Foundation Resource Management Inc
- SEC CIK
- 0001179232
- Latest filing
- Jul 21, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Apr 12, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 52
- +1 vs. Q4 2021
- Portfolio value
- $648.1M
- +$133.9M (+26.0%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NEMNEWMONT Corp | Stock | 619,247 | $49.2M | 7.6% | +7,243+1.2% | Added | History |
| TECKTeck Resources Ltd | CL B | 1,064,895 | $43.0M | 6.6% | −63,633−5.6% | Reduced | History |
| MOSMosaic Co | COM | 645,359 | $42.9M | 6.6% | −10,498−1.6% | Reduced | History |
| CVXChevron Corp | Stock | 232,462 | $37.9M | 5.8% | +718+0.3% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 105,732 | $37.3M | 5.8% | −10,436−9.0% | Reduced | History |
| LUMNLumen Technologies, Inc. | Stock | 3,246,991 | $36.6M | 5.6% | +1,032,288+46.6% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 432,620 | $35.7M | 5.5% | +8,549+2.0% | Added | History |
| COPConocoPhillips | Stock | 316,012 | $31.6M | 4.9% | −7,000−2.2% | Reduced | History |
| CCJCameco Corp | Stock | 840,506 | $24.5M | 3.8% | +14,310+1.7% | Added | History |
| Paramount Global92556H206 | CL B | 615,845 | $23.3M | 3.6% | +11,230+1.9% | Added | – |
| PFEPfizer Inc | Stock | 396,266 | $20.5M | 3.2% | −4,280−1.1% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 215,366 | $17.7M | 2.7% | −248−0.1% | Reduced | History |
| AEMAgnico Eagle Mines Ltd | Stock | 270,247 | $16.6M | 2.6% | +135,950+101.2% | Added | History |
| Barrick Gold Corp067901108 | COM | 657,490 | $16.1M | 2.5% | +20,074+3.1% | Added | – |
| VZVerizon Communications Inc | Stock | 293,942 | $15.0M | 2.3% | +293,942 | New | History |
| INTCIntel Corp | Stock | 285,109 | $14.1M | 2.2% | +14,985+5.5% | Added | History |
| BENFranklin Templeton Inc | COM | 504,566 | $14.1M | 2.2% | +40,401+8.7% | Added | History |
| EAFGraftech International Ltd | COM | 1,422,940 | $13.7M | 2.1% | +840,868+144.5% | Added | History |
| FHIFederated Hermes, Inc. | CL B | 390,469 | $13.3M | 2.1% | +9,600+2.5% | Added | History |
| SNYSanofi | SPONSORED ADR | 248,748 | $12.8M | 2.0% | +8,223+3.4% | Added | History |
| KHCKraft Heinz Co | Stock | 313,181 | $12.3M | 1.9% | +6,168+2.0% | Added | History |
| FCXFreeport-McMoran Inc | Stock | 234,459 | $11.7M | 1.8% | −1,703−0.7% | Reduced | History |
| HPQHP Inc | Stock | 318,959 | $11.6M | 1.8% | −3,181−1.0% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 176,815 | $10.5M | 1.6% | +14,153+8.7% | Added | History |
| PBTPermian Basin Royalty Trust | UNIT BEN INT | 713,835 | $8.93M | 1.4% | −3,085−0.4% | Reduced | History |
| LLoews Corp | COM | 130,509 | $8.46M | 1.3% | −2,406−1.8% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 146,014 | $8.14M | 1.3% | −939−0.6% | Reduced | History |
| TRCTejon Ranch Co | COM | 426,612 | $7.79M | 1.2% | +11,126+2.7% | Added | History |
| ABBVAbbVie Inc. | Stock | 40,637 | $6.59M | 1.0% | −64−0.2% | Reduced | History |
| PSXPhillips 66 | Stock | 66,903 | $5.78M | 0.9% | −64−0.1% | Reduced | History |
| CVECenovus Energy Inc. | COM | 326,544 | $5.45M | 0.8% | +8,394+2.6% | Added | History |
| MAGNMagnera Corp | COM | 434,986 | $5.38M | 0.8% | +34,111+8.5% | Added | History |
| APAAPA Corp | Stock | 123,668 | $5.11M | 0.8% | +3,715+3.1% | Added | History |
| OVVOvintiv Inc. | COM | 79,426 | $4.29M | 0.7% | −917−1.1% | Reduced | History |
| DVNDevon Energy Corp | Stock | 69,158 | $4.09M | 0.6% | +1,767+2.6% | Added | History |
| GLWCorning Inc | COM | 100,846 | $3.72M | 0.6% | −147−0.1% | Reduced | History |
| TENTsakos Energy Navigation Ltd | SHS | 304,569 | $2.68M | 0.4% | +23,395+8.3% | Added | History |
| PBAPembina Pipeline Corp | COM | 42,950 | $1.61M | 0.2% | 00.0% | Unchanged | History |
| BKRBaker Hughes Co | CL A | 35,055 | $1.28M | 0.2% | −30−0.1% | Reduced | History |
| RIGTransocean Ltd. | REGISTERED SHS | 213,242 | $975.0K | 0.2% | −1,479−0.7% | Reduced | History |
| PDSPrecision Drilling Corp | COM NEW | 12,390 | $916.0K | 0.1% | −1,132−8.4% | Reduced | History |
| CADECadence Bancorporation | EQUITY US CM | 26,213 | $767.0K | 0.1% | 00.0% | Unchanged | History |
| OGNOrganon & Co. | Stock | 20,987 | $733.0K | 0.1% | −241−1.1% | Reduced | History |
| WMTWalmart Inc. | Stock | 3,819 | $569.0K | 0.1% | −71−1.8% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $529.0K | 0.1% | 00.0% | Unchanged | History |
| IMOImperial Oil Ltd | COM NEW | 10,725 | $518.0K | 0.1% | 00.0% | Unchanged | History |
| MPCMarathon Petroleum Corp | Stock | 5,334 | $456.0K | 0.1% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 2,448 | $447.0K | 0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 3,000 | $336.0K | 0.1% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 1,537 | $329.0K | 0.1% | 00.0% | Unchanged | History |
| MURMurphy Oil Corp | COM | 6,000 | $242.0K | <0.1% | +6,000 | New | History |
| SJTSan Juan Basin Royalty Trust | UNIT BEN INT | 16,125 | $141.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2021 (1)
Positions held at the end of Q4 2021 that are gone from this filing.