 2020	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-22,799	-4.9%	$223.41K	438,031
Q2 2020	CMCSA Comcast Corporation	Comcast Corporation	Buy	+3,136,327	+7.1%	$1.83M	47,063,936
Q2 2020	CNC Centene Corporation	Centene Corporation	Sell - Position Exit	-14,400	-100.0%	$0.00	-
Q2 2020	COP ConocoPhillips	ConocoPhillips	Buy - Position Entry	+5,600	-	$235.00	5,600
Q2 2020	DE Deere & Company	Deere & Company	Sell - Position Exit	-5,500	-100.0%	$0.00	-
Q2 2020	DELL Dell Technologies Inc.	Dell Technologies Inc.	Sell - Position Exit	-10,149	-100.0%	$0.00	-
Q2 2020	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+271,890	+5.1%	$629.96K	5,649,372
Q2 2020	DKS Dick's Sporting Goods Inc	Dick's Sporting Goods Inc	Sell - Position Exit	-17,200	-100.0%	$0.00	-
Q2 2020	ECL Ecolab Inc.	Ecolab Inc.	Sell	-53,808	-66.2%	$5.47K	27,474
Q2 2020	ELV Elevance Health, Inc.	Elevance Health, Inc.	Buy	+909,917	+72.9%	$567.72K	2,158,777
Q2 2020	FI Fiserv, Inc.	Fiserv, Inc.	Sell - Position Exit	-1,576,103	-100.0%	$0.00	-
Q2 2020	FOX Fox Corporation	Fox Corporation	Sell - Position Exit	-172,069	-100.0%	$0.00	-
Q2 2020	FOXA Fox Corporation	Fox Corporation	Sell	-2,528	-15.6%	$366.00	13,650
Q2 2020	GM General Motors Company	General Motors Company	Sell	-615,483	-3.1%	$481.87K	19,046,347
Q2 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-35,359	-2.0%	$2.42M	1,712,466
Q2 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-11,930	-6.4%	$246.89K	174,103
Q2 2020	GS Goldman Sachs Group, Inc. (The)	Goldman Sachs Group, Inc. (The)	Sell	-863,872	-12.7%	$1.17M	5,935,809
Q2 2020	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Buy	+523,274	+6.0%	$677.90K	9,229,370
Q2 2020	HXL Hexcel Corporation	Hexcel Corporation	Buy	+299,011	+14.2%	$108.84K	2,406,901
Q2 2020	IWD iShares Russell 1000 Value ETF	iShares Russell 1000 Value ETF	Sell - Position Exit	-66,365	-100.0%	$0.00	-

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