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FOUNDATION RESOURCE MANAGEMENT INC

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13F filer, CIK 1179232, LITTLE ROCK, AR

FOUNDATION RESOURCE MANAGEMENT INC reported $888,521,880 across 55 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-21. Its ten largest share positions make up 48.85% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001179232-26-000004

Period
2026-03-31
Reported value
$889M
Holdings
55
Top 10 weight
48.85%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ADBEnew+78,445$19.1M
HPQadded+732,200$14.1M
DEOadded+134,337$10M
CPBnew+356,600$7.94M
CMCSAadded+45,542$1.31M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
Breduced-210,024-$8.57M
NEMreduced-71,028-$7.69M
AEMreduced-35,292-$7.16M
INTCreduced-44,021-$1.94M
GILDreduced-5,508-$768K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001179232-26-000004, largest first. % of portfolio is the value over $888,521,880, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 434,254 shares; 2024Q4: 432,349 shares; 2025Q1: 417,905 shares; 2025Q2: 418,272 shares; 2025Q3: 420,628 shares; 2025Q4: 422,399 shares; 2026Q1: 421,849 shares 421,849$71.6M8.06%-550Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705,710 shares; 2024Q4: 702,042 shares; 2025Q1: 683,046 shares; 2025Q2: 678,565 shares; 2025Q3: 573,053 shares; 2025Q4: 571,762 shares; 2026Q1: 500,734 shares 500,734$54.2M6.1%-71,028Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,300 shares; 2024Q4: 239,953 shares; 2025Q1: 231,471 shares; 2025Q2: 231,303 shares; 2025Q3: 232,982 shares; 2025Q4: 233,456 shares; 2026Q1: 235,897 shares 235,897$48.8M5.49%+2,441Timeline
TECKTECK RESOURCES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009,995 shares; 2024Q4: 991,193 shares; 2025Q1: 948,721 shares; 2025Q2: 949,523 shares; 2025Q3: 951,919 shares; 2025Q4: 920,951 shares; 2026Q1: 913,219 shares 913,219$47.3M5.32%-7,732Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,937 shares; 2024Q4: 100,459 shares; 2025Q1: 97,773 shares; 2025Q2: 96,577 shares; 2025Q3: 96,594 shares; 2025Q4: 96,478 shares; 2026Q1: 96,981 shares 96,981$46.5M5.23%+503Timeline
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295,004 shares; 2024Q4: 291,691 shares; 2025Q1: 282,814 shares; 2025Q2: 282,836 shares; 2025Q3: 284,450 shares; 2025Q4: 285,636 shares; 2026Q1: 287,236 shares 287,236$37.9M4.27%+1,600Timeline
AEMAGNICO EAGLE MINES LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,316 shares; 2024Q4: 316,516 shares; 2025Q1: 307,001 shares; 2025Q2: 302,923 shares; 2025Q3: 212,049 shares; 2025Q4: 211,587 shares; 2026Q1: 176,295 shares 176,295$35.8M4.03%-35,292Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,513 shares; 2024Q4: 99,148 shares; 2025Q1: 282,874 shares; 2025Q2: 281,960 shares; 2025Q3: 283,634 shares; 2025Q4: 284,930 shares; 2026Q1: 283,418 shares 283,418$33.7M3.79%-1,512Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634,679 shares; 2024Q4: 632,111 shares; 2025Q1: 618,468 shares; 2025Q2: 616,370 shares; 2025Q3: 622,441 shares; 2025Q4: 625,529 shares; 2026Q1: 642,070 shares 642,070$32.2M3.63%+16,541Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 574,223 shares; 2024Q4: 569,007 shares; 2025Q1: 892,125 shares; 2025Q2: 892,774 shares; 2025Q3: 903,641 shares; 2025Q4: 900,546 shares; 2026Q1: 932,485 shares 932,485$26.2M2.95%+31,939Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,483 shares; 2024Q4: 126,828 shares; 2025Q1: 186,197 shares; 2025Q2: 188,552 shares; 2025Q3: 190,778 shares; 2025Q4: 193,095 shares; 2026Q1: 202,209 shares 202,209$24.3M2.74%+9,114Timeline
FHIFEDERATED HERMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418,252 shares; 2024Q4: 415,577 shares; 2025Q1: 401,678 shares; 2025Q2: 398,513 shares; 2025Q3: 396,828 shares; 2025Q4: 395,893 shares; 2026Q1: 386,986 shares 386,986$21.9M2.47%-8,907Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,968 shares; 2024Q4: 377,423 shares; 2025Q1: 369,476 shares; 2025Q2: 373,415 shares; 2025Q3: 375,314 shares; 2025Q4: 374,804 shares; 2026Q1: 1,107,004 shares 1,107,004$21.3M2.39%+732,200Timeline
ABEVAMBEV SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,823,488 shares; 2024Q4: 6,802,015 shares; 2025Q1: 6,814,863 shares; 2025Q2: 6,826,347 shares; 2025Q3: 6,883,476 shares; 2025Q4: 6,939,320 shares; 2026Q1: 7,106,351 shares 7,106,351$20.8M2.34%+167,031Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552,684 shares; 2024Q4: 547,312 shares; 2025Q1: 530,626 shares; 2025Q2: 525,219 shares; 2025Q3: 532,473 shares; 2025Q4: 502,602 shares; 2026Q1: 458,581 shares 458,581$20.2M2.28%-44,021Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208,053 shares; 2025Q3: 210,783 shares; 2025Q4: 625,932 shares; 2026Q1: 671,474 shares 671,474$19.3M2.17%+45,542Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,445 shares 78,445$19.1M2.15%newTimeline
DEODIAGEO PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 105,827 shares; 2026Q1: 240,164 shares 240,164$17.9M2.01%+134,337Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 580,193 shares; 2025Q4: 582,709 shares; 2026Q1: 597,567 shares 597,567$17.6M1.98%+14,858Timeline
MOSMOSAIC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634,426 shares; 2024Q4: 632,263 shares; 2025Q1: 633,348 shares; 2025Q2: 640,328 shares; 2025Q3: 643,147 shares; 2025Q4: 651,468 shares; 2026Q1: 683,731 shares 683,731$17.4M1.96%+32,263Timeline
BBARRICK MNG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 595,734 shares; 2025Q3: 597,996 shares; 2025Q4: 596,907 shares; 2026Q1: 386,883 shares 386,883$15.8M1.78%-210,024Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,739 shares; 2024Q4: 207,719 shares; 2025Q1: 109,916 shares; 2025Q2: 109,106 shares; 2025Q3: 109,045 shares; 2025Q4: 108,505 shares; 2026Q1: 102,997 shares 102,997$14.4M1.62%-5,508Timeline
NTRNUTRIEN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 173,060 shares; 2025Q1: 170,872 shares; 2025Q2: 170,452 shares; 2025Q3: 170,779 shares; 2025Q4: 172,752 shares; 2026Q1: 186,276 shares 186,276$14.1M1.58%+13,524Timeline
PKEPARK AEROSPACE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465,759 shares; 2024Q4: 469,278 shares; 2025Q1: 472,810 shares; 2025Q2: 491,897 shares; 2025Q3: 500,493 shares; 2025Q4: 503,497 shares; 2026Q1: 506,077 shares 506,077$13.9M1.56%+2,580Timeline
BENFRANKLIN TEMPLETON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585,768 shares; 2024Q4: 572,379 shares; 2025Q1: 575,466 shares; 2025Q2: 581,327 shares; 2025Q3: 585,240 shares; 2025Q4: 589,781 shares; 2026Q1: 585,415 shares 585,415$13.8M1.56%-4,366Timeline
LLOEWS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,554 shares; 2024Q4: 133,585 shares; 2025Q1: 129,385 shares; 2025Q2: 127,396 shares; 2025Q3: 126,338 shares; 2025Q4: 126,636 shares; 2026Q1: 127,658 shares 127,658$13.6M1.53%+1,022Timeline
PBTPERMIAN BASIN RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669,334 shares; 2024Q4: 662,541 shares; 2025Q1: 647,872 shares; 2025Q2: 643,257 shares; 2025Q3: 642,507 shares; 2025Q4: 642,507 shares; 2026Q1: 630,207 shares 630,207$13.6M1.53%-12,300Timeline
TENTSAKOS ENERGY NAVIGATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363,826 shares; 2024Q4: 360,547 shares; 2025Q1: 352,432 shares; 2025Q2: 349,581 shares; 2025Q3: 352,024 shares; 2025Q4: 348,732 shares; 2026Q1: 342,773 shares 342,773$13.5M1.52%-5,959Timeline
CVECENOVUS ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,755 shares; 2024Q4: 435,264 shares; 2025Q1: 451,615 shares; 2025Q2: 467,702 shares; 2025Q3: 474,023 shares; 2025Q4: 481,381 shares; 2026Q1: 505,637 shares 505,637$13.4M1.51%+24,256Timeline
SNYSANOFI SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 273,321 shares; 2024Q4: 272,267 shares; 2025Q1: 260,662 shares; 2025Q2: 257,870 shares; 2025Q3: 258,047 shares; 2025Q4: 260,634 shares; 2026Q1: 273,137 shares 273,137$13.2M1.48%+12,503Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,985 shares; 2024Q4: 229,409 shares; 2025Q1: 224,057 shares; 2025Q2: 220,762 shares; 2025Q3: 221,826 shares; 2025Q4: 221,213 shares; 2026Q1: 209,763 shares 209,763$12.3M1.39%-11,450Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,482 shares; 2024Q4: 64,915 shares; 2025Q1: 63,346 shares; 2025Q2: 62,933 shares; 2025Q3: 62,869 shares; 2025Q4: 62,800 shares; 2026Q1: 61,813 shares 61,813$11.3M1.27%-987Timeline
APAAPA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,435 shares; 2024Q4: 159,319 shares; 2025Q1: 176,596 shares; 2025Q2: 220,040 shares; 2025Q3: 229,463 shares; 2025Q4: 244,242 shares; 2026Q1: 260,559 shares 260,559$11.1M1.24%+16,317Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,292 shares; 2024Q4: 156,519 shares; 2025Q1: 152,935 shares; 2025Q2: 153,014 shares; 2025Q3: 154,035 shares; 2025Q4: 155,840 shares; 2026Q1: 165,854 shares 165,854$10.1M1.13%+10,014Timeline
TRCTEJON RANCH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 487,941 shares; 2024Q4: 484,596 shares; 2025Q1: 481,002 shares; 2025Q2: 483,215 shares; 2025Q3: 485,080 shares; 2025Q4: 494,801 shares; 2026Q1: 512,314 shares 512,314$9.65M1.09%+17,513Timeline
CPBTHE CAMPBELLS COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 356,600 shares 356,600$7.94M0.89%newTimeline
CNHCNH INDL N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 637,907 shares; 2024Q4: 639,821 shares; 2025Q1: 627,407 shares; 2025Q2: 633,405 shares; 2025Q3: 636,914 shares; 2025Q4: 645,440 shares; 2026Q1: 684,337 shares 684,337$7.53M0.85%+38,897Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,782 shares; 2024Q4: 87,739 shares; 2025Q1: 98,286 shares; 2025Q2: 117,649 shares; 2025Q3: 121,635 shares; 2025Q4: 127,827 shares; 2026Q1: 147,762 shares 147,762$7.44M0.84%+19,935Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,106 shares; 2024Q4: 318,334 shares; 2025Q1: 312,475 shares; 2025Q2: 313,349 shares; 2025Q3: 312,468 shares; 2025Q4: 311,909 shares; 2026Q1: 324,024 shares 324,024$7.29M0.82%+12,115Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 167,766 shares; 2025Q4: 168,814 shares; 2026Q1: 174,126 shares 174,126$6.4M0.72%+5,312Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,462 shares; 2024Q4: 89,292 shares; 2025Q1: 89,521 shares; 2025Q2: 90,399 shares; 2025Q3: 91,523 shares; 2025Q4: 94,221 shares; 2026Q1: 103,490 shares 103,490$6.14M0.69%+9,269Timeline
CCJCAMECO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579,304 shares; 2024Q4: 572,785 shares; 2025Q1: 552,209 shares; 2025Q2: 261,264 shares; 2025Q3: 57,066 shares; 2025Q4: 57,001 shares; 2026Q1: 56,025 shares 56,025$6.08M0.68%-976Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5$3.59M0.4%0Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,526 shares; 2024Q4: 19,376 shares; 2025Q1: 16,567 shares; 2025Q2: 16,547 shares; 2025Q3: 17,502 shares; 2025Q4: 17,502 shares; 2026Q1: 17,502 shares 17,502$2.18M0.24%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,929 shares; 2024Q4: 4,929 shares; 2025Q1: 4,929 shares; 2025Q2: 4,929 shares; 2025Q3: 4,929 shares; 2025Q4: 4,929 shares; 2026Q1: 4,929 shares 4,929$1.2M0.14%0Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,911 shares; 2024Q4: 188,948 shares; 2025Q1: 185,189 shares; 2025Q2: 187,614 shares; 2025Q3: 189,807 shares; 2025Q4: 184,867 shares; 2026Q1: 169,298 shares 169,298$1.12M0.13%-15,569Timeline
IMOIMPERIAL OIL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,945 shares; 2024Q4: 6,945 shares; 2025Q1: 6,945 shares; 2025Q2: 6,945 shares; 2025Q3: 6,945 shares; 2025Q4: 6,945 shares; 2026Q1: 6,945 shares 6,945$909K0.1%0Timeline
EAFGRAFTECH INTL LTD SR NTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 172,648 shares; 2025Q4: 115,058 shares; 2026Q1: 107,137 shares 107,137$726K0.08%-7,921Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,129 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,129 shares; 2025Q4: 2,129 shares; 2026Q1: 2,129 shares 2,129$694K0.08%0Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,640 shares; 2025Q1: 2,286 shares; 2025Q2: 2,286 shares; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares; 2026Q1: 2,315 shares 2,315$675K0.08%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares 1,399$339K0.04%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,749 shares; 2024Q4: 1,749 shares; 2025Q1: 1,749 shares; 2025Q2: 1,749 shares; 2025Q3: 1,749 shares; 2025Q4: 1,749 shares; 2026Q1: 1,749 shares 1,749$337K0.04%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares 1,106$270K0.03%0Timeline
MURMURPHY OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,050 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,050 shares 6,050$250K0.03%newTimeline
SJTSAN JUAN BASIN RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,065 shares; 2024Q4: 14,565 shares; 2025Q1: 14,565 shares; 2025Q2: 14,565 shares; 2025Q3: 14,565 shares; 2025Q4: 14,565 shares; 2026Q1: 14,565 shares 14,565$70.1K0.01%0Timeline

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001179232-26-000004 base2026-04-21acceptance time not in the bulk data set