$420 Million is the total value of FOUNDATION RESOURCE MANAGEMENT INC's 51 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY HLD A | $1,929,000 | +10.9% | 5 | 0.0% | 0.46% | +1.1% | |
| PBA | PEMBINA PIPELINE CORP | $1,239,000 | +21.9% | 42,950 | 0.0% | 0.30% | +11.3% | |
| BXS | BANCORPSOUTH BANK | $858,000 | +18.3% | 26,413 | 0.0% | 0.20% | +7.9% | |
| WMT | WAL-MART STORES | $537,000 | -5.8% | 3,956 | 0.0% | 0.13% | -14.1% | |
| EMN | EASTMAN CHEMICAL | $330,000 | +9.6% | 3,000 | 0.0% | 0.08% | 0.0% | |
| MPC | MARATHON PETROLEUM CORP | $301,000 | +29.2% | 5,634 | 0.0% | 0.07% | +18.0% | |
| IMO | IMPERIAL OIL LTD | $259,000 | +27.0% | 10,725 | 0.0% | 0.06% | +17.0% | |
| CB | CHUBB LTD INC | $243,000 | +2.5% | 1,537 | 0.0% | 0.06% | -6.5% | |
| SJT | SAN JUAN BASIN ROYALTY TRUST | $64,000 | +48.8% | 16,125 | 0.0% | 0.02% | +36.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-08
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.