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FOUNDATION RESOURCE MANAGEMENT INC
Period ended Sep 30, 2026 · Latest filing Oct 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $938,731,259
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- EXXON MOBIL · COM · 30233Q108 · shares: $68,064,315
- NEWMONT CORPORATION · COM · 651639106 · shares: $56,729,883
- TECK RESOURCES LTD CL B · COM · 878742204 · shares: $55,410,878
- CHEVRON · COM · 166764100 · shares: $47,827,616
- BERKSHIRE HATHAWAY CL B · COM · 084670702 · shares: $46,654,429
- CONOCOPHILLIPS · COM · 20825c104 · shares: $35,188,860
- HP INC · COM · 40434L105 · shares: $34,056,851
- DOLLAR GENERAL CORP · COM · 256677105 · shares: $34,001,138
- AGNICO EAGLE MINES LTD · COM · 008474108 · shares: $32,030,281
- ADOBE SYS · COM · 00724f101 · shares: $31,906,501
Reported holdings
56 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| EXXON MOBIL | COM | 30233Q108 | — | 418,214 shares | $68,064,315 |
| NEWMONT CORPORATION | COM | 651639106 | — | 491,849 shares | $56,729,883 |
| TECK RESOURCES LTD CL B | COM | 878742204 | — | 842,239 shares | $55,410,878 |
| CHEVRON | COM | 166764100 | — | 234,208 shares | $47,827,616 |
| BERKSHIRE HATHAWAY CL B | COM | 084670702 | — | 93,693 shares | $46,654,429 |
| CONOCOPHILLIPS | COM | 20825c104 | — | 281,173 shares | $35,188,860 |
| HP INC | COM | 40434L105 | — | 1,088,774 shares | $34,056,851 |
| DOLLAR GENERAL CORP | COM | 256677105 | — | 284,338 shares | $34,001,138 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | — | 174,771 shares | $32,030,281 |
| ADOBE SYS | COM | 00724f101 | — | 132,977 shares | $31,906,501 |
| VERIZON COMMUNICATIONS INC COM | COM | 92343V104 | — | 641,188 shares | $29,411,316 |
| MERCK AND CO. INC. | COM | 58933Y105 | — | 201,997 shares | $29,352,247 |
| PFIZER INC COM | COM | 717081103 | — | 938,979 shares | $26,779,681 |
| COMCAST | COM | 20030N101 | — | 1,071,254 shares | $23,310,487 |
| FEDERATED HERMES, INC | COM | 314211103 | — | 366,204 shares | $20,642,943 |
| AMBEV SA SPON ADR | COM | 02319V103 | — | 7,048,327 shares | $20,581,115 |
| DIAGEO PLC NEW | COM | 25243q205 | — | 239,005 shares | $20,458,828 |
| PERMIAN BASIN ROYALTY TRUST | COM | 714236106 | — | 595,636 shares | $18,750,621 |
| LKQ CORP | COM | 501889208 | — | 817,292 shares | $18,658,776 |
| FRANKLIN RESOURCES INC COM | COM | 354613101 | — | 571,723 shares | $18,363,728 |
| CENOVUS ENERGY, INC. | COM | 15135U109 | — | 504,479 shares | $15,679,214 |
| INTEL CORP. | COM | 458140100 | — | 130,108 shares | $15,642,885 |
| BARRICK GOLD CORP | COM | 06849f108 | — | 378,191 shares | $15,381,010 |
| PHILLIPS 66 | COM | 718546104 | — | 60,191 shares | $15,367,440 |
| MOSAIC | COM | 61945c103 | — | 704,998 shares | $15,263,212 |
| TSAKOS ENERGY NAVIGATION LTD | COM | g9108l173 | — | 316,012 shares | $14,931,567 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 98,374 shares | $14,662,676 |
| PARK AEROSPACE CORP | COM | 70014A104 | — | 492,287 shares | $14,616,001 |
| FREEPORT-MCMORAN INC. | COM | 35671d857 | — | 199,596 shares | $13,971,720 |
| NUTRIEN LTD | COM | 67077m108 | — | 190,142 shares | $13,357,475 |
| LOEWS | COM | 540424108 | — | 121,876 shares | $12,727,511 |
| APACHE CORP | COM | 03743Q108 | — | 277,294 shares | $11,518,791 |
| SANOFI | COM | 80105n105 | — | 273,667 shares | $11,283,290 |
| BRISTOL MYERS SQUIBB | COM | 110122108 | — | 174,826 shares | $10,909,166 |
| CNH INDUSTRIAL NV | COM | n20944109 | — | 678,892 shares | $8,723,762 |
| TEJON RANCH CO | COM | 879080109 | — | 514,815 shares | $8,350,299 |
| KRAFT HEINZ COMPANY | COM | 500754106 | — | 327,495 shares | $7,440,686 |
| BUILDERS FIRSTSOURCE INC | COM | 12008r107 | — | 128,869 shares | $7,346,822 |
| DEVON ENERGY | COM | 25179m103 | — | 158,238 shares | $7,285,278 |
| CAMPBELL SOUP CO | COM | 134429109 | — | 333,624 shares | $6,615,764 |
| NOVO-NORDISK ADR | COM | 670100205 | — | 159,173 shares | $6,034,248 |
| OVINTIV INC | COM | 69047q102 | — | 103,810 shares | $6,002,294 |
| CAMECO CORP | COM | 13321l108 | — | 54,047 shares | $4,684,253 |
| BERKSHIRE HATHAWAY HLD A | COM | 084670108 | — | 5 shares | $3,735,025 |
| MARATHON PETROLEUM CORP | COM | 56585a102 | — | 4,779 shares | $1,889,712 |
| WAL-MART STORES | COM | 931142103 | — | 18,055 shares | $1,876,242 |
| IMPERIAL OIL LTD | COM | 453038408 | — | 6,945 shares | $854,582 |
| GRAFTECH INTERNATIONAL LTD | COM | 384313607 | — | 102,994 shares | $851,761 |
| THE TRAVELERS COS., INC. | COM | 89417e109 | — | 2,315 shares | $825,321 |
| TRANSOCEAN, LTD | COM | H8817H100 | — | 138,533 shares | $725,913 |
| CHUBB LTD INC | COM | H1467J104 | — | 2,129 shares | $692,457 |
| RAYTHEON TECHNOLOGIES | COM | 75513E101 | — | 2,108 shares | $391,348 |
| INTERNATIONAL BUSINESS MACHINE | COM | 459200101 | — | 1,459 shares | $320,878 |
| JOHNSON AND JOHNSON | COM | 478160104 | — | 1,190 shares | $315,029 |
| MURPHY OIL CORP | COM | 626717102 | — | 6,050 shares | $223,971 |
| SAN JUAN BASIN ROYALTY TRUST | COM | 798241105 | — | 14,565 shares | $53,162 |