Foundation Resource Management
Latest statistics and disclosures from Foundation Resource Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XOM, BRK.B, TECK, CVX, CCJ, and represent 32.80% of Foundation Resource Management's stock portfolio.
- Added to shares of these 10 stocks: NTR (+$7.7M), L, MAGN, BRK.B, APA, AGI, DG, CVE, DVN, PKE.
- Started 2 new stock positions in NTR, MAGN.
- Reduced shares in these 10 stocks: GLT, TECK, PARA, CCJ, COP, BEN, XOM, MUR, GOLD, EAF.
- Sold out of its positions in GLT, MUR.
- Foundation Resource Management was a net buyer of stock by $5.8M.
- Foundation Resource Management has $599M in assets under management (AUM), dropping by -7.45%.
- Central Index Key (CIK): 0001179232
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Portfolio Holdings for Foundation Resource Management
Foundation Resource Management holds 52 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Exxon Mobil Corporation (XOM) | 7.8 | $47M | 432k | 107.57 |
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| Berkshire Hathaway (BRK.B) | 7.6 | $46M | 101k | 453.28 |
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| Teck Resources Ltd cl b (TECK) | 6.7 | $40M | 991k | 40.53 |
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| Chevron Corporation (CVX) | 5.8 | $35M | 240k | 144.84 |
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| Cameco Corporation (CCJ) | 4.9 | $29M | 573k | 51.39 |
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| ConocoPhillips (COP) | 4.8 | $29M | 292k | 99.17 |
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| Newmont Mining Corporation (NEM) | 4.4 | $26M | 702k | 37.22 |
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| Verizon Communications (VZ) | 4.2 | $25M | 632k | 39.99 |
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| Agnico (AEM) | 4.1 | $25M | 317k | 78.21 |
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| Gilead Sciences (GILD) | 3.2 | $19M | 208k | 92.37 |
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| Federated Investors (FHI) | 2.9 | $17M | 416k | 41.11 |
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| Mosaic (MOS) | 2.6 | $16M | 632k | 24.58 |
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| Pfizer (PFE) | 2.5 | $15M | 569k | 26.53 |
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| Sanofi-Aventis SA (SNY) | 2.2 | $13M | 272k | 48.23 |
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| Merck & Co (MRK) | 2.1 | $13M | 127k | 99.48 |
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| Ambev Sa- (ABEV) | 2.1 | $13M | 6.8M | 1.85 |
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| Hp (HPQ) | 2.1 | $12M | 377k | 32.63 |
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| Franklin Resources (BEN) | 1.9 | $12M | -2% | 572k | 20.29 |
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| Loews Corporation (L) | 1.9 | $11M | +17% | 134k | 84.69 |
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| Intel Corporation (INTC) | 1.8 | $11M | 547k | 20.05 |
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| Viacomcbs (PARA) | 1.8 | $11M | -4% | 1.0M | 10.46 |
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| Barrick Gold Corp (GOLD) | 1.8 | $11M | 681k | 15.50 |
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| Kraft Heinz (KHC) | 1.6 | $9.8M | 318k | 30.71 |
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| Bristol Myers Squibb (BMY) | 1.5 | $8.9M | 157k | 56.56 |
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| Freeport-McMoRan Copper & Gold (FCX) | 1.5 | $8.7M | 229k | 38.08 |
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| Cisco Systems (CSCO) | 1.4 | $8.6M | 145k | 59.20 |
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| Nutrien (NTR) | 1.3 | $7.7M | NEW | 173k | 44.75 |
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| Tejon Ranch Company (TRC) | 1.3 | $7.7M | 485k | 15.90 |
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| Dollar General (DG) | 1.3 | $7.5M | 99k | 75.82 |
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| Phillips 66 (PSX) | 1.2 | $7.4M | 65k | 113.93 |
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| Permian Basin Royalty Trust (PBT) | 1.2 | $7.3M | 663k | 11.08 |
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| Cnh Industrial (CNH) | 1.2 | $7.2M | 640k | 11.33 |
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| Park Aerospace Corp. Cmn Pke (PKE) | 1.1 | $6.9M | 469k | 14.65 |
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| Cenovus Energy (CVE) | 1.1 | $6.6M | 435k | 15.15 |
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| Tsakos Energy Navigation (TEN) | 1.0 | $6.3M | 361k | 17.34 |
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| Apa Corporation (APA) | 0.6 | $3.7M | +5% | 159k | 23.09 |
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| Encana Corporation (OVV) | 0.6 | $3.6M | 89k | 40.50 |
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| Berkshire Hathaway (BRK.A) | 0.6 | $3.4M | 5.00 | 680920.00 |
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| Graftech International (EAF) | 0.5 | $3.1M | -4% | 1.8M | 1.73 |
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| Devon Energy Corporation (DVN) | 0.5 | $2.9M | +2% | 88k | 32.73 |
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| Wal-Mart Stores (WMT) | 0.3 | $1.8M | 19k | 90.35 |
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| Alamos Gold Inc New Class A (AGI) | 0.2 | $940k | +23% | 51k | 18.44 |
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| Transocean (RIG) | 0.1 | $709k | 189k | 3.75 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $688k | 4.9k | 139.50 |
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| Travelers Companies (TRV) | 0.1 | $636k | 2.6k | 240.89 |
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| Chubb (CB) | 0.1 | $588k | 2.1k | 276.30 |
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| Magnera Corp (MAGN) | 0.1 | $547k | NEW | 30k | 18.17 |
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| Imperial Oil (IMO) | 0.1 | $428k | 6.9k | 61.60 |
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| International Business Machines (IBM) | 0.1 | $308k | 1.4k | 219.83 |
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| Eastman Chemical Company (EMN) | 0.0 | $219k | 2.4k | 91.32 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $202k | 1.7k | 115.72 |
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| San Juan Basin Royalty Trust (SJT) | 0.0 | $56k | -3% | 15k | 3.83 |
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Past Filings by Foundation Resource Management
SEC 13F filings are viewable for Foundation Resource Management going back to 2011
- Foundation Resource Management 2024 Q4 filed Jan. 14, 2025
- Foundation Resource Management 2024 Q3 filed Oct. 10, 2024
- Foundation Resource Management 2024 Q2 filed July 10, 2024
- Foundation Resource Management 2024 Q1 filed April 11, 2024
- Foundation Resource Management 2023 Q4 filed Jan. 10, 2024
- Foundation Resource Management 2023 Q3 filed Oct. 10, 2023
- Foundation Resource Management 2023 Q2 filed July 12, 2023
- Foundation Resource Management 2023 Q1 filed April 11, 2023
- Foundation Resource Management 2022 Q4 filed Jan. 12, 2023
- Foundation Resource Management 2022 Q3 filed Oct. 13, 2022
- Foundation Resource Management 2022 Q2 filed July 15, 2022
- Foundation Resource Management 2022 Q1 filed April 12, 2022
- Foundation Resource Management 2021 Q4 restated filed Jan. 21, 2022
- Foundation Resource Management 2021 Q4 filed Jan. 12, 2022
- Foundation Resource Management 2021 Q3 filed Oct. 12, 2021
- Foundation Resource Management 2021 Q2 filed July 13, 2021