Drummond Knight Asset Management Pty Ltd
Drummond Knight Asset Management Pty Ltd reported 16 holdings worth US$545M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 15, 2026
Drummond Knight Asset Management Pty Ltd reported 16 holdings worth US$545M as of Jun 30, 2026. Largest: Freeport-mcmoran, Inc., Ecolab Inc. and Nutrien Ltd. Filed Jul 15, 2026 (Form 13F).
- Holdings
- 16
- Value as reported
- US$545M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Freeport-mcmoran, Inc. | 1.16M | US$72.7M | 13.3% |
| Ecolab Inc. | 204K | US$56.8M | 10.4% |
| Nutrien Ltd. | 848K | US$53.4M | 9.8% |
| Devon Energy Corporation | 1.13M | US$46.6M | 8.6% |
| Teck Resources Limited Class A | 754K | US$44.8M | 8.2% |
| Ppg Industries, Inc. | 343K | US$41.6M | 7.6% |
| Agnico Eagle Mines Limited | 255K | US$39.6M | 7.3% |
| Chevron Corporation | 165K | US$27.3M | 5.0% |
| Alcoa Corporation | 386K | US$20.1M | 3.7% |
| Diamondback Energy, Inc. | 110K | US$19.3M | 3.5% |
| Cameco Corporation | 74,261 | US$7.56M | 1.4% |
| Century Aluminum Company | 162K | US$7.47M | 1.4% |
| Nexgen Energy Ltd. | 307K | US$2.88M | 0.53% |
| Dupont De Nemours, Inc. | 0 | US$0 | 0.00% |
| Martin Marietta Materials, Inc. | 0 | US$0 | 0.00% |