FOUNDATION RESOURCE MANAGEMENT INC Diversified Active

CIK: 0001179232 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 10, 2023

Total Value ($000): $602,439 (100.0% shares, 0.0% debt)

Holdings (52)

XOM EXXON MOBIL 8.5%
Value ($000) $51,320 Shares 436,470 Est. Cost $52.04 Unrealized +94.1%
TECK TECK RESOURCES LTD CL B 7.6%
Value ($000) $45,538 Shares 1,056,812 Est. Cost $21.22 Unrealized +95.3%
CVX CHEVRON 6.6%
Value ($000) $39,818 Shares 236,143 Est. Cost $72.24 Unrealized +101.8%
CONOCOPHILLIPS 6.1%
Value ($000) $36,652 Shares 305,943 Est. Cost $68.04 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 6.0%
Value ($000) $36,114 Shares 103,095 Est. Cost $118.03 Unrealized +200.6%
CAMECO CORP 5.6%
Value ($000) $33,491 Shares 844,874 Est. Cost $10.91 Unrealized
NEM NEWMONT GOLDCORP 4.1%
Value ($000) $24,767 Shares 670,279 Est. Cost $26.17 Unrealized +46.5%
MOSAIC 3.7%
Value ($000) $22,167 Shares 622,655 Est. Cost $25.93 Unrealized
MRK MERCK AND CO. INC. 3.4%
Value ($000) $20,572 Shares 199,823 Est. Cost $30.61 Unrealized +226.2%
VZ VERIZON COMMUNICATIONS INC COM 3.4%
Value ($000) $20,402 Shares 629,488 Est. Cost $33.88 Unrealized -14.4%
INTC INTEL CORP. 3.2%
Value ($000) $19,162 Shares 539,002 Est. Cost $38.06 Unrealized -10.1%
PFE PFIZER INC COM 2.6%
Value ($000) $15,605 Shares 470,447 Est. Cost $19.79 Unrealized +54.5%
GILD GILEAD SCIENCES INC 2.4%
Value ($000) $14,703 Shares 196,199 Est. Cost $50.64 Unrealized +39.6%
PBT PERMIAN BASIN ROYALTY TRUST 2.4%
Value ($000) $14,385 Shares 676,963 Est. Cost $12.99 Unrealized
SANOFI 2.4%
Value ($000) $14,289 Shares 266,394 Est. Cost $47.38 Unrealized
BEN FRANKLIN RESOURCES INC COM 2.3%
Value ($000) $13,834 Shares 562,802 Est. Cost $22.46 Unrealized +5.1%
FHI FEDERATED HERMES, INC 2.3%
Value ($000) $13,822 Shares 408,097 Est. Cost $20.35 Unrealized +51.2%
AEM AGNICO EAGLE MINES LTD 2.2%
Value ($000) $13,532 Shares 297,731 Est. Cost $48.29 Unrealized -3.4%
PARAMOUNT GLOBAL 2.2%
Value ($000) $13,495 Shares 1,046,097 Est. Cost $22.75 Unrealized
KHC KRAFT HEINZ COMPANY 1.8%
Value ($000) $10,789 Shares 320,710 Est. Cost $21.64 Unrealized +40.9%
BARRICK GOLD CORP 1.7%
Value ($000) $10,149 Shares 697,552 Est. Cost $19.43 Unrealized
HPQ HP INC 1.6%
Value ($000) $9,586 Shares 373,015 Est. Cost $11.01 Unrealized +153.9%
FREEPORT-MCMORAN INC. 1.5%
Value ($000) $8,885 Shares 238,279 Est. Cost $32.11 Unrealized
CVE CENOVUS ENERGY, INC. 1.3%
Value ($000) $8,105 Shares 389,290 Est. Cost $19.36 Unrealized -7.5%
PSX PHILLIPS 66 1.3%
Value ($000) $8,012 Shares 66,680 Est. Cost $40.99 Unrealized +152.1%
CSCO CISCO SYSTEMS 1.3%
Value ($000) $7,808 Shares 145,231 Est. Cost $15.69 Unrealized +220.6%
TRC TEJON RANCH CO 1.3%
Value ($000) $7,638 Shares 470,888 Est. Cost $19.77 Unrealized -14.4%
L LOEWS 1.3%
Value ($000) $7,604 Shares 120,104 Est. Cost $41.12 Unrealized +50.4%
ABEV AMBEV SA SPON ADR 1.2%
Value ($000) $7,072 Shares 2,741,031 Est. Cost $2.38 Unrealized
TSAKOS ENERGY NAVIGATION LTD 1.1%
Value ($000) $6,414 Shares 308,651 Est. Cost $8.10 Unrealized
GRAFTECH INTERNATIONAL LTD 1.0%
Value ($000) $6,068 Shares 1,584,251 Est. Cost $8.80 Unrealized
ABBVIE INC 1.0%
Value ($000) $5,953 Shares 39,934 Est. Cost $76.20 Unrealized
APA APACHE CORP 1.0%
Value ($000) $5,734 Shares 139,525 Est. Cost $18.72 Unrealized +100.5%
LUMN LUMEN TECHNOLOGIES 0.7%
Value ($000) $4,442 Shares 3,128,466 Est. Cost $10.39 Unrealized -83.7%
OVINTIV INC 0.7%
Value ($000) $3,932 Shares 82,665 Est. Cost $4.33 Unrealized
DEVON ENERGY 0.6%
Value ($000) $3,536 Shares 74,131 Est. Cost $41.48 Unrealized
PKE PARK AEROSPACE CORP 0.6%
Value ($000) $3,454 Shares 222,436 Est. Cost $14.41 Unrealized 0.0%
GLW CORNING 0.5%
Value ($000) $3,026 Shares 99,315 Est. Cost $10.93 Unrealized +181.0%
BRK/A BERKSHIRE HATHAWAY HLD A 0.4%
Value ($000) $2,657 Shares 5 Est. Cost $375507.38 Unrealized +43.5%
RIG TRANSOCEAN, LTD 0.3%
Value ($000) $1,601 Shares 195,065 Est. Cost $19.87 Unrealized -58.9%
WMT WAL-MART STORES 0.2%
Value ($000) $1,021 Shares 6,384 Est. Cost $32.49 Unrealized +59.5%
BAKER HUGHES A GE CO CL A 0.2%
Value ($000) $973 Shares 27,550 Est. Cost $36.62 Unrealized
GLATFELTER CORP 0.2%
Value ($000) $965 Shares 482,652 Est. Cost $13.82 Unrealized
MARATHON PETROLEUM CORP 0.1%
Value ($000) $746 Shares 4,929 Est. Cost $38.85 Unrealized
AGI ALAMOS GOLD INC FCLASS A 0.1%
Value ($000) $462 Shares 40,939 Est. Cost $9.40 Unrealized +26.5%
THE TRAVELERS COS., INC. 0.1%
Value ($000) $452 Shares 2,765 Est. Cost $92.62 Unrealized
CB CHUBB LTD INC 0.1%
Value ($000) $448 Shares 2,154 Est. Cost $145.46 Unrealized +35.3%
IMO IMPERIAL OIL LTD 0.1%
Value ($000) $433 Shares 7,025 Est. Cost $30.07 Unrealized +71.2%
MUR MURPHY OIL CORP 0.0%
Value ($000) $274 Shares 6,050 Est. Cost $30.37 Unrealized +29.3%
ORGANON & CO 0.0%
Value ($000) $216 Shares 12,462 Est. Cost $30.28 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 0.0%
Value ($000) $203 Shares 1,449 Est. Cost $131.75 Unrealized 0.0%
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $112 Shares 16,125 Est. Cost $16.05 Unrealized