FOUNDATION RESOURCE MANAGEMENT INC — 13F Holdings & Portfolio

CIK 1179232 · latest 13F-HR filed 2026-07-21

FOUNDATION RESOURCE MANAGEMENT INC manages $859.7M in 13F-reported U.S. long-equity assets across 56 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are XOM (6.69%), TECK (6.15%), BRK.B (5.55%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 2, added to 16, and trimmed 26.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
401 W CAPITOL AVE
SUITE 503
LITTLE ROCK, AR 72201
Phone
(501) 604-3190
Filing Manager
FOUNDATION RESOURCE MANAGEMENT INC
LITTLE ROCK, AR
Signatory
Abby McKelvy
Chief Compliance Officer
Loading holdings…
AUM

$859.7M

Long-equity book

Holdings

56

Distinct positions

Period

2026-06-30

Filed 2026-07-21

Q/Q Activity

+3 / −2 / ↑16 / ↓26

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ADOBE SYS$8.4M +44.0%
  • TECK RESOURCES LTD CL B$5.7M +12.0%
  • FRANKLIN RESOURCES INC COM$5.6M +40.3%
  • PARK AEROSPACE CORP$5.3M +38.4%
  • HP INC$3.1M +14.4%
Show all 16

Top Trims

  • CHEVRON-$9.6M -19.7%
  • AGNICO EAGLE MINES LTD-$8.5M -23.7%
  • CONOCOPHILLIPS-$8.1M -21.4%
  • NEWMONT GOLDCORP-$7.5M -13.9%
  • VERIZON COMMUNICATIONS INC COM-$5.0M -15.4%
Show all 26

New Positions

  • EXXON MOBIL$57.5M
  • BUILDERS FIRSTSOURCE INC$12.7M
  • MURPHY USA INC.$202.1K
Show all 3

Exited Positions

  • EXXON MOBIL$71.6M
  • MURPHY OIL CORP$249.6K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EXXON MOBIL XOM 30233Q108 $57.5M 6.69% 420,834 SH
2 TECK RESOURCES LTD CL B TECK 878742204 $52.9M 6.15% 889,933 SH
3 BERKSHIRE HATHAWAY CL B BRK.B 084670702 $47.7M 5.55% 95,399 SH
4 NEWMONT GOLDCORP NEM 651639106 $46.7M 5.43% 499,595 SH
5 CHEVRON CVX 166764100 $39.2M 4.56% 236,345 SH
6 DOLLAR GENERAL CORP DG 256677105 $33.0M 3.83% 286,343 SH
7 CONOCOPHILLIPS COP 20825C104 $29.8M 3.47% 286,730 SH
8 ADOBE SYS ADBE 00724F101 $27.5M 3.19% 133,964 SH
9 AGNICO EAGLE MINES LTD AEM 008474108 $27.3M 3.17% 175,951 SH
10 VERIZON COMMUNICATIONS INC COM VZ 92343V104 $27.3M 3.17% 644,119 SH
11 MERCK AND CO. INC. MRK 58933Y105 $26.0M 3.03% 202,690 SH
12 HP INC HPQ 40434L105 $24.3M 2.83% 1,108,598 SH
13 PFIZER INC COM PFE 717081103 $22.5M 2.62% 936,078 SH
14 AMBEV SA SPON ADR ABEV 02319V103 $22.2M 2.59% 7,085,184 SH
15 FEDERATED HERMES, INC FHI 314211103 $21.0M 2.44% 380,117 SH
16 DIAGEO PLC NEW DEO 25243Q205 $19.4M 2.26% 241,589 SH
17 FRANKLIN RESOURCES INC COM BEN 354613101 $19.4M 2.26% 583,131 SH
18 PARK AEROSPACE CORP PKE 70014A104 $19.2M 2.23% 502,684 SH
19 INTEL CORP. INTC 458140100 $18.7M 2.17% 133,779 SH
20 COMCAST CMCSA 20030N101 $16.8M 1.95% 682,420 SH
21 LKQ CORP LKQ 501889208 $15.9M 1.85% 603,424 SH
22 PERMIAN BASIN ROYALTY TRUST PBT 714236106 $15.7M 1.82% 626,331 SH
23 MOSAIC MOS 61945C103 $14.7M 1.71% 694,864 SH
24 BARRICK GOLD CORP B 06849F108 $14.2M 1.65% 386,565 SH
25 LOEWS L 540424108 $14.2M 1.65% 125,360 SH
26 FREEPORT-MCMORAN INC. FCX 35671D857 $13.0M 1.51% 206,120 SH
27 GILEAD SCIENCES INC GILD 375558103 $12.9M 1.50% 102,147 SH
28 BUILDERS FIRSTSOURCE INC BLDR 12008R107 $12.7M 1.48% 142,094 SH
29 CENOVUS ENERGY, INC. CVE 15135U109 $12.6M 1.46% 507,297 SH
30 TSAKOS ENERGY NAVIGATION LTD TEN G9108L173 $11.9M 1.38% 336,441 SH
31 NUTRIEN LTD NTR 67077M108 $11.8M 1.37% 187,442 SH
32 SANOFI SNY 80105N105 $11.7M 1.36% 274,452 SH
33 PHILLIPS 66 PSX 718546104 $10.4M 1.21% 61,342 SH
34 BRISTOL MYERS SQUIBB BMY 110122108 $9.9M 1.15% 171,716 SH
35 TEJON RANCH CO TRC 879080109 $9.6M 1.12% 514,024 SH
36 APACHE CORP APA 03743Q108 $8.6M 1.00% 262,921 SH
37 NOVO-NORDISK ADR NVO 670100205 $8.5M 0.99% 177,838 SH
38 CAMPBELL SOUP CO CPB 134429109 $8.1M 0.94% 363,960 SH
39 KRAFT HEINZ COMPANY KHC 500754106 $7.7M 0.90% 326,800 SH
40 CNH INDUSTRIAL NV CNH N20944109 $7.7M 0.89% 684,335 SH
41 DEVON ENERGY DVN 25179M103 $6.3M 0.73% 152,079 SH
42 CAMECO CORP CCJ 13321L108 $5.7M 0.66% 55,568 SH
43 OVINTIV INC OVV 69047Q102 $5.5M 0.64% 104,143 SH
44 BERKSHIRE HATHAWAY HLD A BRK.A 084670108 $3.7M 0.44% 5 SH
45 WAL-MART STORES WMT 931142103 $2.0M 0.24% 18,055 SH
46 MARATHON PETROLEUM CORP MPC 56585A102 $1.3M 0.15% 4,929 SH
47 TRANSOCEAN, LTD RIG H8817H100 $827.9K 0.10% 169,298 SH
48 IMPERIAL OIL LTD IMO 453038408 $778.0K 0.09% 6,945 SH
49 THE TRAVELERS COS., INC. TRV 89417E109 $764.2K 0.09% 2,315 SH
50 CHUBB LTD INC CB H1467J104 $725.4K 0.08% 2,129 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $859.7M 56 0001179232-26-000006
2026-03-31 2026-04-21 $888.5M 55 0001179232-26-000004
2025-12-31 2026-01-22 $747.5M 52 0001179232-26-000002