Filed: 10/19/2026ACC: 0001179232-26-000011
📋 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 $938.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
56
Positions
$938.73M
Total AUM (reported)
23.22M
Total Shares
Allocation by class
COM$938.73M100.0%
Portfolio Concentration
Top 3$180.21M19.2%
4–10$261.67M27.9%
11–25$303.64M32.3%
Rest$193.22M20.6%
Top 3 weight
19.2%
Top 10 weight
47.1%
Voting Authority Distribution
Total shares with voting rights: 23.22M
Sole
Full voting authority
23.22M
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
SOLEShares418.21K
TypeSH
Market value$68.06M
7.25%
Sole
418.21K
Shared
0.00
None
0.00
NEWMONT CORPORATION
SOLEShares491.85K
TypeSH
Market value$56.73M
6.04%
Sole
491.85K
Shared
0.00
None
0.00
TECK RESOURCES LTD CL B
SOLEShares842.24K
TypeSH
Market value$55.41M
5.90%
Sole
842.24K
Shared
0.00
None
0.00
CHEVRON
SOLEShares234.21K
TypeSH
Market value$47.83M
5.09%
Sole
234.21K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY CL B
SOLEShares93.69K
TypeSH
Market value$46.65M
4.97%
Sole
93.69K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares281.17K
TypeSH
Market value$35.19M
3.75%
Sole
281.17K
Shared
0.00
None
0.00
HP INC
SOLEShares1.09M
TypeSH
Market value$34.06M
3.63%
Sole
1.09M
Shared
0.00
None
0.00
DOLLAR GENERAL CORP
SOLEShares284.34K
TypeSH
Market value$34.00M
3.62%
Sole
284.34K
Shared
0.00
None
0.00
AGNICO EAGLE MINES LTD
SOLEShares174.77K
TypeSH
Market value$32.03M
3.41%
Sole
174.77K
Shared
0.00
None
0.00
ADOBE SYS
SOLEShares132.98K
TypeSH
Market value$31.91M
3.40%
Sole
132.98K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC COM
SOLEShares641.19K
TypeSH
Market value$29.41M
3.13%
Sole
641.19K
Shared
0.00
None
0.00
MERCK AND CO. INC.
SOLEShares202K
TypeSH
Market value$29.35M
3.13%
Sole
202K
Shared
0.00
None
0.00
PFIZER INC COM
SOLEShares938.98K
TypeSH
Market value$26.78M
2.85%
Sole
938.98K
Shared
0.00
None
0.00
COMCAST
SOLEShares1.07M
TypeSH
Market value$23.31M
2.48%
Sole
1.07M
Shared
0.00
None
0.00
FEDERATED HERMES, INC
SOLEShares366.20K
TypeSH
Market value$20.64M
2.20%
Sole
366.20K
Shared
0.00
None
0.00
AMBEV SA SPON ADR
SOLEShares7.05M
TypeSH
Market value$20.58M
2.19%
Sole
7.05M
Shared
0.00
None
0.00
DIAGEO PLC NEW
SOLEShares239K
TypeSH
Market value$20.46M
2.18%
Sole
239K
Shared
0.00
None
0.00
PERMIAN BASIN ROYALTY TRUST
SOLEShares595.64K
TypeSH
Market value$18.75M
2.00%
Sole
595.64K
Shared
0.00
None
0.00
LKQ CORP
SOLEShares817.29K
TypeSH
Market value$18.66M
1.99%
Sole
817.29K
Shared
0.00
None
0.00
FRANKLIN RESOURCES INC COM
SOLEShares571.72K
TypeSH
Market value$18.36M
1.96%
Sole
571.72K
Shared
0.00
None
0.00
CENOVUS ENERGY, INC.
SOLEShares504.48K
TypeSH
Market value$15.68M
1.67%
Sole
504.48K
Shared
0.00
None
0.00
INTEL CORP.
SOLEShares130.11K
TypeSH
Market value$15.64M
1.67%
Sole
130.11K
Shared
0.00
None
0.00
BARRICK GOLD CORP
SOLEShares378.19K
TypeSH
Market value$15.38M
1.64%
Sole
378.19K
Shared
0.00
None
0.00
PHILLIPS 66
SOLEShares60.19K
TypeSH
Market value$15.37M
1.64%
Sole
60.19K
Shared
0.00
None
0.00
MOSAIC
SOLEShares705K
TypeSH
Market value$15.26M
1.63%
Sole
705K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EXXON MOBILSOLE | COM | 418.21K | SH | $68.06M 7.25% | 418.21K | 0.00 | 0.00 |
NEWMONT CORPORATIONSOLE | COM | 491.85K | SH | $56.73M 6.04% | 491.85K | 0.00 | 0.00 |
TECK RESOURCES LTD CL BSOLE | COM | 842.24K | SH | $55.41M 5.90% | 842.24K | 0.00 | 0.00 |
CHEVRONSOLE | COM | 234.21K | SH | $47.83M 5.09% | 234.21K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY CL BSOLE | COM | 93.69K | SH | $46.65M 4.97% | 93.69K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 281.17K | SH | $35.19M 3.75% | 281.17K | 0.00 | 0.00 |
HP INCSOLE | COM | 1.09M | SH | $34.06M 3.63% | 1.09M | 0.00 | 0.00 |
DOLLAR GENERAL CORPSOLE | COM | 284.34K | SH | $34.00M 3.62% | 284.34K | 0.00 | 0.00 |
AGNICO EAGLE MINES LTDSOLE | COM | 174.77K | SH | $32.03M 3.41% | 174.77K | 0.00 | 0.00 |
ADOBE SYSSOLE | COM | 132.98K | SH | $31.91M 3.40% | 132.98K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INC COMSOLE | COM | 641.19K | SH | $29.41M 3.13% | 641.19K | 0.00 | 0.00 |
MERCK AND CO. INC.SOLE | COM | 202K | SH | $29.35M 3.13% | 202K | 0.00 | 0.00 |
PFIZER INC COMSOLE | COM | 938.98K | SH | $26.78M 2.85% | 938.98K | 0.00 | 0.00 |
COMCASTSOLE | COM | 1.07M | SH | $23.31M 2.48% | 1.07M | 0.00 | 0.00 |
FEDERATED HERMES, INCSOLE | COM | 366.20K | SH | $20.64M 2.20% | 366.20K | 0.00 | 0.00 |
AMBEV SA SPON ADRSOLE | COM | 7.05M | SH | $20.58M 2.19% | 7.05M | 0.00 | 0.00 |
DIAGEO PLC NEWSOLE | COM | 239K | SH | $20.46M 2.18% | 239K | 0.00 | 0.00 |
PERMIAN BASIN ROYALTY TRUSTSOLE | COM | 595.64K | SH | $18.75M 2.00% | 595.64K | 0.00 | 0.00 |
LKQ CORPSOLE | COM | 817.29K | SH | $18.66M 1.99% | 817.29K | 0.00 | 0.00 |
FRANKLIN RESOURCES INC COMSOLE | COM | 571.72K | SH | $18.36M 1.96% | 571.72K | 0.00 | 0.00 |
CENOVUS ENERGY, INC.SOLE | COM | 504.48K | SH | $15.68M 1.67% | 504.48K | 0.00 | 0.00 |
INTEL CORP.SOLE | COM | 130.11K | SH | $15.64M 1.67% | 130.11K | 0.00 | 0.00 |
BARRICK GOLD CORPSOLE | COM | 378.19K | SH | $15.38M 1.64% | 378.19K | 0.00 | 0.00 |
PHILLIPS 66SOLE | COM | 60.19K | SH | $15.37M 1.64% | 60.19K | 0.00 | 0.00 |
MOSAICSOLE | COM | 705K | SH | $15.26M 1.63% | 705K | 0.00 | 0.00 |
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