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| Happy Holidays!! thanks for using AUM13F!! |
| Foundation Resource Management Inc
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| CRD # | 116359 |
| SEC # | 801-60714 |
| CIK # | 0001179232 |
| AUM | $918.4 M (2025-03-03) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 501-534-2675 |
| Address | 401 W Capitol, Suite 503 Little Rock, AR 72201 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Exxon Mobil Corp | 45.1 | ||
| Newmont Mining Corp /DE/ | 39.5 | ||
| Teck Resources Ltd | 38.3 | ||
| Agnico Eagle Mines Ltd | 36.0 | ||
| Chevron Corp | 33.1 | ||
| Dollar General Corp | 32.3 | ||
| Verizon Communications Inc | 26.7 | ||
| Conocophillips | 25.4 | ||
| Mosaic Co | 23.4 | ||
| Pfizer Inc | 21.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 25.7 |
| (b) Individuals (high net worth individuals) | 160 | 594.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 61.2 |
| (h) Charitable organizations | 21 | 142.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 1.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 93.4 |
| (n) Other | 0 | 0.0 |
| Total | 604 | 918.4 |
| By Discretionary | ||
| Discretionary | 604 | 918.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 604 | 918.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 918.4 | |
| Total | 604 | 918.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001179232] | |
| SC 13G | [0001179232] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Foundation Resource Management Inc | Overseas Shipholding Group Inc | [2012-02-09] |
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