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 WLK SHW 3 stocks	$47.6 Million 23.93% of portfolio	3	-	2	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$41.4 Million 20.81% of portfolio	1	-	1	-	0 Calls 0 Puts
Steel \| Basic Materials X STLD 2 stocks	$32.7 Million 16.41% of portfolio	1	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$28.2 Million 14.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$16.1 Million 8.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EQT 1 stocks	$15 Million 7.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Thermal Coal \| Energy BTU 1 stocks	$9.2 Million 4.62% of portfolio	1	-	1	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials TECK 1 stocks	$8.86 Million 4.45% of portfolio	-	1	-	-	0 Calls 0 Puts

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