Armor Advisors, L.L.C.
- SEC CIK
- 0001600698
- Latest filing
- Aug 10, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 11
- 0 vs. Q3 2024
- Portfolio value
- $82.0M
- −$38.3M (−31.9%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CRHCRH Public Ltd Co | ORD | 302,886 | $28.0M | 34.2% | +65,000+27.3% | Added | History |
| FNVFranco Nevada Corp | Stock | 97,242 | $11.4M | 13.9% | −18,639−16.1% | Reduced | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 59,600 | $10.3M | 12.6% | +59,600 | New | History |
| NMMNavios Maritime Partners L.P. | COM UNIT LPI | 183,573 | $7.95M | 9.7% | −59,360−24.4% | Reduced | History |
| SBLKStar Bulk Carriers Corp. | SHS PAR | 365,763 | $5.47M | 6.7% | −108,580−22.9% | Reduced | History |
| ICLRIcon PLC | COM | 24,100 | $5.05M | 6.2% | +24,100 | New | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 2,284 | $4.83M | 5.9% | −3,515−60.6% | Reduced | History |
| RGLDRoyal Gold Inc | Stock | 33,358 | $4.40M | 5.4% | −66,000−66.4% | Reduced | History |
| FROFrontline plc | COM | 190,332 | $2.70M | 3.3% | +190,332 | New | History |
| SLViShares Silver Trust | ETF | 43,777 | $1.15M | 1.4% | −29,223−40.0% | Reduced | History |
| SASeabridge Gold Inc | COM | 58,184 | $663.9K | 0.8% | −251,356−81.2% | Reduced | 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 Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.