Filed: 4/21/2026ACC: 0001179232-26-000004
📋 What this filing means
FOUNDATION RESOURCE MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 55 equity positions with a total reported market value of $888.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
55
Positions
$888.52M
Total AUM (reported)
23.06M
Total Shares
Allocation by class
COM$888.52M100.0%
Portfolio Concentration
Top 3$174.58M19.6%
4–10$259.50M29.2%
11–25$271.61M30.6%
Rest$182.83M20.6%
Top 3 weight
19.6%
Top 10 weight
48.9%
Voting Authority Distribution
Total shares with voting rights: 23.06M
Sole
Full voting authority
23.06M
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)
Sole55
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings55
Rows:
EXXON MOBIL
SOLEShares421.85K
TypeSH
Market value$71.57M
8.06%
Sole
421.85K
Shared
0.00
None
0.00
NEWMONT GOLDCORP
SOLEShares500.73K
TypeSH
Market value$54.20M
6.10%
Sole
500.73K
Shared
0.00
None
0.00
CHEVRON
SOLEShares235.90K
TypeSH
Market value$48.81M
5.49%
Sole
235.90K
Shared
0.00
None
0.00
TECK RESOURCES LTD CL B
SOLEShares913.22K
TypeSH
Market value$47.26M
5.32%
Sole
913.22K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY CL B
SOLEShares96.98K
TypeSH
Market value$46.47M
5.23%
Sole
96.98K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares287.24K
TypeSH
Market value$37.92M
4.27%
Sole
287.24K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares176.29K
TypeSH
Market value$35.78M
4.03%
Sole
176.29K
Shared
0.00
None
0.00
DOLLAR GENERAL CORP
SOLEShares283.42K
TypeSH
Market value$33.65M
3.79%
Sole
283.42K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC COM
SOLEShares642.07K
TypeSH
Market value$32.23M
3.63%
Sole
642.07K
Shared
0.00
None
0.00
PFIZER INC COM
SOLEShares932.49K
TypeSH
Market value$26.18M
2.95%
Sole
932.49K
Shared
0.00
None
0.00
MERCK AND CO. INC.
SOLEShares202.21K
TypeSH
Market value$24.32M
2.74%
Sole
202.21K
Shared
0.00
None
0.00
FEDERATED HERMES, INC
SOLEShares386.99K
TypeSH
Market value$21.95M
2.47%
Sole
386.99K
Shared
0.00
None
0.00
HP INC
SOLEShares1.11M
TypeSH
Market value$21.27M
2.39%
Sole
1.11M
Shared
0.00
None
0.00
AMBEV SA SPON ADR
SOLEShares7.11M
TypeSH
Market value$20.75M
2.34%
Sole
7.11M
Shared
0.00
None
0.00
INTEL CORP.
SOLEShares458.58K
TypeSH
Market value$20.24M
2.28%
Sole
458.58K
Shared
0.00
None
0.00
COMCAST
SOLEShares671.47K
TypeSH
Market value$19.28M
2.17%
Sole
671.47K
Shared
0.00
None
0.00
ADOBE SYS DEL PV$ 0.001
SOLEShares78.44K
TypeSH
Market value$19.07M
2.15%
Sole
78.44K
Shared
0.00
None
0.00
DIAGEO PLC NEW
SOLEShares240.16K
TypeSH
Market value$17.88M
2.01%
Sole
240.16K
Shared
0.00
None
0.00
LKQ CORP
SOLEShares597.57K
TypeSH
Market value$17.55M
1.98%
Sole
597.57K
Shared
0.00
None
0.00
MOSAIC
SOLEShares683.73K
TypeSH
Market value$17.44M
1.96%
Sole
683.73K
Shared
0.00
None
0.00
BARRICK GOLD CORP
SOLEShares386.88K
TypeSH
Market value$15.78M
1.78%
Sole
386.88K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares103K
TypeSH
Market value$14.35M
1.62%
Sole
103K
Shared
0.00
None
0.00
NUTRIEN LTD
SOLEShares186.28K
TypeSH
Market value$14.06M
1.58%
Sole
186.28K
Shared
0.00
None
0.00
PARK AEROSPACE CORP
SOLEShares506.08K
TypeSH
Market value$13.86M
1.56%
Sole
506.08K
Shared
0.00
None
0.00
FRANKLIN RESOURCES INC COM
SOLEShares585.41K
TypeSH
Market value$13.83M
1.56%
Sole
585.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EXXON MOBILSOLE | COM | 421.85K | SH | $71.57M 8.06% | 421.85K | 0.00 | 0.00 |
NEWMONT GOLDCORPSOLE | COM | 500.73K | SH | $54.20M 6.10% | 500.73K | 0.00 | 0.00 |
CHEVRONSOLE | COM | 235.90K | SH | $48.81M 5.49% | 235.90K | 0.00 | 0.00 |
TECK RESOURCES LTD CL BSOLE | COM | 913.22K | SH | $47.26M 5.32% | 913.22K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CL BSOLE | COM | 96.98K | SH | $46.47M 5.23% | 96.98K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 287.24K | SH | $37.92M 4.27% | 287.24K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 176.29K | SH | $35.78M 4.03% | 176.29K | 0.00 | 0.00 |
DOLLAR GENERAL CORPSOLE | COM | 283.42K | SH | $33.65M 3.79% | 283.42K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INC COMSOLE | COM | 642.07K | SH | $32.23M 3.63% | 642.07K | 0.00 | 0.00 |
PFIZER INC COMSOLE | COM | 932.49K | SH | $26.18M 2.95% | 932.49K | 0.00 | 0.00 |
MERCK AND CO. INC.SOLE | COM | 202.21K | SH | $24.32M 2.74% | 202.21K | 0.00 | 0.00 |
FEDERATED HERMES, INCSOLE | COM | 386.99K | SH | $21.95M 2.47% | 386.99K | 0.00 | 0.00 |
HP INCSOLE | COM | 1.11M | SH | $21.27M 2.39% | 1.11M | 0.00 | 0.00 |
AMBEV SA SPON ADRSOLE | COM | 7.11M | SH | $20.75M 2.34% | 7.11M | 0.00 | 0.00 |
INTEL CORP.SOLE | COM | 458.58K | SH | $20.24M 2.28% | 458.58K | 0.00 | 0.00 |
COMCASTSOLE | COM | 671.47K | SH | $19.28M 2.17% | 671.47K | 0.00 | 0.00 |
ADOBE SYS DEL PV$ 0.001SOLE | COM | 78.44K | SH | $19.07M 2.15% | 78.44K | 0.00 | 0.00 |
DIAGEO PLC NEWSOLE | COM | 240.16K | SH | $17.88M 2.01% | 240.16K | 0.00 | 0.00 |
LKQ CORPSOLE | COM | 597.57K | SH | $17.55M 1.98% | 597.57K | 0.00 | 0.00 |
MOSAICSOLE | COM | 683.73K | SH | $17.44M 1.96% | 683.73K | 0.00 | 0.00 |
BARRICK GOLD CORPSOLE | COM | 386.88K | SH | $15.78M 1.78% | 386.88K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 103K | SH | $14.35M 1.62% | 103K | 0.00 | 0.00 |
NUTRIEN LTDSOLE | COM | 186.28K | SH | $14.06M 1.58% | 186.28K | 0.00 | 0.00 |
PARK AEROSPACE CORPSOLE | COM | 506.08K | SH | $13.86M 1.56% | 506.08K | 0.00 | 0.00 |
FRANKLIN RESOURCES INC COMSOLE | COM | 585.41K | SH | $13.83M 1.56% | 585.41K | 0.00 | 0.00 |
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