Foundation Resource Management Inc.
Annual return '25
+36.4%
SPY '25
+17.7%
Alpha
+18.7ptsvs SPY
Invested
$888.5M
Holdings
55
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 87%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$XOM
EXXON MOBIL
Q4 2025: New position (422.4k shares)
8.1%
02
$NEM
NEWMONT GOLDCORP
Q1 2026: Sold 12.4% (571.8k → 500.7k shares)
6.1%
03
$CHV
CHEVRON
Q1 2026: Increased +1.1% (233.5k → 235.9k shares)
5.5%
04
$TECK
TECK RESOURCES LTD CL B
Q1 2026: Sold 0.8% (921.0k → 913.2k shares)
5.3%
05
$BRK/B
BERKSHIRE HATHAWAY CL B
Q1 2026: Increased +0.5% (96.5k → 97.0k shares)
5.2%
06
$COP
CONOCOPHILLIPS
Q1 2026: Increased +0.6% (285.6k → 287.2k shares)
4.3%
07
$AEM
AGNICO EAGLE MINES LTD
Q1 2026: Sold 16.7% (211.6k → 176.3k shares)
4.0%
08
$DG
DOLLAR GENERAL CORP
Q1 2026: Sold 0.5% (284.9k → 283.4k shares)
3.8%
09
$BAC
VERIZON COMMUNICATIONS INC COM
Q1 2026: Increased +2.6% (625.5k → 642.1k shares)
3.6%
10
$PFE
PFIZER INC COM
Q1 2026: Increased +3.5% (900.5k → 932.5k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:29 UTC.