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
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | FCX | Freeport-McMoRan Inc | $60.85 | -2.98% | 55.64% | 81.49% | $72.7M | 13.35% | — | HELD |
| 2 | ECL | Ecolab Inc | $281.51 | 3.73% | 9.54% | 32.71% | $56.8M | 10.42% | — | HELD |
| 3 | NTR | Nutrien Ltd | $69.84 | 3.62% | 21.22% | 33.77% | $53.4M | 9.80% | — | HELD |
| 4 | SLB | SLB NV | $50.73 | -1.55% | 55.36% | 98.03% | $48.5M | 8.90% | — | HELD |
| 5 | LIN | Linde PLC | $510.16 | 0.62% | 14.43% | 76.45% | $46.8M | 8.59% | — | HELD |
| 6 | DVN | Devon Energy Corp | $43.98 | 1.90% | 36.18% | 84.91% | $46.6M | 8.55% | — | HELD |
| 7 | TECK | Teck Resources Ltd | $57.67 | -3.48% | 82.03% | 171.61% | $44.8M | 8.23% | — | HELD |
| 8 | PPG | PPG Industries Inc | $112.25 | -5.25% | 16.99% | -17.56% | $41.6M | 7.64% | — | HELD |
| 9 | AEM | Agnico Eagle Mines Ltd | $141.95 | -2.75% | 15.84% | 179.67% | $39.6M | 7.26% | — | HELD |
| 10 | CVX | Chevron Corp | $192.49 | 1.31% | 32.10% | 140.30% | $27.3M | 5.01% | — | HELD |
| 11 | AA | Alcoa Corp | $43.82 | -0.59% | 56.72% | 4.38% | $20.1M | 3.69% | — | HELD |
| 12 | FANG | Diamondback Energy Inc | $198.57 | 1.41% | 33.58% | 203.20% | $19.3M | 3.53% | — | HELD |
| 13 | DD | Dupont De Nemours Inc | $140.65 | 0.49% | 63.32% | 66.12% | $9.4M | 1.73% | — | HELD |
| 14 | CCJ | Cameco Corp | $86.41 | -3.29% | 19.80% | 376.68% | $7.6M | 1.39% | — | HELD |
| 15 | CENX | Century Aluminum Co | $43.26 | -3.59% | 114.75% | 242.90% | $7.5M | 1.37% | — | HELD |
| 16 | NXE | Nexgen Energy Ltd | $9.15 | -1.82% | 41.20% | 94.27% | $2.9M | 0.53% | — | HELD |
Source: SEC EDGAR · accession 0001808029-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.