Foundation Resource Management as of Dec. 31, 2025
Portfolio Holdings for Foundation Resource Management
Foundation Resource Management holds 52 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Newmont Mining Corporation (NEM) | 7.6 | $57M | 572k | 99.85 | |
| Exxon Mobil Corporation (XOM) | 6.8 | $51M | 422k | 120.34 | |
| Berkshire Hathaway (BRK.B) | 6.5 | $49M | 97k | 502.65 | |
| Teck Resources Ltd cl b (TECK) | 5.9 | $44M | 921k | 47.89 | |
| Dollar General (DG) | 5.1 | $38M | 285k | 132.77 | |
| Agnico (AEM) | 4.8 | $36M | 212k | 169.53 | |
| Chevron Corporation (CVX) | 4.8 | $36M | 234k | 152.41 | |
| ConocoPhillips (COP) | 3.6 | $27M | 286k | 93.61 | |
| Barrick Mining Corp (B) | 3.5 | $26M | 597k | 43.55 | |
| Verizon Communications (VZ) | 3.4 | $26M | 626k | 40.73 | |
| Pfizer (PFE) | 3.0 | $22M | 901k | 24.90 | |
| Federated Investors (FHI) | 2.8 | $21M | 396k | 52.07 | |
| Merck & Co (MRK) | 2.7 | $20M | 193k | 105.26 | |
| Comcast Corporation (CMCSA) | 2.5 | $19M | 626k | 29.89 | |
| Intel Corporation (INTC) | 2.5 | $19M | 503k | 36.90 | |
| LKQ Corporation (LKQ) | 2.4 | $18M | 583k | 30.20 | |
| Ambev Sa- (ABEV) | 2.3 | $17M | 6.9M | 2.47 | |
| Mosaic (MOS) | 2.1 | $16M | 652k | 24.09 | |
| Franklin Resources (BEN) | 1.9 | $14M | 590k | 23.89 | |
| Loews Corporation (L) | 1.8 | $13M | 127k | 105.31 | |
| Gilead Sciences (GILD) | 1.8 | $13M | 109k | 122.74 | |
| Sanofi-Aventis SA (SNY) | 1.7 | $13M | 261k | 48.46 | |
| Freeport-McMoRan Copper & Gold (FCX) | 1.5 | $11M | 221k | 50.79 | |
| Permian Basin Royalty Trust (PBT) | 1.5 | $11M | 643k | 16.98 | |
| Park Aerospace Corp. Cmn Pke (PKE) | 1.4 | $11M | 504k | 21.34 | |
| Nutrien (NTR) | 1.4 | $11M | 173k | 61.72 | |
| Diageo (DEO) | 1.2 | $9.1M | 106k | 86.27 | |
| Novo Nordisk A/S (NVO) | 1.1 | $8.6M | 169k | 50.88 | |
| Bristol Myers Squibb (BMY) | 1.1 | $8.4M | 156k | 53.94 | |
| Hp (HPQ) | 1.1 | $8.4M | 375k | 22.28 | |
| Cenovus Energy (CVE) | 1.1 | $8.1M | 481k | 16.92 | |
| Phillips 66 (PSX) | 1.1 | $8.1M | 63k | 129.04 | |
| Tsakos Energy Navigation (TEN) | 1.0 | $7.8M | 349k | 22.42 | |
| Tejon Ranch Company (TRC) | 1.0 | $7.8M | 495k | 15.77 | |
| Kraft Heinz (KHC) | 1.0 | $7.6M | 312k | 24.25 | |
| Apa Corporation (APA) | 0.8 | $6.0M | 244k | 24.46 | |
| Cnh Industrial (CNH) | 0.8 | $6.0M | 645k | 9.22 | |
| Cameco Corporation (CCJ) | 0.7 | $5.2M | 57k | 91.49 | |
| Devon Energy Corporation (DVN) | 0.6 | $4.7M | 128k | 36.63 | |
| Berkshire Hathaway (BRK.A) | 0.5 | $3.8M | 5.00 | 754800.00 | |
| Encana Corporation (OVV) | 0.5 | $3.7M | 94k | 39.19 | |
| Wal-Mart Stores (WMT) | 0.3 | $1.9M | 18k | 111.41 | |
| Graftech Intl (EAF) | 0.2 | $1.8M | 115k | 15.51 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $802k | 4.9k | 162.63 | |
| Transocean (RIG) | 0.1 | $764k | 185k | 4.13 | |
| Travelers Companies (TRV) | 0.1 | $672k | 2.3k | 290.06 | |
| Chubb (CB) | 0.1 | $665k | 2.1k | 312.12 | |
| Imperial Oil (IMO) | 0.1 | $599k | 6.9k | 86.31 | |
| International Business Machines (IBM) | 0.1 | $414k | 1.4k | 296.21 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $321k | 1.7k | 183.40 | |
| Johnson & Johnson (JNJ) | 0.0 | $229k | 1.1k | 206.95 | |
| San Juan Basin Royalty Trust (SJT) | 0.0 | $82k | 15k | 5.62 |
