Latest FOUNDATION RESOURCE MANAGEMENT INC Stock Portfolio

FOUNDATION RESOURCE MANAGEMENT INC Performance:
2025 Q2: 0.48%YTD: 5.29%2024: -6.05%

Performance for 2025 Q2 is 0.48%, and YTD is 5.29%, and 2024 is -6.05%.

About FOUNDATION RESOURCE MANAGEMENT INC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, FOUNDATION RESOURCE MANAGEMENT INC reported an equity portfolio of $646.7 Millions as of 30 Jun, 2025.

The top stock holdings of FOUNDATION RESOURCE MANAGEMENT INC are , XOM, NEM. The fund has invested 7.3% of it's portfolio in BERKSHIRE HATHAWAY CL B and 7% of portfolio in EXXON MOBIL.

The fund managers got completely rid off BARRICK GOLD CORP and EASTMAN CHEMICAL (EMN) stocks. They significantly reduced their stock positions in CAMECO CORP, GRAFTECH INTERNATIONAL LTD (EAF) and LOEWS (L). FOUNDATION RESOURCE MANAGEMENT INC opened new stock positions in BARRICK GOLD CORP and COMCAST (CMCSA). The fund showed a lot of confidence in some stocks as they added substantially to APACHE CORP (APA), DEVON ENERGY (DVN) and PARK AEROSPACE CORP (PKE).

FOUNDATION RESOURCE MANAGEMENT INC Annual Return Estimates Vs S&P 500

Our best estimate is that FOUNDATION RESOURCE MANAGEMENT INC made a return of 0.48% in the last quarter. In trailing 12 months, it's portfolio return was 1.14%.
2019202020212022202320242025−2002040Performance (%)PerformanceS&P 500

New Buys

Ticker$ Bought
barrick gold corp12,403,200
comcast7,425,410

New stocks bought by FOUNDATION RESOURCE MANAGEMENT INC

Additions

Ticker% Inc.
apache corp24.6
devon energy19.7
park aerospace corp4.04
cenovus energy, inc.3.56
transocean, ltd1.31
merck and co. inc.1.26
mosaic1.1
hp inc1.07

Additions to existing portfolio by FOUNDATION RESOURCE MANAGEMENT INC

Reductions

Ticker% Reduced
cameco corp-52.69
alamos gold inc fclass a-2.54
graftech international ltd-1.98
loews-1.54
freeport-mcmoran inc.-1.47
agnico eagle mines ltd-1.33
berkshire hathaway cl b-1.22
sanofi-1.07

FOUNDATION RESOURCE MANAGEMENT INC reduced stake in above stock

Sold off

Ticker$ Sold
barrick gold corp-11,695,900
eastman chemical-202,653

FOUNDATION RESOURCE MANAGEMENT INC got rid off the above stocks

Sector Distribution

FOUNDATION RESOURCE MANAGEMENT INC has about 34.8% of it's holdings in Others sector.

35%19%11%
Sector%
Others34.8
Energy19.2
Basic Materials11.2
Healthcare8.6
Financial Services6.9
Consumer Defensive6.5
Technology4.8
Communication Services4.1
Industrials4

Market Cap. Distribution

FOUNDATION RESOURCE MANAGEMENT INC has about 55% of it's portfolio invested in the large-cap and mega-cap stocks.

40%36%15%
Category%
LARGE-CAP40.3
UNALLOCATED36
MEGA-CAP14.7
MID-CAP6.4
MICRO-CAP1.4
SMALL-CAP1.3

Stocks belong to which Index?

About 61.7% of the stocks held by FOUNDATION RESOURCE MANAGEMENT INC either belong to S&P 500 or RUSSELL 2000 index.

59%38%
Index%
S&P 50059.1
Others38.3
RUSSELL 20002.6
Top 5 Winners (%)%
MOS
mosaic
34.6 %
DG
dollar general corp
30.0 %
BEN
franklin resources inc com
23.8 %
NEM
newmont goldcorp
20.6 %
IBM
international business machine
18.6 %
Top 5 Winners ($)$
DG
dollar general corp
7.5 M
NEM
newmont goldcorp
6.8 M
MOS
mosaic
6.0 M
BEN
franklin resources inc com
2.7 M
FHI
federated hermes, inc
1.4 M
Top 5 Losers (%)%
BMY
bristol myers squibb
-24.1 %
RIG
transocean, ltd
-18.1 %
KHC
kraft heinz company
-15.1 %
COP
conocophillips
-14.6 %
CVX
chevron
-14.4 %
Top 5 Losers ($)$
CVX
chevron
-5.6 M
XOM
exxon mobil
-4.7 M
COP
conocophillips
-4.3 M
BMY
bristol myers squibb
-2.2 M
MRK
merck and co. inc.
-2.0 M

FOUNDATION RESOURCE MANAGEMENT INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

XOMNEMCVXDGVZCOPMOSPFEFHIMRKBENGILDINTCLCSCOFCXHPQTRCCNHIKHCPBTPSXCMCSAPKEBMYTNPAPADVNOVVE..W....M..T..C..I..R..I..R..

Current Stock Holdings of FOUNDATION RESOURCE MANAGEMENT INC

FOUNDATION RESOURCE MANAGEMENT INC has 50 stocks in it's portfolio. About 53.6% of the portfolio is in top 10 stocks. CVX proved to be the most loss making stock for the portfolio. DG was the most profitable stock for FOUNDATION RESOURCE MANAGEMENT INC last quarter.

Last Reported on: 14 Jul, 2025
TickerNamesorted descending% PortfolioShares Held$ ValueType% ChangeOptions