Drummond Knight Asset Management Pty as of March 31, 2026
Portfolio Holdings for Drummond Knight Asset Management Pty
Drummond Knight Asset Management Pty holds 14 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alcoa Corp Common Stock (AA) | 11.2 | $32M | 479k | 66.33 | |
| Chevron Corp Common Stock (CVX) | 11.0 | $31M | 150k | 206.90 | |
| Agnico Eagle Mines Common Stock (AEM) | 10.1 | $29M | 141k | 202.98 | |
| Freeport-McMoRan Common Stock (FCX) | 9.5 | $27M | 459k | 58.78 | |
| Devon Energy Corp Common Stock (DVN) | 8.7 | $25M | 487k | 50.32 | |
| Slb NV Common Stock (SLB) | 8.6 | $24M | 475k | 51.39 | |
| Teck Resources Class B (TECK) | 7.7 | $22M | 422k | 51.75 | |
| Nutrien Common Stock (NTR) | 7.3 | $21M | 275k | 75.46 | |
| Century Aluminum Common Stock (CENX) | 5.8 | $17M | 281k | 58.69 | |
| Martin Marietta Materials Common Stock (MLM) | 5.4 | $15M | 26k | 588.68 | |
| Diamondback Energy Common Stock (FANG) | 5.3 | $15M | 75k | 197.79 | |
| Cameco Corp Common Stock (CCJ) | 3.7 | $11M | 97k | 108.61 | |
| Dupont De Nemours Common Stock (DD) | 3.7 | $10M | 227k | 45.80 | |
| Nexgen Energy Common Stock (NXE) | 1.8 | $5.2M | 447k | 11.60 |
