Armor Advisors, L.L.C.
- SEC CIK
- 0001600698
- Latest filing
- Aug 10, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 11
- 0 vs. Q2 2024
- Portfolio value
- $120.4M
- −$5.92M (−4.7%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CRHCRH Public Ltd Co | ORD | 237,886 | $22.1M | 18.3% | −28,961−10.9% | Reduced | History |
| NMMNavios Maritime Partners L.P. | COM UNIT LPI | 242,933 | $15.2M | 12.6% | +242,933 | New | History |
| XPXP Inc. | CL A | 815,760 | $14.6M | 12.2% | −89,320−9.9% | Reduced | History |
| FNVFranco Nevada Corp | Stock | 115,881 | $14.4M | 12.0% | −11,976−9.4% | Reduced | History |
| RGLDRoyal Gold Inc | Stock | 99,358 | $13.9M | 11.6% | −19,469−16.4% | Reduced | History |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 474,343 | $11.2M | 9.3% | +222,200+88.1% | Added | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 5,799 | $10.7M | 8.9% | −1,336−18.7% | Reduced | History |
| FROFrontline plc | SHS NEW | 291,544 | $6.66M | 5.5% | 00.0% | Unchanged | History |
| SASeabridge Gold Inc | COM | 309,540 | $5.20M | 4.3% | −135,492−30.4% | Reduced | History |
| WPMWheaton Precious Metals Corp. | COM | 69,838 | $4.27M | 3.5% | −7,226−9.4% | Reduced | History |
| SLViShares Silver Trust | ETF | 73,000 | $2.07M | 1.7% | +50,000+217.4% | Added | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.