Asset Manager · CIK 0000945631
Boykin Curry
Eagle Capital
Boykin Curry runs Eagle Capital, an asset manager overseeing $32.11B in disclosed equity holdings (SEC CIK 0000945631). The latest portfolio (2025Q4) discloses 56 positions across 9 sectors, with the largest positions in AMZN, MSFT and UNH. On a mark-to-market basis the tracked portfolio has returned 19.2% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$32.11B
Positions
56
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$560M
Lifetime buys
$49.58B
Lifetime sells
$54.42B
Quarter activity
What changed in 2024Q4 — net new, added, trimmed, exited.
New positions3 names
Added to12 names
- CMCSACOMCAST CORP NEW+12,279,836$460.9M
- COPCONOCOPHILLIPS+4,443,157$440.6M
- WDAYWORKDAY INC+1,539,964$397.4M
- AAALCOA CORP+1,030,297$38.9M
- BILSPDR SER TR+303,939$27.8M
- WWDWOODWARD INC+53,289$8.9M
- UNHUNITEDHEALTH GROUP INC+8,953$4.5M
- VVISA INC+13,555$4.3M
- GOOGLALPHABET INC+11,548$2.2M
- METAMETA PLATFORMS INC+2,793$1.6M
- N00985AERCAP HOLDINGS NV+4,435$424K
- COFCAPITAL ONE FINL CORP+1,438$256K
Trimmed22 names
- GEVGE VERNOVA LLC−2,104,243$692.1M
- NFLXNETFLIX INC−684,329$610.0M
- OXYOCCIDENTAL PETE CORP−10,722,236$529.8M
- WFCWELLS FARGO CO NEW−1,926,443$135.3M
- CHTRCHARTER COMMUNICATIONS INC N−295,045$101.1M
- AMZNAMAZON COM INC−139,202$30.5M
- HUMHUMANA INC−96,623$24.5M
- SHELSHELL PLC−380,190$23.8M
- ELVANTHEM INC−35,614$13.1M
- HLTHILTON WORLDWIDE HLDGS INC−42,555$10.5M
- LBRDKLIBERTY BROADBAND CORP−65,624$4.9M
- GOOGALPHABET INC−23,200$4.4M
- + 10 more…
Exited1 name
- G61188LIBERTY GLOBAL LTD−68,558$1.5M
Recent transactions
Last 20 moves
TRIM
LIBERTY BROADBAND CORP
−208,410
~$48.60 · 2025Q4
2026-02-17
TRIM
AERCAP HOLDINGS NV
−1,467,497
~$143.76 · 2025Q4
2026-02-17
TRIM
BERKSHIRE HATHAWAY INC DEL
−53
~$502.65 · 2025Q4
2026-02-17
TRIM
CHARTER COMMUNICATIONS INC N
−37,662
~$208.75 · 2025Q4
2026-02-17
