Drummond Knight Asset Management Pty as of Sept. 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 September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dupont De Nemours Common Stock (DD) | 15.5 | $51M | 651k | 77.90 | |
| Barrick Mining Corp Common Stock (B) | 12.1 | $40M | 1.2M | 32.77 | |
| Teck Resources Class B (TECK) | 11.8 | $39M | 880k | 43.89 | |
| Freeport-McMoRan Common Stock (FCX) | 11.4 | $37M | 950k | 39.22 | |
| CRH Common Stock (CRH) | 9.7 | $32M | 265k | 119.90 | |
| Alcoa Corp Common Stock (AA) | 9.4 | $31M | 930k | 32.89 | |
| EQT Corp Common Stock (EQT) | 8.0 | $26M | 481k | 54.43 | |
| Exxon Mobil Corp Common Stock (XOM) | 7.5 | $25M | 217k | 112.75 | |
| Cameco Corp Common Stock (CCJ) | 6.8 | $22M | 267k | 83.86 | |
| Commercial Metals Common Stock (CMC) | 4.8 | $16M | 272k | 57.28 | |
| Nexgen Energy Common Stock (NXE) | 1.5 | $5.0M | 557k | 8.95 | |
| Eastman Chemical Common Stock (EMN) | 1.4 | $4.7M | 75k | 63.05 |
