DRUMMOND KNIGHT ASSET MANAGEMENT PTY LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DVN | 487K | $24.52M |
 | AA | 479K | $31.74M |
 | SLB | 475K | $24.41M |
 | FCX | 459K | $26.95M |
 | NXE | 447K | $5.19M |
 | TECK | 422K | $21.82M |
 | CENX | 281K | $16.50M |
 | NTR | 275K | $20.72M |
 | DD | 227K | $10.39M |
 | CVX | 150K | $31.07M |
 | AEM | 141K | $28.63M |
 | CCJ | 97K | $10.52M |
 | FANG | 75K | $14.85M |
 | MLM | 26K | $15.41M |
Devon Energy Corporation
DVN
Shares Held
487K
Value
$24.52M
Alcoa Corporation
AA
Shares Held
479K
Value
$31.74M
Slb N.V.
SLB
Shares Held
475K
Value
$24.41M
Freeport-McMoRan Inc.
FCX
Shares Held
459K
Value
$26.95M
NexGen Energy Ltd.
NXE
Shares Held
447K
Value
$5.19M
Teck Resources Limited
TECK
Shares Held
422K
Value
$21.82M
Century Aluminum Company
CENX
Shares Held
281K
Value
$16.50M
Nutrien Ltd.
NTR
Shares Held
275K
Value
$20.72M
DuPont de Nemours, Inc.
DD
Shares Held
227K
Value
$10.39M
Chevron Corporation
CVX
Shares Held
150K
Value
$31.07M
Agnico Eagle Mines Limited
AEM
Shares Held
141K
Value
$28.63M
Cameco Corporation
CCJ
Shares Held
97K
Value
$10.52M
Diamondback Energy, Inc.
FANG
Shares Held
75K
Value
$14.85M
Martin Marietta Materials, Inc.
MLM
Shares Held
26K
Value
$15.41M