Drummond Knight Asset Management Pty as of Dec. 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 December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Freeport-McMoRan Common Stock (FCX) | 18.7 | $67M | 1.3M | 50.79 | |
| Barrick Mining Corp Common Stock (B) | 16.9 | $60M | 1.4M | 43.55 | |
| Alcoa Corp Common Stock (AA) | 15.8 | $56M | 1.1M | 53.14 | |
| Dupont De Nemours Common Stock (DD) | 13.6 | $49M | 1.2M | 40.20 | |
| Exxon Mobil Corp Common Stock (XOM) | 7.2 | $26M | 215k | 120.34 | |
| Corteva Common Stock (CTVA) | 7.2 | $26M | 384k | 67.03 | |
| Teck Resources Class B (TECK) | 6.0 | $21M | 446k | 47.89 | |
| Martin Marietta Materials Common Stock (MLM) | 5.6 | $20M | 32k | 622.66 | |
| Commercial Metals Common Stock (CMC) | 4.2 | $15M | 215k | 69.22 | |
| Century Aluminum Common Stock (CENX) | 3.4 | $12M | 313k | 39.18 | |
| Nexgen Energy Common Stock (NXE) | 1.5 | $5.3M | 579k | 9.20 |
