DRUM HILL CAPITAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ERIC | 667K | $7.52M |
 | VET | 370K | $5.09M |
 | EQNR | 176K | $7.41M |
 | PBR | 132K | $2.75M |
 | BWA | 100K | $5.42M |
 | VZ | 96K | $4.80M |
 | NEM | 80K | $8.71M |
 | SHEL | 58K | $5.43M |
 | CLFD | 51K | $1.36M |
 | TEX | 49K | $2.88M |
 | XOM | 18K | $3.02M |
 | QCOM | 15K | $1.98M |
 | NXPI | 9K | $1.79M |
 | BRK-B | 8K | $3.68M |
 | CBU | 5K | $276.71K |
 | MSFT | 4K | $1.63M |
 | IBM | 4K | $1.01M |
 | GLW | 4K | $498.60K |
 | ALB | 4K | $656.18K |
 | AAPL | 3K | $876.85K |
Telefonaktiebolaget LM Ericsson (publ)
ERIC
Shares Held
667K
Value
$7.52M
Vermilion Energy Inc.
VET
Shares Held
370K
Value
$5.09M
Equinor ASA
EQNR
Shares Held
176K
Value
$7.41M
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
132K
Value
$2.75M
BorgWarner Inc.
BWA
Shares Held
100K
Value
$5.42M
Verizon Communications Inc.
VZ
Shares Held
96K
Value
$4.80M
Newmont Corporation
NEM
Shares Held
80K
Value
$8.71M
Shell plc
SHEL
Shares Held
58K
Value
$5.43M
Clearfield, Inc.
CLFD
Shares Held
51K
Value
$1.36M
Terex Corporation
TEX
Shares Held
49K
Value
$2.88M
Exxon Mobil Corporation
XOM
Shares Held
18K
Value
$3.02M
QUALCOMM Incorporated
QCOM
Shares Held
15K
Value
$1.98M
NXP Semiconductors N.V.
NXPI
Shares Held
9K
Value
$1.79M
Berkshire Hathaway Inc.
BRK-B
Shares Held
8K
Value
$3.68M
Community Bank System, Inc.
CBU
Shares Held
5K
Value
$276.71K
Microsoft Corporation
MSFT
Shares Held
4K
Value
$1.63M
International Business Machines Corporation
IBM
Shares Held
4K
Value
$1.01M
Corning Inc
GLW
Shares Held
4K
Value
$498.60K
Albemarle Corporation
ALB
Shares Held
4K
Value
$656.18K
Apple Inc.
AAPL
Shares Held
3K
Value
$876.85K