Foundation Resource Management Inc
- SEC CIK
- 0001179232
- Latest filing
- Jul 21, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Jul 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 52
- 0 vs. Q1 2022
- Portfolio value
- $560.9M
- −$87.2M (−13.5%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 430,830 | $36.9M | 6.6% | −1,790−0.4% | Reduced | History |
| NEMNEWMONT Corp | Stock | 615,130 | $36.7M | 6.5% | −4,117−0.7% | Reduced | History |
| LUMNLumen Technologies, Inc. | Stock | 3,272,741 | $35.7M | 6.4% | +25,750+0.8% | Added | History |
| CVXChevron Corp | Stock | 228,282 | $33.1M | 5.9% | −4,180−1.8% | Reduced | History |
| TECKTeck Resources Ltd | CL B | 1,041,419 | $31.8M | 5.7% | −23,476−2.2% | Reduced | History |
| MOSMosaic Co | COM | 627,281 | $29.6M | 5.3% | −18,078−2.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 103,013 | $28.1M | 5.0% | −2,719−2.6% | Reduced | History |
| COPConocoPhillips | Stock | 311,294 | $28.0M | 5.0% | −4,718−1.5% | Reduced | History |
| PFEPfizer Inc | Stock | 394,929 | $20.7M | 3.7% | −1,337−0.3% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 203,276 | $18.5M | 3.3% | −12,090−5.6% | Reduced | History |
| INTCIntel Corp | Stock | 481,138 | $18.0M | 3.2% | +196,029+68.8% | Added | History |
| CCJCameco Corp | Stock | 841,724 | $17.7M | 3.2% | +1,218+0.1% | Added | History |
| Paramount Global92556H206 | CL B | 622,497 | $15.4M | 2.7% | +6,652+1.1% | Added | – |
| VZVerizon Communications Inc | Stock | 297,867 | $15.1M | 2.7% | +3,925+1.3% | Added | History |
| FHIFederated Hermes, Inc. | CL B | 393,853 | $12.5M | 2.2% | +3,384+0.9% | Added | History |
| SNYSanofi | SPONSORED ADR | 249,546 | $12.5M | 2.2% | +798+0.3% | Added | History |
| AEMAgnico Eagle Mines Ltd | Stock | 272,040 | $12.4M | 2.2% | +1,793+0.7% | Added | History |
| BENFranklin Templeton Inc | COM | 517,092 | $12.1M | 2.1% | +12,526+2.5% | Added | History |
| KHCKraft Heinz Co | Stock | 313,723 | $12.0M | 2.1% | +542+0.2% | Added | History |
| Barrick Gold Corp067901108 | COM | 658,016 | $11.6M | 2.1% | +526+0.1% | Added | – |
| PBTPermian Basin Royalty Trust | UNIT BEN INT | 698,653 | $11.6M | 2.1% | −15,182−2.1% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 178,898 | $11.1M | 2.0% | +2,083+1.2% | Added | History |
| HPQHP Inc | Stock | 314,759 | $10.3M | 1.8% | −4,200−1.3% | Reduced | History |
| EAFGraftech International Ltd | COM | 1,437,406 | $10.2M | 1.8% | +14,466+1.0% | Added | History |
| LLoews Corp | COM | 126,082 | $7.47M | 1.3% | −4,427−3.4% | Reduced | History |
| FCXFreeport-McMoran Inc | Stock | 234,459 | $6.86M | 1.2% | 00.0% | Unchanged | History |
| TRCTejon Ranch Co | COM | 425,370 | $6.60M | 1.2% | −1,242−0.3% | Reduced | History |
| ABEVAmbev S.A. | SPONSORED ADR | 2,570,605 | $6.45M | 1.2% | +2,570,605 | New | History |
| CVECenovus Energy Inc. | COM | 329,214 | $6.26M | 1.1% | +2,670+0.8% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 145,874 | $6.22M | 1.1% | −140−0.1% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 40,557 | $6.21M | 1.1% | −80−0.2% | Reduced | History |
| PSXPhillips 66 | Stock | 66,853 | $5.48M | 1.0% | −50−0.1% | Reduced | History |
| APAAPA Corp | Stock | 124,238 | $4.34M | 0.8% | +570+0.5% | Added | History |
| DVNDevon Energy Corp | Stock | 66,985 | $3.69M | 0.7% | −2,173−3.1% | Reduced | History |
| OVVOvintiv Inc. | COM | 75,575 | $3.34M | 0.6% | −3,851−4.8% | Reduced | History |
| GLWCorning Inc | COM | 100,682 | $3.17M | 0.6% | −164−0.2% | Reduced | History |
| MAGNMagnera Corp | COM | 448,446 | $3.08M | 0.6% | +13,460+3.1% | Added | History |
| TENTsakos Energy Navigation Ltd | SHS | 308,015 | $2.76M | 0.5% | +3,446+1.1% | Added | History |
| PBAPembina Pipeline Corp | COM | 42,950 | $1.52M | 0.3% | 00.0% | Unchanged | History |
| BKRBaker Hughes Co | CL A | 32,831 | $948.0K | 0.2% | −2,224−6.3% | Reduced | History |
| RIGTransocean Ltd. | REGISTERED SHS | 207,077 | $690.0K | 0.1% | −6,165−2.9% | Reduced | History |
| OGNOrganon & Co. | Stock | 19,268 | $650.0K | 0.1% | −1,719−8.2% | Reduced | History |
| CADECadence Bancorporation | EQUITY US CM | 26,213 | $615.0K | 0.1% | 00.0% | Unchanged | History |
| IMOImperial Oil Ltd | COM NEW | 10,025 | $472.0K | 0.1% | −700−6.5% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 2,448 | $414.0K | 0.1% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $409.0K | 0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 3,306 | $402.0K | 0.1% | −513−13.4% | Reduced | History |
| MPCMarathon Petroleum Corp | Stock | 4,629 | $381.0K | 0.1% | −705−13.2% | Reduced | History |
| CBChubb Ltd | Stock | 1,537 | $302.0K | 0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 3,000 | $269.0K | <0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 1,449 | $205.0K | <0.1% | +1,449 | New | History |
| SJTSan Juan Basin Royalty Trust | UNIT BEN INT | 16,125 | $140.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2022 (2)
Positions held at the end of Q1 2022 that are gone from this filing.