Pricing

FOUNDATION RESOURCE MANAGEMENT INC

0 followers ·
LITTLE ROCK AR Investment Advisor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Foundation Resource Management is based out of Little Rock. Foundation Resource Management is a large advisory firm with 231 clients and discretionary assets under management (AUM) of $849,576,721 (Form ADV from 2023-03-27). Their last reported 13F filing for Q1 2024 included $636,616,068 in managed 13F securities and a top 10 holdings concentration of 53.49%. Foundation Resource Management's largest holding is ExxonMobil Corp. (Standard Oil of New Jersey) with shares held of 442,127. Whalewisdom has at least 87 13F filings, and 5 13G filings

2024-03-31

Top Buys (13F)

2024-03-31

Top Sells (13F)

Name % Change
CCJ Cameco Corp. 1.66%
MRK Merck & Co 0.74%
LUMN Lumen Technologies, 0.14%
CSCO Cisco Systems, Inc. 0.03%

2024-03-31

13F Holdings Summary

Name $ Change
XOM ExxonMobil Corp. (St 8.07%
TECK Teck Resources Ltd 7.47%
BRK.B Berkshire Hathaway I 6.69%
COP ConocoPhillips (Phil 6.02%
CVX Chevron Corp. (Stand 5.98%

2024-03-31

13F Activity

Market Value $0.64b, Prior: $0.63b
New Purchases 0 stocks
Added To 30 stocks
Sold out of 0 stocks
Reduced holdings in 10 stocks
Top 10 Holdings % 53.49%
Turnover %[1] 0%
Turnover Alt %[2] 1.06%
Time Held Top 20 31.35 quarters
Time Held Top 10 20.1 quarters
Time Held All 46.02 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance