FOUNDATION RESOURCE MANAGEMENT INC

Long Only Manager

FOUNDATION RESOURCE MANAGEMENT INC is a Long Only Manager based in Little Rock, AR led by Meredith Humphrey Moll, reporting $918.4M in AUM as of Q3 2025 with 52% concentrated in top 10 holdings.

PresidentMeredith Humphrey Moll

Portfolio Value: $696.0M
Positions: 51
Top Holding: BRK.B at 6.98%
Last Reported: Q3 2025

Address401 W. Capitol, Suite 503, Little Rock, AR, 72201, United States

Top Holdings

Largest long holdings in FOUNDATION RESOURCE MANAGEMENT INC's portfolio (52.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$48.6M	6.98%	+$8.5K Bought	0.00% 96.6K shares	Q4 2019 Held for 5y 11m
2 Newmont NEM	Gold Basic Materials	$48.3M	6.94%	-$8.9M Sold	0.05% 573.1K shares	≤ Q2 2013 Held for 12y 5m+
3 Exxon Mobil XOM	Oil & Gas Integrated Energy	$47.4M	6.81%	+$265.6K Bought	0.01% 420.6K shares	≤ Q2 2013 Held for 12y 5m+
4 Teck Resources TECK	Industrial Materials Basic Materials	$41.8M	6.00%	+$105.2K Bought	0.20% 951.9K shares	≤ Q2 2013 Held for 12y 5m+
5 Chevron CVX	Oil & Gas Integrated Energy	$36.2M	5.20%	+$260.7K Bought	0.01% 233.0K shares	≤ Q2 2013 Held for 12y 5m+
6 Agnico Eagle Mines AEM	Gold Basic Materials	$35.7M	5.14%	-$15.3M Sold	0.04% 212.0K shares	Q4 2021 Held for 3y 11m
7 Dollar General DG	Discount Stores Consumer Defensive	$29.3M	4.21%	+$173.0K Bought	0.13% 283.6K shares	Q3 2024 Held for 1y 2m
8 Verizon Communications VZ	Telecommunications Services Communication Services	$27.4M	3.93%	+$266.8K Bought	0.01% 622.4K shares	Q1 2022 Held for 3y 8m
9 ConocoPhillips COP	Oil & Gas Exploration & Production Energy	$26.9M	3.87%	+$152.7K Bought	0.02% 284.5K shares	≤ Q2 2013 Held for 12y 5m+
10 Pfizer PFE	Drug Manufacturers - General Healthcare	$23.0M	3.31%	+$276.9K Bought	0.02% 903.6K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in FOUNDATION RESOURCE MANAGEMENT INC's latest filing

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Market Value

$696.0M

Prior: $646.7M

Q/Q Change

+7.63%

+$49.4M

Net Flows % of MV

-3.04%

Turnover Ratio

6.05%

New Purchases

2 stocks

$27.0M

Added To

34 stocks

+$4.4M

Sold Out Of

2 stocks

$11.0M

Reduced Holdings

9 stocks

-$41.6M

Increased Positions

Position	Shares Δ	Change
1 LKQ LKQ	New	0 → 580.2K +$17.7M
2 NVO Novo Nordisk NVO	New	0 → 167.8K +$9.3M
3 Berkshire Hathaway BRK.A	+25.0%	4.0 → 5.0 +$754.2K
4 Walmart WMT	+5.77%	16.5K → 17.5K +$98.4K
5 Chubb CB	+5.14%	2.0K → 2.1K +$29.4K

Decreased Positions

Position	Shares Δ	Change
1 Cisco Systems, Inc. CSCO	Sold	138.4K → 0 −$9.6M
2 Alamos Gold Inc. AGI	Sold	51.5K → 0 −$1.4M
3 Cameco CCJ	-78.16%	261.3K → 57.1K −$17.1M
4 Agnico Eagle Mines AEM	-30.0%	302.9K → 212.0K −$15.3M
5 Newmont NEM	-15.55%	678.6K → 573.1K −$8.9M

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Analytics

Portfolio insights and performance metrics for FOUNDATION RESOURCE MANAGEMENT INC

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Sector Allocation

Basic Materials

24.00%

Energy

22.90%

Financial Services

14.40%

Healthcare

8.40%

Industrials

6.70%

Consumer Defensive

5.60%

Communication Services

4.90%

Technology

4.10%

Consumer Cyclical

2.50%

Market Cap Distribution

Mega Cap (> $200B)

22.22%

Large Cap ($10B - $200B)

60.38%

Mid Cap ($2B - $10B)

6.39%

Small Cap ($300M - $2B)

5.70%

Micro Cap ($50M - $300M)

0.01%

N/A (ETF or Unknown)

5.29%

Portfolio Concentration

Top 10 Holdings %

52.38%

Top 20 Holdings %

76.5%

Top 50 Holdings %

99.99%

Top 100 Holdings %

100.0%