FOUNDATION RESOURCE MANAGEMENT INC Portfolio Holdings
Q3 2025•51 long positions•$696.0M portfolio value
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Holding53 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $48.6M 6.98% | +$8.5K Bought | 0.004% 96.6K shares | 96.6K → 96.6K +$8.5K | +0.02% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Gold Basic Materials | $48.3M 6.94% | -$8.9M Sold | 0.052% 573.1K shares | 678.6K → 573.1K −$8.9M | -15.55% | $92.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $47.4M 6.81% | +$265.6K Bought | 0.01% 420.6K shares | 418.3K → 420.6K +$265.6K | +0.56% | $480.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Industrial Materials Basic Materials | $41.8M 6.0% | +$105.2K Bought | 0.195% 951.9K shares | 949.5K → 951.9K +$105.2K | +0.25% | $21.4B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $36.2M 5.2% | +$260.7K Bought | 0.012% 233.0K shares | 231.3K → 233.0K +$260.7K | +0.73% | $312.88B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Gold Basic Materials | $35.7M 5.14% | -$15.3M Sold | 0.042% 212.0K shares | 302.9K → 212.0K −$15.3M | -30.0% | $84.7B Large Cap | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $29.3M 4.21% | +$173.0K Bought | 0.129% 283.6K shares | 282.0K → 283.6K +$173.0K | +0.59% | $22.7B Large Cap | Q3 2024 Held for 1y 2m | |
Telecommunications Services Communication Services | $27.4M 3.93% | +$266.8K Bought | 0.015% 622.4K shares | 616.4K → 622.4K +$266.8K | +0.98% | $185.31B Large Cap | Q1 2022 Held for 3y 8m | |
Oil & Gas Exploration & Production Energy | $26.9M 3.87% | +$152.7K Bought | 0.023% 284.5K shares | 282.8K → 284.5K +$152.7K | +0.57% | $118.14B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $23.0M 3.31% | +$276.9K Bought | 0.016% 903.6K shares | 892.8K → 903.6K +$276.9K | +1.22% | $144.87B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Agricultural Inputs Basic Materials | $22.3M 3.2% | +$97.8K Bought | 0.203% 643.1K shares | 640.3K → 643.1K +$97.8K | +0.44% | $11.0B Large Cap | Q3 2016 Held for 9y 2m | |
Asset Management Financial Services | $20.6M 2.96% | -$87.5K Sold | 0.512% 396.8K shares | 398.5K → 396.8K −$87.5K | -0.42% | $4.0B Mid Cap | Q3 2018 Held for 7y 2m | |
Industrial - Machinery Industrials | $19.6M 2.82% | +$74.1K Bought | 0.035% 598.0K shares | 595.7K → 598.0K +$74.1K | +0.38% | $55.9B Large Cap | Q2 2025 Held for 5 months | |
Semiconductors Technology | $17.9M 2.57% | +$243.4K Bought | 0.011% 532.5K shares | 525.2K → 532.5K +$243.4K | +1.38% | $159.60B Large Cap | Q4 2013 Held for 11y 11m | |
Auto - Parts Consumer Cyclical | $17.7M 2.55% | +$17.7M New | 0.225% 580.2K shares | 0 → 580.2K +$17.7M | New | $7.9B Mid Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $16.0M 2.3% | +$186.8K Bought | 0.008% 190.8K shares | 188.6K → 190.8K +$186.8K | +1.18% | $209.64B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $15.4M 2.21% | +$127.4K Bought | — 6.9M shares | 6.8M → 6.9M +$127.4K | +0.84% | — — | Q3 2023 Held for 2y 2m | |
Asset Management Financial Services | $13.5M 1.94% | +$90.5K Bought | 0.113% 585.2K shares | 581.3K → 585.2K +$90.5K | +0.67% | $12.0B Large Cap | Q2 2018 Held for 7y 5m | |
Insurance - Property & Casualty Financial Services | $12.7M 1.82% | -$106.2K Sold | 0.061% 126.3K shares | 127.4K → 126.3K −$106.2K | -0.83% | $20.8B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $12.2M 1.75% | +$8.4K Bought | — 258.0K shares | 257.9K → 258.0K +$8.4K | +0.07% | — — | Q3 2023 Held for 2y 2m | |
Drug Manufacturers - General Healthcare | $12.1M 1.74% | -$6.8K Sold | 0.009% 109.0K shares | 109.1K → 109.0K −$6.8K | -0.06% | $137.73B Large Cap | Q2 2017 Held for 8y 5m | |
Oil & Gas Midstream Energy | $11.7M 1.68% | -$13.7K Sold | 1.38% 642.5K shares | 643.3K → 642.5K −$13.7K | -0.12% | $850.6M Small Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Computer Hardware Technology | $10.2M 1.47% | +$51.7K Bought | 0.04% 375.3K shares | 373.4K → 375.3K +$51.7K | +0.51% | $25.5B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Aerospace & Defense Industrials | $10.2M 1.46% | +$174.8K Bought | 2.52% 500.5K shares | 491.9K → 500.5K +$174.8K | +1.75% | $403.9M Small Cap | Q3 2023 Held for 2y 2m | |
Agricultural Inputs Basic Materials | $10.0M 1.44% | +$19.2K Bought | 0.035% 170.8K shares | 170.5K → 170.8K +$19.2K | +0.19% | $28.5B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $9.3M 1.34% | +$9.3M New | — 167.8K shares | 0 → 167.8K +$9.3M | New | — — | Q3 2025 Held for 2 months | |
Copper Basic Materials | $8.7M 1.25% | +$41.7K Bought | 0.015% 221.8K shares | 220.8K → 221.8K +$41.7K | +0.48% | $56.3B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Refining & Marketing Energy | $8.6M 1.23% | -$8.7K Sold | 0.016% 62.9K shares | 62.9K → 62.9K −$8.7K | -0.1% | $55.0B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Packaged Foods Consumer Defensive | $8.1M 1.17% | -$22.9K Sold | 0.026% 312.5K shares | 313.3K → 312.5K −$22.9K | -0.28% | $30.8B Large Cap | Q1 2020 Held for 5y 8m | |
Oil & Gas Integrated Energy | $8.1M 1.16% | +$107.4K Bought | 0.026% 474.0K shares | 467.7K → 474.0K +$107.4K | +1.35% | $30.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Unknown Unknown | $7.8M 1.12% | +$54.3K Bought | 1.17% 352.0K shares | 349.6K → 352.0K +$54.3K | +0.7% | $669.4M Small Cap | Q2 2024 Held for 1y 5m | |
Conglomerates Industrials | $7.8M 1.11% | +$29.8K Bought | 1.8% 485.1K shares | 483.2K → 485.1K +$29.8K | +0.39% | $429.8M Small Cap | Q3 2014 Held for 11y 2m | |
Drug Manufacturers - General Healthcare | $6.9M 0.998% | +$46.0K Bought | 0.008% 154.0K shares | 153.0K → 154.0K +$46.0K | +0.67% | $91.8B Large Cap | Q2 2024 Held for 1y 5m | |
Agricultural - Machinery Industrials | $6.9M 0.993% | +$38.1K Bought | 0.051% 636.9K shares | 633.4K → 636.9K +$38.1K | +0.55% | $13.6B Large Cap | Q2 2024 Held for 1y 5m | |
Telecommunications Services Communication Services | $6.6M 0.952% | +$85.8K Bought | 0.006% 210.8K shares | 208.1K → 210.8K +$85.8K | +1.31% | $116.01B Large Cap | Q2 2025 Held for 5 months | |
Oil & Gas Exploration & Production Energy | $5.6M 0.8% | +$228.8K Bought | 0.064% 229.5K shares | 220.0K → 229.5K +$228.8K | +4.28% | $8.7B Mid Cap | Q4 2017 Held for 7y 11m | |
Uranium Energy | $4.8M 0.688% | -$17.1M Sold | 0.013% 57.1K shares | 261.3K → 57.1K −$17.1M | -78.16% | $36.5B Large Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Exploration & Production Energy | $4.3M 0.613% | +$139.7K Bought | 0.019% 121.6K shares | 117.6K → 121.6K +$139.7K | +3.39% | $22.3B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Diversified Financial Services | $3.8M 0.542% | +$754.2K Bought | 0.0% 5.0 shares | 4.0 → 5.0 +$754.2K | +25.0% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Exploration & Production Energy | $3.7M 0.531% | +$45.4K Bought | 0.036% 91.5K shares | 90.4K → 91.5K +$45.4K | +1.24% | $10.4B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Electrical Equipment & Parts Industrials | $2.2M 0.318% | +$69.4K Bought | 0.669% 172.6K shares | 167.2K → 172.6K +$69.4K | +3.24% | $331.0M Small Cap | Q3 2021 Held for 4y 2m | |
Discount Stores Consumer Defensive | $1.8M 0.259% | +$98.4K Bought | 0.0% 17.5K shares | 16.5K → 17.5K +$98.4K | +5.77% | $821.68B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Refining & Marketing Energy | $950.0K 0.136% | — | 0.002% 4.9K shares | — | — | $58.6B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Property & Casualty Financial Services | $646.4K 0.093% | +$8.1K Bought | 0.001% 2.3K shares | 2.3K → 2.3K +$8.1K | +1.27% | $62.9B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Oil & Gas Integrated Energy | $630.2K 0.091% | — | 0.001% 6.9K shares | — | — | $46.2B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Insurance - Property & Casualty Financial Services | $600.9K 0.086% | +$29.4K Bought | 0.001% 2.1K shares | 2.0K → 2.1K +$29.4K | +5.14% | $112.53B Large Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Drilling Energy | $592.2K 0.085% | +$6.8K Bought | 0.017% 189.8K shares | 187.6K → 189.8K +$6.8K | +1.17% | $3.4B Mid Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Information Technology Services Technology | $394.7K 0.057% | — | 0.0% 1.4K shares | — | — | $262.84B Mega Cap | Q3 2023 Held for 2y 2m | |
Aerospace & Defense Industrials | $292.7K 0.042% | — | 0.0% 1.7K shares | — | — | $223.98B Mega Cap | Q3 2024 Held for 1y 2m | |
Drug Manufacturers - General Healthcare | $205.1K 0.029% | +$205.1K Bought | 0.0% 1.1K shares | — | — | $446.55B Mega Cap | Q3 2025 Held for 2 months |
