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:

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