Drummond Knight Asset Management Pty
$283M 13F equity value
18 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AA | Alcoa Corp | 478,526 | $32M | 11.2% |
| CVX | Chevron Corp | 150,166 | $31M | 11.0% |
| AEM | Agnico Eagle Mines Ltd | 141,052 | $29M | 10.1% |
| FCX | Freeport-McMoRan Inc | 458,532 | $27M | 9.5% |
| DVN | Devon Energy Corp | 487,349 | $25M | 8.7% |
| SLB | Slb NV | 475,000 | $24M | 8.6% |
| TECK | Teck Resources Ltd | 421,602 | $22M | 7.7% |
| NTR | Nutrien Ltd | 274,543 | $21M | 7.3% |
| CENX | Century Aluminum Co | 281,092 | $16M | 5.8% |
| MLM | Martin Marietta Materials Inc | 26,170 | $15M | 5.4% |
Track Drummond Knight Asset Management Pty's 13F portfolio: $283M in reported holdings, 18 positions. Top holdings and quarterly changes on SentiSense.