SEC 13F Intelligence

Drum Hill Capital, LLC / AWM

Drum Hill Capital, LLC’s Skyworks Solutions Inc Position

Does Drum Hill Capital, LLC own Skyworks Solutions Inc (AWM)? Not currently — the last reported position was 18.4K shares worth $1M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$1M
Q4 2025
Shares
18.4K
% of Portfolio
+1.21%
Quarters Held
5
position exited

Position History AWM

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $1MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202518.4K$1M+1.21%
Q3 202521.1K$2M+1.75%
Q2 202521.1K$2M+1.74%
Q1 202521.2K$1M+1.58%
Q4 202421.1K$2M+2.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Drum Hill Capital, LLC’s full portfolio or all institutional holders of AWM.