Foundation Resource Management Inc
- SEC CIK
- 0001179232
- Latest filing
- Jul 21, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jan 21, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 51
- +1 vs. Q3 2021
- Portfolio value
- $514.2M
- +$70.9M (+16.0%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NEMNEWMONT Corp | Stock | 612,004 | $38.0M | 7.4% | +1,066+0.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 116,168 | $34.7M | 6.8% | −320−0.3% | Reduced | History |
| TECKTeck Resources Ltd | CL B | 1,128,528 | $32.5M | 6.3% | +6,248+0.6% | Added | History |
| LUMNLumen Technologies, Inc. | Stock | 2,214,703 | $27.8M | 5.4% | +69,795+3.3% | Added | History |
| CVXChevron Corp | Stock | 231,744 | $27.2M | 5.3% | +4,346+1.9% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 424,071 | $25.9M | 5.0% | +2,975+0.7% | Added | History |
| MOSMosaic Co | COM | 655,857 | $25.8M | 5.0% | −714−0.1% | Reduced | History |
| PFEPfizer Inc | Stock | 400,546 | $23.7M | 4.6% | −6,150−1.5% | Reduced | History |
| COPConocoPhillips | Stock | 323,012 | $23.3M | 4.5% | +999+0.3% | Added | History |
| Paramount Global92556H206 | CL B | 604,615 | $18.2M | 3.5% | +302,918+100.4% | Added | – |
| CCJCameco Corp | Stock | 826,196 | $18.0M | 3.5% | +3,539+0.4% | Added | History |
| MRKMerck & Co., Inc. | Stock | 215,614 | $16.5M | 3.2% | −4,140−1.9% | Reduced | History |
| BENFranklin Templeton Inc | COM | 464,165 | $15.5M | 3.0% | +10,086+2.2% | Added | History |
| FHIFederated Hermes, Inc. | CL B | 380,869 | $14.3M | 2.8% | +5,145+1.4% | Added | History |
| INTCIntel Corp | Stock | 270,124 | $13.9M | 2.7% | +180,243+200.5% | Added | History |
| HPQHP Inc | Stock | 322,140 | $12.1M | 2.4% | −5,600−1.7% | Reduced | History |
| Barrick Gold Corp067901108 | COM | 637,416 | $12.1M | 2.4% | +6,283+1.0% | Added | – |
| SNYSanofi | SPONSORED ADR | 240,525 | $12.1M | 2.3% | +6,128+2.6% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 162,662 | $11.8M | 2.3% | +4,510+2.9% | Added | History |
| KHCKraft Heinz Co | Stock | 307,013 | $11.0M | 2.1% | +2,045+0.7% | Added | History |
| FCXFreeport-McMoran Inc | Stock | 236,162 | $9.86M | 1.9% | −1,500−0.6% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 146,953 | $9.31M | 1.8% | −300−0.2% | Reduced | History |
| TRCTejon Ranch Co | COM | 415,486 | $7.93M | 1.5% | +7,885+1.9% | Added | History |
| LLoews Corp | COM | 132,915 | $7.68M | 1.5% | −4,334−3.2% | Reduced | History |
| PBTPermian Basin Royalty Trust | UNIT BEN INT | 716,920 | $7.24M | 1.4% | −21,700−2.9% | Reduced | History |
| AEMAgnico Eagle Mines Ltd | Stock | 134,297 | $7.14M | 1.4% | +134,297 | New | History |
| MAGNMagnera Corp | COM | 400,875 | $6.89M | 1.3% | +400,875 | New | History |
| EAFGraftech International Ltd | COM | 582,072 | $6.89M | 1.3% | +10,175+1.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 40,701 | $5.51M | 1.1% | −410−1.0% | Reduced | History |
| PSXPhillips 66 | Stock | 66,967 | $4.85M | 0.9% | 00.0% | Unchanged | History |
| CVECenovus Energy Inc. | COM | 318,150 | $3.91M | 0.8% | +3,387+1.1% | Added | History |
| GLWCorning Inc | COM | 100,993 | $3.76M | 0.7% | −1,709−1.7% | Reduced | History |
| APAAPA Corp | Stock | 119,953 | $3.23M | 0.6% | +8,309+7.4% | Added | History |
| DVNDevon Energy Corp | Stock | 67,391 | $2.97M | 0.6% | +2,778+4.3% | Added | History |
| OVVOvintiv Inc. | COM | 80,343 | $2.71M | 0.5% | −4,209−5.0% | Reduced | History |
| TENTsakos Energy Navigation Ltd | SHS | 281,174 | $2.04M | 0.4% | +145,138+106.7% | Added | History |
| PBAPembina Pipeline Corp | COM | 42,950 | $1.30M | 0.3% | 00.0% | Unchanged | History |
| BKRBaker Hughes Co | CL A | 35,085 | $844.0K | 0.2% | −4,182−10.7% | Reduced | History |
| CADECadence Bancorporation | EQUITY US CM | 26,213 | $781.0K | 0.2% | +26,213 | New | History |
| OGNOrganon & Co. | Stock | 21,228 | $646.0K | 0.1% | −682−3.1% | Reduced | History |
| RIGTransocean Ltd. | REGISTERED SHS | 214,721 | $593.0K | 0.1% | −67,260−23.9% | Reduced | History |
| WMTWalmart Inc. | Stock | 3,890 | $563.0K | 0.1% | 00.0% | Unchanged | History |
| PDSPrecision Drilling Corp | COM NEW | 13,522 | $479.0K | 0.1% | −7,861−36.8% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $451.0K | 0.1% | 00.0% | Unchanged | History |
| IMOImperial Oil Ltd | COM NEW | 10,725 | $387.0K | 0.1% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 2,448 | $383.0K | 0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 3,000 | $363.0K | 0.1% | 00.0% | Unchanged | History |
| MPCMarathon Petroleum Corp | Stock | 5,334 | $341.0K | 0.1% | −300−5.3% | Reduced | History |
| CBChubb Ltd | Stock | 1,537 | $297.0K | 0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 1,524 | $204.0K | <0.1% | 00.0% | Unchanged | History |
| SJTSan Juan Basin Royalty Trust | UNIT BEN INT | 16,125 | $98.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2021 (2)
Positions held at the end of Q3 2021 that are gone from this filing.