Drummond Knight Asset Management Pty Ltd
Position in AA — Alcoa Corp
CIK 1808029
CROWS NEST, NSW, C3
Position in AA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$20,110,971
-$11,629,658 QoQ
Shares Held
385,711
-19.4% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
3.69%
of 13F equity value
Holder Rank
#3
of 136 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AA Over Time
Shares Held
Position Value (USD)
Position in Aluminum
Basic Materials · as of Jun 30, 2026Drummond Knight Asset Management Pty Ltd holds $27,577,197 across 2 Aluminum names. AA ranks #1 (72.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AA |
Alcoa Corp
This page
|
385,711 | $20,110,971 | |
| 2 | CENX |
Century Aluminum Co
|
162,274 | $7,466,226 |
All Filings in AA
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,110,971 | 385,711 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $31,740,629 | 478,526 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $56,356,192 | 1,060,523 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $30,574,807 | 929,608 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $44,892,648 | 1,521,269 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $19,645,600 | 520,000 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||