SEC Form 13F

Drummond Knight Asset Management Pty Ltd 13F Holdings

Inspect Drummond Knight Asset Management Pty Ltd's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-16T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-16
Reported value
$544,849,689
Positions
16

Read this manager's filing book

Step 1 of 3

Disclosed positions

Drummond Knight Asset Management Pty Ltd: source evidence dated 2026-07-16T03:59:59.999Z.

Issuer
Freeport-McMoRan Inc
Ticker
FCX
Class
Common Stock
Reported value
$72,720,210
Reported amount
1,156,308
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001808029-26-000005
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
Freeport-McMoRan IncFCXCommon Stock$72,720,2101,156,308SHNone
Ecolab IncECLCommon Stock$56,766,788203,750SHNone
Nutrien LtdNTRCommon Stock$53,397,212848,248SHNone
SLB NVSLBCommon Stock$48,492,6501,043,077SHNone
Linde PLCLINCommon Stock$46,822,39990,227SHNone
Devon Energy CorpDVNCommon Stock$46,609,8691,128,022SHNone
Teck Resources LtdTECKClass B$44,831,651753,980SHNone
PPG Industries IncPPGCommon Stock$41,643,466343,338SHNone
Agnico Eagle Mines LtdAEMCommon Stock$39,558,305255,001SHNone
Chevron CorpCVXCommon Stock$27,296,031164,672SHNone
Alcoa CorpAACommon Stock$20,110,972385,711SHNone
Diamondback Energy IncFANGCommon Stock$19,255,644109,544SHNone
Dupont De Nemours IncDDCommon Stock$9,430,37169,525SHNone
Cameco CorpCCJCommon Stock$7,564,22574,261SHNone
Century Aluminum CoCENXCommon Stock$7,466,227162,274SHNone
Nexgen Energy LtdNXECommon Stock$2,883,669307,100SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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