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Drum Hill Capital, LLC

CIK:0002054679
Investment Adviser
$170M AUM
47 holdings
Westport, CT, United States
Founded:2006
3 employees
Latest filing:Sep 30, 2025

Drum Hill Capital, LLC is an investment advisory firm headquartered in Westport, Connecticut, United States. Founded in 2006, the firm offers advisory and financial planning services, primarily serving clients in the Northeast region. As of 2025, Drum Hill Capital manages $170 million in assets across 221 client accounts, including both high net worth and retail individuals. The firm is led by Dave Nightingale (Chief Investment Officer), Zach Olson (Managing Partner), and Ron Welz (Director of Operations and Chief Compliance Officer). The team consists of 3 employees. Drum Hill Capital is registered with the SEC and focuses on a disciplined, global investment approach.

Investment Strategy

Drum Hill Capital employs a global, disciplined investment strategy, leveraging deep research and proprietary insights to uncover opportunities across multiple asset classes and geographies. The firm invests primarily for high net worth and retail clients, focusing on both small and mid-cap equities, exchange-traded funds, and fixed income securities. Their approach emphasizes risk management and diversification through exposure to a wide range of markets, informed by fundamental analysis of individual holdings and macroeconomic trends. Drum Hill Capital seeks to deliver compelling, risk-adjusted returns while maintaining flexibility and transparency in portfolio management.

Top Buys
N
NEMNEWMONT CORP
+$2.1M
G
GDXVANECK ETF TRUST
+$1.4M
B
BWABORGWARNER INC
+$1.3M
G
GLWCORNING INC
+$300.8K
A
ALBALBEMARLE CORP
+$279.6K
Top Sells
T
TTETOTALENERGIES SE
-$3.7M
C
CLFDCLEARFIELD INC
-$442.8K
P
PFIXSIMPLIFY EXCHANGE TRADED FUN
-$428.4K
G
GMSGMS INC
-$231.1K
L
LNTHLANTHEUS HLDGS INC
-$200.6K

Top Holdings

V
VGSHVANGUARD SCOTTSDALE FDS
+14.7%$13.6M
N
NEMNEWMONT CORP
+7.3%$6.7M
E
ERICTELEFONAKTIEBOLAGET LM ERICS
+6.4%$5.9M
P
PFIXSIMPLIFY EXCHANGE TRADED FUN
+5.8%$5.4M
B
BWABORGWARNER INC
+5.8%$5.4M

Equity Positions (46)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VGSH
VANGUARD SCOTTSDALE FDS14.73%$13.6M231,279$58.20$58.85+$103.9K
N
NEM
NEWMONT CORP7.27%$6.7M79,644$41.01$84.31+$2.1M
E
ERIC
TELEFONAKTIEBOLAGET LM ERICS6.39%$5.9M713,602$8.06$8.27-$144.8K
P
PFIX
SIMPLIFY EXCHANGE TRADED FUN5.85%$5.4M112,121$52.28$48.17-$428.4K
B
BWA
BORGWARNER INC5.82%$5.4M122,427$31.79$43.96+$1.3M

Industry Allocation

RADIO & TV BROADCASTING & COMMUNICATIONS EQUIPMENT
+9.1%
CRUDE PETROLEUM & NATURAL GAS
+9.0%
TELEPHONE COMMUNICATIONS (NO RADIOTELEPHONE)
+7.6%
GOLD AND SILVER ORES
+7.3%
PETROLEUM REFINING
+6.0%