$602 Million is the total value of FOUNDATION RESOURCE MANAGEMENT INC's 52 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | BERKSHIRE HATHAWAY HLD A | $2,657,385 | +102541.4% | 5 | 0.0% | 0.44% | +2.3% | |
| MPC | MARATHON PETROLEUM CORP | $745,955 | +129631.3% | 4,929 | 0.0% | 0.12% | +29.2% | |
| TRV | THE TRAVELERS COS., INC. | $451,552 | +93973.3% | 2,765 | 0.0% | 0.08% | -6.2% | |
| CB | CHUBB LTD INC | $448,420 | +107953.0% | 2,154 | 0.0% | 0.07% | +7.2% | |
| IMO | IMPERIAL OIL LTD | $432,670 | +120420.9% | 7,025 | 0.0% | 0.07% | +20.0% | |
| MUR | MURPHY OIL CORP | $274,367 | +118161.6% | 6,050 | 0.0% | 0.05% | +17.9% | |
| SJT | SAN JUAN BASIN ROYALTY TRUST | $111,746 | +93021.7% | 16,125 | 0.0% | 0.02% | -5.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
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.