Holders — by stockHoldings — by fund
FOUNDATION RESOURCE MANAGEMENT INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001179232
$859.7M
disclosed book value
56
positions
6.7%
largest position share
Positions, as of 2026-06-30
top 56 of 56 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | XOMEXXON MOBIL | 420,834 | $57.5M | 6.7% |
| 2 | TECKTECK RESOURCES LTD CL B | 889,933 | $52.9M | 6.2% |
| 3 | BRK/BBERKSHIRE HATHAWAY CL B | 95,399 | $47.7M | 5.6% |
| 4 | NEMNEWMONT GOLDCORP | 499,595 | $46.7M | 5.4% |
| 5 | CVXCHEVRON | 236,345 | $39.2M | 4.6% |
| 6 | DGDOLLAR GENERAL CORP | 286,343 | $33.0M | 3.8% |
| 7 | COPCONOCOPHILLIPS | 286,730 | $29.8M | 3.5% |
| 8 | ADBEADOBE SYS | 133,964 | $27.5M | 3.2% |
| 9 | AEMAGNICO EAGLE MINES LTD | 175,951 | $27.3M | 3.2% |
| 10 | VZVERIZON COMMUNICATIONS INC COM | 644,119 | $27.3M | 3.2% |
| 11 | MRKMERCK AND CO. INC. | 202,690 | $26.0M | 3% |
| 12 | HPQHP INC | 1.1M | $24.3M | 2.8% |
| 13 | PFEPFIZER INC COM | 936,078 | $22.5M | 2.6% |
| 14 | ABEVAMBEV SA SPON ADR | 7.1M | $22.2M | 2.6% |
| 15 | FHIFEDERATED HERMES, INC | 380,117 | $21.0M | 2.4% |
| 16 | DEODIAGEO PLC NEW | 241,589 | $19.4M | 2.3% |
| 17 | BENFRANKLIN RESOURCES INC COM | 583,131 | $19.4M | 2.3% |
| 18 | PKEPARK AEROSPACE CORP | 502,684 | $19.2M | 2.2% |
| 19 | INTCINTEL CORP. | 133,779 | $18.7M | 2.2% |
| 20 | CMCSACOMCAST | 682,420 | $16.8M | 1.9% |
| 21 | LKQLKQ CORP | 603,424 | $15.9M | 1.8% |
| 22 | PBTPERMIAN BASIN ROYALTY TRUST | 626,331 | $15.7M | 1.8% |
| 23 | MOSMOSAIC | 694,864 | $14.7M | 1.7% |
| 24 | BBARRICK GOLD CORP | 386,565 | $14.2M | 1.7% |
| 25 | LLOEWS | 125,360 | $14.2M | 1.7% |
| 26 | FCXFREEPORT-MCMORAN INC. | 206,120 | $13.0M | 1.5% |
| 27 | GILDGILEAD SCIENCES INC | 102,147 | $12.9M | 1.5% |
| 28 | BLDRBUILDERS FIRSTSOURCE INC | 142,094 | $12.7M | 1.5% |
| 29 | CVECENOVUS ENERGY, INC. | 507,297 | $12.6M | 1.5% |
| 30 | TSAKOS ENERGY NAVIGATION LTD | 336,441 | $11.9M | 1.4% |
| 31 | NTRNUTRIEN LTD | 187,442 | $11.8M | 1.4% |
| 32 | SNYSANOFI | 274,452 | $11.7M | 1.4% |
| 33 | PSXPHILLIPS 66 | 61,342 | $10.4M | 1.2% |
| 34 | BMYBRISTOL MYERS SQUIBB | 171,716 | $9.9M | 1.2% |
| 35 | TRCTEJON RANCH CO | 514,024 | $9.6M | 1.1% |
| 36 | APAAPACHE CORP | 262,921 | $8.6M | 1% |
| 37 | NVONOVO-NORDISK ADR | 177,838 | $8.5M | 1% |
| 38 | CPBCAMPBELL SOUP CO | 363,960 | $8.1M | 0.9% |
| 39 | KHCKRAFT HEINZ COMPANY | 326,800 | $7.7M | 0.9% |
| 40 | CNH INDUSTRIAL NV | 684,335 | $7.7M | 0.9% |
| 41 | DVNDEVON ENERGY | 152,079 | $6.3M | 0.7% |
| 42 | CCJCAMECO CORP | 55,568 | $5.7M | 0.7% |
| 43 | OVVOVINTIV INC | 104,143 | $5.5M | 0.6% |
| 44 | BRK/ABERKSHIRE HATHAWAY HLD A | 5 | $3.7M | 0.4% |
| 45 | WMTWAL-MART STORES | 18,055 | $2.0M | 0.2% |
| 46 | MPCMARATHON PETROLEUM CORP | 4,929 | $1.3M | 0.1% |
| 47 | TRANSOCEAN, LTD | 169,298 | $827,867 | 0.1% |
| 48 | IMOIMPERIAL OIL LTD | 6,945 | $777,979 | 0.1% |
| 49 | TRVTHE TRAVELERS COS., INC. | 2,315 | $764,228 | 0.1% |
| 50 | CHUBB LTD INC | 2,129 | $725,435 | 0.1% |
| 51 | EAFGRAFTECH INTERNATIONAL LTD | 106,355 | $628,559 | 0.1% |
| 52 | IBMINTERNATIONAL BUSINESS MACHINE | 1,559 | $438,406 | 0.1% |
| 53 | RTXRAYTHEON TECHNOLOGIES | 2,108 | $399,948 | 0% |
| 54 | JNJJOHNSON AND JOHNSON | 1,215 | $308,563 | 0% |
| 55 | MUSAMURPHY USA INC. | 375 | $202,076 | 0% |
| 56 | SJTSAN JUAN BASIN ROYALTY TRUST | 14,565 | $46,754 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.