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CIK: 0001179232
Total reported value
$859.7M
$859.7M
50 檔
24.2%
According to the latest 13F quarterly dataset, Foundation Resource Management Inc managed an equity portfolio of $859.7M at the end of Q1 2025, spanning 50 distinct U.S. exchange-listed positions.
In Q1 2025, Foundation Resource Management Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.21% | +0.32% | -2.67% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 7.83% | -8.06% | EXIT | |
| 3 | CVX | Chevron CORP | Stock-Energy | 6.10% | -0.93% | -3.53% | |
| 4 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 5.45% | +0.83% | -4.28% | |
| 5 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 5.25% | -0.86% | -3.01% | |
| 6 | NEM | Newmont CORP | Stock-Materials | 5.20% | -0.67% | -2.71% | |
| 7 | ✓ | Stock-Other | 4.68% | — | -3.04% | ||
| 8 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.42% | -0.46% | -2.16% | |
| 9 | DG | Dollar General CORP | Stock-Consumer Staples | 3.92% | +0.04% | +185.30% | |
| 10 | ✓ | Stock-Other | 3.58% | — | -3.59% | ||
| 11 | PFE | Pfizer Inc | Stock-Healthcare | 3.56% | -0.33% | +56.79% | |
| 12 | ✓ | Stock-Other | 2.70% | — | +0.17% | ||
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.63% | +0.29% | +46.81% | |
| 14 | FHI | Federated Hermes Inc | Stock-Financials | 2.58% | -0.03% | -3.34% | |
| 15 | ABEV | Ambev Sa-adr | Stock-Consumer Staples | 2.50% | +0.25% | +0.19% | |
| 16 | ✓ | Stock-Other | 2.28% | — | -4.26% | ||
| 17 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.94% | -0.12% | -47.08% | |
| 18 | INTC | Intel CORP | Stock-Tech | 1.90% | -0.11% | -3.05% | |
| 19 | L | Loews CORP | Stock-Financials | 1.87% | +0.12% | -3.14% | |
| 20 | ABX | Barrick Gold CORP | Stock-Financials | 1.84% | — | -11.71% | |
| 21 | BEN | Franklin Resources Inc | Stock-Financials | 1.75% | +0.70% | +0.54% | |
| 22 | HPQ | Hp Inc | Stock-Tech | 1.61% | +0.44% | -2.11% | |
| 23 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.50% | +0.08% | -1.84% | |
| 24 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.47% | +0.02% | -2.29% | |
| 25 | CSCO | Cisco Systems Inc | Stock-Tech | 1.36% | — | -3.40% | |
| 26 | ✓ | Stock-Other | 1.34% | — | -1.26% | ||
| 27 | ✓ | Stock-Other | 1.34% | — | -2.33% | ||
| 28 | PSX | Phillips 66 | Stock-Energy | 1.23% | -0.06% | -2.42% | |
| 29 | ✓ | Stock-Other | 1.21% | — | -1.94% | ||
| 30 | TRC | Tejon Ranch Co | Stock-Other | 1.20% | +0.03% | -0.74% | |
| 31 | PBT | Permian Basin Royalty Trust | Stock-Other | 1.01% | +0.29% | -2.21% | |
| 32 | PKE | Park Aerospace CORP | Stock-Other | 1.00% | +0.67% | +0.75% | |
| 33 | CVE | Cenovus Energy Inc | Stock-Energy | 0.99% | -0.05% | +3.76% | |
| 34 | ✓ | Stock-Other | 0.95% | — | -2.25% | ||
| 35 | ✓ | Stock-Other | 0.60% | — | +0.26% | ||
| 36 | APA | Apa CORP | Stock-Energy | 0.59% | -0.24% | +10.84% | |
| 37 | ✓ | Stock-Other | 0.58% | — | +12.02% | ||
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.50% | +0.04% | -20.00% | |
| 39 | EAFEUR | Graftech International LTD | Stock-Other | 0.24% | — | -4.75% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | — | -14.50% | |
| 41 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.22% | — | +3.57% | |
| 42 | ✓ | Stock-Other | 0.11% | — | — | ||
| 43 | CB | Chubb Limited | Stock-Financials | 0.10% | — | -4.88% | |
| 44 | ✓ | Stock-Other | 0.10% | — | -13.41% | ||
| 45 | RIG | Transocean Ltd. | Stock-Energy | 0.09% | -0.03% | -1.99% | |
| 46 | IMO | Imperial Oil LTD | Stock-Energy | 0.08% | -0.01% | — | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.05% | +0.01% | — | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.04% | +0.01% | — | |
| 49 | EMN | Eastman Chemical Co | Stock-Materials | 0.03% | — | -4.17% | |
| 50 | SJT | San Juan Basin Royalty Tr | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 3 | CVX | Chevron CORP | — | NEW | New buy |
| 4 | TECK | Teck Resources Ltd-cls B | — | NEW | New buy |
| 5 | AEM | Agnico Eagle Mines LTD | — | NEW | New buy |
| 6 | NEM | Newmont CORP | — | NEW | New buy |
| 7 | ✓ | — | NEW | New buy | |
| 8 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 9 | DG | Dollar General CORP | — | NEW | New buy |
| 10 | ✓ | — | NEW | New buy | |
| 11 | PFE | Pfizer Inc | — | NEW | New buy |
| 12 | ✓ | — | NEW | New buy | |
| 13 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 14 | FHI | Federated Hermes Inc | — | NEW | New buy |
| 15 | ABEV | Ambev Sa-adr | — | NEW | New buy |
| 16 | ✓ | — | NEW | New buy | |
| 17 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 18 | INTC | Intel CORP | — | NEW | New buy |
| 19 | L | Loews CORP | — | NEW | New buy |
| 20 | ABX | Barrick Gold CORP | — | NEW | New buy |
| 21 | BEN | Franklin Resources Inc | — | NEW | New buy |
| 22 | HPQ | Hp Inc | — | NEW | New buy |
| 23 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 24 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 25 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 26 | ✓ | — | NEW | New buy | |
| 27 | ✓ | — | NEW | New buy | |
| 28 | PSX | Phillips 66 | — | NEW | New buy |
| 29 | ✓ | — | NEW | New buy | |
| 30 | TRC | Tejon Ranch Co | — | NEW | New buy |
| 31 | PBT | Permian Basin Royalty Trust | — | NEW | New buy |
| 32 | PKE | Park Aerospace CORP | — | NEW | New buy |
| 33 | CVE | Cenovus Energy Inc | — | NEW | New buy |
| 34 | ✓ | — | NEW | New buy | |
| 35 | ✓ | — | NEW | New buy | |
| 36 | APA | Apa CORP | — | NEW | New buy |
| 37 | ✓ | — | NEW | New buy | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 39 | EAFEUR | Graftech International LTD | — | NEW | New buy |
| 40 | WMT | Walmart Inc | — | NEW | New buy |
| 41 | AGI | Alamos Gold Inc-class A | — | NEW | New buy |
| 42 | ✓ | — | NEW | New buy | |
| 43 | CB | Chubb Limited | — | NEW | New buy |
| 44 | ✓ | — | NEW | New buy | |
| 45 | RIG | Transocean Ltd. | — | NEW | New buy |
| 46 | IMO | Imperial Oil LTD | — | NEW | New buy |
| 47 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 48 | RTX | Rtx CORP | — | NEW | New buy |
| 49 | EMN | Eastman Chemical Co | — | NEW | New buy |
| 50 | SJT | San Juan Basin Royalty Tr | — | NEW | New buy |
According to official SEC Form 13F filings, Foundation Resource Management Inc reported a total U.S. public equity portfolio value of $859.7M across 50 disclosed positions in Q1 2025.
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 BRK-B, XOM, CVX) accounted for 24.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $52.1M
During Q1 2025, Foundation Resource Management Inc's top holdings by market value included BRK-B (8.2%)、XOM (7.8%)、CVX (6.1%). The largest single position, BRK-B, represented 8.2% of total portfolio value.
In Q1 2025, Foundation Resource Management Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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