Foundation Resource Management Inc
Foundation Resource Management Inc reported 56 holdings worth US$860M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 21, 2026
Foundation Resource Management Inc reported 56 holdings worth US$860M as of Jun 30, 2026. Largest: Teck Resources Limited Class A, Berkshire Hathaway Inc. and Newmont Corporation. Filed Jul 21, 2026 (Form 13F).
- Holdings
- 56
- Value as reported
- US$860M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Teck Resources Limited Class A | 890K | US$52.9M | 6.2% |
| Berkshire Hathaway Inc. | 103K | US$51.5M | 6.0% |
| Newmont Corporation | 500K | US$46.7M | 5.4% |
| Chevron Corporation | 236K | US$39.2M | 4.6% |
| Dollar General Corporation | 286K | US$33M | 3.8% |
| Conocophillips | 287K | US$29.8M | 3.5% |
| Adobe Inc. | 134K | US$27.5M | 3.2% |
| Agnico Eagle Mines Limited | 176K | US$27.3M | 3.2% |
| Verizon Communications Inc. | 644K | US$27.3M | 3.2% |
| Merck & Company, Inc. | 203K | US$26M | 3.0% |
| Hp Inc. | 1.11M | US$24.3M | 2.8% |
| Pfizer, Inc. | 936K | US$22.5M | 2.6% |
| Ambev Sa | 7.09M | US$22.2M | 2.6% |
| Federated Hermes, Inc. | 380K | US$21M | 2.4% |
| Diageo Plc | 242K | US$19.4M | 2.3% |
| Franklin Resources, Inc. | 583K | US$19.4M | 2.3% |
| Park Aerospace Corp. | 503K | US$19.2M | 2.2% |
| Intel Corporation | 134K | US$18.7M | 2.2% |
| Comcast Corporation | 682K | US$16.8M | 1.9% |
| Lkq Corporation | 603K | US$15.9M | 1.8% |
| Permian Basin Royalty Trust | 626K | US$15.7M | 1.8% |
| Mosaic Company (the) | 695K | US$14.7M | 1.7% |
| Barrick Mining Corporation | 387K | US$14.2M | 1.7% |
| Loews Corporation | 125K | US$14.2M | 1.7% |
| Freeport-mcmoran, Inc. | 206K | US$13M | 1.5% |
| Gilead Sciences, Inc. | 102K | US$12.9M | 1.5% |
| Builders Firstsource, Inc. | 142K | US$12.7M | 1.5% |
| Cenovus Energy Inc. | 507K | US$12.6M | 1.5% |
| Tsakos Energy Navigation Ltd | 336K | US$11.9M | 1.4% |
| Nutrien Ltd. | 187K | US$11.8M | 1.4% |
| Sanofi Sa | 274K | US$11.7M | 1.4% |
| Phillips 66 | 61,342 | US$10.4M | 1.2% |
| Bristol-myers Squibb Company | 172K | US$9.89M | 1.2% |
| Tejon Ranch Co | 514K | US$9.61M | 1.1% |
| Apa Corporation | 263K | US$8.56M | 1.00% |
| Novo Nordisk A/s Class B | 178K | US$8.53M | 0.99% |
| The Campbell's Company | 364K | US$8.11M | 0.94% |
| The Kraft Heinz Company | 327K | US$7.72M | 0.90% |
| Devon Energy Corporation | 152K | US$6.28M | 0.73% |
| Cameco Corporation | 55,568 | US$5.66M | 0.66% |
| Ovintiv Inc. (de) | 104K | US$5.48M | 0.64% |
| Walmart Inc. | 18,055 | US$2.04M | 0.24% |
| Marathon Petroleum Corporation | 4,929 | US$1.26M | 0.15% |
| Imperial Oil Limited | 6,945 | US$778K | 0.09% |
| The Travelers Companies, Inc. | 2,315 | US$764K | 0.09% |
| Graftech International Ltd. | 106K | US$629K | 0.07% |
| International Business Machines Corporation | 1,559 | US$438K | 0.05% |
| Rtx Corporation | 2,108 | US$400K | 0.05% |
| Johnson & Johnson | 1,215 | US$309K | 0.04% |
| Murphy Usa Inc. | 375 | US$202K | 0.02% |
| San Juan Basin Royalty Trust | 14,565 | US$46,754 | <0.01% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Murphy Oil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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