Foundation Resource Management as of Sept. 30, 2025
Portfolio Holdings for Foundation Resource Management
Foundation Resource Management holds 51 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 7.0 | $49M | 97k | 502.74 | |
| Newmont Mining Corporation (NEM) | 6.9 | $48M | 573k | 84.31 | |
| Exxon Mobil Corporation (XOM) | 6.8 | $47M | 421k | 112.75 | |
| Teck Resources Ltd cl b (TECK) | 6.0 | $42M | 952k | 43.89 | |
| Chevron Corporation (CVX) | 5.2 | $36M | 233k | 155.29 | |
| Agnico (AEM) | 5.1 | $36M | 212k | 168.56 | |
| Dollar General (DG) | 4.2 | $29M | 284k | 103.35 | |
| Verizon Communications (VZ) | 3.9 | $27M | 622k | 43.95 | |
| ConocoPhillips (COP) | 3.9 | $27M | 285k | 94.59 | |
| Pfizer (PFE) | 3.3 | $23M | 904k | 25.48 | |
| Mosaic (MOS) | 3.2 | $22M | 643k | 34.68 | |
| Federated Investors (FHI) | 3.0 | $21M | 397k | 51.93 | |
| Barrick Mining Corp (B) | 2.8 | $20M | 598k | 32.77 | |
| Intel Corporation (INTC) | 2.6 | $18M | 533k | 33.55 | |
| LKQ Corporation (LKQ) | 2.5 | $18M | 580k | 30.54 | |
| Merck & Co (MRK) | 2.3 | $16M | 191k | 83.93 | |
| Ambev Sa- (ABEV) | 2.2 | $15M | 6.9M | 2.23 | |
| Franklin Resources (BEN) | 1.9 | $14M | 585k | 23.13 | |
| Loews Corporation (L) | 1.8 | $13M | 126k | 100.39 | |
| Sanofi-Aventis SA (SNY) | 1.7 | $12M | 258k | 47.20 | |
| Gilead Sciences (GILD) | 1.7 | $12M | 109k | 111.00 | |
| Permian Basin Royalty Trust (PBT) | 1.7 | $12M | 643k | 18.25 | |
| Hp (HPQ) | 1.5 | $10M | 375k | 27.23 | |
| Park Aerospace Corp. Cmn Pke (PKE) | 1.5 | $10M | 501k | 20.34 | |
| Nutrien (NTR) | 1.4 | $10M | 171k | 58.71 | |
| Novo Nordisk A/S (NVO) | 1.3 | $9.3M | 168k | 55.49 | |
| Freeport-McMoRan Copper & Gold (FCX) | 1.2 | $8.7M | 222k | 39.22 | |
| Phillips 66 (PSX) | 1.2 | $8.6M | 63k | 136.02 | |
| Kraft Heinz (KHC) | 1.2 | $8.1M | 313k | 26.04 | |
| Cenovus Energy (CVE) | 1.2 | $8.1M | 474k | 16.99 | |
| Tsakos Energy Navigation (TEN) | 1.1 | $7.8M | 352k | 22.22 | |
| Tejon Ranch Company (TRC) | 1.1 | $7.8M | 485k | 15.98 | |
| Bristol Myers Squibb (BMY) | 1.0 | $6.9M | 154k | 45.10 | |
| Cnh Industrial (CNH) | 1.0 | $6.9M | 637k | 10.85 | |
| Comcast Corporation (CMCSA) | 1.0 | $6.6M | 211k | 31.42 | |
| Apa Corporation (APA) | 0.8 | $5.6M | 230k | 24.28 | |
| Cameco Corporation (CCJ) | 0.7 | $4.8M | 57k | 83.86 | |
| Devon Energy Corporation (DVN) | 0.6 | $4.3M | 122k | 35.06 | |
| Berkshire Hathaway (BRK.A) | 0.5 | $3.8M | 5.00 | 754200.00 | |
| Encana Corporation (OVV) | 0.5 | $3.7M | 92k | 40.38 | |
| Graftech Intl | 0.3 | $2.2M | 173k | 12.82 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.8M | 18k | 103.06 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $950k | 4.9k | 192.74 | |
| Travelers Companies (TRV) | 0.1 | $646k | 2.3k | 279.22 | |
| Imperial Oil (IMO) | 0.1 | $630k | 6.9k | 90.74 | |
| Chubb (CB) | 0.1 | $601k | 2.1k | 282.25 | |
| Transocean (RIG) | 0.1 | $592k | 190k | 3.12 | |
| International Business Machines (IBM) | 0.1 | $395k | 1.4k | 282.16 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $293k | 1.7k | 167.33 | |
| Johnson & Johnson (JNJ) | 0.0 | $205k | 1.1k | 185.42 | |
| San Juan Basin Royalty Trust (SJT) | 0.0 | $88k | 15k | 6.04 |
