DRUM HILL CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ERIC | 714K | $5.90M |
 | TEF | 478K | $2.43M |
 | VET | 310K | $2.42M |
 | EQNR | 175K | $4.28M |
 | PBR | 133K | $1.68M |
 | BWA | 122K | $5.38M |
 | VZ | 104K | $4.59M |
 | NEM | 80K | $6.71M |
 | SHEL | 59K | $4.19M |
 | CLFD | 49K | $1.69M |
 | TEX | 48K | $2.45M |
 | SWKS | 21K | $1.62M |
 | ALB | 15K | $1.23M |
 | QCOM | 15K | $2.50M |
 | XOM | 11K | $1.23M |
 | PFE | 9K | $233.07K |
 | NXPI | 9K | $2.08M |
 | BRK-B | 8K | $3.82M |
 | CBU | 5K | $276.66K |
 | MSFT | 5K | $2.36M |
Telefonaktiebolaget LM Ericsson (publ)
ERIC
Shares Held
714K
Value
$5.90M
Telefónica, S.A.
TEF
Shares Held
478K
Value
$2.43M
Vermilion Energy Inc.
VET
Shares Held
310K
Value
$2.42M
Equinor ASA
EQNR
Shares Held
175K
Value
$4.28M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
133K
Value
$1.68M
BorgWarner Inc.
BWA
Shares Held
122K
Value
$5.38M
Verizon Communications Inc.
VZ
Shares Held
104K
Value
$4.59M
Newmont Corporation
NEM
Shares Held
80K
Value
$6.71M
Shell plc
SHEL
Shares Held
59K
Value
$4.19M
Clearfield, Inc.
CLFD
Shares Held
49K
Value
$1.69M
Terex Corporation
TEX
Shares Held
48K
Value
$2.45M
Skyworks Solutions, Inc.
SWKS
Shares Held
21K
Value
$1.62M
Albemarle Corporation
ALB
Shares Held
15K
Value
$1.23M
QUALCOMM Incorporated
QCOM
Shares Held
15K
Value
$2.50M
Exxon Mobil Corporation
XOM
Shares Held
11K
Value
$1.23M
Pfizer Inc.
PFE
Shares Held
9K
Value
$233.07K
NXP Semiconductors N.V.
NXPI
Shares Held
9K
Value
$2.08M
Berkshire Hathaway Inc.
BRK-B
Shares Held
8K
Value
$3.82M
Community Bank System, Inc.
CBU
Shares Held
5K
Value
$276.66K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$2.36M