13F HOLDINGS REPORT
Drummond Knight Asset Management Pty Ltd
Quarter ended Q4 2025 · Filed January 21, 2026 · Accession 0001808029-26-000003
Total Value
$357.3M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Freeport-McMoRan Inc | FCX | 1,313,952 | $66.7M | 18.68% |
| 2 | Barrick Mining Corp | 06849F108 | 1,384,920 | $60.3M | 16.88% |
| 3 | Alcoa Corp | AA | 1,060,523 | $56.4M | 15.77% |
| 4 | Dupont De Nemours Inc | DD | 1,207,393 | $48.5M | 13.58% |
| 5 | Exxon Mobil Corp | XOM | 215,230 | $25.9M | 7.25% |
| 6 | Corteva Inc | CTVA | 383,610 | $25.7M | 7.20% |
| 7 | Teck Resources Ltd | TCKRF | 445,923 | $21.4M | 5.98% |
| 8 | Martin Marietta Materials Inc | 573284106 | 32,000 | $19.9M | 5.58% |
| 9 | Commercial Metals Co | CMC | 215,166 | $14.9M | 4.17% |
| 10 | Century Aluminum Co | CENX | 313,376 | $12.3M | 3.44% |
| 11 | Nexgen Energy Ltd | NXE | 579,064 | $5.3M | 1.49% |