Drummond Knight Asset Management Pty Ltd: 13F holdings
CIK 18080292026Q2
| Positions | 16 |
|---|
| Reported value | $544.8m |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 16 (+2 vs prior quarter) |
|---|
| Reported value | $544.8m (+92.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FCX Freeport-McMoRan Inc | 1,156,308 | $72.7m | 13.3% |
| ECL Ecolab Inc | 203,750 | $56.8m | 10.4% |
| NTR Nutrien Ltd | 848,248 | $53.4m | 9.8% |
| SLB SLB NV | 1,043,077 | $48.5m | 8.9% |
| Linde PLC | 90,227 | $46.8m | 8.6% |
| DVN Devon Energy Corp | 1,128,022 | $46.6m | 8.6% |
| TECK Teck Resources Ltd | 753,980 | $44.8m | 8.2% |
| PPG PPG Industries Inc | 343,338 | $41.6m | 7.6% |
| AEM Agnico Eagle Mines Ltd | 255,001 | $39.6m | 7.3% |
| CVX Chevron Corp | 164,672 | $27.3m | 5.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1808029")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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