Foundation Resource Management as of June 30, 2026
Portfolio Holdings for Foundation Resource Management
Foundation Resource Management holds 56 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Exxon Mobil Corp | 6.7 | $58M | 421k | 136.72 | |
| Teck Resources Ltd cl b (TECK) | 6.2 | $53M | 890k | 59.46 | |
| Berkshire Hathaway (BRK.B) | 5.6 | $48M | 95k | 500.39 | |
| Newmont Mining Corporation (NEM) | 5.4 | $47M | 500k | 93.40 | |
| Chevron Corporation (CVX) | 4.6 | $39M | 236k | 165.76 | |
| Dollar General (DG) | 3.8 | $33M | 286k | 115.11 | |
| ConocoPhillips (COP) | 3.5 | $30M | 287k | 103.96 | |
| Adobe Systems Incorporated (ADBE) | 3.2 | $28M | 134k | 205.02 | |
| Agnico (AEM) | 3.2 | $27M | 176k | 155.13 | |
| Verizon Communications (VZ) | 3.2 | $27M | 644k | 42.34 | |
| Merck & Co (MRK) | 3.0 | $26M | 203k | 128.50 | |
| Hp (HPQ) | 2.8 | $24M | 1.1M | 21.94 | |
| Pfizer (PFE) | 2.6 | $23M | 936k | 24.08 | |
| Ambev Sa- (ABEV) | 2.6 | $22M | 7.1M | 3.14 | |
| Federated Investors (FHI) | 2.4 | $21M | 380k | 55.22 | |
| Diageo (DEO) | 2.3 | $19M | 242k | 80.38 | |
| Franklin Resources (BEN) | 2.3 | $19M | 583k | 33.27 | |
| Park Aerospace Corp. Cmn Pke (PKE) | 2.2 | $19M | 503k | 38.16 | |
| Intel Corporation (INTC) | 2.2 | $19M | 134k | 139.63 | |
| Comcast Corporation (CMCSA) | 1.9 | $17M | 682k | 24.55 | |
| LKQ Corporation (LKQ) | 1.8 | $16M | 603k | 26.33 | |
| Permian Basin Royalty Trust (PBT) | 1.8 | $16M | 626k | 25.04 | |
| Mosaic (MOS) | 1.7 | $15M | 695k | 21.19 | |
| Barrick Mining Corp (B) | 1.7 | $14M | 387k | 36.73 | |
| Loews Corporation (L) | 1.7 | $14M | 125k | 113.21 | |
| Freeport-McMoRan Copper & Gold (FCX) | 1.5 | $13M | 206k | 62.89 | |
| Gilead Sciences (GILD) | 1.5 | $13M | 102k | 126.34 | |
| Builders FirstSource (BLDR) | 1.5 | $13M | 142k | 89.48 | |
| Cenovus Energy (CVE) | 1.5 | $13M | 507k | 24.81 | |
| Tsakos Energy Navigation (TEN) | 1.4 | $12M | 336k | 35.37 | |
| Nutrien (NTR) | 1.4 | $12M | 187k | 62.95 | |
| Sanofi-Aventis SA (SNY) | 1.4 | $12M | 275k | 42.66 | |
| Phillips 66 (PSX) | 1.2 | $10M | 61k | 169.05 | |
| Bristol Myers Squibb (BMY) | 1.2 | $9.9M | 172k | 57.62 | |
| Tejon Ranch Company (TRC) | 1.1 | $9.6M | 514k | 18.70 | |
| Apa Corporation (APA) | 1.0 | $8.6M | 263k | 32.57 | |
| Novo Nordisk A/S (NVO) | 1.0 | $8.5M | 178k | 47.94 | |
| Campbell Soup Company (CPB) | 0.9 | $8.1M | 364k | 22.27 | |
| Kraft Heinz (KHC) | 0.9 | $7.7M | 327k | 23.62 | |
| Cnh Industrial (CNH) | 0.9 | $7.7M | 684k | 11.23 | |
| Devon Energy Corporation (DVN) | 0.7 | $6.3M | 152k | 41.32 | |
| Cameco Corporation (CCJ) | 0.7 | $5.7M | 56k | 101.86 | |
| Encana Corporation (OVV) | 0.6 | $5.5M | 104k | 52.65 | |
| Berkshire Hathaway (BRK.A) | 0.4 | $3.7M | 5.00 | 748850.00 | |
| Wal-Mart Stores (WMT) | 0.2 | $2.0M | 18k | 113.26 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $1.3M | 4.9k | 255.67 | |
| Transocean (RIG) | 0.1 | $828k | 169k | 4.89 | |
| Imperial Oil (IMO) | 0.1 | $778k | 6.9k | 112.02 | |
| Travelers Companies (TRV) | 0.1 | $764k | 2.3k | 330.12 | |
| Chubb (CB) | 0.1 | $725k | 2.1k | 340.74 | |
| Graftech Intl (EAF) | 0.1 | $629k | 106k | 5.91 | |
| International Business Machines (IBM) | 0.1 | $438k | 1.6k | 281.21 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $400k | 2.1k | 189.73 | |
| Johnson & Johnson (JNJ) | 0.0 | $309k | 1.2k | 253.96 | |
| Murphy Usa (MUSA) | 0.0 | $202k | 375.00 | 538.87 | |
| San Juan Basin Royalty Trust (SJT) | 0.0 | $47k | 15k | 3.21 |
