$556 Million is the total value of FOUNDATION RESOURCE MANAGEMENT INC's 60 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 60.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLW | Buy | CORNING | $30,340,000 | +7.8% | 948,411 | +0.8% | 5.46% | +17.1% |
| XOM | Buy | EXXON MOBIL | $24,242,000 | +3.4% | 289,837 | +1.3% | 4.36% | +12.3% |
| CVX | Buy | CHEVRON | $23,450,000 | +7.2% | 187,319 | +0.6% | 4.22% | +16.4% |
| L | Buy | LOEWS | $8,157,000 | +5.0% | 163,050 | +0.5% | 1.47% | +14.2% |
| DVN | Buy | DEVON ENERGY | $1,918,000 | +39.7% | 46,323 | +23.8% | 0.34% | +52.0% |
| BXS | New | BANCORPSOUTH BANK | $868,000 | – | 27,586 | +100.0% | 0.16% | – |
| LPG | New | DORIAN LPG LTD | $389,000 | – | 47,301 | +100.0% | 0.07% | – |
| APA | New | APACHE CORP | $372,000 | – | 8,819 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 8.5% |
| NEWMONT MINING CORP. | 42 | Q3 2023 | 13.9% |
| PFIZER INC COM | 42 | Q3 2023 | 11.1% |
| MERCK & CO. INC NEW | 42 | Q3 2023 | 7.6% |
| CONOCOPHILLIPS | 42 | Q3 2023 | 7.3% |
| TECK RESOURCES LTD CL B | 42 | Q3 2023 | 7.6% |
| EXXON MOBIL CORP. | 42 | Q3 2023 | 8.5% |
| CHEVRON CORP NEW | 42 | Q3 2023 | 6.9% |
| CORNING INC | 42 | Q3 2023 | 5.5% |
| SANOFI AVENTIS | 42 | Q3 2023 | 3.9% |
View FOUNDATION RESOURCE MANAGEMENT INC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| FOUNDATION RESOURCE MANAGEMENT INCSold out | June 10, 2013 | 0 | 0.0% |
| ADVANCED MARKETING SERVICES INC | January 10, 2007 | ? | ? |
View FOUNDATION RESOURCE MANAGEMENT INC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-11 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-11 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-15 |
| 13F-HR | 2022-04-12 |
| 13F-HR/A | 2022-01-21 |
View FOUNDATION RESOURCE MANAGEMENT INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.