Institutions / Drummond Knight Asset Management Pty Ltd
Drummond Knight Asset Management Pty Ltd
CIK 1808029 · Institution · as of Dec 31, 2025
Portfolio value
$357.34M
Positions
11
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Freeport-McMoran Inc | $66.74M | 18.7% |
| Barrick Mining Corp | $60.31M | 16.9% |
| Alcoa Corp | $56.36M | 15.8% |
| DuPont de Nemours, Inc. | $48.54M | 13.6% |
| Exxon Mobil Corp | $25.90M | 7.2% |
| Corteva, Inc. | $25.71M | 7.2% |
| Teck Resources Ltd | $21.36M | 6.0% |
| Martin Marietta Materials Inc | $19.93M | 5.6% |
| COMMERCIAL METALS Co | $14.89M | 4.2% |
| Century Aluminum Co | $12.28M | 3.4% |
| Nexgen Energy Ltd | $5.33M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.