Drummond Knight Asset Management Pty Ltd

CROWS NEST, NSW, C3 · CIK 1808029 · 13F filing filed 2026-07-15

Exempt reporting adviser since 2024 · corporation

Private funds2 (2 hedge) · $82.2m gross assets
Main officeNsw Sydney
Websitedkam.com
Form ADV · 2026-09-07SEC adviser record

Legal entityDRUMMOND KNIGHT ASSET MANAGEMENT PTY LTD (AU)

Kindhedge funds
Others nearbySydney

As an employer

Offices in1 country
Private fundshedge 2

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

In Australia

Financial services licences1
Clientswholesale only

Entity	Role	Staff	Women	Resigned
DRUMMOND KNIGHT ASSET MANAGEMENT PTY LTD Australian Private Company · Crows Nest	licenseeAFSL 524989

Sources: ASIC licence register, APRA, the Workplace Gender Equality Agency (employers with 100+ staff), ATO and the ABN register (Creative Commons Attribution).

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$544.8m reported value +92.7% vs Q1 2026

16positions

87.8%in top 10

4 new 8 added 4 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FREEPORT-MCMORAN INC CL B FCX	FCX	1,156,308	$72.7m13.35%	13.35%	Added +697.8k	+697,776 152.2%
2	ECOLAB INC COM ECL	ECL	203,750	$56.8m10.42%	10.42%	New
3	NUTRIEN LTD COM NTR	NTR	848,248	$53.4m9.80%	9.80%	Added +573.7k	+573,705 209.0%
4	SCHLUMBERGER LTD COM STK SLB	SLB	1,043,077	$48.5m8.90%	8.90%	Added +568.1k	+568,077 119.6%
5	LINDE PLC SHS LIN	LIN	90,227	$46.8m8.59%	8.59%	New
6	DEVON ENERGY CORP NEW COM DVN	DVN	1,128,022	$46.6m8.55%	8.55%	Added +640.7k	+640,673 131.5%
7	TECK RESOURCES LTD CL B TECK	TECK	753,980	$44.8m8.23%	8.23%	Added +332.4k	+332,378 78.8%
8	PPG INDS INC COM PPG	PPG	343,338	$41.6m7.64%	7.64%	New
9	AGNICO EAGLE MINES LTD COM AEM	AEM	255,001	$39.6m7.26%	7.26%	Added +113.9k	+113,949 80.8%
10	CHEVRON CORP NEW COM CVX	CVX	164,672	$27.3m5.01%	5.01%	Added +14.5k	+14,506 9.7%
11	ALCOA CORP COM AA	AA	385,711	$20.1m3.69%	3.69%	Reduced -92.8k	-92,815 -19.4%
12	DIAMONDBACK ENERGY INC COM FANG	FANG	109,544	$19.3m3.53%	3.53%	Added +34.5k	+34,474 45.9%
13	DUPONT DE NEMOURS INC COMMON STOCK DD	DD	69,525	$9.4m1.73%	1.73%	New
14	CAMECO CORP COM CCJ	CCJ	74,261	$7.6m1.39%	1.39%	Reduced -22.6k	-22,635 -23.4%
15	CENTURY ALUM CO COM CENX	CENX	162,274	$7.5m1.37%	1.37%	Reduced -118.8k	-118,818 -42.3%
16	NEXGEN ENERGY LTD COM NXE	NXE	307,100	$2.9m0.53%	0.53%	Reduced -140.3k	-140,307 -31.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MARTIN MARIETTA MATLS INC MLM	MLM	26,170	$15.4m26.2k shares
DUPONT DE NEMOURS INC DWDP	DWDP	75,637	$10.4m75.6k shares