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CIK: 0001179232
Total reported value
$859.7M
$859.7M
52 檔
27.7%
The Q4 2025 SEC filing reveals that Foundation Resource Management Inc held a total portfolio value of $859.7M, covering 52 public equity positions.
In Q4 2025, Foundation Resource Management Inc displayed an active expansion posture, initiating 1 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEM | Newmont CORP | Stock-Materials | 7.64% | -0.67% | -0.23% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 6.80% | -8.06% | EXIT | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.49% | +0.32% | -0.12% | |
| 4 | TECK | Teck Resources Ltd-cls B | Stock-Materials | 5.90% | +0.83% | -3.25% | |
| 5 | DG | Dollar General CORP | Stock-Consumer Staples | 5.06% | +0.04% | +0.46% | |
| 6 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 4.80% | -0.86% | -0.22% | |
| 7 | CVX | Chevron CORP | Stock-Energy | 4.76% | -0.93% | +0.20% | |
| 8 | ✓ | Stock-Other | 3.58% | — | +0.42% | ||
| 9 | ✓ | Stock-Other | 3.48% | — | -0.18% | ||
| 10 | VZ | Verizon Communications Inc | Stock-Comm Services | 3.41% | -0.46% | +0.50% | |
| 11 | PFE | Pfizer Inc | Stock-Healthcare | 3.00% | -0.33% | -0.34% | |
| 12 | FHI | Federated Hermes Inc | Stock-Financials | 2.76% | -0.03% | -0.24% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.72% | +0.29% | +1.21% | |
| 14 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.50% | -0.22% | +196.96% | |
| 15 | INTC | Intel CORP | Stock-Tech | 2.48% | -0.11% | -5.61% | |
| 16 | LKQ | Lkq CORP | Stock-Consumer Disc | 2.35% | -0.13% | +0.43% | |
| 17 | ABEV | Ambev Sa-adr | Stock-Consumer Staples | 2.29% | +0.25% | +0.81% | |
| 18 | ✓ | Stock-Other | 2.10% | — | +1.29% | ||
| 19 | BEN | Franklin Resources Inc | Stock-Financials | 1.89% | +0.70% | +0.78% | |
| 20 | L | Loews CORP | Stock-Financials | 1.78% | +0.12% | +0.24% | |
| 21 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.78% | -0.12% | -0.50% | |
| 22 | ✓ | Stock-Other | 1.69% | — | +1.00% | ||
| 23 | ✓ | Stock-Other | 1.50% | — | -0.28% | ||
| 24 | PBT | Permian Basin Royalty Trust | Stock-Other | 1.46% | +0.29% | — | |
| 25 | PKE | Park Aerospace CORP | Stock-Other | 1.44% | +0.67% | +0.60% | |
| 26 | ✓ | Stock-Other | 1.43% | — | +1.16% | ||
| 27 | ✓ | Stock-Other | 1.22% | — | — | ||
| 28 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.15% | +0.27% | +0.62% | |
| 29 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.12% | +0.02% | +1.17% | |
| 30 | HPQ | Hp Inc | Stock-Tech | 1.12% | +0.44% | -0.14% | |
| 31 | CVE | Cenovus Energy Inc | Stock-Energy | 1.09% | -0.05% | +1.55% | |
| 32 | PSX | Phillips 66 | Stock-Energy | 1.08% | -0.06% | -0.11% | |
| 33 | ✓ | Stock-Other | 1.05% | — | -0.94% | ||
| 34 | TRC | Tejon Ranch Co | Stock-Other | 1.04% | +0.03% | +2.00% | |
| 35 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.01% | +0.08% | -0.18% | |
| 36 | APA | Apa CORP | Stock-Energy | 0.80% | -0.24% | +6.44% | |
| 37 | ✓ | Stock-Other | 0.80% | — | +1.34% | ||
| 38 | ✓ | Stock-Other | 0.70% | — | -0.11% | ||
| 39 | ✓ | Stock-Other | 0.63% | — | +5.09% | ||
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.50% | +0.04% | — | |
| 41 | ✓ | Stock-Other | 0.49% | — | +2.95% | ||
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.26% | — | — | |
| 43 | EAF | Graftech International LTD | Stock-Other | 0.24% | -0.01% | -33.36% | |
| 44 | ✓ | Stock-Other | 0.11% | — | — | ||
| 45 | RIG | Transocean Ltd. | Stock-Energy | 0.10% | -0.03% | -2.60% | |
| 46 | ✓ | Stock-Other | 0.09% | — | — | ||
| 47 | CB | Chubb Limited | Stock-Financials | 0.09% | — | — | |
| 48 | IMO | Imperial Oil LTD | Stock-Energy | 0.08% | -0.01% | — | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.06% | +0.01% | — | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.04% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CMCSA | Comcast Corp-class A | +1.6% | +196.96% | Add |
| 2 | DG | Dollar General CORP | +0.9% | +0.46% | Add |
| 3 | NEM | Newmont CORP | +0.7% | -0.23% | Trim |
| 4 | ✓ | +0.7% | -0.18% | Trim | |
| 5 | MRK | Merck & Co. Inc. | +0.4% | +1.21% | Add |
| 6 | ✓ | +0.3% | -0.28% | Trim | |
| 7 | BMY | Bristol-myers Squibb Co | +0.1% | +1.17% | Add |
| 8 | ABEV | Ambev Sa-adr | +0.1% | +0.81% | Add |
| 9 | GILD | Gilead Sciences Inc | 0% | -0.50% | Trim |
| 10 | ✓ | 0% | +5.09% | Add | |
| 11 | ✓ | 0% | -0.11% | Trim | |
| 12 | RIG | Transocean Ltd. | 0% | -2.60% | Trim |
| 13 | APA | Apa CORP | — | +6.44% | Add |
| 14 | WMT | Walmart Inc | — | — | Unchanged |
| 15 | CB | Chubb Limited | — | — | Unchanged |
| 16 | RTX | Rtx CORP | — | — | Unchanged |
| 17 | ✓ | — | — | Unchanged | |
| 18 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 19 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 20 | SJT | San Juan Basin Royalty Tr | — | — | Unchanged |
| 21 | XOM | Exxon Mobil CORP | 0% | +0.42% | Add |
| 22 | ✓ | 0% | +1.16% | Add | |
| 23 | IMO | Imperial Oil LTD | 0% | — | Unchanged |
| 24 | PKE | Park Aerospace CORP | 0% | +0.60% | Add |
| 25 | ✓ | 0% | — | Unchanged | |
| 26 | L | Loews CORP | 0% | +0.24% | Add |
| 27 | BEN | Franklin Resources Inc | -0.1% | +0.78% | Add |
| 28 | ✓ | -0.1% | +1.00% | Add | |
| 29 | CVE | Cenovus Energy Inc | -0.1% | +1.55% | Add |
| 30 | TRC | Tejon Ranch Co | -0.1% | +2.00% | Add |
| 31 | ✓ | -0.1% | -0.94% | Trim | |
| 32 | EAF | Graftech International LTD | -0.1% | -33.36% | Trim |
| 33 | INTC | Intel CORP | -0.1% | -5.61% | Trim |
| 34 | TECK | Teck Resources Ltd-cls B | -0.1% | -3.25% | Trim |
| 35 | PSX | Phillips 66 | -0.2% | -0.11% | Trim |
| 36 | KHC | Kraft Heinz Co/the | -0.2% | -0.18% | Trim |
| 37 | ✓ | -0.2% | +1.34% | Add | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | +0.62% | Add |
| 39 | LKQ | Lkq CORP | -0.2% | +0.43% | Add |
| 40 | FHI | Federated Hermes Inc | -0.2% | -0.24% | Trim |
| 41 | PBT | Permian Basin Royalty Trust | -0.2% | — | Unchanged |
| 42 | ✓ | -0.3% | +0.42% | Add | |
| 43 | PFE | Pfizer Inc | -0.3% | -0.34% | Trim |
| 44 | AEM | Agnico Eagle Mines LTD | -0.3% | -0.22% | Trim |
| 45 | HPQ | Hp Inc | -0.4% | -0.14% | Trim |
| 46 | CVX | Chevron CORP | -0.4% | +0.20% | Add |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -0.12% | Trim |
| 48 | VZ | Verizon Communications Inc | -0.5% | +0.50% | Add |
| 49 | ✓ | -1.1% | +1.29% | Add | |
| 50 | ✓ | — | 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 52 disclosed positions in Q4 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 NEM, XOM, BRK-B) accounted for 27.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
市值: $9.1M
Top Position Liquidated / Trimmed
BRK-B
前期市值: $48.6M
During Q4 2025, Foundation Resource Management Inc's top holdings by market value included NEM (7.6%)、XOM (6.8%)、BRK-B (6.5%). The largest single position, NEM, represented 7.6% of total portfolio value.
In Q4 2025, Foundation Resource Management Inc made 40 total portfolio adjustments, initiating 1 new buys, adding to 22 positions, trimming 17 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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