DRUM HILL CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ERIC | 678K | $6.54M |
 | TEF | 471K | $1.91M |
 | VET | 262K | $2.18M |
 | EQNR | 170K | $4.01M |
 | PBR | 132K | $1.56M |
 | BWA | 102K | $4.58M |
 | VZ | 100K | $4.09M |
 | NEM | 78K | $7.81M |
 | SHEL | 59K | $4.36M |
 | CLFD | 50K | $1.45M |
 | TEX | 48K | $2.57M |
 | SWKS | 18K | $1.17M |
 | QCOM | 15K | $2.57M |
 | XOM | 11K | $1.31M |
 | PFE | 9K | $227.76K |
 | NXPI | 9K | $1.98M |
 | BRK-B | 8K | $3.83M |
 | CBU | 5K | $271.00K |
 | MSFT | 4K | $2.13M |
 | IBM | 4K | $1.23M |
Telefonaktiebolaget LM Ericsson (publ)
ERIC
Shares Held
678K
Value
$6.54M
Telefónica, S.A.
TEF
Shares Held
471K
Value
$1.91M
Vermilion Energy Inc.
VET
Shares Held
262K
Value
$2.18M
Equinor ASA
EQNR
Shares Held
170K
Value
$4.01M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
132K
Value
$1.56M
BorgWarner Inc.
BWA
Shares Held
102K
Value
$4.58M
Verizon Communications Inc.
VZ
Shares Held
100K
Value
$4.09M
Newmont Corporation
NEM
Shares Held
78K
Value
$7.81M
Shell plc
SHEL
Shares Held
59K
Value
$4.36M
Clearfield, Inc.
CLFD
Shares Held
50K
Value
$1.45M
Terex Corporation
TEX
Shares Held
48K
Value
$2.57M
Skyworks Solutions, Inc.
SWKS
Shares Held
18K
Value
$1.17M
QUALCOMM Incorporated
QCOM
Shares Held
15K
Value
$2.57M
Exxon Mobil Corporation
XOM
Shares Held
11K
Value
$1.31M
Pfizer Inc.
PFE
Shares Held
9K
Value
$227.76K
NXP Semiconductors N.V.
NXPI
Shares Held
9K
Value
$1.98M
Berkshire Hathaway Inc.
BRK-B
Shares Held
8K
Value
$3.83M
Community Bank System, Inc.
CBU
Shares Held
5K
Value
$271.00K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$2.13M
International Business Machines Corporation
IBM
Shares Held
4K
Value
$1.23M