Drummond Knight Asset Management Pty as of June 30, 2025
Portfolio Holdings for Drummond Knight Asset Management Pty
Drummond Knight Asset Management Pty holds 12 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Freeport-McMoRan Common Stock (FCX) | 15.9 | $50M | 1.1M | 43.35 | |
| Dupont De Nemours Common Stock (DD) | 15.4 | $48M | 705k | 68.59 | |
| Alcoa Corp Common Stock (AA) | 14.3 | $45M | 1.5M | 29.51 | |
| CRH Common Stock (CRH) | 11.2 | $35M | 382k | 91.80 | |
| Cameco Corp Common Stock (CCJ) | 8.3 | $26M | 349k | 74.23 | |
| EQT Corp Common Stock (EQT) | 8.0 | $25M | 433k | 58.32 | |
| Agnico Eagle Mines Common Stock (AEM) | 6.3 | $20M | 167k | 118.93 | |
| Baker Hughes Class A (BKR) | 4.9 | $15M | 400k | 38.34 | |
| Exxon Mobil Corp Common Stock (XOM) | 4.8 | $15M | 139k | 107.80 | |
| Steel Dynamics Common Stock (STLD) | 4.7 | $15M | 115k | 128.01 | |
| Teck Resources Class B (TECK) | 4.2 | $13M | 323k | 40.38 | |
| Nexgen Energy Common Stock (NXE) | 2.1 | $6.5M | 938k | 6.94 |
