DRUMMOND KNIGHT ASSET MANAGEMENT PTY LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | B | 1.21M | $39.49M |
 | FCX | 950K | $37.26M |
 | AA | 930K | $30.57M |
 | TECK | 880K | $38.62M |
 | DD | 651K | $50.68M |
 | NXE | 556K | $4.98M |
 | EQT | 481K | $26.19M |
 | CMC | 272K | $15.58M |
 | CCJ | 267K | $22.36M |
 | CRH | 265K | $31.77M |
 | XOM | 217K | $24.48M |
 | EMN | 75K | $4.73M |
Barrick Mining Corporation
B
Shares Held
1.21M
Value
$39.49M
Freeport-McMoRan Inc.
FCX
Shares Held
950K
Value
$37.26M
Alcoa Corporation
AA
Shares Held
930K
Value
$30.57M
Teck Resources Limited
TECK
Shares Held
880K
Value
$38.62M
DuPont de Nemours, Inc.
DD
Shares Held
651K
Value
$50.68M
NexGen Energy Ltd.
NXE
Shares Held
556K
Value
$4.98M
EQT Corporation
EQT
Shares Held
481K
Value
$26.19M
Commercial Metals Company
CMC
Shares Held
272K
Value
$15.58M
Cameco Corporation
CCJ
Shares Held
267K
Value
$22.36M
CRH plc
CRH
Shares Held
265K
Value
$31.77M
Exxon Mobil Corporation
XOM
Shares Held
217K
Value
$24.48M
Eastman Chemical Company
EMN
Shares Held
75K
Value
$4.73M