FOUNDATION RESOURCE MANAGEMENT INC Diversified Active

CIK: 0001179232 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 21, 2014

Total Value ($000): $794,850 (100.0% shares, 0.0% debt)

Holdings (70)

PFE PFIZER 7.8%
Value ($000) $61,691 Shares 2,014,077 Est. Cost $16.46 Unrealized +7.1%
CONOCOPHILLIPS 6.3%
Value ($000) $50,403 Shares 713,418 Est. Cost $69.51 Unrealized
MRK MERCK AND CO. INC. 5.5%
Value ($000) $43,741 Shares 873,956 Est. Cost $30.02 Unrealized +4.2%
VALERO ENERGY CORP NEW 5.5%
Value ($000) $43,490 Shares 862,891 Est. Cost $34.15 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 4.9%
Value ($000) $38,976 Shares 328,746 Est. Cost $110.02 Unrealized +5.1%
TECK TECK RESOURCES LIMITED 4.5%
Value ($000) $35,877 Shares 1,379,343 Est. Cost $25.95 Unrealized -0.4%
ENCANA 4.3%
Value ($000) $34,496 Shares 1,911,110 Est. Cost $16.96 Unrealized
LLY ELI LILLY 3.9%
Value ($000) $30,949 Shares 606,834 Est. Cost $42.21 Unrealized -6.2%
LEUCADIA NATIONAL 3.5%
Value ($000) $27,521 Shares 971,090 Est. Cost $26.22 Unrealized
NEM NEWMONT MINING 3.4%
Value ($000) $27,013 Shares 1,172,930 Est. Cost $24.01 Unrealized -17.8%
FREEPORT-MCMORAN COPPER & GOLD 3.4%
Value ($000) $26,632 Shares 705,663 Est. Cost $33.08 Unrealized
PSX PHILLIPS 66 3.1%
Value ($000) $24,618 Shares 319,169 Est. Cost $40.44 Unrealized +7.4%
CVX CHEVRON 3.0%
Value ($000) $23,540 Shares 188,455 Est. Cost $71.30 Unrealized +1.7%
GLW CORNING 2.9%
Value ($000) $23,276 Shares 1,306,180 Est. Cost $10.93 Unrealized +10.3%
SANOFI 2.7%
Value ($000) $21,811 Shares 406,696 Est. Cost $50.63 Unrealized
BARRICK GOLD CORP 2.6%
Value ($000) $21,012 Shares 1,191,820 Est. Cost $16.59 Unrealized
CVE CENOVUS ENERGY, INC. 2.5%
Value ($000) $20,005 Shares 698,248 Est. Cost $22.40 Unrealized +0.2%
PBT PERMIAN BASIN ROYALTY TRUST 2.3%
Value ($000) $17,890 Shares 1,391,170 Est. Cost $13.40 Unrealized
RIG TRANSOCEAN, LTD 2.2%
Value ($000) $17,498 Shares 354,071 Est. Cost $50.72 Unrealized -3.5%
RAYTHEON 1.9%
Value ($000) $15,218 Shares 167,789 Est. Cost $66.12 Unrealized
EXELIS INC 1.9%
Value ($000) $15,166 Shares 795,684 Est. Cost $15.71 Unrealized
LEXMARK INTL INC CL A 1.9%
Value ($000) $14,785 Shares 416,255 Est. Cost $30.57 Unrealized
NOBLE ENERGY 1.7%
Value ($000) $13,546 Shares 198,880 Est. Cost $60.04 Unrealized
HEWLETT PACKARD 1.6%
Value ($000) $12,322 Shares 440,390 Est. Cost $24.80 Unrealized
NOK NOKIA 1.5%
Value ($000) $12,282 Shares 1,514,466 Est. Cost $3.74 Unrealized
INTC INTEL CORP. 1.4%
Value ($000) $10,864 Shares 418,561 Est. Cost $17.92 Unrealized 0.0%
MFC INDUSTRIAL LTD 1.3%
Value ($000) $10,314 Shares 1,290,898 Est. Cost $8.38 Unrealized
FORESTAR REAL ESTATE GROUP INC 1.3%
Value ($000) $10,243 Shares 481,550 Est. Cost $20.06 Unrealized
CSCO CISCO SYSTEMS 1.3%
Value ($000) $10,028 Shares 447,061 Est. Cost $15.20 Unrealized 0.0%
ARCH COAL INC 1.1%
Value ($000) $8,825 Shares 1,983,243 Est. Cost $3.78 Unrealized
L LOEWS 0.8%
Value ($000) $6,754 Shares 140,007 Est. Cost $42.10 Unrealized +6.9%
PRECISION DRILLING CORP 0.8%
Value ($000) $6,571 Shares 701,307 Est. Cost $9.92 Unrealized
BAKER HUGHES INC COM 0.8%
Value ($000) $6,559 Shares 118,687 Est. Cost $46.24 Unrealized
DEVON ENERGY 0.7%
Value ($000) $5,421 Shares 87,626 Est. Cost $57.80 Unrealized
THOMPSON CREEK METALS 0.7%
Value ($000) $5,285 Shares 2,424,142 Est. Cost $3.01 Unrealized
TECUMSEH PRODS CL A 0.6%
Value ($000) $5,091 Shares 562,576 Est. Cost $10.93 Unrealized
TSAKOS ENERGY NAVIGATION LTD 0.6%
Value ($000) $4,374 Shares 727,747 Est. Cost $5.21 Unrealized
CST BRANDS 0.4%
Value ($000) $3,325 Shares 90,561 Est. Cost $29.80 Unrealized
XOM EXXON MOBIL 0.3%
Value ($000) $2,401 Shares 23,722 Est. Cost $53.87 Unrealized +3.9%
SJT SAN JUAN BASIN ROYALTY TRUST 0.3%
Value ($000) $2,401 Shares 143,405 Est. Cost $16.05 Unrealized
RADIOSHACK CORP 0.3%
Value ($000) $2,173 Shares 835,583 Est. Cost $3.16 Unrealized
TEMPLETON DRAGON FUND 0.2%
Value ($000) $1,705 Shares 65,876 Est. Cost $25.09 Unrealized
PBA PEMBINA PIPELINE CORP 0.2%
Value ($000) $1,513 Shares 42,950 Est. Cost $16.65 Unrealized +5.5%
SFNC SIMMONS FIRST NATIONAL 0.2%
Value ($000) $1,475 Shares 39,700 Est. Cost $12.60 Unrealized +33.9%
DIAMOND OFFSHORE DRILLING 0.2%
Value ($000) $1,396 Shares 24,533 Est. Cost $67.64 Unrealized
THE TRAVELERS COS., INC. 0.2%
Value ($000) $1,281 Shares 14,147 Est. Cost $84.75 Unrealized
BANCORPSOUTH 0.1%
Value ($000) $1,099 Shares 43,236 Est. Cost $17.69 Unrealized
EMN EASTMAN CHEMICAL 0.1%
Value ($000) $1,041 Shares 12,900 Est. Cost $47.81 Unrealized +12.3%
F FORD MOTOR 0.1%
Value ($000) $992 Shares 64,279 Est. Cost $7.61 Unrealized +18.4%
SEACOR HOLDINGS INC 0.1%
Value ($000) $942 Shares 10,330 Est. Cost $83.08 Unrealized
BRK/A BERKSHIRE HATHAWAY HLD A 0.1%
Value ($000) $889 Shares 5 Est. Cost $165023.42 Unrealized +5.1%
HANESBRANDS INC 0.1%
Value ($000) $794 Shares 11,300 Est. Cost $51.38 Unrealized
MARATHON OIL 0.1%
Value ($000) $792 Shares 22,445 Est. Cost $34.57 Unrealized
ACE LIMITED 0.1%
Value ($000) $721 Shares 6,967 Est. Cost $89.42 Unrealized
IMO IMPERIAL OIL LTD 0.1%
Value ($000) $588 Shares 13,305 Est. Cost $30.07 Unrealized +12.0%
TSN TYSON FOODS 0.1%
Value ($000) $464 Shares 13,873 Est. Cost $18.99 Unrealized +23.6%
TWIN TWIN DISC 0.1%
Value ($000) $463 Shares 17,881 Est. Cost $21.60 Unrealized +13.6%
JNJ JOHNSON AND JOHNSON 0.1%
Value ($000) $438 Shares 4,786 Est. Cost $59.72 Unrealized +10.1%
IBM INTERNATIONAL BUSINESS MACHINE 0.1%
Value ($000) $435 Shares 2,320 Est. Cost $118.94 Unrealized -10.5%
RESOLUTE FOREST PRODUCTS 0.1%
Value ($000) $420 Shares 26,208 Est. Cost $13.22 Unrealized
MUR MURPHY OIL CORP 0.0%
Value ($000) $397 Shares 6,124 Est. Cost $34.61 Unrealized +16.6%
WMT WAL-MART STORES 0.0%
Value ($000) $385 Shares 4,897 Est. Cost $19.98 Unrealized +1.8%
PILGRIM'S PRIDE 0.0%
Value ($000) $354 Shares 21,792 Est. Cost $16.80 Unrealized
BP BP PLC 0.0%
Value ($000) $304 Shares 6,257 Est. Cost $48.59 Unrealized
BMY BRISTOL MYERS SQUIBB 0.0%
Value ($000) $301 Shares 5,670 Est. Cost $34.16 Unrealized 0.0%
T AT&T, INC. (new) 0.0%
Value ($000) $293 Shares 8,325 Est. Cost $11.17 Unrealized 0.0%
MARATHON PETROLEUM CORP 0.0%
Value ($000) $273 Shares 2,972 Est. Cost $91.86 Unrealized
REGENCY ENERGY PARTNERS LP 0.0%
Value ($000) $263 Shares 10,000 Est. Cost $28.60 Unrealized
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $239 Shares 3,000 Est. Cost $96.33 Unrealized
VERIZON COMMUNICATIONS 0.0%
Value ($000) $206 Shares 4,193 Est. Cost $49.13 Unrealized