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Institutional

Drummond Knight Asset Management Pty Ltd

CIK 0001808029
$544.8M
Reported AUM
16
Positions
Q2 2026
Period
2026-07-15
Filed

Editorial summary

Summary for Drummond Knight Asset Management Pty Ltd · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

FCX$72.7MECL$56.8MNTR$53.4MSLB$48.5MLIN$46.8MDVN$46.6MTECK$44.8MPPG$41.6MAEM$39.6MCVX$27.3MAAFANGOther$27.3MDL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1FCXFreeport-McMoRan Inc$60.85-2.98%55.64%81.49%$72.7M13.35%HELD
2ECLEcolab Inc$281.513.73%9.54%32.71%$56.8M10.42%HELD
3NTRNutrien Ltd$69.843.62%21.22%33.77%$53.4M9.80%HELD
4SLBSLB NV$50.73-1.55%55.36%98.03%$48.5M8.90%HELD
5LINLinde PLC$510.160.62%14.43%76.45%$46.8M8.59%HELD
6DVNDevon Energy Corp$43.981.90%36.18%84.91%$46.6M8.55%HELD
7TECKTeck Resources Ltd$57.67-3.48%82.03%171.61%$44.8M8.23%HELD
8PPGPPG Industries Inc$112.25-5.25%16.99%-17.56%$41.6M7.64%HELD
9AEMAgnico Eagle Mines Ltd$141.95-2.75%15.84%179.67%$39.6M7.26%HELD
10CVXChevron Corp$192.491.31%32.10%140.30%$27.3M5.01%HELD
11AAAlcoa Corp$43.82-0.59%56.72%4.38%$20.1M3.69%HELD
12FANGDiamondback Energy Inc$198.571.41%33.58%203.20%$19.3M3.53%HELD
13DDDupont De Nemours Inc$140.650.49%63.32%66.12%$9.4M1.73%HELD
14CCJCameco Corp$86.41-3.29%19.80%376.68%$7.6M1.39%HELD
15CENXCentury Aluminum Co$43.26-3.59%114.75%242.90%$7.5M1.37%HELD
16NXENexgen Energy Ltd$9.15-1.82%41.20%94.27%$2.9M0.53%HELD

Source: SEC EDGAR · accession 0001808029-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.