Stock Taper 
DRUMMOND KNIGHT ASSET MANAGEMENT PTY LTD
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Freeport-McMoRan Inc. | FCX | 1.16M | $72.72M |
 Devon Energy Corporation | DVN | 1.13M | $46.61M |
 Slb N.V. | SLB | 1.04M | $48.49M |
 Nutrien Ltd. | NTR | 848.25K | $53.4M |
 Teck Resources Limited | TECK | 753.98K | $44.83M |
 Alcoa Corporation | AA | 385.71K | $20.11M |
 PPG Industries, Inc. | PPG | 343.34K | $41.64M |
 NexGen Energy Ltd. | NXE | 307.1K | $2.88M |
 Agnico Eagle Mines Limited | AEM | 255K | $39.56M |
 Ecolab Inc. | ECL | 203.75K | $56.77M |
 Chevron Corporation | CVX | 164.67K | $27.3M |
 Century Aluminum Company | CENX | 162.27K | $7.47M |
 Diamondback Energy, Inc. | FANG | 109.54K | $19.26M |
 Linde plc | LIN | 90.23K | $46.82M |
 Cameco Corporation | CCJ | 74.26K | $7.56M |
 DuPont de Nemours, Inc. | DD | 69.53K | $9.43M |