Foundation Resource Management
$698M 13F equity value
40 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| XOM | EXXON MOBIL | 421,849 | $72M | 10.2% |
| NEM | NEWMONT GOLDCORP | 500,734 | $54M | 7.8% |
| CVX | CHEVRON | 235,897 | $49M | 7.0% |
| TECK | TECK RESOURCES LTD CL B | 913,219 | $47M | 6.8% |
| BRKB | BERKSHIRE HATHAWAY CL B | 96,981 | $46M | 6.7% |
| AEM | AGNICO EAGLE MINES LTD | 176,295 | $36M | 5.1% |
| DG | DOLLAR GENERAL CORP | 283,418 | $34M | 4.8% |
| VZ | VERIZON COMMUNICATIONS INC COM | 642,070 | $32M | 4.6% |
| PFE | PFIZER INC COM | 932,485 | $26M | 3.7% |
| MRK | MERCK AND CO. INC. | 202,209 | $24M | 3.5% |
Track Foundation Resource Management's 13F portfolio: $698M in reported holdings, 40 positions. Top holdings and quarterly changes on SentiSense.