Drummond Knight Asset Management’s Century Aluminum CENX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.47M Sell
162,274
-118,818
-42% -$7.15M 1.37% 15
2026
Q1
$16.5M Sell
281,092
-32,284
-10% -$1.62M 5.84% 9
2025
Q4
$12.3M Buy
+313,376
New +$9.79M 3.44% 10

Other funds holding CENX

Drummond Knight Asset Management's CENX Position: Q2 2026 in Review

Drummond Knight Asset Management reduced its Century Aluminum (CENX) stake by 42% in Q2 2026, selling an estimated $7.15M and leaving 162,274 shares worth $7.47M. The position accounts for 1.37% of the portfolio, ranked #15.

Drummond Knight Asset Management first reported a position in CENX in Q4 2025 and has held it in 3 quarters since. The position peaked at $16.5M in Q1 2026. 413 funds tracked by Wall St. Rank hold CENX as of Q2 2026.

  • Drummond Knight Asset Management held 162,274 shares of Century Aluminum worth $7.47M as of Q2 2026.
  • Drummond Knight Asset Management sold 118,818 Century Aluminum shares in Q2 2026, an estimated $7.15M.
  • Century Aluminum made up 1.37% of Drummond Knight Asset Management's portfolio in Q2 2026, its #15 holding.
  • Drummond Knight Asset Management first reported a position in Century Aluminum in Q4 2025 and has held it in 3 quarters since.
  • Drummond Knight Asset Management's Century Aluminum position peaked at $16.5M in Q1 2026.
  • 413 funds tracked by Wall St. Rank held Century Aluminum as of Q2 2026.

Based on Drummond Knight Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.