FOUNDATION RESOURCE MANAGEMENT INC

data from 30/09/2025

Capitalization

$ 696.024 M 7.63 %

Average holding period

31 ans

Performance

$ 328.661 M 82.65 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in FOUNDATION RESOURCE MANAGEMENT INC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 BRK-B BERKSHIRE HATHAWAY CL B 6.98% 48.562 M $ 96594 2013/06/30 1.639 M $ 3.49 %
2025/09/30 NEM NEWMONT GOLDCORP 6.94% 48.314 M $ 573053 2013/06/30 17.677 M $ 44.71 %
2025/09/30 XOM EXXON MOBIL 6.81% 47.426 M $ 420628 2013/06/30 2.070 M $ 4.59 %
2025/09/30 TECK TECK RESOURCES LTD CL B 6.00% 41.780 M $ 951919 2013/06/30 3.333 M $ 8.69 %
2025/09/30 CVX CHEVRON 5.20% 36.180 M $ 232982 2013/06/30 2.799 M $ 8.45 %
2025/09/30 AEM AGNICO EAGLE MINES LTD 5.14% 35.743 M $ 212049 2021/12/31 15.034 M $ 41.73 %
2025/09/30 DG DOLLAR GENERAL CORP 4.21% 29.314 M $ 283634 2024/09/30 -3.110 M $ -9.64 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC COM 3.93% 27.356 M $ 622441 2022/03/31 419.131 K $ 1.57 %
2025/09/30 COP CONOCOPHILLIPS 3.87% 26.906 M $ 284450 2013/06/30 1.372 M $ 5.40 %
2025/09/30 PFE PFIZER INC COM 3.31% 23.025 M $ 903641 2013/06/30 1.107 M $ 5.12 %
2025/09/30 MOS MOSAIC 3.20% 22.304 M $ 643147 2016/09/30 -1.153 M $ -4.93 %
2025/09/30 FHI FEDERATED HERMES, INC 2.96% 20.607 M $ 396828 2018/09/30 3.033 M $ 17.17 %
2025/09/30 B BARRICK GOLD CORP 2.82% 19.596 M $ 597996 2025/06/30 7.119 M $ 57.40 %
2025/09/30 INTC INTEL CORP. 2.57% 17.864 M $ 532473 2013/12/31 5.856 M $ 49.78 %
2025/09/30 LKQ LKQ CORP 2.55% 17.719 M $ 580193 2025/09/30 0.000 $ 0.00 %
2025/09/30 MRK MERCK AND CO. INC. 2.30% 16.012 M $ 190778 2013/06/30 899.393 K $ 6.03 %
2025/09/30 ABEV AMBEV SA SPON ADR 2.21% 15.350 M $ 6883476 2022/06/30 -1.229 M $ -7.47 %
2025/09/30 BEN FRANKLIN RESOURCES INC COM 1.94% 13.537 M $ 585240 2018/06/30 -418.555 K $ -3.02 %
2025/09/30 L LOEWS 1.82% 12.683 M $ 126338 2013/06/30 1.112 M $ 9.52 %
2025/09/30 SNY SANOFI 1.75% 12.180 M $ 258047 2013/06/30 -286.235 K $ -2.30 %
2025/09/30 GILD GILEAD SCIENCES INC 1.74% 12.104 M $ 109045 2017/06/30 14.183 K $ 0.12 %
2025/09/30 PBT PERMIAN BASIN ROYALTY TRUST 1.68% 11.726 M $ 642507 2013/06/30 3.724 M $ 46.47 %
2025/09/30 HPQ HP INC 1.47% 10.220 M $ 375314 2015/12/31 1.034 M $ 11.32 %
2025/09/30 PKE PARK AEROSPACE CORP 1.46% 10.180 M $ 500493 2023/09/30 2.740 M $ 37.71 %
2025/09/30 NTR NUTRIEN LTD 1.44% 10.026 M $ 170779 2024/12/31 80.112 K $ 0.81 %
2025/09/30 NVO NOVO-NORDISK ADR 1.34% 9.309 M $ 167766 2025/09/30 0.000 $ 0.00 %
2025/09/30 FCX FREEPORT-MCMORAN INC. 1.25% 8.700 M $ 221826 2013/06/30 -911.747 K $ -9.53 %
2025/09/30 PSX PHILLIPS 66 1.23% 8.551 M $ 62869 2013/06/30 1.052 M $ 14.02 %
2025/09/30 KHC KRAFT HEINZ COMPANY 1.17% 8.137 M $ 312468 2020/03/31 68.936 K $ 0.85 %
2025/09/30 CVE CENOVUS ENERGY, INC. 1.16% 8.054 M $ 474023 2013/06/30 1.586 M $ 24.93 %
2025/09/30 TSAKOS ENERGY NAVIGATION LTD 1.12% 7.822 M $ 352024 2020/09/30 1.059 M $ 15.79 %
2025/09/30 TRC TEJON RANCH CO 1.11% 7.752 M $ 485080 2014/09/30 -473.550 K $ -5.78 %
2025/09/30 BMY BRISTOL MYERS SQUIBB 1.00% 6.947 M $ 154035 2024/06/30 -182.086 K $ -2.57 %
2025/09/30 CNH INDUSTRIAL NV 0.99% 6.911 M $ 636914 2023/12/31 -1.336 M $ -16.28 %
2025/09/30 CMCSA COMCAST 0.95% 6.623 M $ 210783 2025/06/30 -888.386 K $ -11.96 %
2025/09/30 APA APACHE CORP 0.80% 5.571 M $ 229463 2021/03/31 1.318 M $ 32.75 %
2025/09/30 CCJ CAMECO CORP 0.69% 4.786 M $ 57066 2016/09/30 2.516 M $ 12.97 %
2025/09/30 DVN DEVON ENERGY 0.61% 4.265 M $ 121635 2013/06/30 382.359 K $ 10.22 %
2025/09/30 BRK-A BERKSHIRE HATHAWAY HLD A 0.54% 3.771 M $ 5 2013/06/30 101.600 K $ 3.49 %
2025/09/30 OVV OVINTIV INC 0.53% 3.696 M $ 91523 2020/03/31 210.629 K $ 6.12 %
2025/09/30 EAF GRAFTECH INTERNATIONAL LTD 0.32% 2.213 M $ 172648 2025/09/30 0.000 $ 0.00 %
2025/09/30 WMT WAL-MART STORES 0.26% 1.804 M $ 17502 2013/06/30 87.368 K $ 5.40 %
2025/09/30 MPC MARATHON PETROLEUM CORP 0.14% 950.015 K $ 4929 2013/06/30 131.259 K $ 16.03 %
2025/09/30 TRV THE TRAVELERS COS., INC. 0.09% 646.394 K $ 2315 2013/06/30 26.700 K $ 4.37 %
2025/09/30 IMO IMPERIAL OIL LTD 0.09% 630.189 K $ 6945 2013/06/30 78.200 K $ 14.17 %
2025/09/30 CB CHUBB LTD INC 0.09% 600.910 K $ 2129 2020/12/31 -15.126 K $ -2.58 %
2025/09/30 RIG TRANSOCEAN, LTD 0.09% 592.198 K $ 189807 2013/06/30 99.435 K $ 20.46 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHINE 0.06% 394.742 K $ 1399 2023/09/30 -17.655 K $ -4.28 %
2025/09/30 RTX RAYTHEON TECHNOLOGIES 0.04% 292.660 K $ 1749 2024/09/30 37.271 K $ 14.59 %
2025/09/30 JNJ JOHNSON AND JOHNSON 0.03% 205.075 K $ 1106 2025/09/30 0.000 $ 0.00 %
2025/09/30 SJT SAN JUAN BASIN ROYALTY TRUST 0.01% 87.973 K $ 14565 2013/06/30 873.000 $ 1.00 %
2025/09/30 AGI ALAMOS GOLD INC FCLASS A 0.00% 0.000 $ 0 2022/12/31 0.000 $ 0.00 %
2025/09/30 CSCO CISCO SYSTEMS 0.00% 0.000 $ 0 2013/12/31 0.000 $ 0.00 %
2025/09/30 EAF GRAFTECH INTERNATIONAL LTD 0.00% 0.000 $ 0 2021/09/30 0.000 $ 0.00 %