Lauren Sanders
@Foundation Resource Management Inc
Latest period2024 - Q4ReportedManaged Assets$598.721MTotal holdings52
Assets growth rate-7.44%Assets growth rate (2-Q avg)-2.04%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Foundation Resource Management Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 52 positions.
Assets under management
The assets under management (AUM) of Foundation Resource Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 598.721M in assets, with a quarterly growth rate of -7.44% and a 2-quarter average growth rate of -2.04%. The portfolio is managed by Lauren Sanders, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BRK.BBerkshire Hathaway Cl B
| 7.61% | $45.536M 100,459 shares@ $453.29 avg price | Increased 0.53% |
LLoews
| 1.89% | $11.313M 133,585 shares@ $84.7 avg price | Increased 17.65% |
FCXFreeport-mcmoran Inc.
| 1.46% | $8.736M 229,409 shares@ $38.09 avg price | Increased 0.19% |
DGDollar General Corp
| 1.26% | $7.517M 99,148 shares@ $75.82 avg price | Increased 1.68% |
CNHCnh Industrial Nv
| 1.22% | $7.249M 639,821 shares@ $11.34 avg price | Increased 0.31% |
PKEPark Aerospace Corp
| 1.15% | $6.875M 469,278 shares@ $14.66 avg price | Increased 0.76% |
CVECenovus Energy, Inc.
| 1.11% | $6.594M 435,264 shares@ $15.16 avg price | Increased 1.52% |
APAApache Corp
| 0.62% | $3.679M 159,319 shares@ $23.09 avg price | Increased 5.21% |
OVVOvintiv Inc
| 0.61% | $3.616M 89,292 shares@ $40.5 avg price | Increased 0.94% |
DVNDevon Energy
| 0.48% | $2.872M 87,739 shares@ $32.73 avg price | Increased 2.29% |