Foundation Resource Management Inc
- SEC CIK
- 0001179232
- Latest filing
- Jul 21, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 10, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 52
- 0 vs. Q1 2024
- Portfolio value
- $625.9M
- −$10.7M (−1.7%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 439,037 | $50.5M | 8.1% | −3,090−0.7% | Reduced | History |
| TECKTeck Resources Ltd | CL B | 1,028,683 | $49.3M | 7.9% | −9,687−0.9% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 100,331 | $40.8M | 6.5% | −986−1.0% | Reduced | History |
| CVXChevron Corp | Stock | 240,805 | $37.7M | 6.0% | −372−0.2% | Reduced | History |
| COPConocoPhillips | Stock | 298,096 | $34.1M | 5.4% | −2,781−0.9% | Reduced | History |
| NEMNEWMONT Corp | Stock | 708,551 | $29.7M | 4.7% | −898−0.1% | Reduced | History |
| CCJCameco Corp | Stock | 585,106 | $28.8M | 4.6% | −2,762−0.5% | Reduced | History |
| VZVerizon Communications Inc | Stock | 636,853 | $26.3M | 4.2% | −3,103−0.5% | Reduced | History |
| AEMAgnico Eagle Mines Ltd | Stock | 319,419 | $20.9M | 3.3% | +591+0.2% | Added | History |
| MOSMosaic Co | COM | 635,343 | $18.4M | 2.9% | +1,494+0.2% | Added | History |
| INTCIntel Corp | Stock | 551,518 | $17.1M | 2.7% | +715+0.1% | Added | History |
| PFEPfizer Inc | Stock | 575,672 | $16.1M | 2.6% | +1,373+0.2% | Added | History |
| MRKMerck & Co., Inc. | Stock | 127,756 | $15.8M | 2.5% | −1,062−0.8% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 207,133 | $14.2M | 2.3% | +1,447+0.7% | Added | History |
| ABEVAmbev S.A. | SPONSORED ADR | 6,833,061 | $14.0M | 2.2% | +4,003,433+141.5% | Added | History |
| FHIFederated Hermes, Inc. | CL B | 418,903 | $13.8M | 2.2% | +330+0.1% | Added | History |
| HPQHP Inc | Stock | 382,037 | $13.4M | 2.1% | +4,559+1.2% | Added | History |
| SNYSanofi | SPONSORED ADR | 275,083 | $13.3M | 2.1% | −336−0.1% | Reduced | History |
| BENFranklin Templeton Inc | COM | 584,606 | $13.1M | 2.1% | +2700.0% | Added | History |
| Barrick Gold Corp067901108 | COM | 698,609 | $11.7M | 1.9% | −1,711−0.2% | Reduced | – |
| Paramount Global92556H206 | CL B | 1,099,044 | $11.4M | 1.8% | −2,620−0.2% | Reduced | – |
| FCXFreeport-McMoran Inc | Stock | 234,765 | $11.4M | 1.8% | −1,950−0.8% | Reduced | History |
| TENTsakos Energy Navigation Ltd | SHS | 368,922 | $10.8M | 1.7% | −212−0.1% | Reduced | History |
| KHCKraft Heinz Co | Stock | 322,344 | $10.4M | 1.7% | −1,138−0.4% | Reduced | History |
| PSXPhillips 66 | Stock | 65,662 | $9.27M | 1.5% | −550−0.8% | Reduced | History |
| LLoews Corp | COM | 115,804 | $8.66M | 1.4% | −500−0.4% | Reduced | History |
| TRCTejon Ranch Co | COM | 490,686 | $8.37M | 1.3% | +7,913+1.6% | Added | History |
| CVECenovus Energy Inc. | COM | 422,918 | $8.31M | 1.3% | +3,539+0.8% | Added | History |
| PBTPermian Basin Royalty Trust | UNIT BEN INT | 680,334 | $7.66M | 1.2% | −2,300−0.3% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 145,931 | $6.93M | 1.1% | −1,470−1.0% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 39,347 | $6.75M | 1.1% | −290−0.7% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 157,199 | $6.53M | 1.0% | +157,199 | New | History |
| CNHCNH Industrial N.V. | SHS | 635,245 | $6.44M | 1.0% | +2,944+0.5% | Added | History |
| PKEPark Aerospace Corp | COM | 463,734 | $6.34M | 1.0% | +3,888+0.8% | Added | History |
| APAAPA Corp | Stock | 149,319 | $4.40M | 0.7% | +1,561+1.1% | Added | History |
| OVVOvintiv Inc. | COM | 87,246 | $4.09M | 0.7% | −969−1.1% | Reduced | History |
| DVNDevon Energy Corp | Stock | 82,629 | $3.92M | 0.6% | +950+1.2% | Added | History |
| GLWCorning Inc | COM | 98,077 | $3.81M | 0.6% | −695−0.7% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $3.06M | 0.5% | 00.0% | Unchanged | History |
| EAFGraftech International Ltd | COM | 1,849,343 | $1.79M | 0.3% | +45,859+2.5% | Added | History |
| WMTWalmart Inc. | Stock | 19,526 | $1.32M | 0.2% | −100−0.5% | Reduced | History |
| RIGTransocean Ltd. | REGISTERED SHS | 193,756 | $1.04M | 0.2% | −1,950−1.0% | Reduced | History |
| MPCMarathon Petroleum Corp | Stock | 4,929 | $855.1K | 0.1% | 00.0% | Unchanged | History |
| AGIAlamos Gold Inc | Stock | 40,235 | $630.9K | 0.1% | +75+0.2% | Added | History |
| MAGNMagnera Corp | COM | 431,156 | $599.3K | 0.1% | −881−0.2% | Reduced | History |
| CBChubb Ltd | Stock | 2,129 | $543.1K | 0.1% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 2,665 | $541.9K | 0.1% | 00.0% | Unchanged | History |
| IMOImperial Oil Ltd | COM NEW | 6,945 | $474.0K | 0.1% | −80−1.1% | Reduced | History |
| MURMurphy Oil Corp | COM | 6,050 | $249.5K | <0.1% | 00.0% | Unchanged | History |
| IBMInternational Business Machines Corp | Stock | 1,399 | $242.0K | <0.1% | 00.0% | Unchanged | History |
| EMNEastman Chemical Co | Stock | 2,400 | $235.1K | <0.1% | 00.0% | Unchanged | History |
| SJTSan Juan Basin Royalty Trust | UNIT BEN INT | 15,625 | $63.4K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.