Ravenel Boykin Curry IV - Eagle Capital Management 13F Activity & Position Changes (Q4 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 Dec 31, 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 Q4 2014, the filing reported:
Increases - HealthEquity, Inc., Nestle S.A.
Reductions - Alibaba Group Holding Limited, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Citigroup, Inc., Comcast Corporation, and 12 more
Complete Exits - None 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 |
|---|---|---|---|
|
Q4 2014
|
AMZN
Amazon.com, Inc.
|
Buy - Position Entry |
+1,721,938
|
|
Q4 2014
|
BABA
Alibaba Group Holding Limited
|
Sell |
-1,209,747
|
|
Q4 2014
|
BRK-A
Berkshire Hathaway Inc.
|
Sell |
-63
|
|
Q4 2014
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-3,500,122
|
|
Q4 2014
|
C
Citigroup, Inc.
|
Sell |
-352,848
|
|
Q4 2014
|
CMCSA
Comcast Corporation
|
Sell |
-276,201
|
|
Q4 2014
|
ECL
Ecolab Inc.
|
Sell |
-46,144
|
|
Q4 2014
|
HQY
HealthEquity, Inc.
|
Buy |
+1,300
|
|
Q4 2014
|
KO
Coca-Cola Company (The)
|
Sell |
-2,430,758
|
|
Q4 2014
|
L
Loews Corporation
|
Sell |
-2,166,813
|
|
Q4 2014
|
MDLZ
Mondelez International, Inc.
|
Sell |
-506,481
|
|
Q4 2014
|
MS
Morgan Stanley
|
Sell |
-723,940
|
|
Q4 2014
|
MSFT
Microsoft Corporation
|
Sell |
-733,932
|
|
Q4 2014
|
NSRGY
Nestle S.A.
|
Buy |
+60,789
|
|
Q4 2014
|
ORCL
Oracle Corporation
|
Sell |
-562,195
|
|
Q4 2014
|
PEP
Pepsico, Inc.
|
Sell |
-125,718
|
|
Q4 2014
|
SATS
EchoStar Corporation
|
Buy - Position Entry |
+4,100
|
|
Q4 2014
|
SPY
SPDR S&P 500
|
Buy - Position Entry |
+10,375
|
|
Q4 2014
|
TMO
Thermo Fisher Scientific Inc
|
Sell |
-173,926
|
|
Q4 2014
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-397,683
|
|
Q4 2014
|
WMT
Walmart Inc.
|
Sell |
-5,999,902
|
|
Q4 2014
|
WRB
W.R. Berkley Corporation
|
Sell |
-218,604
|