The Analysis of Drummond Knight Asset Management Pty Ltd's Holdings


Currently, Drummond Knight Asset Management Pty Ltd holds 12 types of securities in its portfolio with a total value $326.7M. In the most recent quarter, they have increased their positions in B (+1.2M shares, valued at $39.5M), TECK (+557.5K shares, valued at $24.5M), CMC (+272.0K shares, valued at $15.6M); decreased their positions in AA (-591.7K shares, valued at $19.5M), CRH (-117.4K shares, valued at $14.1M), FCX (-197.4K shares, valued at $7.7M); initiated new positions in B (+1.2M shares, valued at $39.5M), CMC (+272.0K shares, valued at $15.6M), EMN (+75.0K shares, valued at $4.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
DD Dupont De Nemours Inc650.6K shares-7.65%2025-09-302025-10-15history
B Barrick Mining Corp1.2M sharesnew addition2025-09-302025-10-15history
TECK Teck Resources Ltd880.0K shares172.84%2025-09-302025-10-15history
FCX Freeport-McMoRan Inc950.0K shares-17.20%2025-09-302025-10-15history
CRH CRH PLC265.0K shares-30.71%2025-09-302025-10-15history
AA Alcoa Corp929.6K shares-38.89%2025-09-302025-10-15history
EQT EQT Corp481.2K shares11.23%2025-09-302025-10-15history
XOM Exxon Mobil Corp217.1K shares55.77%2025-09-302025-10-15history
Sponsored
CCJ Cameco Corp266.7K shares-23.65%2025-09-302025-10-15history
CMC Commercial Metals Co272.0K sharesnew addition2025-09-302025-10-15history
NXE Nexgen Energy Ltd556.5K shares-40.64%2025-09-302025-10-15history
EMN Eastman Chemical Co75.0K sharesnew addition2025-09-302025-10-15history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available