Drummond Knight Asset Management Pty Ltd
Drummond Knight Asset Management Pty Ltd reported 16 positions worth $544.8M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: FCX (13.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FCX | SH | $72.7M | 13.35% | 1,156,308 | — | — | |
| ▸ 2 | ECL | SH | $56.8M | 10.42% | 203,750 | — | — | |
| ▸ 3 | NTR | SH | $53.4M | 9.80% | 848,248 | — | — | |
| ▸ 4 | SLB | SH | $48.5M | 8.90% | 1,043,077 | — | — | |
| ▸ 5 | LIN | SH | $46.8M | 8.59% | 90,227 | — | — | |
| ▸ 6 | DVN | SH | $46.6M | 8.55% | 1,128,022 | — | — | |
| ▸ 7 | TECK | SH | $44.8M | 8.23% | 753,980 | — | — | |
| ▸ 8 | PPG | SH | $41.6M | 7.64% | 343,338 | — | — | |
| ▸ 9 | AEM | SH | $39.6M | 7.26% | 255,001 | — | — | |
| ▸ 10 | CVX | SH | $27.3M | 5.01% | 164,672 | — | — |
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Frequently Asked Questions
What stocks does Drummond Knight Asset Management Pty Ltd hold as of Q2 2026?
Drummond Knight Asset Management Pty Ltd reported 16 positions worth $544.8M in its Q2 2026 13F filing. Largest positions: FCX (13.3%), ECL (10.4%), NTR (9.8%), SLB (8.9%) and LIN (8.6%).
What did Drummond Knight Asset Management Pty Ltd buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Drummond Knight Asset Management Pty Ltd sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.