ARMOR ADVISORS, L.L.C.
Holdings as of 2026-06-30, filed 2026-08-10
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 41 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
16
Value reported by manager
$140.1M
Sum of our stored positions
$140.1M
should match the line above
Disclosure lag
41 d
quarter end to filing
Top 5 concentration
59.4%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
1
puts and calls
Positions
16 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| CRH PLC | ORD | $26.8M | 250,577 | — | G25508105 |
| SPDR GOLD TR | GOLD SHS | $17.7M | 48,000 | Call | 78463V107 |
| NAVIOS MARITIME PARTNERS L P | COM UNIT LPI | $13.7M | 196,191 | — | Y62267409 |
| ZIMMER BIOMET HOLDINGS INC | COM | $13M | 151,264 | — | 98956P102 |
| ZOETIS INC | CL A | $12M | 167,197 | — | 98978V103 |
| KASPI KZ JSC | SPONSORED ADS | $11.9M | 137,171 | — | 48581R205 |
| DEVON ENERGY CORP NEW | COM | $8.9M | 216,361 | — | 25179M103 |
| ALAMOS GOLD INC NEW | COM CL A | $7.8M | 258,383 | — | 011532108 |
| BECTON DICKINSON & CO | COM | $7M | 46,481 | — | 075887109 |
| FIRST CTZNS BANCSHARES INC N | CL A | $5.2M | 2,510 | — | 31946M103 |
| EOG RES INC | COM | $5.1M | 38,993 | — | 26875P101 |
| SKEENA RES LTD NEW | COM | $3.8M | 143,756 | — | 83056P715 |
| FERGUSON ENTERPRISES INC | COM | $3.5M | 14,882 | — | 31488V107 |
| OSISKO DEVELOPMENT CORP | COM NEW | $1.3M | 522,172 | — | 68828E809 |
| SEABRIDGE GOLD INC | COM | $1.3M | 49,716 | — | 811916105 |
| ENDEAVOUR SILVER CORP | COM | $901.8K | 108,911 | — | 29258Y103 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-10