Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q3 2014)
As of Sep 30, 2014, 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 Q3 2014, the filing reported:
Increases - Berkshire Hathaway Inc. New, Citigroup, Inc., Ecolab Inc., Coca-Cola Company (The), Mondelez International, Inc., and 2 more
Reductions - Berkshire Hathaway Inc., Comcast Corporation, Loews Corporation, Morgan Stanley, Microsoft Corporation, and 5 more
Complete Exits - 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 | Type | Change Qty |
|---|---|---|---|
|
Q3 2014
|
BABA
Alibaba Group Holding Limited
|
Buy - Position Entry |
+2,898,300
|
|
Q3 2014
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-3
|
|
Q3 2014
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+227,495
|
|
Q3 2014
|
C
Citigroup, Inc.
|
Buy |
+267,891
|
|
Q3 2014
|
CMCSA
Comcast Corporation
|
Sell |
-2,916
|
|
Q3 2014
|
ECL
Ecolab Inc.
|
Buy |
+71,873
|
|
Q3 2014
|
HQY
HealthEquity, Inc.
|
Buy - Position Entry |
+38,700
|
|
Q3 2014
|
KO
Coca-Cola Company (The)
|
Buy |
+474,547
|
|
Q3 2014
|
L
Loews Corporation
|
Sell |
-2,014,165
|
|
Q3 2014
|
MDLZ
Mondelez International, Inc.
|
Buy |
+312,400
|
|
Q3 2014
|
MS
Morgan Stanley
|
Sell |
-4,273,475
|
|
Q3 2014
|
MSFT
Microsoft Corporation
|
Sell |
-303,372
|
|
Q3 2014
|
NSRGY
Nestle S.A.
|
Sell |
-129,810
|
|
Q3 2014
|
ORCL
Oracle Corporation
|
Buy |
+547,276
|
|
Q3 2014
|
PEP
Pepsico, Inc.
|
Buy |
+101,706
|
|
Q3 2014
|
SATS
EchoStar Corporation
|
Sell - Position Exit |
-4,100
|
|
Q3 2014
|
TMO
Thermo Fisher Scientific Inc
|
Sell |
-19,985
|
|
Q3 2014
|
TTE
TotalEnergies SE
|
Buy - Position Entry |
+4,400
|
|
Q3 2014
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-4,493
|
|
Q3 2014
|
WMT
Walmart Inc.
|
Sell |
-297,755
|
|
Q3 2014
|
WRB
W.R. Berkley Corporation
|
Sell |
-154,503
|