Latest FOUNDATION RESOURCE MANAGEMENT INC Stock Portfolio

FOUNDATION RESOURCE MANAGEMENT INC Performance:

2025 Q3: 5.48%YTD: 10.85%2024: -5.57%

Performance for 2025 Q3 is 5.48%, and YTD is 10.85%, and 2024 is -5.57%.

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 $696 Millions as of 30 Sep, 2025.

The top stock holdings of FOUNDATION RESOURCE MANAGEMENT INC are , NEM, XOM. The fund has invested 7% of it's portfolio in BERKSHIRE HATHAWAY CL B and 6.9% of portfolio in NEWMONT GOLDCORP.

The fund managers got completely rid off CISCO SYSTEMS (CSCO), GRAFTECH INTERNATIONAL LTD (EAF) and ALAMOS GOLD INC FCLASS A stocks. They significantly reduced their stock positions in CAMECO CORP, NEWMONT GOLDCORP (NEM) and LOEWS (L). FOUNDATION RESOURCE MANAGEMENT INC opened new stock positions in LKQ CORP (LKQ), NOVO-NORDISK ADR and GRAFTECH INTERNATIONAL LTD (EAF). The fund showed a lot of confidence in some stocks as they added substantially to BERKSHIRE HATHAWAY HLD A, WAL-MART STORES (WMT) and CHUBB LTD INC (CB).

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

Our best estimate is that FOUNDATION RESOURCE MANAGEMENT INC made a return of 5.48% in the last quarter. In trailing 12 months, it's portfolio return was 5.88%.

New Buys

Ticker	$ Bought
lkq corp	17,719,100
novo-nordisk adr	9,309,340
graftech international ltd	2,213,340
johnson and johnson	205,075

New stocks bought by FOUNDATION RESOURCE MANAGEMENT INC

Additions

Ticker	% Inc.
berkshire hathaway hld a	25.00
wal-mart stores	5.77
chubb ltd inc	5.14
apache corp	4.28
devon energy	3.39
park aerospace corp	1.75
intel corp.	1.38
cenovus energy, inc.	1.35

Additions to existing portfolio by FOUNDATION RESOURCE MANAGEMENT INC

Reductions

Ticker	% Reduced
cameco corp	-78.16
agnico eagle mines ltd	-30.00
newmont goldcorp	-15.55
loews	-0.83
federated hermes, inc	-0.42
kraft heinz company	-0.28
permian basin royalty trust	-0.12
phillips 66	-0.1

FOUNDATION RESOURCE MANAGEMENT INC reduced stake in above stock

Sold off

Ticker	$ Sold
graftech international ltd	-1,626,510
cisco systems	-9,604,340
alamos gold inc fclass a	-1,367,230

FOUNDATION RESOURCE MANAGEMENT INC got rid off the above stocks

Sector Distribution

FOUNDATION RESOURCE MANAGEMENT INC has about 33.8% of it's holdings in Others sector.

Sector	%
Others	33.8
Energy	19.4
Basic Materials	11.4
Healthcare	8.4
Financial Services	6.9
Consumer Defensive	5.6
Technology	4.1
Industrials	3.9
Communication Services	3.9
Consumer Cyclical	2.5

Market Cap. Distribution

FOUNDATION RESOURCE MANAGEMENT INC has about 56% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	41.4
UNALLOCATED	34.8
MEGA-CAP	14.6
MID-CAP	6.3
MICRO-CAP	1.8
SMALL-CAP	1.1

Stocks belong to which Index?

About 62.5% of the stocks held by FOUNDATION RESOURCE MANAGEMENT INC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	59.6
Others	37.5
RUSSELL 2000	2.9

Top 5 Winners (%)		%
INTC	intel corp.	48.8 %
NEM	newmont goldcorp	44.7 %
PKE	park aerospace corp	36.8 %
APA	apache corp	31.0 %
RIG	transocean, ltd	20.2 %

Top 5 Winners ($)		$
NEM	newmont goldcorp	17.7 M
INTC	intel corp.	5.9 M
FHI	federated hermes, inc	3.0 M
CVX	chevron	2.8 M
PKE	park aerospace corp	2.7 M

Top 5 Losers (%)		%
CNHI	cnh industrial nv	-16.2 %
DG	dollar general corp	-9.6 %
FCX	freeport-mcmoran inc.	-9.5 %
TRC	tejon ranch co	-5.8 %
MOS	mosaic	-4.9 %

Top 5 Losers ($)		$
DG	dollar general corp	-3.1 M
CNHI	cnh industrial nv	-1.3 M
MOS	mosaic	-1.2 M
FCX	freeport-mcmoran inc.	-0.9 M
TRC	tejon ranch co	-0.5 M

FOUNDATION RESOURCE MANAGEMENT INC Holdings Map

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

Current Stock Holdings of FOUNDATION RESOURCE MANAGEMENT INC

FOUNDATION RESOURCE MANAGEMENT INC has 51 stocks in it's portfolio. About 52.4% of the portfolio is in top 10 stocks. DG proved to be the most loss making stock for the portfolio. NEM was the most profitable stock for FOUNDATION RESOURCE MANAGEMENT INC last quarter.

Last Reported on: 14 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
APA	apache corp	0.80	229,463	5,571,360	added	4.28

BEN	franklin resources inc com	1.95	585,240	13,536,600	added	0.67

BMY	bristol myers squibb	1.00	154,035	6,946,980	added	0.67

CB	chubb ltd inc	0.09	2,129	600,910	added	5.14

CMCSA	comcast	0.95	210,783	6,622,800	added	1.31

CNHI	cnh industrial nv	0.99	636,914	6,910,520	added	0.55

COP	conocophillips	3.87	284,450	26,906,200	added	0.57

CSCO	cisco systems	0.00	0.00	0.00	sold off	-100

CVX	chevron	5.20	232,982	36,179,800	added	0.73

DG	dollar general corp	4.21	283,634	29,313,600	added	0.59

DVN	devon energy	0.61	121,635	4,264,520	added	3.39

EAF	graftech international ltd	0.32	172,648	2,213,340	new

EAF	graftech international ltd	0.00	0.00	0.00	sold off	-100

FCX	freeport-mcmoran inc.	1.25	221,826	8,700,020	added	0.48

FHI	federated hermes, inc	2.96	396,828	20,607,300	reduced	-0.42

GILD	gilead sciences inc	1.74	109,045	12,104,000	reduced	-0.06

HPQ	hp inc	1.47	375,314	10,219,800	added	0.51

IBM	international business machine	0.06	1,399	394,742	unchanged	0.00

IMO	imperial oil ltd	0.09	6,945	630,189	unchanged	0.00

INTC	intel corp.	2.57	532,473	17,864,500	added	1.38