Filed: 1/22/2026ACC: 0001179232-26-000002
📋 What this filing means
FOUNDATION RESOURCE MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $747.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$747.47M
Total AUM (reported)
21.69M
Total Shares
Allocation by class
COM$747.47M100.0%
Portfolio Concentration
Top 3$156.42M20.9%
4–10$231.60M31.0%
11–25$237.31M31.7%
Rest$122.14M16.3%
Top 3 weight
20.9%
Top 10 weight
51.9%
Voting Authority Distribution
Total shares with voting rights: 21.69M
Sole
Full voting authority
21.69M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings52
Rows:
NEWMONT GOLDCORP
SOLEShares571.76K
TypeSH
Market value$57.09M
7.64%
Sole
571.76K
Shared
0.00
None
0.00
EXXON MOBIL
SOLEShares422.40K
TypeSH
Market value$50.83M
6.80%
Sole
422.40K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY CL B
SOLEShares96.48K
TypeSH
Market value$48.49M
6.49%
Sole
96.48K
Shared
0.00
None
0.00
TECK RESOURCES LTD CL B
SOLEShares920.95K
TypeSH
Market value$44.10M
5.90%
Sole
920.95K
Shared
0.00
None
0.00
DOLLAR GENERAL CORP
SOLEShares284.93K
TypeSH
Market value$37.83M
5.06%
Sole
284.93K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares211.59K
TypeSH
Market value$35.87M
4.80%
Sole
211.59K
Shared
0.00
None
0.00
CHEVRON
SOLEShares233.46K
TypeSH
Market value$35.58M
4.76%
Sole
233.46K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares285.64K
TypeSH
Market value$26.74M
3.58%
Sole
285.64K
Shared
0.00
None
0.00
BARRICK GOLD CORP
SOLEShares596.91K
TypeSH
Market value$26.00M
3.48%
Sole
596.91K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC COM
SOLEShares625.53K
TypeSH
Market value$25.48M
3.41%
Sole
625.53K
Shared
0.00
None
0.00
PFIZER INC COM
SOLEShares900.55K
TypeSH
Market value$22.42M
3.00%
Sole
900.55K
Shared
0.00
None
0.00
FEDERATED HERMES, INC
SOLEShares395.89K
TypeSH
Market value$20.61M
2.76%
Sole
395.89K
Shared
0.00
None
0.00
MERCK AND CO. INC.
SOLEShares193.09K
TypeSH
Market value$20.33M
2.72%
Sole
193.09K
Shared
0.00
None
0.00
COMCAST
SOLEShares625.93K
TypeSH
Market value$18.71M
2.50%
Sole
625.93K
Shared
0.00
None
0.00
INTEL CORP.
SOLEShares502.60K
TypeSH
Market value$18.55M
2.48%
Sole
502.60K
Shared
0.00
None
0.00
LKQ CORP
SOLEShares582.71K
TypeSH
Market value$17.60M
2.35%
Sole
582.71K
Shared
0.00
None
0.00
AMBEV SA SPON ADR
SOLEShares6.94M
TypeSH
Market value$17.14M
2.29%
Sole
6.94M
Shared
0.00
None
0.00
MOSAIC
SOLEShares651.47K
TypeSH
Market value$15.69M
2.10%
Sole
651.47K
Shared
0.00
None
0.00
FRANKLIN RESOURCES INC COM
SOLEShares589.78K
TypeSH
Market value$14.09M
1.89%
Sole
589.78K
Shared
0.00
None
0.00
LOEWS
SOLEShares126.64K
TypeSH
Market value$13.34M
1.78%
Sole
126.64K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares108.50K
TypeSH
Market value$13.32M
1.78%
Sole
108.50K
Shared
0.00
None
0.00
SANOFI
SOLEShares260.63K
TypeSH
Market value$12.63M
1.69%
Sole
260.63K
Shared
0.00
None
0.00
FREEPORT-MCMORAN INC.
SOLEShares221.21K
TypeSH
Market value$11.24M
1.50%
Sole
221.21K
Shared
0.00
None
0.00
PERMIAN BASIN ROYALTY TRUST
SOLEShares642.51K
TypeSH
Market value$10.91M
1.46%
Sole
642.51K
Shared
0.00
None
0.00
PARK AEROSPACE CORP
SOLEShares503.50K
TypeSH
Market value$10.74M
1.44%
Sole
503.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEWMONT GOLDCORPSOLE | COM | 571.76K | SH | $57.09M 7.64% | 571.76K | 0.00 | 0.00 |
EXXON MOBILSOLE | COM | 422.40K | SH | $50.83M 6.80% | 422.40K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CL BSOLE | COM | 96.48K | SH | $48.49M 6.49% | 96.48K | 0.00 | 0.00 |
TECK RESOURCES LTD CL BSOLE | COM | 920.95K | SH | $44.10M 5.90% | 920.95K | 0.00 | 0.00 |
DOLLAR GENERAL CORPSOLE | COM | 284.93K | SH | $37.83M 5.06% | 284.93K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 211.59K | SH | $35.87M 4.80% | 211.59K | 0.00 | 0.00 |
CHEVRONSOLE | COM | 233.46K | SH | $35.58M 4.76% | 233.46K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 285.64K | SH | $26.74M 3.58% | 285.64K | 0.00 | 0.00 |
BARRICK GOLD CORPSOLE | COM | 596.91K | SH | $26.00M 3.48% | 596.91K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INC COMSOLE | COM | 625.53K | SH | $25.48M 3.41% | 625.53K | 0.00 | 0.00 |
PFIZER INC COMSOLE | COM | 900.55K | SH | $22.42M 3.00% | 900.55K | 0.00 | 0.00 |
FEDERATED HERMES, INCSOLE | COM | 395.89K | SH | $20.61M 2.76% | 395.89K | 0.00 | 0.00 |
MERCK AND CO. INC.SOLE | COM | 193.09K | SH | $20.33M 2.72% | 193.09K | 0.00 | 0.00 |
COMCASTSOLE | COM | 625.93K | SH | $18.71M 2.50% | 625.93K | 0.00 | 0.00 |
INTEL CORP.SOLE | COM | 502.60K | SH | $18.55M 2.48% | 502.60K | 0.00 | 0.00 |
LKQ CORPSOLE | COM | 582.71K | SH | $17.60M 2.35% | 582.71K | 0.00 | 0.00 |
AMBEV SA SPON ADRSOLE | COM | 6.94M | SH | $17.14M 2.29% | 6.94M | 0.00 | 0.00 |
MOSAICSOLE | COM | 651.47K | SH | $15.69M 2.10% | 651.47K | 0.00 | 0.00 |
FRANKLIN RESOURCES INC COMSOLE | COM | 589.78K | SH | $14.09M 1.89% | 589.78K | 0.00 | 0.00 |
LOEWSSOLE | COM | 126.64K | SH | $13.34M 1.78% | 126.64K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 108.50K | SH | $13.32M 1.78% | 108.50K | 0.00 | 0.00 |
SANOFISOLE | COM | 260.63K | SH | $12.63M 1.69% | 260.63K | 0.00 | 0.00 |
FREEPORT-MCMORAN INC.SOLE | COM | 221.21K | SH | $11.24M 1.50% | 221.21K | 0.00 | 0.00 |
PERMIAN BASIN ROYALTY TRUSTSOLE | COM | 642.51K | SH | $10.91M 1.46% | 642.51K | 0.00 | 0.00 |
PARK AEROSPACE CORPSOLE | COM | 503.50K | SH | $10.74M 1.44% | 503.50K | 0.00 | 0.00 |
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