13F HOLDINGS REPORT
Drummond Knight Asset Management Pty Ltd
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001808029-25-000003
Total Value
$137.6M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Alcoa Corp | AA | 520,000 | $19.6M | 14.28% |
| 2 | Teck Resources Ltd | TCKRF | 475,000 | $19.3M | 13.99% |
| 3 | Steel Dynamics Inc | STLD | 130,000 | $14.8M | 10.78% |
| 4 | Chevron Corp | CVX | 100,000 | $14.5M | 10.53% |
| 5 | CRH PLC | CRH | 151,847 | $14.0M | 10.21% |
| 6 | EQT Corp | EQT | 223,133 | $10.3M | 7.48% |
| 7 | Westlake Corp | WLK | 85,000 | $9.7M | 7.08% |
| 8 | EOG Resources Inc | EOG | 76,068 | $9.3M | 6.78% |
| 9 | Agnico Eagle Mines Ltd | AEM | 115,000 | $9.0M | 6.54% |
| 10 | Franco-Nevada Corp | FNV | 56,091 | $6.6M | 4.79% |
| 11 | United States Steel Corp | UNTCW | 165,000 | $5.6M | 4.08% |
| 12 | Cameco Corp | CCJ | 92,563 | $4.8M | 3.46% |