Filed: 7/21/2026ACC: 0001179232-26-000006
📋 What this filing means
FOUNDATION RESOURCE MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 56 equity positions with a total reported market value of $859.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$859.74M
Total AUM (reported)
22.92M
Total Shares
Allocation by class
COM$859.74M100.0%
Portfolio Concentration
Top 3$158.19M18.4%
4–10$230.64M26.8%
11–25$284.27M33.1%
Rest$186.65M21.7%
Top 3 weight
18.4%
Top 10 weight
45.2%
Voting Authority Distribution
Total shares with voting rights: 22.92M
Sole
Full voting authority
22.92M
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)
Sole56
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings56
Rows:
EXXON MOBIL
SOLEShares420.83K
TypeSH
Market value$57.54M
6.69%
Sole
420.83K
Shared
0.00
None
0.00
TECK RESOURCES LTD CL B
SOLEShares889.93K
TypeSH
Market value$52.92M
6.15%
Sole
889.93K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY CL B
SOLEShares95.40K
TypeSH
Market value$47.74M
5.55%
Sole
95.40K
Shared
0.00
None
0.00
NEWMONT GOLDCORP
SOLEShares499.60K
TypeSH
Market value$46.66M
5.43%
Sole
499.60K
Shared
0.00
None
0.00
CHEVRON
SOLEShares236.34K
TypeSH
Market value$39.18M
4.56%
Sole
236.34K
Shared
0.00
None
0.00
DOLLAR GENERAL CORP
SOLEShares286.34K
TypeSH
Market value$32.96M
3.83%
Sole
286.34K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares286.73K
TypeSH
Market value$29.81M
3.47%
Sole
286.73K
Shared
0.00
None
0.00
ADOBE SYS
SOLEShares133.96K
TypeSH
Market value$27.47M
3.19%
Sole
133.96K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares175.95K
TypeSH
Market value$27.30M
3.17%
Sole
175.95K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC COM
SOLEShares644.12K
TypeSH
Market value$27.27M
3.17%
Sole
644.12K
Shared
0.00
None
0.00
MERCK AND CO. INC.
SOLEShares202.69K
TypeSH
Market value$26.05M
3.03%
Sole
202.69K
Shared
0.00
None
0.00
HP INC
SOLEShares1.11M
TypeSH
Market value$24.32M
2.83%
Sole
1.11M
Shared
0.00
None
0.00
PFIZER INC COM
SOLEShares936.08K
TypeSH
Market value$22.54M
2.62%
Sole
936.08K
Shared
0.00
None
0.00
AMBEV SA SPON ADR
SOLEShares7.09M
TypeSH
Market value$22.25M
2.59%
Sole
7.09M
Shared
0.00
None
0.00
FEDERATED HERMES, INC
SOLEShares380.12K
TypeSH
Market value$20.99M
2.44%
Sole
380.12K
Shared
0.00
None
0.00
DIAGEO PLC NEW
SOLEShares241.59K
TypeSH
Market value$19.42M
2.26%
Sole
241.59K
Shared
0.00
None
0.00
FRANKLIN RESOURCES INC COM
SOLEShares583.13K
TypeSH
Market value$19.40M
2.26%
Sole
583.13K
Shared
0.00
None
0.00
PARK AEROSPACE CORP
SOLEShares502.68K
TypeSH
Market value$19.18M
2.23%
Sole
502.68K
Shared
0.00
None
0.00
INTEL CORP.
SOLEShares133.78K
TypeSH
Market value$18.68M
2.17%
Sole
133.78K
Shared
0.00
None
0.00
COMCAST
SOLEShares682.42K
TypeSH
Market value$16.75M
1.95%
Sole
682.42K
Shared
0.00
None
0.00
LKQ CORP
SOLEShares603.42K
TypeSH
Market value$15.89M
1.85%
Sole
603.42K
Shared
0.00
None
0.00
PERMIAN BASIN ROYALTY TRUST
SOLEShares626.33K
TypeSH
Market value$15.68M
1.82%
Sole
626.33K
Shared
0.00
None
0.00
MOSAIC
SOLEShares694.86K
TypeSH
Market value$14.72M
1.71%
Sole
694.86K
Shared
0.00
None
0.00
BARRICK GOLD CORP
SOLEShares386.56K
TypeSH
Market value$14.20M
1.65%
Sole
386.56K
Shared
0.00
None
0.00
LOEWS
SOLEShares125.36K
TypeSH
Market value$14.19M
1.65%
Sole
125.36K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EXXON MOBILSOLE | COM | 420.83K | SH | $57.54M 6.69% | 420.83K | 0.00 | 0.00 |
TECK RESOURCES LTD CL BSOLE | COM | 889.93K | SH | $52.92M 6.15% | 889.93K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CL BSOLE | COM | 95.40K | SH | $47.74M 5.55% | 95.40K | 0.00 | 0.00 |
NEWMONT GOLDCORPSOLE | COM | 499.60K | SH | $46.66M 5.43% | 499.60K | 0.00 | 0.00 |
CHEVRONSOLE | COM | 236.34K | SH | $39.18M 4.56% | 236.34K | 0.00 | 0.00 |
DOLLAR GENERAL CORPSOLE | COM | 286.34K | SH | $32.96M 3.83% | 286.34K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 286.73K | SH | $29.81M 3.47% | 286.73K | 0.00 | 0.00 |
ADOBE SYSSOLE | COM | 133.96K | SH | $27.47M 3.19% | 133.96K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 175.95K | SH | $27.30M 3.17% | 175.95K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INC COMSOLE | COM | 644.12K | SH | $27.27M 3.17% | 644.12K | 0.00 | 0.00 |
MERCK AND CO. INC.SOLE | COM | 202.69K | SH | $26.05M 3.03% | 202.69K | 0.00 | 0.00 |
HP INCSOLE | COM | 1.11M | SH | $24.32M 2.83% | 1.11M | 0.00 | 0.00 |
PFIZER INC COMSOLE | COM | 936.08K | SH | $22.54M 2.62% | 936.08K | 0.00 | 0.00 |
AMBEV SA SPON ADRSOLE | COM | 7.09M | SH | $22.25M 2.59% | 7.09M | 0.00 | 0.00 |
FEDERATED HERMES, INCSOLE | COM | 380.12K | SH | $20.99M 2.44% | 380.12K | 0.00 | 0.00 |
DIAGEO PLC NEWSOLE | COM | 241.59K | SH | $19.42M 2.26% | 241.59K | 0.00 | 0.00 |
FRANKLIN RESOURCES INC COMSOLE | COM | 583.13K | SH | $19.40M 2.26% | 583.13K | 0.00 | 0.00 |
PARK AEROSPACE CORPSOLE | COM | 502.68K | SH | $19.18M 2.23% | 502.68K | 0.00 | 0.00 |
INTEL CORP.SOLE | COM | 133.78K | SH | $18.68M 2.17% | 133.78K | 0.00 | 0.00 |
COMCASTSOLE | COM | 682.42K | SH | $16.75M 1.95% | 682.42K | 0.00 | 0.00 |
LKQ CORPSOLE | COM | 603.42K | SH | $15.89M 1.85% | 603.42K | 0.00 | 0.00 |
PERMIAN BASIN ROYALTY TRUSTSOLE | COM | 626.33K | SH | $15.68M 1.82% | 626.33K | 0.00 | 0.00 |
MOSAICSOLE | COM | 694.86K | SH | $14.72M 1.71% | 694.86K | 0.00 | 0.00 |
BARRICK GOLD CORPSOLE | COM | 386.56K | SH | $14.20M 1.65% | 386.56K | 0.00 | 0.00 |
LOEWSSOLE | COM | 125.36K | SH | $14.19M 1.65% | 125.36K | 0.00 | 0.00 |
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