FR

Foundation Resource Management INC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$888.5M

Reporting period: 2026-03-31 · Number of holdings: 55

FOUNDATION RESOURCE MANAGEMENT INC disclosed 55 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $888.5M and a quarterly turnover rate of 23.0%.

Personality snowflake

Concentration
13.86
Portfolio Stability
22.99
Momentum/Contrarian
100
Sector conviction
71.21
Diversification
100
Sizing Uniformity
90.4

Recent moves

  • Trim 06849f108

    -35.2%　-$10.2M

  • Trim NEM

    -12.4%　-$2.9M

  • Add HPQ

    +195.4%　$12.9M

  • Trim DG

    -0.5%　-$4.2M

  • Add XOM

    -0.1%　$20.7M

  • Trim BRK-B

    +0.5%　-$2.0M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1XOMExxon Mobil CORPStock-Energy8.06%+1.26%-0.13%
2NEMNewmont CORPStock-Materials6.10%-1.54%-12.42%
3CVXChevron CORPStock-Energy5.49%+0.73%+1.05%
4TECKTeck Resources Ltd-cls BStock-Materials5.32%-0.58%-0.84%
5BRK-BBerkshire Hathaway Inc-cl BStock-Other5.23%-1.26%+0.52%
6COPConocoPhillipsStock-Energy4.27%+0.69%+0.56%
7AEMAgnico Eagle Mines LTDStock-Materials4.03%-0.77%-16.68%
8DGDollar General CORPStock-Consumer Staples3.79%-1.27%-0.53%
9VZVerizon Communications INCStock-Comm Services3.63%+0.22%+2.64%
10PFEPfizer INCStock-Healthcare2.95%-0.05%+3.55%
11MRKMerck & Co. INC.Stock-Healthcare2.74%+0.02%+4.72%
12FHIFederated Hermes INCStock-Financials2.47%-0.29%-2.25%
13HPQHp INCStock-Tech2.39%+1.27%+195.36%
14ABEVAmbev Sa-adrStock-Consumer Staples2.34%+0.05%+2.41%
15INTCIntel CORPStock-Tech2.28%-0.20%-8.76%
16CMCSAComcast Corp-class AStock-Comm Services2.17%-0.33%+7.28%
17ADBEAdobe Inc.Stock-Tech2.15%+2.15%NEW
18DEODiageo plcStock-Consumer Staples2.01%+0.79%+126.94%
19LKQLkq CORPStock-Consumer Disc1.98%-0.37%+2.55%
20MOSThe Mosaic CompanyStock-Materials1.96%-0.14%+4.95%
21✓ Barrick Mining CorpStock-Other1.78%-1.70%-35.19%
22GILDGilead Sciences INCStock-Healthcare1.62%-0.16%-5.08%
23NTRNutrien Ltd.Stock-Materials1.58%+0.15%+7.83%
24PKEPark Aerospace CORPStock-Other1.56%+0.12%+0.51%
25BENFranklin Resources INCStock-Financials1.56%-0.32%-0.74%
26LLoews CORPStock-Financials1.53%-0.25%+0.81%
27PBTPermian Basin Royalty TrustStock-Other1.53%+0.07%-1.91%
28✓ Tsakos Energy Navigation LTDStock-Other1.52%+0.47%-1.71%
29CVECenovus Energy INCStock-Energy1.51%+0.42%+5.04%
30SNYSanofiStock-Healthcare1.48%-0.21%+4.80%
31FCXFreeport-McMoRan Inc.Stock-Materials1.39%-0.11%-5.18%
32PSXPhillips 66Stock-Energy1.27%+0.19%-1.57%
33APAApa CORPStock-Energy1.24%+0.44%+6.68%
34BMYBristol-myers Squibb CoStock-Healthcare1.13%+0.01%+6.43%
35TRCTejon Ranch CoStock-Other1.09%+0.05%+3.54%
36CPBTHE Campbell's CompanyStock-Consumer Staples0.89%+0.89%NEW
37✓ CNH Industrial NVStock-Other0.85%+0.05%+6.03%
38DVNDevon Energy CorporationStock-Energy0.84%+0.21%+15.60%
39KHCKraft Heinz Co/theStock-Consumer Staples0.82%-0.19%+3.88%
40NVONovo-nordisk A/s-spons AdrStock-Healthcare0.72%-0.43%+3.15%
41✓ Ovintiv IncStock-Other0.69%+0.20%+9.84%
42✓ CamecoStock-Other0.68%-0.02%-1.71%
43BRK-ABerkshire Hathaway Inc-cl AStock-Other0.40%-0.10%—
44WMTWalmart INCStock-Consumer Staples0.24%-0.02%—
45MPCMarathon Petroleum CorporationStock-Energy0.14%+0.03%—
46RIGTransocean Ltd.Stock-Energy0.13%+0.03%-8.42%
47IMOImperial Oil LTDStock-Energy0.10%+0.02%—
48EAFGraftech International LTDStock-Other0.08%-0.16%-6.88%
49CBChubb LimitedStock-Financials0.08%——
50TRVThe Travelers Companies, Inc.Stock-Financials0.08%——
1–50 of 55

Holding changes this quarter

Foundation Resource Management INC's most significant position changes for 2026-03-31: New buy: Adobe Inc. (ADBE); New buy: THE Campbell's Company (CPB); New buy: Murphy Oil CORP (MUR); Trim: Barrick Mining Corp — shares -35.19%; Trim: Newmont CORP (NEM) — shares -12.42%.

Position changes disclosed by Foundation Resource Management INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1HPQHp INC+1.3%+195.36%Add
2XOMExxon Mobil CORP+1.3%-0.13%Trim
3DEODiageo plc+0.8%+126.94%Add
4CVXChevron CORP+0.7%+1.05%Add
5COPConocoPhillips+0.7%+0.56%Add
6✓ Tsakos Energy Navigation LTD+0.5%-1.71%Trim
7APAApa CORP+0.4%+6.68%Add
8CVECenovus Energy INC+0.4%+5.04%Add
9VZVerizon Communications INC+0.2%+2.64%Add
10DVNDevon Energy Corporation+0.2%+15.60%Add
11✓ Ovintiv Inc+0.2%+9.84%Add
12PSXPhillips 66+0.2%-1.57%Trim
13NTRNutrien Ltd.+0.2%+7.83%Add
14PKEPark Aerospace CORP+0.1%+0.51%Add
15PBTPermian Basin Royalty Trust+0.1%-1.91%Trim
16ABEVAmbev Sa-adr+0.1%+2.41%Add
17TRCTejon Ranch Co+0.1%+3.54%Add
18✓ CNH Industrial NV+0.1%+6.03%Add
19MPCMarathon Petroleum Corporation0%—Unchanged
20RIGTransocean Ltd.0%-8.42%Trim
21MRKMerck & Co. INC.0%+4.72%Add
22IMOImperial Oil LTD0%—Unchanged
23BMYBristol-myers Squibb Co0%+6.43%Add
24✓ Cameco0%-1.71%Trim
25WMTWalmart INC0%—Unchanged
26IBMIntl Business Machines CORP0%—Unchanged
27PFEPfizer INC-0.1%+3.55%Add
28BRK-ABerkshire Hathaway Inc-cl A-0.1%—Unchanged
29FCXFreeport-McMoRan Inc.-0.1%-5.18%Trim
30MOSThe Mosaic Company-0.1%+4.95%Add
31EAFGraftech International LTD-0.2%-6.88%Trim
32GILDGilead Sciences INC-0.2%-5.08%Trim
33KHCKraft Heinz Co/the-0.2%+3.88%Add
34INTCIntel CORP-0.2%-8.76%Trim
35SNYSanofi-0.2%+4.80%Add
36LLoews CORP-0.3%+0.81%Add
37FHIFederated Hermes INC-0.3%-2.25%Trim
38BENFranklin Resources INC-0.3%-0.74%Trim
39CMCSAComcast Corp-class A-0.3%+7.28%Add
40LKQLkq CORP-0.4%+2.55%Add
41NVONovo-nordisk A/s-spons Adr-0.4%+3.15%Add
42TECKTeck Resources Ltd-cls B-0.6%-0.84%Trim
43AEMAgnico Eagle Mines LTD-0.8%-16.68%Trim
44BRK-BBerkshire Hathaway Inc-cl B-1.3%+0.52%Add
45DGDollar General CORP-1.3%-0.53%Trim
46NEMNewmont CORP-1.5%-12.42%Trim
47✓ Barrick Mining Corp-1.7%-35.19%Trim
48ADBEAdobe Inc.—NEWNew buy
49CPBTHE Campbell's Company—NEWNew buy
50MURMurphy Oil CORP—NEWNew buy

FAQ

What is Foundation Resource Management INC and what type of investor is it?
Foundation Resource Management INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $888.5M, spread across 55 disclosed positions.
What are Foundation Resource Management INC's largest equity positions?
Based on the latest 13F filing, Foundation Resource Management INC's top holdings by market value are: 1. Exxon Mobil CORP (XOM) — $71.6M (8.1%) 2. Newmont CORP (NEM) — $54.2M (6.1%) 3. Chevron CORP (CVX) — $48.8M (5.5%) 4. Teck Resources Ltd-cls B (TECK) — $47.3M (5.3%) 5. Berkshire Hathaway Inc-cl B (BRK-B) — $46.5M (5.2%)
What changes did Foundation Resource Management INC make in its most recent portfolio filing?
In the latest reported quarter, Foundation Resource Management INC made 45 notable position adjustments: 3 new positions were initiated, 25 existing holdings were added to, 17 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Adobe Inc. (ADBE); New buy: THE Campbell's Company (CPB); New buy: Murphy Oil CORP (MUR); Trim: Barrick Mining Corp — shares -35.19%; Trim: Newmont CORP (NEM) — shares -12.42%
What sectors does Foundation Resource Management INC focus on?
Foundation Resource Management INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Energy: 39.4% • Health Care: 18.8% • Information Technology: 14.1% • Communication Services: 11.9% • Financials: 10.7% • Materials: 2.9%