account_balance
Investment manager · 13F filer · SEC CIK 1808029
Drummond Knight Asset Management Pty Ltd
Reported value$541Mas of Sep 30, 2026
Positions13 3 new, 6 sold out
Top 10 weight91.7%FCX alone is 12%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FCXFreeport-McMoRan Inc
11.8%Trimmed −21%
TECKTeck Resources Ltd
11.1%Added +22%
ECLEcolab Inc.
10.8%Added +5%
CTVACorteva, Inc.
10.1%New
CVXChevron Corp
9.5%Added +53%
DVNDevon Energy Corp
8.7%Trimmed −9%
SLBSLB Limited
7.9%Trimmed −16%
AEMAgnico Eagle Mines Ltd
7.8%Trimmed −10%
DDDuPont de Nemours, Inc.
7.4%Added +342%
LINLinde PLC
6.6%Trimmed −17%
EQTEQT Corp
3.6%New
CCJCameco Corp
2.9%+143%
FCXFreeport-McMoRan Inc
11.8%−21%
TECKTeck Resources Ltd
11.1%
ECLEcolab Inc.
10.8%
CTVACorteva, Inc.
10.1%
CVXChevron Corp
9.5%
DVNDevon Energy Corp
8.7%−9%
SLBSLB Limited
7.9%
AEMAgnico Eagle Mines Ltd
7.8%−10%
DDDuPont de Nemours, Inc.
7.4%+342%
LINLinde PLC
6.6%
EQT3.6%CCJBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FCX Freeport-McMoRan Inc 11.8% Trimmed −21%TECK Teck Resources Ltd 11.1% Added +22%ECL Ecolab Inc. 10.8% Added +5%CTVA Corteva, Inc. 10.1% NewCVX Chevron Corp 9.5% Added +53%DVN Devon Energy Corp 8.7% Trimmed −9%SLB SLB Limited 7.9% Trimmed −16%AEM Agnico Eagle Mines Ltd 7.8% Trimmed −10%DD DuPont de Nemours, Inc. 7.4% Added +342%LIN Linde PLC 6.6% Trimmed −17%EQT EQT Corp 3.6% NewCCJ Cameco Corp 2.9% Added +143%
What changed
Biggest moves since Jun 30, 2026
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