13F HOLDINGS REPORT
Drummond Knight Asset Management Pty Ltd
Quarter ended Q2 2025 · Filed June 4, 2025 · Accession 0001808029-25-000009
Total Value
$199.1M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Freeport-McMoRan Inc | FCX | 1,094,480 | $41.4M | 20.81% |
| 2 | CRH PLC | CRH | 320,842 | $28.2M | 14.17% |
| 3 | Dupont De Nemours Inc | DD | 338,870 | $25.3M | 12.71% |
| 4 | United States Steel Corp | UNTCW | 411,259 | $17.4M | 8.73% |
| 5 | Chevron Corp | CVX | 95,994 | $16.1M | 8.06% |
| 6 | Steel Dynamics Inc | STLD | 122,288 | $15.3M | 7.68% |
| 7 | EQT Corp | EQT | 281,569 | $15.0M | 7.55% |
| 8 | Westlake Corp | WLK | 117,231 | $11.7M | 5.89% |
| 9 | Sherwin-Williams Co | SHW | 30,402 | $10.6M | 5.33% |
| 10 | Peabody Energy Corp | BTU | 678,704 | $9.2M | 4.62% |
| 11 | Teck Resources Ltd | TCKRF | 243,228 | $8.9M | 4.45% |