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
Specialty Chemicals \| Basic Materials DD EMN 2 stocks	$55.4 Million 19.29% of portfolio	1	1	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials TECK 1 stocks	$38.6 Million 13.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$37.3 Million 12.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$31.8 Million 11.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Aluminum \| Basic Materials AA 1 stocks	$30.6 Million 10.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Uranium \| Energy CCJ NXE 2 stocks	$27.3 Million 9.52% of portfolio	-	2	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EQT 1 stocks	$26.2 Million 9.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$24.5 Million 8.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Steel \| Basic Materials CMC 1 stocks	$15.6 Million 5.42% of portfolio	1	-	1	-	0 Calls 0 Puts

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