Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q3 2014)
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 Sep 30, 2014. 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
|