FHI — FEDERATED INVS INC-CL B

Ownership history in FOUNDATION RESOURCE MANAGEMENT INC  ·  30 quarters on record

AI Ownership Summary

FOUNDATION RESOURCE MANAGEMENT INC reported FEDERATED INVS INC-CL B (FHI) in 30 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.96% in 2025 Q3. The latest visible filing shows FHI at 2.76% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FOUNDATION RESOURCE MANAGEMENT INC's position in FEDERATED INVS INC-CL B, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FHI was reported at 2.76% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.96% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FHI stock page FOUNDATION RESOURCE MANAGEMENT INC fund profile FOUNDATION RESOURCE MANAGEMENT INC full holdings
How FOUNDATION RESOURCE MANAGEMENT INC held FHI — position size vs. price
% of Fund (quarterly)    FHI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 395,893 -935 -0.2% 2.76% $20.6M 2026-02-14 (Est.) $55.44
2025 Q3 REDUCED 396,828 -1,685 -0.4% 2.96% $20.6M 2025-10-14 $51.73
2025 Q2 REDUCED 398,513 -3,165 -0.8% 2.73% $17.7M 2025-07-14 $45.67
2025 Q1 REDUCED 401,678 -13,899 -3.3% 2.58% $16.4M 2025-04-14 $37.11
2024 Q4 REDUCED 415,577 -2,675 -0.6% 2.85% $17.1M 2025-01-14 $36.79
2024 Q3 REDUCED 418,252 -651 -0.2% 2.38% $15.4M 2024-10-10 $34.48
2024 Q2 ADDED 418,903 +330 +0.1% 2.20% $13.8M 2024-07-10 $30.95
2024 Q1 ADDED 418,573 +3,994 +1.0% 2.37% $15.1M 2024-04-11 $33.31
2023 Q4 ADDED 414,579 +6,482 +1.6% 2.24% $14.0M 2024-01-10 $30.14
2023 Q3 REDUCED 408,097 -1,624 -0.4% 2.29% $13.8M 2023-10-10 $30.59
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FHI

As of 2025 Q4 — sorted by position size

Schneider Downs Wealth Management Advisors, LP 3Y 7Y 15.63% Factorial Partners, LLC 3Y 7Y 5.27% CONTINENTAL ADVISORS LLC 3Y 7Y 2.77% Murphy Pohlad Asset Management LLC 3Y 7Y 1.35% Taylor Frigon Capital Management LLC 3Y 7Y 1.05% Kendall Capital Management 3Y 7Y 0.95% SPROTT INC. 3Y 7Y 0.89% Alpha Omega Wealth Management LLC 3Y 7Y 0.8% Inlet Private Wealth, LLC 3Y 7Y 0.73% HOURGLASS CAPITAL, LLC 3Y 7Y 0.7%

FAQ About FOUNDATION RESOURCE MANAGEMENT INC and FHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has FOUNDATION RESOURCE MANAGEMENT INC reported owning FHI?

FOUNDATION RESOURCE MANAGEMENT INC reported FHI across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported FHI position in FOUNDATION RESOURCE MANAGEMENT INC's portfolio?

The largest reported portfolio weight for FHI was 2.96% in 2025 Q3.

What is the latest reported FHI position on this page?

The most recent filing on this page is 2025 Q4, when FOUNDATION RESOURCE MANAGEMENT INC reported 395,893 shares, equal to 2.76% of portfolio, with an estimated market value of $20.6M.

What does the chart on this FHI ownership page compare?

The chart compares FOUNDATION RESOURCE MANAGEMENT INC's quarterly FHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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