Drummond Knight Asset Management Pty Ltd
14 holdingsFiling period: 2026-03-31Current AUM: $254.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AA | Alcoa Corp | 478.5K | $31.7M | $21.7M | 8.50% | -581,997 | 2026-03-31 |
| 2 | CVX | Chevron Corp | 150.2K | $31.1M | $29.6M | 11.60% | -- | 2026-03-31 |
| 3 | AEM | Agnico Eagle Mines Ltd | 141.1K | $28.6M | $20.5M | 8.04% | -- | 2026-03-31 |
| 4 | FCX | Freeport-McMoRan Inc | 458.5K | $27.0M | $28.7M | 11.27% | -855,420 | 2026-03-31 |
| 5 | DVN | Devon Energy Corp | 487.3K | $24.5M | $22.0M | 8.63% | -- | 2026-03-31 |
| 6 | SLB | Slb NV | 475.0K | $24.4M | $23.6M | 9.25% | -- | 2026-03-31 |
| 7 | TECK | Teck Resources Ltd | 421.6K | $21.8M | $25.4M | 9.97% | -24,321 | 2026-03-31 |
| 8 | NTR | Nutrien Ltd | 274.5K | $20.7M | $19.0M | 7.44% | -- | 2026-03-31 |
| 9 | CENX | Century Aluminum Co | 281.1K | $16.5M | $12.6M | 4.94% | -32,284 | 2026-03-31 |
| 10 | MLM | Martin Marietta Materials Inc | 26.2K | $15.4M | $13.7M | 5.40% | -5,830 | 2026-03-31 |
| 11 | FANG | Diamondback Energy Inc | 75.1K | $14.8M | $15.2M | 5.98% | -- | 2026-03-31 |
| 12 | CCJ | Cameco Corp | 96.9K | $10.5M | $8.4M | 3.29% | -- | 2026-03-31 |
| 13 | DD | Dupont De Nemours Inc | 226.9K | $10.4M | $10.4M | 4.07% | -980,481 | 2026-03-31 |
| 14 | NXE | Nexgen Energy Ltd | 447.4K | $5.2M | $4.1M | 1.61% | -131,657 | 2026-03-31 |
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