FOUNDATION RESOURCE MANAGEMENT INC
Q2 2026 13F filing
Updated 51 days ago56 disclosed positions worth $859.7M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | X XOM EXXON MOBIL | $57.5M | 420.8K | 6.69% | — |
| 2 | T TCKRF TECK RESOURCES LTD CL B | $52.9M | 889.9K | 6.15% | Trimmed(-2.5%) |
| 3 | B BRK-A BERKSHIRE HATHAWAY CL B | $47.7M | 95.4K | 5.55% | Trimmed(-1.6%) |
| 4 | N NEMCL NEWMONT GOLDCORP | $46.7M | 499.6K | 5.43% | Trimmed(-0.2%) |
| 5 | C CVX CHEVRON | $39.2M | 236.3K | 4.56% | Added(+0.2%) |
| 6 | D DG DOLLAR GENERAL CORP | $33M | 286.3K | 3.83% | Added(+1.0%) |
| 7 | C COP CONOCOPHILLIPS | $29.8M | 286.7K | 3.47% | Trimmed(-0.2%) |
| 8 | A ADBE ADOBE SYS | $27.5M | 134.0K | 3.19% | Added(+70.8%) |
| 9 | A AEM AGNICO EAGLE MINES LTD | $27.3M | 176.0K | 3.17% | Trimmed(-0.2%) |
| 10 | V VZ VERIZON COMMUNICATIONS INC COM | $27.3M | 644.1K | 3.17% | Added(+0.3%) |
| 11 | M MRK MERCK AND CO. INC. | $26M | 202.7K | 3.03% | Added(+0.2%) |
| 12 | H HPQ HP INC | $24.3M | 1.11M | 2.83% | Added(+0.1%) |
| 13 | P PFE PFIZER INC COM | $22.5M | 936.1K | 2.62% | Added(+0.4%) |
| 14 | A ABEV AMBEV SA SPON ADR | $22.2M | 7.09M | 2.59% | Trimmed(-0.3%) |
| 15 | F FMN FEDERATED HERMES, INC | $21M | 380.1K | 2.44% | Trimmed(-1.8%) |
| 16 | D DGEAF DIAGEO PLC NEW | $19.4M | 241.6K | 2.26% | Added(+0.6%) |
| 17 | B BEN FRANKLIN RESOURCES INC COM | $19.4M | 583.1K | 2.26% | Trimmed(-0.4%) |
| 18 | P PKE PARK AEROSPACE CORP | $19.2M | 502.7K | 2.23% | Trimmed(-0.7%) |
| 19 | I INTC INTEL CORP. | $18.7M | 133.8K | 2.17% | Trimmed(-70.8%) |
| 20 | C CCZ COMCAST | $16.8M | 682.4K | 1.95% | Added(+1.6%) |
| 21 | L LKQ LKQ CORP | $15.9M | 603.4K | 1.85% | Added(+1.0%) |
| 22 | P PBT PERMIAN BASIN ROYALTY TRUST | $15.7M | 626.3K | 1.82% | Trimmed(-0.6%) |
| 23 | M MOS MOSAIC | $14.7M | 694.9K | 1.71% | Added(+1.6%) |
| 24 | B B BARRICK GOLD CORP | $14.2M | 386.6K | 1.65% | Trimmed(-0.1%) |
| 25 | L L LOEWS | $14.2M | 125.4K | 1.65% | Trimmed(-1.8%) |
| 26 | F FCX FREEPORT-MCMORAN INC. | $13M | 206.1K | 1.51% | Trimmed(-1.7%) |
| 27 | G GILD GILEAD SCIENCES INC | $12.9M | 102.1K | 1.50% | Trimmed(-0.8%) |
| 28 | ? N/A BUILDERS FIRSTSOURCE INC | $12.7M | 142.1K | 1.48% | — |
| 29 | C CVE CENOVUS ENERGY, INC. | $12.6M | 507.3K | 1.46% | Added(+0.3%) |
| 30 | T TEN-PF TSAKOS ENERGY NAVIGATION LTD | $11.9M | 336.4K | 1.38% | Trimmed(-1.9%) |
| 31 | N NTR NUTRIEN LTD | $11.8M | 187.4K | 1.37% | Added(+0.6%) |
| 32 | S SNYNF SANOFI | $11.7M | 274.5K | 1.36% | Added(+0.5%) |
| 33 | P PSX PHILLIPS 66 | $10.4M | 61.3K | 1.21% | Trimmed(-0.8%) |
| 34 | C CELG-RI BRISTOL MYERS SQUIBB | $9.9M | 171.7K | 1.15% | Added(+3.5%) |
| 35 | T TRC TEJON RANCH CO | $9.6M | 514.0K | 1.12% | Added(+0.3%) |
| 36 | A APA APACHE CORP | $8.6M | 262.9K | 1.00% | Added(+0.9%) |
| 37 | N NONOF NOVO-NORDISK ADR | $8.5M | 177.8K | 0.99% | Added(+2.1%) |
| 38 | ? N/A CAMPBELL SOUP CO | $8.1M | 364.0K | 0.94% | Added(+2.1%) |
| 39 | K KHC KRAFT HEINZ COMPANY | $7.7M | 326.8K | 0.90% | Added(+0.9%) |
| 40 | C CNH CNH INDUSTRIAL NV | $7.7M | 684.3K | 0.89% | Trimmed(0.0%) |
| 41 | D DVN DEVON ENERGY | $6.3M | 152.1K | 0.73% | Added(+2.9%) |
| 42 | C CCJ CAMECO CORP | $5.7M | 55.6K | 0.66% | Trimmed(-0.8%) |
| 43 | O OVV OVINTIV INC | $5.5M | 104.1K | 0.64% | Added(+0.6%) |
| 44 | B BRK-A BERKSHIRE HATHAWAY HLD A | $3.7M | 5 | 0.44% | Unchanged |
| 45 | W WMT WAL-MART STORES | $2M | 18.1K | 0.24% | Added(+3.2%) |
| 46 | M MPC MARATHON PETROLEUM CORP | $1.3M | 4.9K | 0.15% | Unchanged |
| 47 | R RIG TRANSOCEAN, LTD | $828K | 169.3K | 0.10% | Unchanged |
| 48 | I IMO IMPERIAL OIL LTD | $778K | 6.9K | 0.09% | Unchanged |
| 49 | T TRV THE TRAVELERS COS., INC. | $764K | 2.3K | 0.09% | Unchanged |
| 50 | C CB CHUBB LTD INC | $725K | 2.1K | 0.08% | Unchanged |