Foundation Resource Management Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$888.5M
Q ending 2026-03-31
Prior quarter
$747.5M
Q ending 2025-12-31
Change
+18.9% QoQ · +40.1% YoY
Positions
55
reported holdings
Largest positions
All 55 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Exxon Mobil | XOM | Shares | $71.6M | 422K |
| Newmont Goldcorp | NEM | Shares | $54.2M | 501K |
| Chevron | CVX | Shares | $48.8M | 236K |
| Teck Resources Ltd Cl B | TECK | Shares | $47.3M | 913K |
| Berkshire Hathaway Cl B | BRK/B | Shares | $46.5M | 97K |
| Conocophillips | Shares | $37.9M | 287K | |
| Agnico Eagle Mines Ltd | AEM | Shares | $35.8M | 176K |
| Dollar General Corp | DG | Shares | $33.7M | 283K |
| Verizon Communications Inc Com | VZ | Shares | $32.2M | 642K |
| Pfizer Inc Com | PFE | Shares | $26.2M | 932K |
| Merck And Co. Inc. | MRK | Shares | $24.3M | 202K |
| Federated Hermes, Inc | FHI | Shares | $21.9M | 387K |
| Hp Inc | HPQ | Shares | $21.3M | 1.1M |
| Ambev Sa Spon Adr | ABEV | Shares | $20.8M | 7.1M |
| Intel Corp. | INTC | Shares | $20.2M | 459K |
| Comcast | CMCSA | Shares | $19.3M | 671K |
| Adobe Sys Del Pv$ 0.001 | Shares | $19.1M | 78K | |
| Diageo Plc New | Shares | $17.9M | 240K | |
| Lkq Corp | LKQ | Shares | $17.6M | 598K |
| Mosaic | Shares | $17.4M | 684K | |
| Barrick Gold Corp | Shares | $15.8M | 387K | |
| Gilead Sciences Inc | GILD | Shares | $14.4M | 103K |
| Nutrien Ltd | Shares | $14.1M | 186K | |
| Park Aerospace Corp | PKE | Shares | $13.9M | 506K |
| Franklin Resources Inc Com | BEN | Shares | $13.8M | 585K |
| Loews | L | Shares | $13.6M | 128K |
| Permian Basin Royalty Trust | PBT | Shares | $13.6M | 630K |
| Tsakos Energy Navigation Ltd | Shares | $13.5M | 343K | |
| Cenovus Energy, Inc. | CVE | Shares | $13.4M | 506K |
| Sanofi | Shares | $13.2M | 273K | |
| Freeport-Mcmoran Inc. | Shares | $12.3M | 210K | |
| Phillips 66 | PSX | Shares | $11.3M | 62K |
| Apache Corp | APA | Shares | $11.1M | 261K |
| Bristol Myers Squibb | BMY | Shares | $10.1M | 166K |
| Tejon Ranch Co | TRC | Shares | $9.7M | 512K |
| Campbell Soup Co | CPB | Shares | $7.9M | 357K |
| Cnh Industrial Nv | Shares | $7.5M | 684K | |
| Devon Energy | Shares | $7.4M | 148K | |
| Kraft Heinz Company | KHC | Shares | $7.3M | 324K |
| Novo-Nordisk Adr | NVO | Shares | $6.4M | 174K |
| Ovintiv Inc | Shares | $6.1M | 103K | |
| Cameco Corp | Shares | $6.1M | 56K | |
| Berkshire Hathaway Hld A | BRK/A | Shares | $3.6M | 5 |
| Wal-Mart Stores | WMT | Shares | $2.2M | 18K |
| Marathon Petroleum Corp | Shares | $1.2M | 5K | |
| Transocean, Ltd | Shares | $1.1M | 169K | |
| Imperial Oil Ltd | IMO | Shares | $909K | 7K |
| Graftech International Ltd | EAF | Shares | $726K | 107K |
| Chubb Ltd Inc | Shares | $694K | 2K | |
| The Travelers Cos., Inc. | Shares | $675K | 2K | |
| International Business Machine | IBM | Shares | $339K | 1K |
| Raytheon Technologies | RTX | Shares | $337K | 2K |
| Johnson And Johnson | JNJ | Shares | $270K | 1K |
| Murphy Oil Corp | MUR | Shares | $250K | 6K |
| San Juan Basin Royalty Trust | SJT | Shares | $70K | 15K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.