StockDriftsStockDriftsTop 14 Drummond Knight Asset Management Pty Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AA | Alcoa Corp | 11.23% | 478.5K | $31.7M | -54.88%(-582.00K) | $34.11(+42.73%) | 2026-03-31 | |
| CVX | Chevron Corp | 10.99% | 150.2K | $31.1M | new | $158.18(+6.97%) | 2026-03-31 | |
| AEM | Agnico Eagle Mines Ltd | 10.13% | 141.1K | $28.6M | new | $89.82(+71.29%) | 2026-03-31 | |
| FCX | Freeport-McMoRan Inc | 9.53% | 458.5K | $27.0M | -65.10%(-855.42K) | $40.02(+52.36%) | 2026-03-31 | |
| DVN | Devon Energy Corp | 8.67% | 487.3K | $24.5M | new | $43.48(-6.91%) | 2026-03-31 | |
| SLB | Slb NV | 8.63% | 475.0K | $24.4M | new | $44.89(+0.55%) | 2026-03-31 | |
| TECK | Teck Resources Ltd | 7.72% | 421.6K | $21.8M | -5.45%(-24.32K) | $43.02(+39.49%) | 2026-03-31 | |
| NTR | Nutrien Ltd | 7.33% | 274.5K | $20.7M | new | $68.59(-5.15%) | 2026-03-31 | |
| CENX | Century Aluminum Co | 5.84% | 281.1K | $16.5M | -10.30%(-32.28K) | $34.27(+27.69%) | 2026-03-31 | |
| MLM | Martin Marietta Materials Inc | 5.45% | 26.2K | $15.4M | -18.22%(-5.83K) | $626.47(-4.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +44.88% | +204.10% |
| Top 20 Holdings Unweighted | +46.59% | +215.03% |
Sign up free to track Drummond Knight Asset Management Pty Ltd, compare funds side by side, and get alerts the moment positions change.