Holdings
Drummond Knight Asset Management Pty Ltd
As of Jun 30, 2026, Drummond Knight Asset Management Pty Ltd reported 13 positions worth US$440M. Largest: Freeport-mcmoran, Inc., Ecolab Inc. and Nutrien Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Freeport-mcmoran, Inc. | 1.16M | US$72.7M | +698K | Jun 30, 2026 |
| Ecolab Inc. | 204K | US$56.8M | new | Jun 30, 2026 |
| Nutrien Ltd. | 848K | US$53.4M | +574K | Jun 30, 2026 |
| Devon Energy Corporation | 1.13M | US$46.6M | +641K | Jun 30, 2026 |
| Teck Resources Limited Class A | 754K | US$44.8M | +332K | Jun 30, 2026 |
| Ppg Industries, Inc. | 343K | US$41.6M | new | Jun 30, 2026 |
| Agnico Eagle Mines Limited | 255K | US$39.6M | +114K | Jun 30, 2026 |
| Chevron Corporation | 165K | US$27.3M | +14,506 | Jun 30, 2026 |
| Alcoa Corporation | 386K | US$20.1M | −92,815 | Jun 30, 2026 |
| Diamondback Energy, Inc. | 110K | US$19.3M | +34,474 | Jun 30, 2026 |