13F HOLDINGS REPORT
Drummond Knight Asset Management Pty Ltd
Quarter ended Q3 2025 · Filed October 15, 2025 · Accession 0001808029-25-000012
Total Value
$326.7M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Dupont De Nemours Inc | DD | 650,566 | $50.7M | 15.51% |
| 2 | Barrick Mining Corp | 06849F108 | 1,205,000 | $39.5M | 12.09% |
| 3 | Teck Resources Ltd | TCKRF | 880,000 | $38.6M | 11.82% |
| 4 | Freeport-McMoRan Inc | FCX | 950,000 | $37.3M | 11.40% |
| 5 | CRH PLC | CRH | 265,000 | $31.8M | 9.72% |
| 6 | Alcoa Corp | AA | 929,608 | $30.6M | 9.36% |
| 7 | EQT Corp | EQT | 481,162 | $26.2M | 8.02% |
| 8 | Exxon Mobil Corp | XOM | 217,133 | $24.5M | 7.49% |
| 9 | Cameco Corp | CCJ | 266,669 | $22.4M | 6.84% |
| 10 | Commercial Metals Co | CMC | 271,985 | $15.6M | 4.77% |
| 11 | Nexgen Energy Ltd | NXE | 556,471 | $5.0M | 1.52% |
| 12 | Eastman Chemical Co | EMN | 75,033 | $4.7M | 1.45% |