Foundation Asset Management as of Dec. 31, 2017
Portfolio Holdings for Foundation Asset Management
Foundation Asset Management holds 26 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brink's Company (BCO) | 12.9 | $43M | 547k | 78.70 | |
| Copart (CPRT) | 9.3 | $31M | 715k | 43.19 | |
| Wright Medical Group Nv | 5.5 | $18M | 826k | 22.20 | |
| Teledyne Technologies Incorporated (TDY) | 5.5 | $18M | 100k | 181.15 | |
| Lennar Corporation (LEN) | 4.8 | $16M | 255k | 63.24 | |
| Univar | 4.6 | $15M | 496k | 30.96 | |
| Bob Evans Farms | 4.5 | $15M | 190k | 78.82 | |
| Triton International | 4.3 | $14M | 385k | 37.45 | |
| Verisk Analytics (VRSK) | 4.3 | $14M | 150k | 96.00 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 4.3 | $14M | 375k | 38.13 | |
| Citigroup (C) | 4.1 | $14M | 185k | 74.41 | |
| Fox News | 4.1 | $14M | 400k | 34.12 | |
| Keysight Technologies (KEYS) | 3.8 | $13M | 300k | 41.60 | |
| CF Industries Holdings (CF) | 3.6 | $12M | 285k | 42.54 | |
| Theravance Biopharma (TBPH) | 3.6 | $12M | 433k | 27.89 | |
| Nielsen Hldgs Plc Shs Eur | 3.4 | $11M | 315k | 36.40 | |
| L Brands | 2.9 | $9.6M | 160k | 60.22 | |
| Potash Corp. Of Saskatchewan I | 2.8 | $9.3M | 450k | 20.65 | |
| Arconic | 2.4 | $8.1M | 297k | 27.25 | |
| Altria (MO) | 2.4 | $7.9M | 110k | 71.41 | |
| Markel Corporation (MKL) | 2.1 | $6.8M | 6.0k | 1139.17 | |
| SM Energy (SM) | 1.7 | $5.5M | 250k | 22.08 | |
| Williams Companies (WMB) | 1.1 | $3.8M | 124k | 30.49 | |
| Anadarko Petroleum Corporation | 0.8 | $2.7M | 50k | 53.64 | |
| Halliburton Company (HAL) | 0.7 | $2.4M | 50k | 48.88 | |
| Stewart Information Services Corporation (STC) | 0.2 | $801k | 19k | 42.28 |
