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CIK: 0001179232
Total reported value
$859.7M
$859.7M
52 檔
25.9%
The Q3 2024 SEC filing reveals that Foundation Resource Management Inc held a total portfolio value of $859.7M, covering 52 public equity positions.
In Q3 2024, Foundation Resource Management Inc adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 8.16% | +0.83% | -1.82% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 7.87% | -8.06% | EXIT | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.11% | +0.32% | -0.39% | |
| 4 | NEM | Newmont CORP | Stock-Materials | 5.83% | -0.67% | -0.40% | |
| 5 | CVX | Chevron CORP | Stock-Energy | 5.47% | -0.93% | -0.21% | |
| 6 | ✓ | Stock-Other | 4.80% | — | -1.04% | ||
| 7 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.41% | -0.46% | -0.34% | |
| 8 | ✓ | Stock-Other | 4.28% | — | -0.99% | ||
| 9 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 3.95% | -0.86% | -0.66% | |
| 10 | GILD | Gilead Sciences Inc | Stock-Healthcare | 2.69% | -0.12% | +0.29% | |
| 11 | ✓ | Stock-Other | 2.63% | — | -0.14% | ||
| 12 | ABEV | Ambev Sa-adr | Stock-Consumer Staples | 2.57% | +0.25% | -0.14% | |
| 13 | PFE | Pfizer Inc | Stock-Healthcare | 2.57% | -0.33% | -0.25% | |
| 14 | ✓ | Stock-Other | 2.43% | — | -0.64% | ||
| 15 | FHI | Federated Hermes Inc | Stock-Financials | 2.38% | -0.03% | -0.16% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.24% | +0.29% | -0.21% | |
| 17 | ABX | Barrick Gold CORP | Stock-Financials | 2.13% | — | -0.99% | |
| 18 | HPQ | Hp Inc | Stock-Tech | 2.11% | +0.44% | -0.54% | |
| 19 | INTC | Intel CORP | Stock-Tech | 2.00% | -0.11% | +0.21% | |
| 20 | BEN | Franklin Resources Inc | Stock-Financials | 1.82% | +0.70% | +0.20% | |
| 21 | 0VVB | Paramount Global-class B | Stock-Other | 1.79% | — | -0.97% | |
| 22 | ✓ | Stock-Other | 1.77% | — | -2.46% | ||
| 23 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.74% | +0.08% | -0.38% | |
| 24 | ✓ | Stock-Other | 1.41% | — | -1.38% | ||
| 25 | L | Loews CORP | Stock-Financials | 1.39% | +0.12% | -1.94% | |
| 26 | PSX | Phillips 66 | Stock-Energy | 1.33% | -0.06% | -0.27% | |
| 27 | TRC | Tejon Ranch Co | Stock-Other | 1.32% | +0.03% | -0.56% | |
| 28 | DG | Dollar General CORP | Stock-Consumer Staples | 1.27% | +0.04% | — | |
| 29 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.26% | +0.02% | +0.06% | |
| 30 | PBT | Permian Basin Royalty Trust | Stock-Other | 1.23% | +0.29% | -1.62% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 1.20% | — | -0.25% | |
| 32 | CVE | Cenovus Energy Inc | Stock-Energy | 1.11% | -0.05% | +1.38% | |
| 33 | ✓ | Stock-Other | 1.09% | — | +0.42% | ||
| 34 | PKE | Park Aerospace CORP | Stock-Other | 0.94% | +0.67% | +0.44% | |
| 35 | APA | Apa CORP | Stock-Energy | 0.57% | -0.24% | +1.42% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | +0.04% | — | |
| 37 | ✓ | Stock-Other | 0.52% | — | +1.39% | ||
| 38 | ✓ | Stock-Other | 0.52% | — | +3.82% | ||
| 39 | EAFEUR | Graftech International LTD | Stock-Other | 0.38% | — | +1.31% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | — | — | |
| 41 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.13% | — | +2.96% | |
| 42 | RIG | Transocean Ltd. | Stock-Energy | 0.13% | -0.03% | -0.95% | |
| 43 | ✓ | Stock-Other | 0.12% | — | — | ||
| 44 | GLT1EUR | Glatfelter CORP | Stock-Other | 0.12% | — | -1.69% | |
| 45 | ✓ | Stock-Other | 0.10% | — | — | ||
| 46 | CB | Chubb Limited | Stock-Financials | 0.09% | — | — | |
| 47 | IMO | Imperial Oil LTD | Stock-Energy | 0.08% | -0.01% | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.05% | +0.01% | — | |
| 49 | EMN | Eastman Chemical Co | Stock-Materials | 0.04% | — | — | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.03% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DG | Dollar General CORP | +1.3% | NEW | New buy |
| 2 | NEM | Newmont CORP | +1.1% | -0.40% | Trim |
| 3 | AEM | Agnico Eagle Mines LTD | +0.6% | -0.66% | Trim |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | -0.39% | Trim |
| 5 | GILD | Gilead Sciences Inc | +0.4% | +0.29% | Add |
| 6 | ABEV | Ambev Sa-adr | +0.3% | -0.14% | Trim |
| 7 | SNY | Sanofi-adr | +0.3% | — | Trim |
| 8 | TECK | Teck Resources Ltd-cls B | +0.3% | -1.82% | Trim |
| 9 | ABX | Barrick Gold CORP | +0.3% | -0.99% | Trim |
| 10 | BMY | Bristol-myers Squibb Co | +0.2% | +0.06% | Add |
| 11 | VZ | Verizon Communications Inc | +0.2% | -0.34% | Trim |
| 12 | FHI | Federated Hermes Inc | +0.2% | -0.16% | Trim |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -0.25% | Trim |
| 14 | EAFEUR | Graftech International LTD | +0.1% | +1.31% | Add |
| 15 | KHC | Kraft Heinz Co/the | +0.1% | -0.38% | Trim |
| 16 | CNH | CNH Industrial N.V. | +0.1% | — | Add |
| 17 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 18 | WMT | Walmart Inc | 0% | — | Unchanged |
| 19 | RTX | Rtx CORP | 0% | NEW | New buy |
| 20 | AGI | Alamos Gold Inc-class A | 0% | +2.96% | Add |
| 21 | GLT1EUR | Glatfelter CORP | 0% | -1.69% | Trim |
| 22 | L | Loews CORP | 0% | -1.94% | Trim |
| 23 | PBT | Permian Basin Royalty Trust | 0% | -1.62% | Trim |
| 24 | TRV | Travelers Cos Inc/the | 0% | — | Unchanged |
| 25 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 26 | PFE | Pfizer Inc | — | -0.25% | Trim |
| 27 | CB | Chubb Limited | — | — | Unchanged |
| 28 | MUR | Murphy Oil CORP | 0% | — | Unchanged |
| 29 | TRC | Tejon Ranch Co | 0% | -0.56% | Trim |
| 30 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 31 | HPQ | Hp Inc | 0% | -0.54% | Trim |
| 32 | 0VVB | Paramount Global-class B | 0% | -0.97% | Trim |
| 33 | RIG | Transocean Ltd. | 0% | -0.95% | Trim |
| 34 | PKE | Park Aerospace CORP | -0.1% | +0.44% | Add |
| 35 | DVN | Devon Energy CORP | -0.1% | — | Add |
| 36 | OVV | Ovintiv Inc | -0.1% | — | Add |
| 37 | APA | Apa CORP | -0.1% | +1.42% | Add |
| 38 | PSX | Phillips 66 | -0.2% | -0.27% | Trim |
| 39 | XOM | Exxon Mobil CORP | -0.2% | -1.09% | Trim |
| 40 | CVE | Cenovus Energy Inc | -0.2% | +1.38% | Add |
| 41 | BEN | Franklin Resources Inc | -0.3% | +0.20% | Add |
| 42 | MRK | Merck & Co. Inc. | -0.3% | -0.21% | Trim |
| 43 | MOS | Mosaic Co/the | -0.3% | — | Trim |
| 44 | TEN | Tsakos Energy Navigation Limited | -0.3% | — | Trim |
| 45 | CCJ | Cameco CORP | -0.3% | — | Trim |
| 46 | CVX | Chevron CORP | -0.6% | -0.21% | Trim |
| 47 | GLW | Corning Inc | -0.6% | EXIT | Sold out |
| 48 | COP | Conocophillips | -0.7% | — | Trim |
| 49 | INTC | Intel CORP | -0.7% | +0.21% | Add |
| 50 | ABBV | Abbvie Inc | -1.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Foundation Resource Management Inc reported a total U.S. public equity portfolio value of $859.7M across 52 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TECK, XOM, BRK-B) accounted for 25.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
DG
市值: $8.2M
Top Position Liquidated / Trimmed
ABBV
前期市值: $6.7M
During Q3 2024, Foundation Resource Management Inc's top holdings by market value included TECK (8.2%)、XOM (7.9%)、BRK-B (7.1%). The largest single position, TECK, represented 8.2% of total portfolio value.
In Q3 2024, Foundation Resource Management Inc made 43 total portfolio adjustments, initiating 2 new buys, adding to 12 positions, trimming 27 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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