Drum Hill Capital, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 47 distinct positions held by the firm.
The top holdings in the portfolio include Newmont Corporation, with 8,127,098 shares, and Equinor ASA Sponsored ADR, with 176,302 shares. Other significant positions include Verizon Communications Inc, with 93,334 shares, and Telefonaktiebolaget LM Ericsson ADR B SEK, with 230,990 shares.
The filing also includes a substantial allocation to Simplify Exchange Traded Fun Simplify Interst, holding 148,265 shares. Other notable companies listed in the portfolio include Berkshire Hathaway Inc, Terex Corp, and TotalEnergies SE.
