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CIK: 0001179232
Total reported value
$859.7M
$859.7M
50 檔
23.9%
At the close of Q2 2025, Foundation Resource Management Inc disclosed equity holdings valued at approximately $859.7M, spread across 50 reported holdings.
Foundation Resource Management Inc executed strategic sector rebalancing during Q2 2025, establishing 2 new positions while fully exiting 2 holdings and trimming 21 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.25% | +0.32% | -1.22% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 6.97% | -8.06% | EXIT | |
| 3 | NEM | Newmont CORP | Stock-Materials | 6.11% | -0.67% | -0.66% | |
| 4 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 5.93% | +0.83% | +0.08% | |
| 5 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 5.57% | -0.86% | -1.33% | |
| 6 | CVX | Chevron CORP | Stock-Energy | 5.12% | -0.93% | -0.07% | |
| 7 | DG | Dollar General CORP | Stock-Consumer Staples | 4.99% | +0.04% | -0.32% | |
| 8 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.12% | -0.46% | -0.34% | |
| 9 | ✓ | Stock-Other | 3.93% | — | +0.01% | ||
| 10 | ✓ | Stock-Other | 3.61% | — | +1.10% | ||
| 11 | PFE | Pfizer Inc | Stock-Healthcare | 3.35% | -0.33% | +0.07% | |
| 12 | ✓ | Stock-Other | 3.00% | — | -52.69% | ||
| 13 | FHI | Federated Hermes Inc | Stock-Financials | 2.73% | -0.03% | -0.79% | |
| 14 | ABEV | Ambev Sa-adr | Stock-Consumer Staples | 2.54% | +0.25% | +0.17% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.31% | +0.29% | +1.26% | |
| 16 | BEN | Franklin Resources Inc | Stock-Financials | 2.14% | +0.70% | +1.02% | |
| 17 | ✓ | Stock-Other | 1.93% | — | -1.07% | ||
| 18 | ✓ | Stock-Other | 1.92% | — | — | ||
| 19 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.87% | -0.12% | -0.74% | |
| 20 | INTC | Intel CORP | Stock-Tech | 1.82% | -0.11% | -1.02% | |
| 21 | L | Loews CORP | Stock-Financials | 1.81% | +0.12% | -1.54% | |
| 22 | ✓ | Stock-Other | 1.54% | — | -0.25% | ||
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.49% | — | -1.00% | |
| 24 | ✓ | Stock-Other | 1.48% | — | -1.47% | ||
| 25 | HPQ | Hp Inc | Stock-Tech | 1.41% | +0.44% | +1.07% | |
| 26 | ✓ | Stock-Other | 1.27% | — | +0.96% | ||
| 27 | TRC | Tejon Ranch Co | Stock-Other | 1.27% | +0.03% | +0.46% | |
| 28 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.25% | +0.08% | +0.28% | |
| 29 | PBT | Permian Basin Royalty Trust | Stock-Other | 1.24% | +0.29% | -0.71% | |
| 30 | PSX | Phillips 66 | Stock-Energy | 1.16% | -0.06% | -0.65% | |
| 31 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.15% | -0.22% | — | |
| 32 | PKE | Park Aerospace CORP | Stock-Other | 1.12% | +0.67% | +4.04% | |
| 33 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.10% | +0.02% | +0.05% | |
| 34 | ✓ | Stock-Other | 1.04% | — | -0.81% | ||
| 35 | CVE | Cenovus Energy Inc | Stock-Energy | 0.98% | -0.05% | +3.56% | |
| 36 | APA | Apa CORP | Stock-Energy | 0.62% | -0.24% | +24.60% | |
| 37 | ✓ | Stock-Other | 0.58% | — | +19.70% | ||
| 38 | ✓ | Stock-Other | 0.53% | — | +0.98% | ||
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.45% | +0.04% | — | |
| 40 | EAFEUR | Graftech International LTD | Stock-Other | 0.25% | — | -1.98% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | — | -0.12% | |
| 42 | AGI | Alamos Gold Inc-class A | Stock-Materials | 0.21% | — | -2.54% | |
| 43 | ✓ | Stock-Other | 0.13% | — | — | ||
| 44 | ✓ | Stock-Other | 0.09% | — | — | ||
| 45 | CB | Chubb Limited | Stock-Financials | 0.09% | — | — | |
| 46 | IMO | Imperial Oil LTD | Stock-Energy | 0.09% | -0.01% | — | |
| 47 | RIG | Transocean Ltd. | Stock-Energy | 0.08% | -0.03% | +1.31% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.06% | +0.01% | — | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.04% | +0.01% | — | |
| 50 | SJT | San Juan Basin Royalty Tr | Stock-Other | 0.01% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | B | Barrick Mining CORP | +1.9% | NEW | New buy |
| 2 | CMCSA | Comcast Corp-class A | +1.2% | NEW | New buy |
| 3 | DG | Dollar General CORP | +1.1% | -0.32% | Trim |
| 4 | NEM | Newmont CORP | +0.9% | -0.66% | Trim |
| 5 | MOS | Mosaic Co/the | +0.9% | — | Add |
| 6 | TECK | Teck Resources Ltd-cls B | +0.5% | +0.08% | Add |
| 7 | BEN | Franklin Resources Inc | +0.4% | +1.02% | Add |
| 8 | AEM | Agnico Eagle Mines LTD | +0.3% | -1.33% | Trim |
| 9 | PBT | Permian Basin Royalty Trust | +0.2% | -0.71% | Trim |
| 10 | NTR | Nutrien LTD | +0.2% | — | Trim |
| 11 | FHI | Federated Hermes Inc | +0.2% | -0.79% | Trim |
| 12 | FCX | Freeport-mcmoran Inc | +0.1% | — | Trim |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -1.00% | Trim |
| 14 | PKE | Park Aerospace CORP | +0.1% | +4.04% | Add |
| 15 | TEN | Tsakos Energy Navigation Limited | +0.1% | — | Trim |
| 16 | TRC | Tejon Ranch Co | +0.1% | +0.46% | Add |
| 17 | CNH | CNH Industrial N.V. | +0.1% | — | Add |
| 18 | ABEV | Ambev Sa-adr | 0% | +0.17% | Add |
| 19 | APA | Apa CORP | 0% | +24.60% | Add |
| 20 | WMT | Walmart Inc | 0% | -0.12% | Trim |
| 21 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 22 | EAFEUR | Graftech International LTD | 0% | -1.98% | Trim |
| 23 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 24 | IMO | Imperial Oil LTD | 0% | — | Unchanged |
| 25 | DVN | Devon Energy CORP | — | — | Add |
| 26 | RTX | Rtx CORP | — | — | Unchanged |
| 27 | RIG | Transocean Ltd. | 0% | +1.31% | Add |
| 28 | CVE | Cenovus Energy Inc | 0% | +3.56% | Add |
| 29 | AGI | Alamos Gold Inc-class A | 0% | -2.54% | Trim |
| 30 | CB | Chubb Limited | 0% | — | Unchanged |
| 31 | EMN | Eastman Chemical Co | 0% | EXIT | Sold out |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | Unchanged |
| 33 | L | Loews CORP | -0.1% | -1.54% | Trim |
| 34 | OVV | Ovintiv Inc | -0.1% | — | Add |
| 35 | PSX | Phillips 66 | -0.1% | -0.65% | Trim |
| 36 | GILD | Gilead Sciences Inc | -0.1% | -0.74% | Trim |
| 37 | INTC | Intel CORP | -0.1% | -1.02% | Trim |
| 38 | HPQ | Hp Inc | -0.2% | +1.07% | Add |
| 39 | PFE | Pfizer Inc | -0.2% | +0.07% | Add |
| 40 | KHC | Kraft Heinz Co/the | -0.3% | +0.28% | Add |
| 41 | VZ | Verizon Communications Inc | -0.3% | -0.34% | Trim |
| 42 | MRK | Merck & Co. Inc. | -0.3% | +1.26% | Add |
| 43 | SNY | Sanofi-adr | -0.4% | — | Trim |
| 44 | BMY | Bristol-myers Squibb Co | -0.4% | +0.05% | Add |
| 45 | CCJ | Cameco CORP | -0.6% | — | Trim |
| 46 | COP | Conocophillips | -0.8% | — | Add |
| 47 | XOM | Exxon Mobil CORP | -0.9% | +0.09% | Add |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -1% | -1.22% | Trim |
| 49 | CVX | Chevron CORP | -1% | -0.07% | Trim |
| 50 | ABX | Barrick Gold CORP | -1.8% | 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 50 disclosed positions in Q2 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, NEM) accounted for 23.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
B
市值: $12.4M
Top Position Liquidated / Trimmed
ABX
前期市值: $11.7M
During Q2 2025, Foundation Resource Management Inc's top holdings by market value included BRK-B (7.3%)、XOM (7.0%)、NEM (6.1%). The largest single position, BRK-B, represented 7.3% of total portfolio value.
In Q2 2025, Foundation Resource Management Inc made 44 total portfolio adjustments, initiating 2 new buys, adding to 19 positions, trimming 21 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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