Drummond Knight Asset Management Pty LTD Portfolio Holdings by Sector

Drummond Knight Asset Management Pty LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Copper \| Basic Materials FCX 1 stocks	$49.7 Million 15.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD 1 stocks	$48.3 Million 15.41% of portfolio	1	-	-	-	0 Calls 0 Puts
Aluminum \| Basic Materials AA 1 stocks	$44.9 Million 14.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$35.1 Million 11.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Uranium \| Energy CCJ NXE 2 stocks	$32.4 Million 10.34% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EQT 1 stocks	$25.2 Million 8.04% of portfolio	1	-	-	-	0 Calls 0 Puts
Gold \| Basic Materials AEM 1 stocks	$19.8 Million 6.31% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy BKR 1 stocks	$15.3 Million 4.89% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$15 Million 4.79% of portfolio	1	-	1	-	0 Calls 0 Puts
Steel \| Basic Materials STLD 1 stocks	$14.7 Million 4.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials TECK 1 stocks	$13 Million 4.15% of portfolio	1	-	-	-	0 Calls 0 Puts

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