FOUNDATION RESOURCE MANAGEMENT INC

Est. AUM

$888.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	EXXON MOBIL	COM	$71.6M	421849	8.06%	SOLE
2	NEWMONT GOLDCORP	COM	$54.2M	500734	6.10%	SOLE
3	CHEVRON	COM	$48.8M	235897	5.49%	SOLE
4	TECK RESOURCES LTD CL B	COM	$47.3M	913219	5.32%	SOLE
5	BERKSHIRE HATHAWAY CL B	COM	$46.5M	96981	5.23%	SOLE
6	CONOCOPHILLIPS	COM	$37.9M	287236	4.27%	SOLE
7	AGNICO EAGLE MINES LTD	COM	$35.8M	176295	4.03%	SOLE
8	DOLLAR GENERAL CORP	COM	$33.6M	283418	3.79%	SOLE
9	VERIZON COMMUNICATIONS INC COM	COM	$32.2M	642070	3.63%	SOLE
10	PFIZER INC COM	COM	$26.2M	932485	2.95%	SOLE
11	MERCK AND CO. INC.	COM	$24.3M	202209	2.74%	SOLE
12	FEDERATED HERMES, INC	COM	$21.9M	386986	2.47%	SOLE
13	HP INC	COM	$21.3M	1107004	2.39%	SOLE
14	AMBEV SA SPON ADR	COM	$20.8M	7106351	2.34%	SOLE
15	INTEL CORP.	COM	$20.2M	458581	2.28%	SOLE
16	COMCAST	COM	$19.3M	671474	2.17%	SOLE
17	ADOBE SYS DEL PV$ 0.001	COM	$19.1M	78445	2.15%	SOLE
18	DIAGEO PLC NEW	COM	$17.9M	240164	2.01%	SOLE
19	LKQ CORP	COM	$17.6M	597567	1.98%	SOLE
20	MOSAIC	COM	$17.4M	683731	1.96%	SOLE
21	BARRICK GOLD CORP	COM	$15.8M	386883	1.78%	SOLE
22	GILEAD SCIENCES INC	COM	$14.4M	102997	1.62%	SOLE
23	NUTRIEN LTD	COM	$14.1M	186276	1.58%	SOLE
24	PARK AEROSPACE CORP	COM	$13.9M	506077	1.56%	SOLE
25	FRANKLIN RESOURCES INC COM	COM	$13.8M	585415	1.56%	SOLE
26	LOEWS	COM	$13.6M	127658	1.53%	SOLE
27	PERMIAN BASIN ROYALTY TRUST	COM	$13.6M	630207	1.53%	SOLE
28	TSAKOS ENERGY NAVIGATION LTD	COM	$13.5M	342773	1.52%	SOLE
29	CENOVUS ENERGY, INC.	COM	$13.4M	505637	1.51%	SOLE
30	SANOFI	COM	$13.2M	273137	1.48%	SOLE
31	FREEPORT-MCMORAN INC.	COM	$12.3M	209763	1.39%	SOLE
32	PHILLIPS 66	COM	$11.3M	61813	1.27%	SOLE
33	APACHE CORP	COM	$11.1M	260559	1.24%	SOLE
34	BRISTOL MYERS SQUIBB	COM	$10.1M	165854	1.13%	SOLE
35	TEJON RANCH CO	COM	$9.7M	512314	1.09%	SOLE
36	CAMPBELL SOUP CO	COM	$7.9M	356600	0.89%	SOLE
37	CNH INDUSTRIAL NV	COM	$7.5M	684337	0.85%	SOLE
38	DEVON ENERGY	COM	$7.4M	147762	0.84%	SOLE
39	KRAFT HEINZ COMPANY	COM	$7.3M	324024	0.82%	SOLE
40	NOVO-NORDISK ADR	COM	$6.4M	174126	0.72%	SOLE
41	OVINTIV INC	COM	$6.1M	103490	0.69%	SOLE
42	CAMECO CORP	COM	$6.1M	56025	0.68%	SOLE
43	BERKSHIRE HATHAWAY HLD A	COM	$3.6M	5	0.40%	SOLE
44	WAL-MART STORES	COM	$2.2M	17502	0.24%	SOLE
45	MARATHON PETROLEUM CORP	COM	$1.2M	4929	0.14%	SOLE
46	TRANSOCEAN, LTD	COM	$1.1M	169298	0.13%	SOLE
47	IMPERIAL OIL LTD	COM	$909K	6945	0.10%	SOLE
48	GRAFTECH INTERNATIONAL LTD	COM	$726K	107137	0.08%	SOLE
49	CHUBB LTD INC	COM	$694K	2129	0.08%	SOLE
50	THE TRAVELERS COS., INC.	COM	$675K	2315	0.08%	SOLE

1–50 of 55

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.