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CIK: 0001179232
Total reported value
$859.7M
$859.7M
52 檔
22.8%
As reported in its official Q4 2024 Form 13F filing, Foundation Resource Management Inc's tracked investment portfolio stood at $859.7M with 52 total positions.
In Q4 2024, Foundation Resource Management Inc adopted a defensive or profit-taking posture, trimming 30 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | Stock-Energy | 7.77% | -8.06% | EXIT | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.61% | +0.32% | +0.52% | |
| 3 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 6.71% | +0.83% | -1.86% | |
| 4 | CVX | Chevron CORP | Stock-Energy | 5.80% | -0.93% | -0.14% | |
| 5 | ✓ | Stock-Other | 4.92% | — | -1.13% | ||
| 6 | ✓ | Stock-Other | 4.83% | — | -1.12% | ||
| 7 | NEM | Newmont CORP | Stock-Materials | 4.36% | -0.67% | -0.52% | |
| 8 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.22% | -0.46% | -0.40% | |
| 9 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 4.13% | -0.86% | -0.25% | |
| 10 | GILD | Gilead Sciences Inc | Stock-Healthcare | 3.20% | -0.12% | -0.01% | |
| 11 | FHI | Federated Hermes Inc | Stock-Financials | 2.85% | -0.03% | -0.64% | |
| 12 | ✓ | Stock-Other | 2.60% | — | -0.34% | ||
| 13 | PFE | Pfizer Inc | Stock-Healthcare | 2.52% | -0.33% | -0.91% | |
| 14 | ✓ | Stock-Other | 2.19% | — | -0.39% | ||
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.11% | +0.29% | -0.51% | |
| 16 | ABEV | Ambev Sa-adr | Stock-Consumer Staples | 2.10% | +0.25% | -0.31% | |
| 17 | HPQ | Hp Inc | Stock-Tech | 2.06% | +0.44% | -0.67% | |
| 18 | BEN | Franklin Resources Inc | Stock-Financials | 1.94% | +0.70% | -2.29% | |
| 19 | L | Loews CORP | Stock-Financials | 1.89% | +0.12% | +17.64% | |
| 20 | INTC | Intel CORP | Stock-Tech | 1.83% | -0.11% | -0.97% | |
| 21 | 0VVB | Paramount Global-class B | Stock-Other | 1.81% | — | -4.63% | |
| 22 | ABX | Barrick Gold CORP | Stock-Financials | 1.76% | — | -1.48% | |
| 23 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.63% | +0.08% | -0.86% | |
| 24 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.48% | +0.02% | -0.49% | |
| 25 | ✓ | Stock-Other | 1.46% | — | +0.19% | ||
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 1.43% | — | -0.57% | |
| 27 | ✓ | Stock-Other | 1.29% | — | — | ||
| 28 | TRC | Tejon Ranch Co | Stock-Other | 1.29% | +0.03% | -0.69% | |
| 29 | DG | Dollar General CORP | Stock-Consumer Staples | 1.26% | +0.04% | +1.68% | |
| 30 | PSX | Phillips 66 | Stock-Energy | 1.24% | -0.06% | -0.87% | |
| 31 | PBT | Permian Basin Royalty Trust | Stock-Other | 1.23% | +0.29% | -1.01% | |
| 32 | ✓ | Stock-Other | 1.21% | — | +0.30% | ||
| 33 | PKE | Park Aerospace CORP | Stock-Other | 1.15% | +0.67% | +0.76% | |
| 34 | CVE | Cenovus Energy Inc | Stock-Energy | 1.10% | -0.05% | +1.52% | |
| 35 | ✓ | Stock-Other | 1.04% | — | -0.90% | ||
| 36 | APA | Apa CORP | Stock-Energy | 0.61% | -0.24% | +5.21% | |
| 37 | ✓ | Stock-Other | 0.60% | — | +0.94% | ||
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.57% | +0.04% | — | |
| 39 | EAFEUR | Graftech International LTD | Stock-Other | 0.52% | — | -4.39% | |
| 40 | ✓ | Stock-Other | 0.48% | — | +2.28% | ||
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | — | -0.77% | |
| 42 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.16% | — | +23.10% | |
| 43 | RIG | Transocean Ltd. | Stock-Energy | 0.12% | -0.03% | -1.54% | |
| 44 | ✓ | Stock-Other | 0.11% | — | — | ||
| 45 | ✓ | Stock-Other | 0.11% | — | -0.94% | ||
| 46 | CB | Chubb Limited | Stock-Financials | 0.10% | — | — | |
| 47 | ✓ | Stock-Other | 0.09% | — | — | ||
| 48 | IMO | Imperial Oil LTD | Stock-Energy | 0.07% | -0.01% | — | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.05% | +0.01% | — | |
| 50 | EMN | Eastman Chemical Co | Stock-Materials | 0.04% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NTR | Nutrien LTD | +1.3% | NEW | New buy |
| 2 | CCJ | Cameco CORP | +0.6% | — | Trim |
| 3 | GILD | Gilead Sciences Inc | +0.5% | -0.01% | Trim |
| 4 | L | Loews CORP | +0.5% | +17.64% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +0.52% | Add |
| 6 | FHI | Federated Hermes Inc | +0.5% | -0.64% | Trim |
| 7 | CVX | Chevron CORP | +0.3% | -0.14% | Trim |
| 8 | CSCO | Cisco Systems Inc | +0.2% | -0.57% | Trim |
| 9 | BMY | Bristol-myers Squibb Co | +0.2% | -0.49% | Trim |
| 10 | PKE | Park Aerospace CORP | +0.2% | +0.76% | Add |
| 11 | AEM | Agnico Eagle Mines LTD | +0.2% | -0.25% | Trim |
| 12 | EAFEUR | Graftech International LTD | +0.1% | -4.39% | Trim |
| 13 | BEN | Franklin Resources Inc | +0.1% | -2.29% | Trim |
| 14 | CNH | CNH Industrial N.V. | +0.1% | — | Add |
| 15 | MAGN | Magnera CORP | +0.1% | NEW | New buy |
| 16 | OVV | Ovintiv Inc | +0.1% | — | Add |
| 17 | WMT | Walmart Inc | +0.1% | -0.77% | Trim |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 19 | APA | Apa CORP | 0% | +5.21% | Add |
| 20 | COP | Conocophillips | 0% | — | Trim |
| 21 | AGI | Alamos Gold Inc-class A | 0% | +23.10% | Add |
| 22 | 0VVB | Paramount Global-class B | 0% | -4.63% | Trim |
| 23 | CB | Chubb Limited | 0% | — | Unchanged |
| 24 | PBT | Permian Basin Royalty Trust | — | -1.01% | Trim |
| 25 | EMN | Eastman Chemical Co | — | — | Unchanged |
| 26 | DG | Dollar General CORP | 0% | +1.68% | Add |
| 27 | CVE | Cenovus Energy Inc | 0% | +1.52% | Add |
| 28 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 29 | RIG | Transocean Ltd. | 0% | -1.54% | Trim |
| 30 | IMO | Imperial Oil LTD | 0% | — | Unchanged |
| 31 | MOS | Mosaic Co/the | 0% | — | Trim |
| 32 | TRC | Tejon Ranch Co | 0% | -0.69% | Trim |
| 33 | MUR | Murphy Oil CORP | 0% | EXIT | Sold out |
| 34 | DVN | Devon Energy CORP | 0% | — | Add |
| 35 | PFE | Pfizer Inc | -0.1% | -0.91% | Trim |
| 36 | HPQ | Hp Inc | -0.1% | -0.67% | Trim |
| 37 | PSX | Phillips 66 | -0.1% | -0.87% | Trim |
| 38 | XOM | Exxon Mobil CORP | -0.1% | -0.44% | Trim |
| 39 | KHC | Kraft Heinz Co/the | -0.1% | -0.86% | Trim |
| 40 | GLT1EUR | Glatfelter CORP | -0.1% | EXIT | Sold out |
| 41 | MRK | Merck & Co. Inc. | -0.1% | -0.51% | Trim |
| 42 | INTC | Intel CORP | -0.2% | -0.97% | Trim |
| 43 | VZ | Verizon Communications Inc | -0.2% | -0.40% | Trim |
| 44 | SNY | Sanofi-adr | -0.2% | — | Trim |
| 45 | FCX | Freeport-mcmoran Inc | -0.3% | — | Add |
| 46 | ABX | Barrick Gold CORP | -0.4% | -1.48% | Trim |
| 47 | TEN | Tsakos Energy Navigation Limited | -0.4% | — | Trim |
| 48 | ABEV | Ambev Sa-adr | -0.5% | -0.31% | Trim |
| 49 | TECK | Teck Resources Ltd-cls B | -1.5% | -1.86% | Trim |
| 50 | NEM | Newmont CORP | -1.5% | -0.52% | Trim |
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 Q4 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 XOM, BRK-B, TECK) accounted for 22.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
NTR
市值: $7.7M
Top Position Liquidated / Trimmed
GLT1EUR
前期市值: $762.9K
During Q4 2024, Foundation Resource Management Inc's top holdings by market value included XOM (7.8%)、BRK-B (7.6%)、TECK (6.7%). The largest single position, XOM, represented 7.8% of total portfolio value.
In Q4 2024, Foundation Resource Management Inc made 45 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 30 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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