Universe · entity
Drummond Knight Asset Management Pty Ltd
Institutional manager (13F) · CIK 1808029
13F holdings · as of 2026-03-31 · top 14 · reported portfolio $283M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Alcoa Corp | $32M | 478,526 |
| 2 | Chevron Corp | $31M | 150,166 |
| 3 | Agnico Eagle Mines Ltd | $29M | 141,052 |
| 4 | Freeport-McMoRan Inc | $27M | 458,532 |
| 5 | Devon Energy Corp | $25M | 487,349 |
| 6 | Slb NV | $24M | 475,000 |
| 7 | Teck Resources Ltd | $22M | 421,602 |
| 8 | Nutrien Ltd | $21M | 274,543 |
| 9 | Century Aluminum Co | $16M | 281,092 |
| 10 | Martin Marietta Materials Inc | $15M | 26,170 |
| 11 | Diamondback Energy Inc | $15M | 75,070 |
| 12 | Cameco Corp | $11M | 96,896 |
| 13 | Dupont De Nemours Inc | $10M | 226,912 |
| 14 | Nexgen Energy Ltd | $5M | 447,407 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.