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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
KHCKraft Heinz Company
Recent Activity
Decreased -0.86%
1.64%
$9.776M
318,334 shares@ $30.71 avg price
BMYBristol Myers Squibb
Recent Activity
Decreased -0.49%
1.48%
$8.853M
156,519 shares@ $56.57 avg price
CSCOCisco Systems
Recent Activity
Decreased -0.57%
1.44%
$8.569M
144,741 shares@ $59.2 avg price
TRCTejon Ranch Co
Recent Activity
Decreased -0.68%
1.29%
$7.705M
484,596 shares@ $15.9 avg price
PSXPhillips 66
Recent Activity
Decreased -0.86%
1.24%
$7.396M
64,915 shares@ $113.94 avg price
PBTPermian Basin Royalty Trust
Recent Activity
Decreased -1.01%
1.23%
$7.341M
662,541 shares@ $11.08 avg price
TENTsakos Energy Navigation Ltd
Recent Activity
Decreased -0.9%
1.05%
$6.252M
360,547 shares@ $17.35 avg price
EAFGraftech International Ltd
Recent Activity
Decreased -4.38%
0.52%
$3.099M
1.791M shares@ $1.74 avg price
WMTWal-mart Stores
Recent Activity
Decreased -0.76%
0.3%
$1.751M
19,376 shares@ $90.36 avg price
RIGTransocean, Ltd
Recent Activity
Decreased -1.54%
0.12%
$708,555
188,948 shares@ $3.75 avg price