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
Steel \| Basic Materials STLD X 2 stocks	$20.4 Million 14.86% of portfolio	2	-	2	-	0 Calls 0 Puts
Aluminum \| Basic Materials AA 1 stocks	$19.6 Million 14.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EQT EOG 2 stocks	$19.6 Million 14.26% of portfolio	2	-	2	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials TECK 1 stocks	$19.3 Million 13.99% of portfolio	1	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials AEM FNV 2 stocks	$15.6 Million 11.33% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$14.5 Million 10.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$14 Million 10.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials WLK 1 stocks	$9.75 Million 7.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Uranium \| Energy CCJ 1 stocks	$4.76 Million 3.46% of portfolio	1	-	1	-	0 Calls 0 Puts

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