DRUMMOND KNIGHT ASSET MANAGEMENT PTY LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | B | 1.38M | $60.31M |
 | FCX | 1.31M | $66.74M |
 | DD | 1.21M | $48.54M |
 | AA | 1.06M | $56.36M |
 | NXE | 579K | $5.33M |
 | TECK | 446K | $21.36M |
 | CTVA | 384K | $25.71M |
 | CENX | 313K | $12.28M |
 | XOM | 215K | $25.90M |
 | CMC | 215K | $14.89M |
 | MLM | 32K | $19.93M |
Barrick Mining Corporation
B
Shares Held
1.38M
Value
$60.31M
Freeport-McMoRan Inc.
FCX
Shares Held
1.31M
Value
$66.74M
DuPont de Nemours, Inc.
DD
Shares Held
1.21M
Value
$48.54M
Alcoa Corporation
AA
Shares Held
1.06M
Value
$56.36M
NexGen Energy Ltd.
NXE
Shares Held
579K
Value
$5.33M
Teck Resources Limited
TECK
Shares Held
446K
Value
$21.36M
Corteva, Inc.
CTVA
Shares Held
384K
Value
$25.71M
Century Aluminum Company
CENX
Shares Held
313K
Value
$12.28M
Exxon Mobil Corporation
XOM
Shares Held
215K
Value
$25.90M
Commercial Metals Company
CMC
Shares Held
215K
Value
$14.89M
Martin Marietta Materials, Inc.
MLM
Shares Held
32K
Value
$19.93M