Drummond Knight Asset Management Pty LTD Portfolio Holdings

Drummond Knight Asset Management Pty LTD

  • $327 Billion
  • Q3 2025

Drummond Knight Asset Management Pty LTD has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $327 Billion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Du Pont De Nemours, Inc. with a value of $50.7B, Barrick Mining Corp with a value of $39.5B, Teck Resources LTD with a value of $38.6B, Freeport Mcmoran Inc with a value of $37.3B, and Crh PLC with a value of $31.8B.

Examining the 13F form we can see an increase of $13.1B in the current position value, from $314B to 327B.

Drummond Knight Asset Management Pty LTD is based out at Crows Nest, Nsw, C3

Below you can find more details about Drummond Knight Asset Management Pty LTD portfolio as well as his latest detailed transactions.

Portfolio value $327 Billion
Basic Materials: $209 Billion
Energy: $78 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.1B
$50.7 Billion 15.51% of portfolio
650,566
Q3 2025 Reduced 7.65%
Barrick Mining Corp
-
$39.5 Billion 12.09% of portfolio
-
Q3 2025 New
$23.1B
$38.6 Billion 11.82% of portfolio
880,000
Q3 2025 Added 172.84%
$59.6B
$37.3 Billion 11.4% of portfolio
950,000
Q3 2025 Reduced 17.2%
$23.9B
$31.8 Billion 9.72% of portfolio
-
Q3 2025 Reduced 30.71%
$6.68B
$30.6 Billion 9.36% of portfolio
929,608
Q3 2025 Reduced 38.89%
$19.5B
$26.2 Billion 8.02% of portfolio
481,162
Q3 2025 Added 11.23%
$461B
$24.5 Billion 7.49% of portfolio
217,133
Q3 2025 Added 55.77%
$39.4B
$22.4 Billion 6.84% of portfolio
266,669
Q3 2025 Reduced 23.65%
$6.49B
$15.6 Billion 4.77% of portfolio
271,985
Q3 2025 New
$4.31B
$4.98 Billion 1.52% of portfolio
556,471
Q3 2025 Reduced 40.64%
$7.22B
$4.73 Billion 1.45% of portfolio
75,033
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $327 Billion
  • Prior Value $314 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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