FOUNDATION RESOURCE MANAGEMENT INC

Q4 2025 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
52
Total value ($000)
$747,470
Net value change ($000)
+51,446 (7.4%)
New positions
1
Sold out positions
0
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CMCSA 12,086 182.5%
DEO 9,130 NEW
NEM 8,776 18.2%
DG 8,516 29.1%
B 6,399 32.7%
MRK 4,313 26.9%
XOM 3,405 7.2%
FCX 2,535 29.1%
TECK 2,324 5.6%
ABEV 1,790 11.7%
Top Reduces (Value $000, Stocks/ETFs)
MOS -6,610 -29.6%
VZ -1,878 -6.9%
HPQ -1,869 -18.3%
CNH INDL N V -960 -13.9%
PBT -816 -7.0%
NVO -720 -7.7%
PFE -601 -2.6%
CVX -599 -1.7%
KHC -573 -7.0%
PSX -447 -5.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type