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CIK 0001808029 • 6 13F filings • Jun 4, 2025 – Jul 15, 2026
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=jivedata("drummond-knight-asset-management-pty-ltd","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| Alcoa Corp | Common Stock | $56.4M | 15.8%Prev: 9.4% | 1,060,523 SH | Increased+130,915 SH |
| Barrick Mining Corp | Common Stock | $60.3M | 16.9%Prev: 12.1% | 1,384,920 SH | Increased+179,920 SH |
| Century Aluminum Co | Common Stock | $12.3M | 3.4% | 313,376 SH | New |
| Commercial Metals Co | Common Stock | $14.9M | 4.2%Prev: 4.8% | 215,166 SH | Decreased-56,819 SH |
| Corteva Inc | Common Stock | $25.7M | 7.2% | 383,610 SH | New |
| Dupont De Nemours Inc | Common Stock | $48.5M | 13.6%Prev: 15.5% | 1,207,393 SH | Decreased+556,827 SH |
| Exxon Mobil Corp | Common Stock | $25.9M | 7.2%Prev: 7.5% | 215,230 SH | Increased-1,903 SH |
| Freeport-McMoRan Inc | Common Stock | $66.7M | 18.7%Prev: 11.4% | 1,313,952 SH | Increased+363,952 SH |
| Martin Marietta Materials Inc | Common Stock | $19.9M | 5.6% | 32,000 SH | New |
| Nexgen Energy Ltd | Common Stock | $5.3M | 1.5%Prev: 1.5% | 579,064 SH | Increased+22,593 SH |
| Teck Resources Ltd | Class B | $21.4M | 6.0%Prev: 11.8% | 445,923 SH | Decreased-434,077 SH |
| 13F-HR |
| 0001808029-26-000005 |
| $544.8M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001808029-25-000011 | $313.6M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0001808029-26-000004 | $282.7M | View |
| Jun 4, 2025 | Q1 2025 | 13F-HR | 0001808029-25-000009 | $199.1M | View |