FOUNDATION RESOURCE MANAGEMENT INC
Q3 2026 13F filing
Updated 17 days ago56 disclosed positions worth $938.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | X EXXON MOBIL | $68.1M | 418.2K | 7.25% | Trimmed(-0.6%) |
| 2 | N NEWMONT CORPORATION | $56.7M | 491.8K | 6.04% | Trimmed(-1.6%) |
| 3 | T TECK RESOURCES LTD CL B | $55.4M | 842.2K | 5.90% | Trimmed(-5.4%) |
| 4 | C CHEVRON | $47.8M | 234.2K | 5.09% | Trimmed(-0.9%) |
| 5 | B BERKSHIRE HATHAWAY CL B | $46.7M | 93.7K | 4.97% | Trimmed(-1.8%) |
| 6 | C CONOCOPHILLIPS | $35.2M | 281.2K | 3.75% | Trimmed(-1.9%) |
| 7 | H HP INC | $34.1M | 1.09M | 3.63% | Trimmed(-1.8%) |
| 8 | D DOLLAR GENERAL CORP | $34M | 284.3K | 3.62% | Trimmed(-0.7%) |
| 9 | A AGNICO EAGLE MINES LTD | $32M | 174.8K | 3.41% | Trimmed(-0.7%) |
| 10 | A ADOBE SYS | $31.9M | 133.0K | 3.40% | Trimmed(-0.7%) |
| 11 | V VERIZON COMMUNICATIONS INC COM | $29.4M | 641.2K | 3.13% | Trimmed(-0.5%) |
| 12 | M MERCK AND CO. INC. | $29.4M | 202.0K | 3.13% | Trimmed(-0.3%) |
| 13 | P PFIZER INC COM | $26.8M | 939.0K | 2.85% | Added(+0.3%) |
| 14 | C COMCAST | $23.3M | 1.07M | 2.48% | Added(+57.0%) |
| 15 | F FEDERATED HERMES, INC | $20.6M | 366.2K | 2.20% | Trimmed(-3.7%) |
| 16 | A AMBEV SA SPON ADR | $20.6M | 7.05M | 2.19% | Trimmed(-0.5%) |
| 17 | D DIAGEO PLC NEW | $20.5M | 239.0K | 2.18% | Trimmed(-1.1%) |
| 18 | P PERMIAN BASIN ROYALTY TRUST | $18.8M | 595.6K | 2.00% | Trimmed(-4.9%) |
| 19 | L LKQ CORP | $18.7M | 817.3K | 1.99% | Added(+35.4%) |
| 20 | B FRANKLIN RESOURCES INC COM | $18.4M | 571.7K | 1.96% | Trimmed(-2.0%) |
| 21 | C CENOVUS ENERGY, INC. | $15.7M | 504.5K | 1.67% | Trimmed(-0.6%) |
| 22 | I INTEL CORP. | $15.6M | 130.1K | 1.67% | Trimmed(-2.7%) |
| 23 | B BARRICK GOLD CORP | $15.4M | 378.2K | 1.64% | Trimmed(-2.2%) |
| 24 | P PHILLIPS 66 | $15.4M | 60.2K | 1.64% | Trimmed(-1.9%) |
| 25 | M MOSAIC | $15.3M | 705.0K | 1.63% | Added(+1.5%) |
| 26 | T TSAKOS ENERGY NAVIGATION LTD | $14.9M | 316.0K | 1.59% | Trimmed(-6.1%) |
| 27 | G GILEAD SCIENCES INC | $14.7M | 98.4K | 1.56% | Trimmed(-3.7%) |
| 28 | P PARK AEROSPACE CORP | $14.6M | 492.3K | 1.56% | Trimmed(-2.1%) |
| 29 | F FREEPORT-MCMORAN INC. | $14M | 199.6K | 1.49% | Trimmed(-3.2%) |
| 30 | N NUTRIEN LTD | $13.4M | 190.1K | 1.42% | Added(+1.4%) |
| 31 | L LOEWS | $12.7M | 121.9K | 1.36% | Trimmed(-2.8%) |
| 32 | A APACHE CORP | $11.5M | 277.3K | 1.23% | Added(+5.5%) |
| 33 | S SANOFI | $11.3M | 273.7K | 1.20% | Trimmed(-0.3%) |
| 34 | C BRISTOL MYERS SQUIBB | $10.9M | 174.8K | 1.16% | Added(+1.8%) |
| 35 | C CNH INDUSTRIAL NV | $8.7M | 678.9K | 0.93% | Trimmed(-0.8%) |
| 36 | T TEJON RANCH CO | $8.4M | 514.8K | 0.89% | Added(+0.1%) |
| 37 | K KRAFT HEINZ COMPANY | $7.4M | 327.5K | 0.79% | Added(+0.2%) |
| 38 | B BUILDERS FIRSTSOURCE INC | $7.3M | 128.9K | 0.78% | Trimmed(-9.3%) |
| 39 | D DEVON ENERGY | $7.3M | 158.2K | 0.78% | Added(+4.0%) |
| 40 | C CAMPBELL SOUP CO | $6.6M | 333.6K | 0.70% | Trimmed(-8.3%) |
| 41 | N NOVO-NORDISK ADR | $6M | 159.2K | 0.64% | Trimmed(-10.5%) |
| 42 | O OVINTIV INC | $6M | 103.8K | 0.64% | Trimmed(-0.3%) |
| 43 | C CAMECO CORP | $4.7M | 54.0K | 0.50% | Trimmed(-2.7%) |
| 44 | B BERKSHIRE HATHAWAY HLD A | $3.7M | 5 | 0.40% | Unchanged |
| 45 | M MARATHON PETROLEUM CORP | $1.9M | 4.8K | 0.20% | Trimmed(-3.0%) |
| 46 | W WAL-MART STORES | $1.9M | 18.1K | 0.20% | Unchanged |
| 47 | I IMPERIAL OIL LTD | $855K | 6.9K | 0.09% | Unchanged |
| 48 | E GRAFTECH INTERNATIONAL LTD | $852K | 103.0K | 0.09% | Trimmed(-3.2%) |
| 49 | T THE TRAVELERS COS., INC. | $825K | 2.3K | 0.09% | Unchanged |
| 50 | R TRANSOCEAN, LTD | $726K | 138.5K | 0.08% | Trimmed(-18.2%) |