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Drummond Knight Asset Management Pty Ltd 13F holdings

Filed 2026-07-15 · Drummond Knight Asset Management Pty Ltd · 16 positions · $544.8M

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TickerCompanySharesValue% of portfolio
FCXFreeport-McMoRan Inc1.2M$72.7M13.3%
ECLEcolab Inc203.8K$56.8M10.4%
NTRNutrien Ltd848.2K$53.4M9.8%
SLBSLB NV1.0M$48.5M8.9%
LINLinde PLC90.2K$46.8M8.6%
DVNDevon Energy Corp1.1M$46.6M8.6%
TECKTeck Resources Ltd754.0K$44.8M8.2%
PPGPPG Industries Inc343.3K$41.6M7.6%
AEMAgnico Eagle Mines Ltd255.0K$39.6M7.3%
CVXChevron Corp164.7K$27.3M5.0%
AAAlcoa Corp385.7K$20.1M3.7%
FANGDiamondback Energy Inc109.5K$19.3M3.5%
DDDupont De Nemours Inc69.5K$9.4M1.7%
CCJCameco Corp74.3K$7.6M1.4%
CENXCentury Aluminum Co162.3K$7.5M1.4%
NXENexgen Energy Ltd307.1K$2.9M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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