Drummond Knight Asset Management Pty as of March 31, 2025
Portfolio Holdings for Drummond Knight Asset Management Pty
Drummond Knight Asset Management Pty holds 11 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Freeport-McMoRan Common Stock (FCX) | 20.8 | $41M | 1.1M | 37.86 | |
| CRH Common Stock (CRH) | 14.2 | $28M | 321k | 87.97 | |
| Dupont De Nemours Common Stock (DD) | 12.7 | $25M | 339k | 74.68 | |
| United States Steel Corp Common Stock | 8.7 | $17M | 411k | 42.26 | |
| Chevron Corp Common Stock (CVX) | 8.1 | $16M | 96k | 167.29 | |
| Steel Dynamics Common Stock (STLD) | 7.7 | $15M | 122k | 125.08 | |
| EQT Corp Common Stock (EQT) | 7.6 | $15M | 282k | 53.43 | |
| Westlake Corp Common Stock (WLK) | 5.9 | $12M | 117k | 100.03 | |
| Sherwin-Williams Common Stock (SHW) | 5.3 | $11M | 30k | 349.19 | |
| Peabody Energy Corp Common Stock (BTU) | 4.6 | $9.2M | 679k | 13.55 | |
| Teck Resources Class B (TECK) | 4.4 | $8.9M | 243k | 36.43 |
