Drummond Knight Asset Management Pty Ltd Top Holdings and 13F Report (2025) About Drummond Knight Asset Management Pty LtdInvestment ActivityDrummond Knight Asset Management Pty Ltd has $326.72 million in total holdings as of September 30, 2025.Drummond Knight Asset Management Pty Ltd owns shares of 12 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 29.28% of the portfolio was purchased this quarter.About 32.35% of the portfolio was sold this quarter.This quarter, Drummond Knight Asset Management Pty Ltd has purchased 12 new stocks and bought additional shares in 3 stocks.Drummond Knight Asset Management Pty Ltd sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings DuPont de Nemours $50,679,091Barrick Mining Corp $39,487,850Teck Resources $38,623,200Freeport-McMoRan $37,259,000CRH PLC $31,773,500 Largest New Holdings this Quarter 06849F108 - Barrick Mining Corp $39,487,850 Holding201723103 - Commercial Metals $15,579,300 Holding277432100 - Eastman Chemical $4,730,830 Holding Largest Purchases this Quarter Barrick Mining Corp 1,205,000 shares (about $39.49M)Teck Resources 557,470 shares (about $24.47M)Commercial Metals 271,985 shares (about $15.58M)Exxon Mobil 77,740 shares (about $8.77M)Eastman Chemical 75,033 shares (about $4.73M) Largest Sales this Quarter Alcoa 591,661 shares (about $19.46M)CRH PLC 117,447 shares (about $14.08M)Freeport-McMoRan 197,407 shares (about $7.74M)Cameco 82,619 shares (about $6.93M)DuPont de Nemours 53,923 shares (about $4.20M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDrummond Knight Asset Management Pty Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDDDuPont de Nemours$50,679,091$4,200,602 ▼-7.7%650,56615.5%Basic MaterialsBarrick Mining Corp$39,487,850$39,487,850 ▲New Holding1,205,00012.1%Common StockTECKTeck Resources$38,623,200$24,467,358 ▲172.8%880,00011.8%Basic MaterialsFCXFreeport-McMoRan$37,259,000$7,742,303 ▼-17.2%950,00011.4%Basic MaterialsCRH PLC$31,773,500$14,081,895 ▼-30.7%265,0009.7%Common StockAAAlcoa$30,574,807$19,459,730 ▼-38.9%929,6089.4%IndustrialsEQTEQT$26,189,647$2,644,536 ▲11.2%481,1628.0%EnergyXOMExxon Mobil$24,481,745$8,765,185 ▲55.8%217,1337.5%EnergyCCJCameco$22,362,862$6,928,429 ▼-23.7%266,6696.8%Basic MaterialsCMCCommercial Metals$15,579,300$15,579,300 ▲New Holding271,9854.8%Basic MaterialsNXENexGen Energy$4,980,415$3,410,308 ▼-40.6%556,4711.5%Basic MaterialsEMNEastman Chemical$4,730,830$4,730,830 ▲New Holding75,0331.4%Basic MaterialsAEMAgnico Eagle Mines$0$19,798,396 ▼-100.0%00.0%Basic MaterialsBKRBaker Hughes$0$15,336,000 ▼-100.0%00.0%EnergySTLDSteel Dynamics$0$14,721,150 ▼-100.0%00.0%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.