Fund Update: Drummond Knight Asset Management Pty Ltd Just Disclosed New Holdings

Drummond Knight Asset Management Pty Ltd just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 2025-06-03 report period. You can see the full portfolio on Sensa Market, and track moves made by other funds.

Per our estimates, the largest stock moves were:

• An increase of 246,259 shares of $X (~$11,771,455). This was a increase of ~149.25% from their previous position.
• An increase of 32,231 shares of $UEO (~$1,981,367). This was a increase of ~37.92% from their previous position.
• A decrease of 231,772 shares of $TECK/B (~$10,390,954). This was a increase of ~-48.79% from their previous position.
• A decrease of 4,006 shares of $CHV (~$1,574,836). This was a increase of ~-4.01% from their previous position.
• An increase of 58,436 shares of $EQT (~$4,755,569). This was a increase of ~26.19% from their previous position.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Sensa Market's fund page for Drummond Knight Asset Management Pty Ltd for more details.