Foundation Resource Management Inc Portfolio Holdings

Foundation Resource Management Inc

  • $600 Million
  • Q4 2024

Foundation Resource Management Inc has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $600 Million distributed in 52 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $46.5M, Berkshire Hathaway Inc Class B with a value of $45.5M, Teck Resources LTD with a value of $40.2M, Chevron Corp with a value of $34.8M, and Cameco Corp with a value of $29.4M.

Examining the 13F form we can see an decrease of $46.1M in the current position value, from $646M to 600M.

Below you can find more details about Foundation Resource Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $600 Million
Energy: $182 Million
Basic Materials: $135 Million
Financial Services: $90.2 Million
Healthcare: $68.9 Million
Communication Services: $36.1 Million
Technology: $32.2 Million
Consumer Defensive: $31.6 Million
Industrials: $24.5 Million
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$496B
$46.5 Million 7.75% of portfolio
432,349
Q4 2024 Reduced 0.44%
$683B
$45.5 Million 7.59% of portfolio
100,459
Q4 2024 Added 0.52%
$327B
$34.8 Million 5.79% of portfolio
239,953
Q4 2024 Reduced 0.14%
$227B
$12.6 Million 2.1% of portfolio
126,828
Q4 2024 Reduced 0.51%
$253B
$8.57 Million 1.43% of portfolio
144,741
Q4 2024 Reduced 0.57%
$479B
$3.4 Million 0.57% of portfolio
5
Q3 2022 Added 400.0%
$238B
$1.75 Million 0.29% of portfolio
19,376
Q4 2024 Reduced 0.77%
$223B
$307,000 0.05% of portfolio
1,399
Q4 2023 Reduced 3.45%

Summary

  • Portfolio
  • No. of Stocks 52
  • Current Value $600 Million
  • Prior Value $646 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Foundation Resource Management Inc Portfolio

Follow Foundation Resource Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundation Resource Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Resource Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email