13F HOLDINGS REPORT
Drummond Knight Asset Management Pty Ltd
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001808029-25-000011
Total Value
$313.6M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Freeport-McMoRan Inc | FCX | 1,147,407 | $49.7M | 15.86% |
| 2 | Dupont De Nemours Inc | DD | 704,489 | $48.3M | 15.41% |
| 3 | Alcoa Corp | AA | 1,521,269 | $44.9M | 14.31% |
| 4 | CRH PLC | CRH | 382,447 | $35.1M | 11.19% |
| 5 | Cameco Corp | CCJ | 349,288 | $25.9M | 8.27% |
| 6 | EQT Corp | EQT | 432,576 | $25.2M | 8.04% |
| 7 | Agnico Eagle Mines Ltd | AEM | 166,471 | $19.8M | 6.31% |
| 8 | Baker Hughes Co | BKR | 400,000 | $15.3M | 4.89% |
| 9 | Exxon Mobil Corp | XOM | 139,393 | $15.0M | 4.79% |
| 10 | Steel Dynamics Inc | STLD | 115,000 | $14.7M | 4.69% |
| 11 | Teck Resources Ltd | TCKRF | 322,530 | $13.0M | 4.15% |
| 12 | Nexgen Energy Ltd | NXE | 937,511 | $6.5M | 2.07% |