Ownership history in FOUNDATION RESOURCE MANAGEMENT INC Β· 30 quarters on record
This page tracks every 13F SEC filing in which FOUNDATION RESOURCE MANAGEMENT INC reported a position in FEDERATED INVS INC-CL B (FHI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π FOUNDATION RESOURCE MANAGEMENT INC underperformed the S&P 500 by β5.5% annually on this FHI position. Timing score: 46% (13/28 decisions correct). Average cost basis: $29.05. Maximum drawdown during holding period: β41.1%.
β Significantly underperformed the S&P 500 by 5.5% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
13 of 28 add/trim decisions correct
Best entry: $19.35 (2018 Q4) Β· Worst: $35.40 (2023 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 17 trims. Bought during 3 of 9 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.76% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size