Drummond Knight Asset Management Pty Ltd 13F Holdings
CIK 0001808029 · CROWS NEST, NSW, C3
As of Sep 30, 2025, Drummond Knight Asset Management Pty Ltd reported 12 positions worth $326.7M in its SEC Form 13F filing.
Top 12 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DUPONT DE NEMOURS INC | DD | Basic Materials | 650,566 | $50.7M | 15.51% |
| BARRICK MINING CORP | B | Basic Materials | 1,205,000 | $39.5M | 12.09% |
| TECK RESOURCES LTD | TECK | Basic Materials | 880,000 | $38.6M | 11.82% |
| FREEPORT-MCMORAN INC | FCX | Basic Materials | 950,000 | $37.3M | 11.40% |
| CRH PUBLIC LTD CO | CRH | Basic Materials | 265,000 | $31.8M | 9.72% |
| ALCOA CORP | AA | Basic Materials | 929,608 | $30.6M | 9.36% |
| EQT CORP | EQT | Energy | 481,162 | $26.2M | 8.02% |
| EXXON MOBIL CORP | XOM | Energy | 217,133 | $24.5M | 7.49% |
| CAMECO CORP | CCO | Basic Materials | 266,669 | $22.4M | 6.84% |
| COMMERCIAL METALS CO | CMC | Basic Materials | 271,985 |