FOUNDATION RESOURCE MANAGEMENT INC Diversified Active

CIK: 0001179232 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Jan 10, 2024

Total Value ($000): $627,818 (100.0% shares, 0.0% debt)

Holdings (52)

TECK TECK RESOURCES LTD CL B 7.0%
Value ($000) $44,216 Shares 1,046,041 Est. Cost $21.22 Unrealized +81.0%
XOM EXXON MOBIL 7.0%
Value ($000) $43,942 Shares 439,508 Est. Cost $52.04 Unrealized +87.5%
BRK/B BERKSHIRE HATHAWAY CL B 5.7%
Value ($000) $35,909 Shares 100,682 Est. Cost $118.03 Unrealized +197.4%
CVX CHEVRON 5.7%
Value ($000) $35,593 Shares 238,621 Est. Cost $72.92 Unrealized +89.0%
CAMECO CORP 5.7%
Value ($000) $35,521 Shares 824,153 Est. Cost $10.91 Unrealized
CONOCOPHILLIPS 5.6%
Value ($000) $34,898 Shares 300,665 Est. Cost $68.04 Unrealized
NEM NEWMONT GOLDCORP 4.5%
Value ($000) $28,230 Shares 682,057 Est. Cost $26.36 Unrealized +39.7%
INTC INTEL CORP. 4.4%
Value ($000) $27,501 Shares 547,288 Est. Cost $38.09 Unrealized +5.1%
VZ VERIZON COMMUNICATIONS INC COM 3.8%
Value ($000) $24,004 Shares 636,709 Est. Cost $33.85 Unrealized -8.4%
MOSAIC 3.6%
Value ($000) $22,518 Shares 630,216 Est. Cost $26.05 Unrealized
MRK MERCK AND CO. INC. 3.4%
Value ($000) $21,436 Shares 196,623 Est. Cost $30.61 Unrealized +216.3%
BEN FRANKLIN RESOURCES INC COM 2.7%
Value ($000) $17,138 Shares 575,296 Est. Cost $22.45 Unrealized -2.1%
AEM AGNICO EAGLE MINES LTD 2.7%
Value ($000) $16,868 Shares 307,524 Est. Cost $48.28 Unrealized -0.7%
PFE PFIZER INC COM 2.6%
Value ($000) $16,382 Shares 569,027 Est. Cost $20.93 Unrealized +26.1%
GILD GILEAD SCIENCES INC 2.6%
Value ($000) $16,236 Shares 200,425 Est. Cost $51.10 Unrealized +41.3%
PARAMOUNT GLOBAL 2.5%
Value ($000) $15,756 Shares 1,065,282 Est. Cost $22.61 Unrealized
FHI FEDERATED HERMES, INC 2.2%
Value ($000) $14,038 Shares 414,579 Est. Cost $20.49 Unrealized +43.2%
SANOFI 2.1%
Value ($000) $13,427 Shares 269,996 Est. Cost $47.41 Unrealized
BARRICK GOLD CORP 2.0%
Value ($000) $12,634 Shares 698,417 Est. Cost $19.43 Unrealized
KHC KRAFT HEINZ COMPANY 1.9%
Value ($000) $11,941 Shares 322,903 Est. Cost $21.64 Unrealized +40.4%
HPQ HP INC 1.8%
Value ($000) $11,333 Shares 376,626 Est. Cost $11.01 Unrealized +134.0%
FREEPORT-MCMORAN INC. 1.6%
Value ($000) $10,118 Shares 237,679 Est. Cost $32.11 Unrealized
PBT PERMIAN BASIN ROYALTY TRUST 1.5%
Value ($000) $9,450 Shares 676,963 Est. Cost $12.99 Unrealized
PSX PHILLIPS 66 1.4%
Value ($000) $8,815 Shares 66,212 Est. Cost $40.99 Unrealized +170.9%
L LOEWS 1.3%
Value ($000) $8,264 Shares 118,749 Est. Cost $41.12 Unrealized +60.6%
TRC TEJON RANCH CO 1.3%
Value ($000) $8,190 Shares 476,153 Est. Cost $19.73 Unrealized -17.8%
TSAKOS ENERGY NAVIGATION LTD 1.3%
Value ($000) $8,157 Shares 367,102 Est. Cost $10.35 Unrealized
ABEV AMBEV SA SPON ADR 1.2%
Value ($000) $7,786 Shares 2,780,625 Est. Cost $2.38 Unrealized
CNH INDUSTRIAL NV 1.2%
Value ($000) $7,624 Shares 625,964 Est. Cost $12.18 Unrealized
CSCO CISCO SYSTEMS 1.2%
Value ($000) $7,453 Shares 147,531 Est. Cost $16.19 Unrealized +196.3%
CVE CENOVUS ENERGY, INC. 1.1%
Value ($000) $6,683 Shares 401,395 Est. Cost $19.30 Unrealized -10.6%
PKE PARK AEROSPACE CORP 1.0%
Value ($000) $6,517 Shares 443,334 Est. Cost $14.68 Unrealized +1.9%
ABBVIE INC 1.0%
Value ($000) $6,150 Shares 39,683 Est. Cost $76.20 Unrealized
APA APACHE CORP 0.8%
Value ($000) $5,109 Shares 142,405 Est. Cost $19.04 Unrealized +81.8%
LUMN LUMEN TECHNOLOGIES 0.8%
Value ($000) $5,031 Shares 2,749,393 Est. Cost $10.39 Unrealized -86.4%
OVINTIV INC 0.6%
Value ($000) $3,714 Shares 84,560 Est. Cost $5.21 Unrealized
GRAFTECH INTERNATIONAL LTD 0.6%
Value ($000) $3,471 Shares 1,585,066 Est. Cost $8.80 Unrealized
DEVON ENERGY 0.6%
Value ($000) $3,469 Shares 76,570 Est. Cost $41.61 Unrealized
GLW CORNING 0.5%
Value ($000) $3,008 Shares 98,772 Est. Cost $10.93 Unrealized +148.3%
BRK/A BERKSHIRE HATHAWAY HLD A 0.4%
Value ($000) $2,713 Shares 5 Est. Cost $375507.38 Unrealized +42.2%
RIG TRANSOCEAN, LTD 0.2%
Value ($000) $1,238 Shares 194,979 Est. Cost $19.87 Unrealized -66.3%
WMT WAL-MART STORES 0.2%
Value ($000) $1,031 Shares 6,542 Est. Cost $32.95 Unrealized +56.7%
GLATFELTER CORP 0.1%
Value ($000) $850 Shares 438,037 Est. Cost $13.82 Unrealized
MARATHON PETROLEUM CORP 0.1%
Value ($000) $731 Shares 4,929 Est. Cost $38.85 Unrealized
AGI ALAMOS GOLD INC FCLASS A 0.1%
Value ($000) $551 Shares 40,939 Est. Cost $9.40 Unrealized +37.9%
THE TRAVELERS COS., INC. 0.1%
Value ($000) $508 Shares 2,665 Est. Cost $92.62 Unrealized
CB CHUBB LTD INC 0.1%
Value ($000) $481 Shares 2,129 Est. Cost $145.46 Unrealized +46.9%
IMO IMPERIAL OIL LTD 0.1%
Value ($000) $402 Shares 7,025 Est. Cost $30.07 Unrealized +80.6%
MUR MURPHY OIL CORP 0.0%
Value ($000) $258 Shares 6,050 Est. Cost $30.37 Unrealized +30.9%
IBM INTERNATIONAL BUSINESS MACHINE 0.0%
Value ($000) $229 Shares 1,399 Est. Cost $131.75 Unrealized +7.4%
EMN EASTMAN CHEMICAL 0.0%
Value ($000) $216 Shares 2,400 Est. Cost $73.14 Unrealized 0.0%
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $79 Shares 15,625 Est. Cost $16.05 Unrealized