Drummond Knight Asset Management Pty Ltd
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Barrick Mining Corp(B) | 0 | 1,205,000 | +1,205,000 | 0 | 39,487,850 | 12.09% | +39,487,850 |
| Teck Resources Ltd(TECK) | 322,530 | 880,000 | +557,470 | 13,023,761 | 38,623,200 | 11.82% | +25,599,439 |
| Commercial Metals Co(CMC) | 0 | 271,985 | +271,985 | 0 | 15,579,300 | 4.77% | +15,579,300 |
| Exxon Mobil Corp | 139,393 | 217,133 | +77,740 | 15,026,565 | 24,481,745 | 7.49% | +9,455,180 |
| Eastman Chemical Co(EMN) | 0 | 75,033 | +75,033 | 0 | 4,730,830 | 1.45% | +4,730,830 |
| Dupont De Nemours Inc(DD) | 704,489 | 650,566 | -53,923 | 48,320,901 | 50,679,091 | 15.51% | +2,358,190 |
| EQT Corp(EQT) | 432,576 | 481,162 | +48,586 | 25,227,832 | 26,189,647 | 8.02% | +961,815 |
| Nexgen Energy Ltd(NXE) | 937,511 | 556,471 | -381,040 | 6,506,326 | 4,980,415 | 1.52% | -1,525,911 |
| CRH PLC | 382,447 | 265,000 | -117,447 | 35,108,635 | 31,773,500 | 9.72% | -3,335,135 |
| Cameco Corp(CCJ) | 349,288 | 266,669 | -82,619 | 25,927,648 | 22,362,862 | 6.84% | -3,564,786 |
| Freeport-McMoRan Inc(FCX) | 1,147,407 | 950,000 | -197,407 | 49,740,093 | 37,259,000 | 11.40% | -12,481,093 |
| Alcoa Corp(AA) | 1,521,269 | 929,608 | -591,661 | 44,892,648 | 30,574,807 | 9.36% | -14,317,841 |
| Steel Dynamics Inc(STLD) | 115,000 | 0 | -115,000 | 14,721,150 | 0 | — | -14,721,150 |
| Baker Hughes Co(BKR) | 400,000 | 0 | -400,000 | 15,336,000 | 0 | — | -15,336,000 |
| Agnico Eagle Mines Ltd(AEM) | 166,471 | 0 | -166,471 | 19,798,396 | 0 | — | -19,798,396 |